In a world of constant change, Barclays Brief is your weekly source for differentiated perspectives that cut through the noise.
Each bite-sized episode delivers clear insights into the structural trends transforming sectors – from technology and healthcare to energy, industrials and beyond.
Through sharp dialogue and scenario-based analysis, we help you navigate complexity, make meaningful connections and anticipate what’s next – whether you’re managing a portfolio or leading a business.
Each week we dig deep into a key market theme, spanning equities, macro, credit and more, uncovering the forces shaping tomorrow to help you make smarter decisions today.
Stay sharp. Stay briefed.
Published by Barclays Investment Bank: https://www.ib.barclays/
Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html
Important non-Research content disclosures: https://www.ib.barclays/disclosures/important-nonresearch-content-disclosures.html
📻 Siste episoder av Barclays Brief
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Metals & mining: Meltdown or opportunity? (00:10:10)
Sharp swings across precious metals, especially gold, have thrust the sector into the spotlight, sustaining investor interest and stirring fresh debate over whether a new supercycle is emerging. Amos ...
Forces shaping markets in 2026 (00:13:43)
Most episodes of The Barclays Brief focus on a single market theme, but this week we have a special episode for you. Adeel Khan, our Global Head of Markets, joined hosts Ronnie Wexler and Patrick Coff...
Rise of the humanoid robots (00:12:10)
Humanoid robotics is moving from experimentation and into a true economic inflection point. The market, valued at just $2–3bn today, is projected to expand to ~$40bn by 2035 in the base case*, with up...
Headlines to hedges: Positioning in 2026 (00:11:17)
In just the first two weeks of 2026, investors have had a lot to take in amidst fast-moving headlines and shifting policy signals.In this episode of Barclays Brief, Global Head of Macro Distribution ...
AI: The macro game changer (00:10:51)
While traditional macroeconomic factors such as labour markets, central bank policy and inflation are all important considerations for 2026, the economy is “going to live or die” by what happens with ...
Robotaxis: The future of mobility (00:12:02)
2026 is expected to be a breakthrough year for the US robotaxi market, as autonomous vehicles shift gears from pilot projects to large-scale deployment across major cities.Some players are expanding t...
Credit markets: What's ahead for 2026 (00:09:55)
If you spent 2025 watching credit and thinking “this feels suspiciously quiet,” you are not alone. Barclays’ Global Head of Research, Brad Rogoff, and Global Head of Equities Distribution, Ronnie Wexl...
Seismic Shifts: Agentic AI in Energy (00:10:25)
Conversations about AI often revolve around the outlooks for the Mag7, capex or the resources required to power the technology. This episode of the Barclays Brief explores agentic AI’s potential for t...
Is the stock market actually the economy now? (00:10:34)
The rise of real-time trading platforms, combined with steady 401(k) inflows, has amplified wealth effects – making retail investors acutely aware that fluctuations in equity markets directly influenc...
Critical minerals: The new oil (00:08:20)
As technological advancement continues at pace across AI, defence and everything in between, demand for critical minerals such as rare earth elements (REEs) and copper, lithium, aluminium, nickel and ...
US Dollar & the AI capex cycle (00:10:38)
AI is reshaping corporate investment priorities at breakneck speed, with the US private sector pledging trillions in capital expenditures to power the next wave of innovation. Investment waves have af...
Hyperscalers: Hypergrowth, higher risk (00:08:56)
AI, hyperscaler capex, credit markets, and debt issuance: the landscape for big tech funding is shifting fast. In the latest episode of Barclays Brief, Ronnie Wexler is joined by Andrew Keches, Co-Hea...
Recent high-profile bankruptcies have put private credit in the headlines. In this episode, Peter Troisi explains how private credit is weaving itself into the financial system – linking banks, insure...
AI Revolution: China’s Five-Year Plan (00:11:27)
Trump-Xi trade talks are expected this week, amidst the recent publication of China’s 15th Five-Year Plan. To get the insights on these headlines and narratives, Kaan Singh from Barclays Equity Tactic...
UK Economy: At a crossroads (00:08:38)
With the UK’s Autumn Budget fast approaching, UK Chief Economist Jack Meaning joins Ronnie Wexler on the Barclays Brief to discuss what’s really driving the UK economic outlook. They discuss Jack's la...
Gold: Unpacking the rally (00:08:16)
Gold’s historic role as a hedge asset is in focus as prices soar past $4,000 an ounce. In this episode of the Barclays Brief podcast, Ajay Rajadhyaksha, Global Chairman of Research, joins Patrick Coff...
US Markets: A Bullish Perspective (00:09:25)
In the debut episode of this new podcast series, Patrick Coffey interviews Ronnie Wexler, Global Head of Equities Distribution in the Markets division. Ronnie lays out a bullish case for markets, driv...
Welcome to the Barclays Brief podcast (00:01:30)
In a world of constant change, Barclays Brief is your weekly source for differentiated perspectives that cut through the noise.Each bite-sized episode delivers clear insights into the structural trend...
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