The Flip Side
Barclays Investment Bank
This podcast series features a lively debate between two of Barclays’ Research analysts taking opposing viewpoints on timely topics of importance to economies and businesses around the globe.
By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues. For more insights from our experts: https://www.ib.barclays
Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html
By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues. For more insights from our experts: https://www.ib.barclays
Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html
Episodes
Mentioned books
Jan 23, 2019 • 21min
Did the US corporate tax cut stimulate the economy?
At the end of 2017, US President Trump signed the Tax Cuts and Jobs Act into law. For corporations, this meant a significant reduction in the tax rate from 35% to 21%, which lawmakers claimed would boost business investment domestically, bring cash held overseas back to the US and create jobs. The question is, did the tax cut achieve all it set out to, and as a result stimulate the US economy? For more insights from our experts: https://barclays.com/ib
Dec 4, 2018 • 25min
Brexit's warning shot: the beginning of the end for globalisation?
In the fifth episode of The Flip Side podcast series, Marvin Barth, Barclays Head of FX and Emerging Markets Macro Research, sits down with Fabrice Montagné, Barclays Chief UK Economist, to debate how Brexit represents de-globalisation in Europe, assess where Brexit might lead and discuss what lessons the UK's exit from the EU might offer for other countries grappling with similar phenomenon. For more insights from our experts: https://barclays.com/ib
Nov 6, 2018 • 19min
The yield curve: Recession signal or market noise?
The yield curve has been a relevant signal of past impending recessions. But is it still an adequate predictor today? Our Research analysts debate whether investors should continue to rely on this market indicator.
Sep 29, 2018 • 18min
Emerging market volatility: Global crisis or series of one-offs?
Some emerging market assets have plummeted in 2018. Are we headed toward a crisis that could undo ten years of economic expansion? Barclays Research analysts debate whether EM volatility could tip the developed world into recession. For more insights from our experts: https://barclays.com/ib
Sep 3, 2018 • 20min
Goldilocks in developed economies: How long can it continue?
Ten years after the financial crisis, unemployment has reached record lows in many global economies, which means we should have seen wage growth increase by now. But that hasn’t been the case. So, what’s the holdup? And what does this mean for the short- and long-term future of the economy?
In this episode of The Flip Side, Jeff Meli, Co-Head of Research, sits down with Ajay Rajadhyaksha, Head of Macro Research, to debate the reasons behind this wage stagnation anomaly.
Jul 23, 2018 • 34min
Are U.S. trade policies good for America and the world?
Jeff Meli, Barclays Head of Research sits down with Marvin Barth, Head of FX and Emerging Markets Macro Research, to debate some of the factors contributing to, and possibly resulting from, the state of global trade conflict. For more insights from our experts: https://barclays.com/ib
