Claim OwnershipBarclays Private Bank Podcasts
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Insights and analysis from leading investment, property and philanthropy experts within Barclays Private Bank. This series of podcasts will look at the trends, challenges and opportunities for those investing, buying property and giving in these turbulent times.
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289 Episodes
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In this week’s podcast, Julien Lafargue, our Chief Market Strategist, discusses the joint attack on Iran by Israel and the US over the weekend, and the potential implications for global markets.
Does recent volatility among software stocks signal a significant risk for the credit market? Michel Vernier, Head of Fixed Income Strategy, and Aleks Devic, Fixed Income Specialist, join Julien Lafargue to explore recent price action, examine the headlines about redemption limitations within private credit markets and to discuss how investors can build a sustainable credit portfolio.
In this week’s podcast, Nvidia’s Simon See, joins host Julien Lafargue to reflect on the impact artificial intelligence and what his AI research work at the company suggests could happen next. Given that AI tailwinds that powered the market higher have turned into headwinds recently, we hope you find this informative.
In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to reflect on recent central bank rate-setting meetings. What can we expect from the US Federal Reserve (Fed), European Central Bank and the Bank of England over the next few quarters? How did bond markets react to Kevin Warsh’s nomination as the next Fed chair? And what does Japan’s recent election result mean for investors?
In this week’s podcast, Stefano Mascoli, Head of FX and Capital Markets in Monaco, joins host Julien Lafargue to discuss the drivers behind the recent sharp moves in currency markets. Are investors witnessing a structural shift in the US dollar? How much further could the yen rally? And what role did the prospect of a coordinated US–Japan intervention play in markets?
The US economy is creating far fewer jobs, but is this just a temporary soft patch? Lukas Gehrig, our Head of Quant Macro and Thematic Strategy, joins host Julien Lafargue, Chief Market Strategist, to delve into the trends shaping the US labour market – from tougher immigration and shifting demographics to advances in artificial intelligence – and why they matter for investors.
In this week's podcast, Dorothée Deck, Head of Cross Asset Strategy, joins host Julien Lafargue to discuss how market leadership is broadening across companies, sectors and regions. They cover what’s driving this shift, why investor sentiment remains fragile, and why earnings delivery is becoming increasingly important. They also preview the key themes for the Q4 reporting season – from AI‑related productivity to capex trends and the durability of mega-cap earnings – and share early insights from US bank results.
In this week's podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to reflect on the bond markets in 2025 and provide insights on what will be the driving forces in 2026. They discuss if central banks are done with interest rate cuts and if the bond markets are too complacent about the inflation outlook. Additionally, they explore what large-scale, AI-related capital expenditure means for credit markets.
In this week’s podcast, Ivelin Stankov, Investment Strategist, joins host Julien Lafargue to discuss cryptocurrencies. Is Bitcoin a form of digital gold? What role can Bitcoin play in portfolios? And what should investors expect from Bitcoin and other cryptocurrencies in 2026 and beyond?
In this week’s podcast, Alex Joshi, Head of Behavioural Finance, joins host Julien Lafargue to discuss the psychology of bubbles. What is a bubble and how does it work? Is there a bubble in equity markets today? And how can investors use AI to make better investment decisions?
This week’s podcast discusses the impact that UK Chancellor Rachel Reeves’ Budget last week is having on the housing market. Our real estate financing specialist Stephen Moroukian joins host Julien Lafargue to discuss the state of the property market and outline the key Budget measures likely to have the biggest impact on investors in the sector.
This week’s podcast discusses the key themes of our recently released AI Outlook 2026: Agents of Productivity report, which examines the defining trends, opportunities and risks for AI in the year ahead. Lukas Gehrig, Head of Quant Macro and Thematic Strategy, and Rob Smith, AI and Data Science Strategist, join host Julien Lafargue to answer some of the key questions on investors’ minds. Can the hunger for compute and energy demand be sated? When will AI deliver the much-promised broad productivity gains? And what part will regulation play in the AI rollout?
Despite the strong performance in US equity markets this year and speculation of an AI bubble, there are still reasons for investors to be optimistic. In this special podcast, guests Dr Nouriel Roubini, Senior Economic Strategist, and Jason Cuttler, Senior Markets and Derivatives Strategist, both at Hudson Bay Capital join host Julien Lafargue to discuss how AI-driven growth should continue to outweigh less market-friendly policies such as tariffs, why they believe that the S&P 500 isn’t overvalued and why Japan and metals can offer investors diversification benefits.
As we unveil our Outlook 2026 report amidst a year marked by powerful AI-driven momentum, stretched equity valuations and growing concentration risks, the key question now is how investors should position as we move toward 2026. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, and Michel Vernier, Head of Fixed Income Strategy, join host Julien Lafargue to explore the forces behind recent market performance, the vulnerabilities emerging beneath the surface, and where we believe the most compelling opportunities and risks lie across regions, sectors and investment styles.
Following the release of our Private Markets Annual Report 2025, we shine a light on the growing importance of private markets for high-net-worth investors. In this week’s podcast, Shenal Kakad, Global Head of Private Markets, shares some of the report’s key findings around why investors are increasingly looking at private markets, the key drivers behind the growth in allocations to private markets and the barriers they face when investing.
Q3 results in the US have been particularly strong, with earnings and margins surprising to the upside. Europe has been more mixed, though underlying trends look more resilient, after accounting for sector and FX effects. At the same time, dispersion is rising. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, explores how strong numbers in the US are not always rewarded, while even modest disappointments face sharper reactions ‒ a clear sign that investors are becoming more discriminating.
Blockchain is a long-term investment theme that is maturing after an initial stage of hype, offering new avenues for value creation in portfolios. In this week’s podcast, Ivelin Stankov, Investment Strategist, joins host Julien Lafargue to explain what blockchain companies do, the influence of cryptocurrencies on blockchain companies, and what makes the blockchain theme a unique opportunity for investors.
In this week’s podcast, Stephen Moroukian, our real estate financing specialist, joins host Julien Lafargue to discuss central London’s prime real-estate market, Budget speculation, and the ongoing geopolitical backdrop. Stephen also provides an update on the UK interest rate outlook and how this is impacting the demand for mortgages.
After a period where just a handful of mega-cap AI stocks have driven market returns, Quality stocks (companies which often exhibit consistent earnings growth, high profitability, and stable balance sheets) have lagged significantly. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, explores why Quality may be poised for a rebound, and shares the key indicators to watch as market leadership starts to broaden.
Following Sanae Takaichi’s surprise election win as leader of Japan's ruling Liberal Democratic Party, the yen weakened sharply on expectations of looser monetary policy. In this week’s podcast, Bhaskar Gupta joins host Julien Lafargue to consider the prospects for the yen, US dollar, euro, sterling, and Swiss franc.
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