Barclays Brief
Episodes
Robotaxis: The future of mobility
22 Dec 2025
Contributed by Lukas
2026 is expected to be a breakthrough year for the US robotaxi market, as autonomous vehicles shift gears from pilot projects to large-scale deploymen...
Credit markets: What's ahead for 2026
16 Dec 2025
Contributed by Lukas
If you spent 2025 watching credit and thinking “this feels suspiciously quiet,” you are not alone. Barclays’ Global Head of Research, Brad Rogof...
Seismic Shifts: Agentic AI in Energy
09 Dec 2025
Contributed by Lukas
Conversations about AI often revolve around the outlooks for the Mag7, capex or the resources required to power the technology. This episode of the Ba...
Is the stock market actually the economy now?
02 Dec 2025
Contributed by Lukas
The rise of real-time trading platforms, combined with steady 401(k) inflows, has amplified wealth effects – making retail investors acutely aware t...
Critical minerals: The new oil
25 Nov 2025
Contributed by Lukas
As technological advancement continues at pace across AI, defence and everything in between, demand for critical minerals such as rare earth...
US Dollar & the AI capex cycle
18 Nov 2025
Contributed by Lukas
AI is reshaping corporate investment priorities at breakneck speed, with the US private sector pledging trillions in capital expenditures to power the...
Hyperscalers: Hypergrowth, higher risk
11 Nov 2025
Contributed by Lukas
AI, hyperscaler capex, credit markets, and debt issuance: the landscape for big tech funding is shifting fast. In the latest episode of Barclays Brief...
Private credit: Hidden interconnectivity
04 Nov 2025
Contributed by Lukas
Recent high-profile bankruptcies have put private credit in the headlines. In this episode, Peter Troisi explains how private credit is weaving itself...
AI Revolution: China’s Five-Year Plan
28 Oct 2025
Contributed by Lukas
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 an...
UK Economy: At a crossroads
21 Oct 2025
Contributed by Lukas
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 d...
Gold: Unpacking the rally
14 Oct 2025
Contributed by Lukas
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 Rajadhyak...
US Markets: A Bullish Perspective
07 Oct 2025
Contributed by Lukas
In the debut episode of this new podcast series, Patrick Coffey interviews Ronnie Wexler, Global Head of Equities Distribution in the Markets division...
Welcome to the Barclays Brief podcast
07 Oct 2025
Contributed by Lukas
In a world of constant change, Barclays Brief is your weekly source for differentiated perspectives that cut through the noise.Each bite-sized episode...