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Podcast · 50 episodes

Barclays Brief, page 2

by Barclays Investment Bank · English

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

All episodes, page 2

Prediction markets: A new market signalPrediction markets—how they evolved, why they’re growing fast, how big they could become, how they differ from sports betting, and the regulatory/investment implications.14 Apr 2026 · 10 min · 4 chapters
The quantum computing momentQuantum computing basics and why it matters now—covering qubits vs bits, expected “quantum advantage” timing, hybrid (classical+quantum) architectures, current hardware error/scalability limits, and…7 Apr 2026 · 13 min · 6 chapters
The cusp of a capex supercycleArgues advanced economies are at the start of a decade-long “capex supercycle,” driven by AI infrastructure plus energy security/electrification and a renewed defense cycle, with geopolitical shocks…31 Mar 2026 · 13 min · 5 chapters
European rates: Inflation & AI waves collideEuropean interest-rate volatility driven by inflation/energy shocks colliding with AI-driven growth expectations; how to interpret signals, positioning, and what comes next.24 Mar 2026 · 11 min · 3 chapters
A bullish view on US equitiesBullish outlook on US equities despite recent Iran-related market calm that masks sharp sector rotations and risk repricing; argues oil shocks are less damaging today and that US earnings/margins and…17 Mar 2026 · 13 min · 7 chapters
Processing uncertainty in real timeHow to evaluate real-time geopolitical and market shocks (especially oil) by focusing on transmission mechanisms, not headlines; implications for inflation expectations, AI-driven capex, private…10 Mar 2026 · 10 min · 6 chapters
Weight loss drugs: Scaling upIn this episode, Patrick Coffey talks with Emily Field, Head of US Biopharmaceuticals Equity Research, about the rapidly evolving weight loss drugs market.3 Mar 2026 · 14 min · 8 chapters
Software: In the AI stormIn this episode of the Barclays Brief, we delve into the tumultuous landscape of software equities amid the accelerating influence of artificial intelligence (AI).24 Feb 2026 · 11 min · 5 chapters
European Industrials: Recovery or decline?A weekly source delivering insights into structural trends across various sectors such as technology, healthcare, energy, and industrials.17 Feb 2026 · 10 min · 9 chapters
Japan decides, global markets moveBarclays Brief offers weekly insights into structural trends transforming various sectors, helping listeners navigate complexities in the market.10 Feb 2026 · 11 min · 1 chapter
Metals & mining: Meltdown or opportunity?[Listen to the Episode](https://www.ib.barclays/)3 Feb 2026 · 10 min · 4 chapters
Forces shaping markets in 2026A weekly source for insights into market trends across various sectors.28 Jan 2026 · 14 min · 6 chapters
Rise of the humanoid robotsHumanoid robots moving from sci-fi to real-world deployment, driven by “physical AI,” and the investment/supply-chain implications.20 Jan 2026 · 12 min · 7 chapters
Headlines to hedges: Positioning in 2026How investors are positioned for 2026 amid volatile headlines, with a focus on AI-driven trades, Fed independence concerns, geopolitics, tariffs, midterms, and inflation complacency.13 Jan 2026 · 11 min · 6 chapters
AI: The macro game changer2026 market outlook, arguing AI is the dominant macro force (“No Turning Back”), while the biggest risks come from long-end bond yields and potential stress in the AI supply chain and data-center…6 Jan 2026 · 11 min · 5 chapters
Robotaxis: The future of mobilityRobotaxis and their rollout, regulation, technology differences (Waymo vs Tesla), and how they could disrupt human ride-hailing.22 Dec 2025 · 12 min · 5 chapters
Seismic Shifts: Agentic AI in EnergyAgentic AI in the energy sector—how autonomous systems that set goals, plan, and take actions could drive major productivity and safety gains across upstream, midstream, downstream, and marketing.9 Dec 2025 · 10 min · 5 chapters
Is the stock market actually the economy now?Whether the stock market has become “the economy,” driven by Fed policy, AI growth, liquidity, and especially retail investors’ real-time exposure; plus an overlooked 2026 theme: US-China “commodity…2 Dec 2025 · 11 min · 4 chapters
Critical minerals: The new oilCritical minerals (“the new oil”) and how concentrated supply chains—especially rare earths—affect autos, chips, consumer tech, AI data centers, and defense, amid China export restrictions and rising…25 Nov 2025 · 8 min · 6 chapters
US Dollar & the AI capex cycleHow hyperscaler AI capex (potentially >$3 trillion over five years) should affect the US dollar, but why FX markets have been “numb” despite “earth-shattering” equity implications; includes lessons…18 Nov 2025 · 11 min · 7 chapters
Hyperscalers: Hypergrowth, higher riskHyperscalers’ AI-driven capex surge, shifting from cash-funded buildouts to debt-funded infrastructure, and the resulting credit-market risks.11 Nov 2025 · 9 min · 4 chapters
Private credit: Hidden interconnectivityPrivate credit’s “hidden interconnectivity” with regulated banks and insurers, and what it means for systemic risk.4 Nov 2025 · 10 min · 6 chapters
AI Revolution: China’s Five-Year PlanChina’s 15th five-year plan and “AI plus industrial policy,” framing US-China tech/economic decoupling and China’s push for technological self-reliance, especially “physical AI” (robotics/humanoids)…28 Oct 2025 · 11 min · 5 chapters
Gold: Unpacking the rallyWhy gold is rallying and whether the surge signals distrust in the fiscal/monetary order, not just inflation hedging.14 Oct 2025 · 8 min · 4 chapters