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, insurers, non-bank financial institutions and business development companies. These connections create new funding channels and opportunities but also introduce potential hidden systemic risks. We break down what these linkages mean for stability, transparency and the future of credit markets.Tune in to get the brief on why today’s narratives around private credit and comparisons to 2008 deserve a closer look.Listeners can read more on this topic:Key Trends in Credit Markets for 2025Do the risks of NBFI lending outweigh the opportunities?Five forces reshaping fixed income marketsClients can read more on Barclays Live:Private Credit HubTaking Fundamental Cues Amid UncertaintyImportant Research disclosuresImportant non-Research disclosures
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10:00
AI Revolution: China’s Five-Year Plan
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 Tactical Strategies joins Patrick Coffey to discuss China’s evolving economic and tech landscape. Kaan explains how China is building a self-sustaining tech ecosystem, driven by its AI+ industrial policy and rapid advances in physical AI - especially humanoid robotics. Recorded ahead of our 19th annual Barclays Asia Forum in Singapore, the conversation also highlights China’s centralised model for efficient AI diffusion and explores innovation across both hardware and software layers, setting it apart from the AI pathways being explored by Western economies. Tune in to get the insight on China’s playbook for exporting their AI innovations to the West, and where the next DeepSeek story could emerge.Listeners can read more on this topic:Is the AI investment cycle a sign of history repeating?Talent and trade: The new battlegrounds in AIAI revolution: Meeting massive AI infrastructure demandsImportant Research disclosuresImportant non-Research disclosures
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11:27
UK Economy: At a crossroads
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 latest report published in partnership with The Institute of Fiscal Studies. They explore the short- and medium-term prospects for growth, examine why inflation remains persistent, consider where AI fits into the UK’s plans for prosperity, and assess how tax and spend policy decisions could shape the path to recovery. The episode also examines what recent moves in the gilt market reveal about investor confidence and the political challenges facing the Chancellor this autumn.Tune in for sharp insights on the UK economy at an important crossroads.Listeners can read more on this topic:UK Autumn Budget: A test of credibilityA delicate balancing act for the UK economyFor deeper insight, clients can access related Barclays Research on Barclays Live:Navigating narrow paths"If you find yourself in a hole, stop digging"Important non-Research content disclosuresImportant Research content disclosures
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Gold: Unpacking the rally
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 Coffey to unpack the forces driving gold’s rally: from its legacy as a safe haven to the signals it may be sending about how investors regard current fiscal and monetary policy. Is gold’s rally a warning sign, or simply a new chapter in portfolio construction?Tune in for a sharp look at why this gold rush is different, how gold stacks up against equities, and the future role of precious metals in investment portfolios.For deeper insight, clients can access related Barclays Research on Barclays Live:What is gold signalling?Of gold and other safe havensImportant Research Content DisclosuresImportant non-Research Content Disclosures
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8:16
US Markets: A Bullish Perspective
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, driven by a rare alignment of forces: AI innovation, strong nominal GDP, and pro-growth policy working in tandem. From tax incentives and deregulation to real-world AI adoption boosting productivity and earnings, Ronnie argues that the setup is unusually powerful. But risks remain — including geopolitics and consumer resilience — making this a must-listen for anyone navigating today’s market landscape.Listen to Episode 76 of the Flip Side.Published by Barclays Investment BankImportant content disclosuresImportant non-Research content disclosures
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
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