Barclays Private Bank Podcasts

Epizódok

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  Markets Weekly podcast (10 August 2026): Q2 earnings special 10.08.2026

  AI-driven earnings growth has supported a rally in equity markets this year. But does the latest earnings season suggest this has more to run?
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  Markets Weekly podcast (3 August 2026): Interest rate special 03.08.2026

  The major central banks kept interest rates unchanged in July, but what happens next? The latest policy meetings were all about the message (or lack of) from central bankers. In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue, our Chief Market Strategist, as they analyse the latest interest rate decisions in the US, Europe and the UK, how the bond markets have reacted and what they mean for the outlook for rates.
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  Markets Weekly podcast (27 July 2026): UK economy and politics special 27.07.2026

  What could Andy Burnham’s first week as UK prime minister reveal about future government policy? In our latest podcast, we explore the political, economic and market implications of the UK’s new leadership and the changes announced so far. Listen in for insights from Julien Lafargue, Chief Market Strategist, Alex Jackman from the Regional Corporate Affairs team at Barclays and Luke Mayberry, Investment Strategist.
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  Markets Weekly podcast (20 July 2026): How AI affects economies 20.07.2026

  AI-related companies have helped to propel markets to record highs this year, but how much will AI reshape productivity, labour markets and economic growth? In this week’s podcast, Lukas Gehrig, Head of Quantitative Macro and Thematic Strategy, joins host Julien Lafargue, our Chief Market Strategist, to explore how much AI could penetrate people’s jobs and whether productivity gains can offset slowing demographic trends.
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  Markets Weekly podcast (13 July 2026): Artificial Intelligence (AI) special 13.07.2026

  AI has changed how quickly we can gather and understand information, but what is it doing to the quality of our decisions? In this week's podcast, Alex Joshi, Head of Behavioural Finance, and Rob Smith, AI and Data Science Strategist, join Julien Lafargue, our Chief Market Strategist, to explore 'cognitive surrender' and consider how to keep making good decisions. They also discuss the shift from AI chatbots to AI agents, the rising costs of using AI agents and the anticipated trends that could be seen over the rest of the year.
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  Markets Weekly podcast (6 July 2026): Real estate special 06.07.2026

  Property continues to dominate the headlines, as speculation over stamp duty reform and news of recent high-profile activity grabs investor attention. In this week’s podcast, Stephen Moroukian, our real estate financing specialist, joins Julien Lafargue, our Chief Market Strategist, to discuss the interest rate environment, amid sticky inflation and volatile energy prices, and consider what’s in store for house prices in prime central London and across the rest of the UK.
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  Markets Weekly podcast (29 June 2026): FX special 29.06.2026

  The first half of the year has witnessed mixed performance in currency markets with the US dollar strengthening, due to its safe-haven status and US economic growth, while sterling weakened on political uncertainty. In this week’s podcast, Bhaskar Gupta, Head of FX Distribution in the UK, joins Julien Lafargue to discuss what investors can expect from the major currencies for the rest of the year.
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  Markets Weekly podcast (22 June 2026): UK special and where next for interest rates? 22.06.2026

  In this week's podcast, Michel Vernier, Head of Fixed Income Strategy, joins Julien Lafargue, Chief Market Strategist, to explore what could shape the next moves in UK and US interest rates. They discuss UK inflation, how bond markets are responding to UK political uncertainty, and the first statement from new US Federal Reserve chair Kevin Warsh.
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  Markets Weekly podcast (15 June 2026): Mid-Year Outlook 2026 special 15.06.2026

  Against a backdrop of elevated economic and geopolitical uncertainty, investors have faced significant challenges throughout the first half of the year. In this week’s special podcast, Julien Lafargue, Chief Market Strategist, is joined by Dorothée Deck, Head of Cross Asset Strategy, and Michel Vernier, Head of Fixed Income Strategy, as they discuss our Mid-Year Outlook 2026 report and explore the key topics shaping global markets.
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  Markets Weekly podcast (8 June 2026): Credit market special 08.06.2026

  Following transformative AI-related bond issuance, what has been the impact of this fundraising on the structure and dynamics of credit markets? In this podcast, Aleksandar Devic, Fixed Income Strategist, joins host Julien Lafargue, Chief Market Strategist, to discuss the latest developments in credit markets. Away from AI, where is the relative value in more traditional sectors? Are there any opportunities at the long end of the investment grade curve? And where is the most value in high yield?
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  Markets Weekly podcast (1 June 2026): Artificial Intelligence (AI) special 01.06.2026

  As valuations in semi-conductor chip manufacturers soar, are concerns of a bubble warranted or is this the start of a new paradigm? In this podcast, Rob Smith, AI and Data Science Strategist, joins host Julien Lafargue, Chief Market Strategist, to explore the latest developments in the AI sector. Will future productivity gains continue to support the AI trade? What are the most important developments in agentic AI? And what comes next?
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  Markets Weekly podcast (26 May 2026): Private credit special 26.05.2026

  As private credit becomes a more significant part of the investment landscape, how important is diversification and manager selection? In this special podcast, Kellie Hata, Head of European Private Markets, and Mike Scott, Senior Investment Due Diligence Analyst, both from Albourne Partners, join host Julien Lafargue, Chief Market Strategist, to explore how a disciplined and well-informed approach can exploit attractive opportunities in private credit despite increasing performance dispersion and rising defaults.
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  Markets Weekly podcast (18 May 2026): FX special 18.05.2026

  As ongoing political uncertainty in the UK puts pressure on sterling, what is the longer-term outlook for the currency? Bhaskar Gupta, Head of FX Distribution, joins host Julien Lafargue, Chief Market Strategist, to discuss the outlook for the major currencies amid expected rate hikes from leading central banks. They also discuss the US dollar’s safe-haven status, inflationary headwinds and yen volatility amid bouts of intervention by the Bank of Japan.
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  Markets Weekly podcast (11 May 2026): UK local elections special 11.05.2026

  Following a historic weekend of election results, what have we learned from an increasingly fragmented electorate? Sonia Fernandes, UK Government Relations and Policy, and Luke Mayberry, Investment Strategist, join host Julien Lafargue, Chief Market Strategist, to consider the unprecedented gains by Reform UK amid a shift towards anti-union parties. They also discuss the likelihood of a Labour leadership challenge in the short term, the market reaction to the results and the outlook for the UK economy.
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  Markets Weekly podcast (5 May 2026): Fixed income special 05.05.2026

  What do last week’s central bank meetings imply for interest rate expectations in 2026? Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue, Chief Market Strategist, to consider the latest policy announcements. As the US Federal Reserve, Bank of England and European Central Bank leave rates on hold, concerns mount over an oil-induced inflationary shock. They also discuss investment opportunities in fixed income, the latest earnings news and what’s next in the Middle East conflict.
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  Markets Weekly podcast (27 April 2026): Liberation Day – one year on 27.04.2026

  A year on from when President Donald Trump announced his 'Liberation Day' tariffs, what has been the impact on the global economy? Lukas Gehrig, Head of Quantitative Macro and Thematic Strategy, joins host Julien Lafargue, Chief Market Strategist, to consider the effects the initiative has had on global trade routes. They also discuss how the tariffs have affected the US economy and explore the likely inflationary impact from this year's energy shock caused by the conflict in the Middle East.
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  Markets Weekly podcast (20 April 2026): Is a peace deal in reach? 20.04.2026

  As negotiations in the Middle East continue, is a peace deal in reach? Julien Lafargue, Chief Market Strategist, considers the latest developments in the region. Meanwhile, US banks reported first-quarter results that generally beat expectations – driven by strong equity trading – and painted an encouraging outlook backed by the strength of the US consumer and a resilient economy.
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  Markets Weekly podcast (13 April 2026): Lessons in investor behaviour 13.04.2026

  What can we learn from the way investors behave during bouts of extreme market volatility? Alex Joshi, Head of Behavioural Finance, joins host Julien Lafargue, Chief Market Strategist, to discuss recent investor behaviour amid unpredictability in the Middle East, how use of live newsfeeds affects investor decisions and the importance of maintaining perspective despite ongoing uncertainty.
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  Markets Weekly podcast (7 April 2026): Middle East ultimatum 07.04.2026

  What does Tuesday’s US deadline for Iran mean to markets? Listen in to hear Julien Lafargue, Chief Market Strategist, consider recent developments in the Gulf. Despite the market’s resilience in the hopes of a ceasefire, the potential for oil shortages amidst a prolonged conflict threaten to hit global economic growth and increase the risk of recession.
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  Markets Weekly podcast (30 March 2026): Spotlight on currency markets 30.03.2026

  How is the conflict in the Middle East affecting currency markets? Listen in to hear Bhaskar Gupta, our Head of FX Distribution UK, discuss the latest developments in FX markets and the outlook for the major currencies and central bank policy. Julien Lafargue, Chief Market Strategist, also gives an update on events in the Middle East, and highlights why market attention could soon shift from inflation worries to recession risk, if oil shortages materialise.