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The Flip Side

Barclays Investment Bank

There are two sides to every story, including in markets. On The Flip Side podcast, two Barclays Research analysts offer perspectives from different angles as they debate the economic and market themes that matter most to investors and business leaders.

Each month this award-winning podcast will inform your view through contrasting positions, revealing the nuances that emerge when ideas are tested, challenged and pushed further.

Through this debate, our analysts surface the dynamics that may be missed in headline‑driven narratives. The result? A clearer, more rounded understanding of what’s really moving markets that helps you make more informed decisions.

For more insights from our experts: https://www.ib.barclays

Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html

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  • 22 episodes
  • monthly
  • Avg 15 min
  • English

Episodes 22

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  • #69
    Mar 18, 2025 · 19 min

    Is there too much hype for AI and the hyperscalers?

    AI has been a major focal point for investors as tech companies compete for an edge in the race to deliver on its promises. The hyperscalers – tech giants like Microsoft, Amazon, Alphabet and Meta – have invested heavily in developing massive data centres, spending billions to stay ahead. But could DeepSeek, the Chinese startup, force a fundamental rethink of what’s required for AI to advance? In episode 69 of The Flip Side, Brad Rogoff, our Global Head of Research, and Ross Sandler, Head of Consumer Internet Equity Research, dive into the potential long-term effects of DeepSeek’s breakthrough. They explore whether hyperscalers still live up to the hype and how future AI innovations could alter the competitive landscape.

  • #68
    Feb 6, 2025 · 13 min

    Will European equities outperform the US in 2025?

    Europe is the top performing region year to date in equity markets. Can this outperformance be sustained given the Stoxx 600 has underperformed compared to the S&P 500 over the last 25 years? Even backing out Big Tech from indices, European stocks are significantly discounted compared to their American peers. In episode 68 of The Flip Side, Venu Krishna, Head of US Equity Strategy & Global Equity Linked Strategies, and Emmanuel Cau, Head of European Equity Strategy, consider the factors investors should watch, from the macro and geopolitical backdrop on both sides of the pond, to the influence of the Magnificent 7 and currency and rate effects. Clients can read further analysis of these topics under Equity Strategy on Barclays Live.

Showing 21–22 of 22 episodes