Barclays Private Bank Podcasts

Markets Weekly podcast (20 April 2026): Is a peace deal in reach?

Contributed by Lukas

As negotiations in the Middle East continue, is a peace deal in reach? Julien Lafargue, Chief Market Strategist, considers the latest developments in ...

Markets Weekly podcast (9 January 2023): Geopolitical risk and the global economy in 2023

Contributed by Lukas

Andrew McDougall, Head of Geopolitical Risk at Barclays Group, reflects on the role international tensions could play in global growth forecasts for 2...

Markets Weekly podcast (31 October 2022): The power of politics and policy 

Contributed by Lukas

In a year of surprises and volatility, we turn our attention this week to two of the key stakeholders – politicians and central bankers.

Markets Weekly podcast (31 July 2023): Behavioural finance summer special

Contributed by Lukas

Alex Joshi explores the behavioural biases that could impact investors’ asset allocation strategies and considers tactics for keeping a cool head.

Sustainable cities of the future: A podcast with Lord Norman Foster

Contributed by Lukas

In this podcast – recorded as an exclusive guest chapter for this year’s Outlook 2022 report – Shenal Kakad, our Head of Private Markets, is joi...

Markets Weekly podcast (22 September 2025): Fixed income special

Contributed by Lukas

In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to discuss the recent interest rate decisions from...

Markets Weekly podcast (14 July 2025): Earnings season special

Contributed by Lukas

As earnings season begins to ramp up, investors will be hoping to get some valuable insight into how companies are navigating higher tariffs and ongoi...

Markets Weekly podcast (31 March 2025): What’s next for FX markets?

Contributed by Lukas

With an unsettled investment landscape, this week’s podcast focuses on how major currencies are faring. Listen in as Bhaskar Gupta, Head of FX Distr...

Markets Weekly podcast (24 March 2025): Central bank special

Contributed by Lukas

Amid ongoing market uncertainty, this week’s podcast delves into the latest interest rate updates from the US Federal Reserve and the Bank of Englan...

Markets Weekly podcast (17 March 2025): Making sense of market noise

Contributed by Lukas

How can investors navigate current market volatility? Alex Joshi, Head of Behavioural Finance, discusses the importance of a long-term perspective, an...

Markets Weekly podcast (10 March 2025): Equity and bond correlation

Contributed by Lukas

This week, Nikola Vasiljevic, Head of Global Asset Allocation, discusses the correlation between equity and bond returns and how changing economic con...

Markets Weekly podcast (3 March 2025): UK real estate special

Contributed by Lukas

This week, Dorothée Deck, Head of Cross Asset Strategy, examines the recent rise in dispersion of equity returns. With policy uncertainty likely to p...

Markets Weekly podcast (24 February 2025): UK real estate special

Contributed by Lukas

This week, Stephen Moroukian, our real estate financing specialist, delves into recent developments in the UK property market – from mortgage rates ...

Markets Weekly podcast (17 February 2025): More US tariff news and the Trump effect on European assets

Contributed by Lukas

In this week’s podcast, Julien Lafargue, Chief Market Strategist, considers the outlook for the US inflation, the continued barrage of headlines on ...

Markets Weekly podcast (10 February 2025): Trump’s tariffs, US data and UK rates

Contributed by Lukas

In our latest podcast, Julien Lafargue, Chief Market Strategist, reflects on another busy week for financial markets. Topics include the latest develo...

Markets Weekly podcast (4 August 2025): Earnings season wrap-up

Contributed by Lukas

Earnings season is nearly over – so what stood out? In this week’s episode, Dorothée Deck, Head of Cross Asset Strategy, joins Chief Market Strat...

Markets Weekly podcast (28 July 2025): Spotlight on stablecoins

Contributed by Lukas

In this week’s podcast, Ivelin Stankov delves into the world of cryptocurrencies exploring the investor implications of growing demand for stablecoi...

Markets Weekly podcast (7 March 2022): Staying calm in volatile markets

Contributed by Lukas

In this week’s podcast, Alexander Joshi, our behavioural finance expert, discusses how our emotional response to dramatic events can affect our inve...

Markets Weekly podcast (17 June 2024): US interest rates and UK growth

Contributed by Lukas

In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, explores US central bank options and the possible implications for bond m...

Markets Weekly podcast (8 April 2024): Property market special and US jobs

Contributed by Lukas

Join Stephen Moroukian, our real estate financing specialist, as he reflects on growing UK mortgage approval rates and the implications of a possible ...

Markets Weekly podcast (15 January 2024): US inflation and Q4 corporate earnings

Contributed by Lukas

Tune in as host Julien Lafargue shares fresh insights on key events shaping financial markets over the past seven days. As well as the latest US infla...

Markets Weekly podcast (21 July 2025): Behavioural reflections ahead of summer

Contributed by Lukas

What have the first six months of the year taught us about investor psychology? In this week’s podcast, Alex Joshi, Head of Behavioural Finance, joi...

Markets Weekly podcast (8 January 2024): Where next for the Fed?

Contributed by Lukas

As we return from the festive break, podcast host Julien Lafargue ponders key events in the global economy and financial markets during recent weeks. ...

Markets Weekly podcast (14 April 2025): A rollercoaster week

Contributed by Lukas

With elevated market volatility, this week’s podcast focuses on how investors can retain perspective despite the challenging environment. Listen in ...

Markets Weekly podcast (02 August 2021): Where next for Central Banks?

Contributed by Lukas

In this week’s podcast, we cover interest rates, inflation, and eurozone government bonds.

Markets Weekly podcast (26 July 2021): What investors should look out for this earnings season

Contributed by Lukas

Julien Lafargue examines the key trends behind Q2 figures, while Henk Potts looks at why stocks aren’t quite sizzling in the summer sun.

Markets Weekly podcast (28 April 2025): What are US bond markets telling us?

Contributed by Lukas

This week’s podcast focuses on the bond market reaction to trade tariff uncertainty. Michel Vernier, Head of Fixed Income Strategy, joins host Julie...

Markets Weekly podcast (3 February 2025): US trade and corporate earnings special

Contributed by Lukas

With the fourth-quarter earnings season well under way, Dorothee Deck, our Cross Asset Strategist, covers the sectors with the fastest growth and the ...

Markets Weekly podcast (15 September 2025): Hedge fund special

Contributed by Lukas

In this week’s podcast, Pierre-Emmanuel Crama, Senior Hedge Fund Analyst, and Oliver Knox, Hedge Fund Analyst, join host Julien Lafargue to discuss ...

Markets Weekly podcast (16 October 2023): Fresh investor insights

Contributed by Lukas

In this week’s podcast, we reflect on the latest developments in global markets, as inflation and interest rate speculation dominate the headlines. ...

Markets Weekly podcast (18 November 2024): Outlook 2025: Time to deliver

Contributed by Lukas

What’s on the horizon for investors next year? Julien Lafargue unveils the key insights from our Investment Strategy team’s just-launched "Outlook...

AI, automation and the future of Indian enterprise

Contributed by Lukas

In this latest podcast episode hosted by Narayan Shroff, Head of Investments at Barclays Private Clients India, special guests Jamie Montgomery and Su...

Markets Weekly podcast (21 August 2023): What could AI mean for investors?

Contributed by Lukas

What could the rise of AI mean for financial markets? Tune in as our Investment Analyst Luke Mayberry, reflects on a year of innovation within the tec...

Markets Weekly podcast (11 November 2024): Bond markets in focus

Contributed by Lukas

Bond markets had much to digest last week, with the US election and interest rate decisions from the US Federal Reserve and Bank of England. Podcast h...

Markets Weekly podcast (9 September 2024): The risks of rising sovereign debt

Contributed by Lukas

Should we be worried about government debt levels? Lukas Gehrig, our Quantitative Strategist, discusses the sustainability of the global sovereign deb...

Markets Weekly podcast (19 August 2024): Where next for US and UK inflation?

Contributed by Lukas

Tune in as host Julien Lafargue shares fresh insights on key events shaping financial markets. This week, he covers better-than-expected inflation dat...

Markets Weekly podcast (14 August 2023): US inflation and Chinese real estate

Contributed by Lukas

Listen in as Michel Vernier, our Head of Fixed Income Strategy, considers what easing US price pressures could mean for future central bank decisions.

Monaco Ocean Week: The race to safeguard our oceans

Contributed by Lukas

As part of Monaco Ocean Week, we spoke to the Prince Albert II Foundation, about the vital role of oceans for the planet and the urgent need to protec...

Markets Weekly podcast (8 September 2025): The US labour market and inflation

Contributed by Lukas

As US non-farm payrolls came in weaker than expected in August, should investors be concerned about a slowdown in the US economy? In this week’s pod...

Markets Weekly podcast (20 March 2023): Market volatility and central bank options

Contributed by Lukas

Henk Potts and Julien Lafargue discuss the dramatic events surrounding collapsed US bank SVB, and ponder the potential implications for interest rates...

Markets Weekly podcast (21 November 2025): Tech trumps tariffs

Contributed by Lukas

Despite the strong performance in US equity markets this year and speculation of an AI bubble, there are still reasons for investors to be optimistic....

Markets Weekly podcast (10 November 2025): Spotlight on private markets

Contributed by Lukas

Following the release of our Private Markets Annual Report 2025, we shine a light on the growing importance of private markets for high-net-worth inve...

Markets Weekly podcast (17 November 2025): Outlook 2026: The Interpretation Game

Contributed by Lukas

As we unveil our Outlook 2026 report amidst a year marked by powerful AI-driven momentum, stretched equity valuations and growing concentration risks,...

Markets Weekly podcast (03 November 2025): Q3 earnings special

Contributed by Lukas

Q3 results in the US have been particularly strong, with earnings and margins surprising to the upside. Europe has been more mixed, though underlying ...

Markets Weekly podcast (27 October 2025): Blockchain special

Contributed by Lukas

Blockchain is a long-term investment theme that is maturing after an initial stage of hype, offering new avenues for value creation in portfolios. In ...

Markets Weekly podcast (20 October 2025): Real estate special

Contributed by Lukas

In this week’s podcast, Stephen Moroukian, our real estate financing specialist, joins host Julien Lafargue to discuss central London’s prime real...

Markets Weekly podcast (1 September 2025): Fixed income special

Contributed by Lukas

As US Federal Reserve (Fed) Chair Powell takes a more dovish stance, should investors expect a US rate cut in September? In this week’s podcast, Mic...

Markets Weekly podcast (11 August 2025): Sectoral tariffs and stagflation

Contributed by Lukas

In our latest podcast, Julien Lafargue, Chief Market Strategist, reflects on key themes moving financial markets, from sector-specific tariffs to grow...

Markets Weekly podcast (19 February 2024): US inflation and UK recession

Contributed by Lukas

In this week's podcast, Julien Lafargue discusses US inflation, UK employment and the latest consumer spending figures. He also explores the potential...

Markets Weekly podcast (28 February 2022): Ukraine crisis: implications for investors?

Contributed by Lukas

In this week’s podcast, we consider what the deepening crisis in Ukraine could mean for investors. Julien Lafargue, our Chief Market Strategist, joi...

Markets Weekly podcast (13 October 2025): Is Quality about to make a comeback?

Contributed by Lukas

After a period where just a handful of mega-cap AI stocks have driven market returns, Quality stocks (companies which often exhibit consistent earning...

Markets Weekly podcast (06 October 2025): FX special

Contributed by Lukas

Following Sanae Takaichi’s surprise election win as leader of Japan's ruling Liberal Democratic Party, the yen weakened sharply on expectations of l...

Markets Weekly podcast (29 September 2025): Asset allocation special

Contributed by Lukas

As the US administration shakes up global trading norms, the US dollar suffered its worst first half of the year in more than 50 years. In this week’...

Markets Weekly podcast (7 July 2025): What’s in store for currency markets?

Contributed by Lukas

The first half of the year has been volatile in currency markets, driven by President Trump’s tariff policy and ongoing geopolitical uncertainty. In...

Markets Weekly podcast (30 June 2025): AI special

Contributed by Lukas

Despite AI breakthroughs becoming more incremental, AI development and investment remain strong. While many models may perform well in narrow tasks, t...

Markets Weekly podcast (16 June 2025): Bond market special

Contributed by Lukas

As periods of elevated volatility in bond markets remain likely in the second half of the year, we explore how investors might navigate the ongoing un...

Markets Weekly podcast (09 June 2025): Mid-year outlook

Contributed by Lukas

As we approach the mid-point of the year, we take a moment to reflect on events, and consider what the next six months may entail for investors. Alex ...

Markets Weekly podcast (02 June 2025): Hedge funds: The importance of manager selection

Contributed by Lukas

As market volatility continues to weigh on investor sentiment, this week’s podcast explores the potential benefits and risks of hedge funds. Pierre...

Markets Weekly podcast (27 May 2025): Has the US dollar lost its lustre?

Contributed by Lukas

As the US dollar struggles, sterling and the Swiss franc have gone from strength to strength. In this week’s podcast, Bhaskar Gupta, Head of FX Dist...

Markets Weekly podcast (19 May 2025): Taking the long view

Contributed by Lukas

At times of rising geopolitical tensions and economic uncertainty, a long-term view remains essential. In this week’s podcast, Nikola Vasiljevic, He...

Markets Weekly podcast (12 May 2025): What’s next for the UK property market?

Contributed by Lukas

This week’s podcast reflects on the recent market turmoil and what it could mean for the UK property market. Stephen Moroukian, our real estate fina...

Markets Weekly podcast (7 April 2025): US tariffs special

Contributed by Lukas

As financial markets grapple with the fallout from President Trump’s ‘Liberation Day’ announcements, Lukas Gehrig, Head of Quantitative Macro an...

Markets Weekly podcast (27 January 2025): US politics and hedge fund special

Contributed by Lukas

Join host Julien Lafargue and Lukas Gehrig, from our Quantitative Strategy team, as they examine the US political landscape and how it could impact po...

Markets Weekly podcast (20 January 2025): Behavioural Finance and US politics

Contributed by Lukas

Tune in as Alex Joshi, our Head of Behavioural Finance, examines New Year’s resolutions for investors. Topics include navigating market uncertainty ...

Markets Weekly podcast (13 January 2025): Bond market special

Contributed by Lukas

Join Michel Vernier, our Head of Fixed Income Strategy, as he discusses the latest developments in the US and UK bond markets. Topics include policy o...

Markets Weekly podcast (6 January 2025): US update and Q4 earnings

Contributed by Lukas

As we return for 2025, our Markets Weekly podcast host Julien Lafargue delves into key data releases from around the globe. Topics include the latest ...

Markets Weekly podcast (16 December 2024): Real estate special and US trade tariffs

Contributed by Lukas

In our final podcast of 2024, host Julien Lafargue takes a whistlestop tour of the main takeaways from financial markets and the global economy for De...

Markets Weekly podcast (9 December 2024): What could the AI revolution mean for investors?

Contributed by Lukas

Join Lukas Gehrig and Robert Smith, as they explore this technology’s implications from a political, macroeconomic and environmental perspective. Me...

Markets Weekly podcast (2 December 2024): Real estate special and US trade tariffs

Contributed by Lukas

In this week’s podcast, Stephen Moroukian, our real estate financing specialist, delves into the latest developments in property markets following a...

Markets Weekly podcast (25 November 2024): What could the US election result mean for FX markets?

Contributed by Lukas

Join Bhaskar Gupta, our Head of FX Distribution UK, as he ponders the impact of the US election result on global currency markets. Topics include the ...

Markets Weekly podcast (4 November 2024): UK Budget special | Corporate earnings

Contributed by Lukas

How has the new UK Budget landed and what does it mean for investors? Join Bethany McGauley, from our government and policy team, as she covers the ke...

Markets Weekly podcast (28 October 2024): The influence (or not) of politics

Contributed by Lukas

Julien Lafargue flies solo on this week’s podcast and breakdowns the key market events and trends of recent days. Tune in as he ponders the impact o...

Markets Weekly podcast (21 October 2024): What could the UK Budget mean for property markets?

Contributed by Lukas

Tune in as Stephen Moroukian, our real estate financing specialist, reflects on the recent mortgage market price war and the upcoming UK Budget. Meanw...

Markets Weekly podcast (14 October 2024): Behavioural finance: US election and UK Budget special

Contributed by Lukas

In this week’s podcast, Alex Joshi, our Head of Behavioural Finance, discusses the geopolitical factors currently influencing investment decision-ma...

Markets Weekly podcast (7 October 2024): US election special and cooling inflation

Contributed by Lukas

What could the result of the US presidential election mean for financial markets? Tune in as Nikola Vasiljevic, our Head of Quantitative Strategy, d...

Markets Weekly podcast (30 September 2024): China’s ‘bazooka’ and currency special

Contributed by Lukas

Join Bhaskar Gupta, our Head of FX Distribution UK, as he explores the outlook for currency markets over the short and medium term. Topics on the ...

Markets Weekly podcast (23 September 2024): What could the Fed’s rate cut mean for bond markets?

Contributed by Lukas

Hot on the heels of a busy week for central banks, Julien Lafargue and Michel Vernier, our Head of Fixed Income Strategy, reflect on last week’s rat...

Markets Weekly podcast (16 September 2024): ECB rate cut and US inflation

Contributed by Lukas

Join podcast host Julien Lafargue as he discusses falling US inflation, the recent rate cut by the European Central Bank, and the soaring price of gol...

Markets Weekly podcast (12 August 2024): Real estate special and US jobs

Contributed by Lukas

What could the Bank of England’s recent interest rate cut mean for UK homeowners? Tune in as Stephen Moroukian, our real estate financing specialist...

Markets Weekly podcast (5 August 2024): Equity market slump and US jobs

Contributed by Lukas

Amid weaker-than-expected data from the US economy, Julien Lafargue considers the market reaction to these announcements and the possible implications...

Markets Weekly podcast (29 July 2024): Q2 earnings and AI latest

Contributed by Lukas

Join host Julien Lafargue for fresh insights on the health of the global economy and financial markets. This week’s topics include the second-quarte...

Markets Weekly podcast (22 July 2024): US and UK politics special

Contributed by Lukas

What could political upheaval in the US mean for financial markets? Tune in as Sonia Fernandes, Vice President of Government Relations and Policy at B...

Markets Weekly podcast (15 July 2024): US inflation and Q2 earnings

Contributed by Lukas

Join podcast host Julien Lafargue for his weekly update on the trends shaping financial markets over the past seven days. Putting the spotlight on the...

Markets Weekly podcast (8 July 2024): What could French and UK election results mean for markets?

Contributed by Lukas

Tune in as host Julien Lafargue gives us the lowdown on the results from the French and UK elections. Amongst other things, he explores France’s par...

Markets Weekly podcast (1 July 2024): Election special and US inflation

Contributed by Lukas

With voters in France and the UK heading to the polls, Sonia Fernandes, from the UK Government Relations and Policy team at Barclays, considers what w...

Markets Weekly podcast (24 June 2024): UK inflation and global growth

Contributed by Lukas

Tune in as Lukas Gehrig, our Quantitative Strategist, discusses the long-term macroeconomic outlook, with a focus on growth, inflation and central ban...

Markets Weekly podcast (10 June 2024): ECB rate cuts and equity market rally

Contributed by Lukas

With equity markets reaching all-time highs in 2024, Dorothée Deck, our Cross Asset Strategist, explores the forces driving this rally and the possib...

Markets Weekly podcast (3 June 2024): UK General Election special and US growth

Contributed by Lukas

Join Sonia Fernandes, Vice President of Government Relations and Policy at Barclays, as she delves into the General Election on 4 July. As well as exp...

Markets Weekly podcast (20 May 2024): Long-term investment goals vs. short-term volatility

Contributed by Lukas

Tune in as Alex Joshi, our Head of Behavioural Finance, examines the importance of maintaining long-term investment horizons during periods of short-t...

Markets Weekly podcast (13 May 2024): Corporate earnings and key central bank decisions

Contributed by Lukas

In this week’s podcast, Dorothée Deck, our Cross Asset Strategist, takes us on a whistlestop tour of the latest releases from the first-quarter cor...

Markets Weekly podcast (12 February 2024): Could the equity rally continue?

Contributed by Lukas

Join host Julien Lafargue for fresh insights on the health of the global economy and financial markets. This week's topics include US inflation, the l...

Markets Weekly podcast (29 April 2024): What role could venture capital play in AI innovation?

Contributed by Lukas

Join Sumant Mandal and Jamie Montgomery of March Capital for a fascinating discussion of the key trends within the venture capital space, with a parti...

Markets Weekly podcast (22 April 2024): Where next for US interest rates?

Contributed by Lukas

In this week’s podcast, Michel Vernier, our Head of Fixed Income Strategy, examines the outlook for interest rates in the major regions and particul...

Markets Weekly podcast (15 April 2024): US inflation and behavioural finance

Contributed by Lukas

What are the psychological implications of investing when markets are at an all-time high? Tune in as Alex Joshi, our Head of Behavioural Finance, del...

Markets Weekly podcast (18 March 2024): What could key regulatory changes mean for cryptocurrencies?

Contributed by Lukas

As Bitcoin falls from its recent market high, Nikola Vasiljevic, our Head of Quantitative Strategy, considers the outlook for digital currencies over ...

Markets Weekly podcast (11 March 2024): Bitcoin update and green ventures

Contributed by Lukas

This week, Damian Payiatakis, our Head of Sustainable and Impact Investing, explores the outlook for early-stage green ventures. He also considers pot...

Markets Weekly podcast (4 March 2024): Market update and philanthropy insights

Contributed by Lukas

In this week's podcast, host Henk Potts discusses the latest inflation data from the US and Europe, and what it could mean for interest rates. He also...

Markets Weekly podcast (26 February 2024): AI update and equities special

Contributed by Lukas

With equities recently reaching an all-time high, Dorothee Deck, our Cross Asset Strategist, discusses the market outlook over the short and medium te...

Markets Weekly podcast (5 February 2024): FX special and central bank updates

Contributed by Lukas

In this week's podcast, Bhaskar Gupta, our Head of FX Distribution UK, explores key developments in currency markets since the start of 2024. Topics i...

Markets Weekly podcast (29 February 2024): US inflation and ECB update

Contributed by Lukas

Tune in as podcast host Julien Lafargue delivers another fascinating update on the trends shaping financial markets. Amongst other things, he explores...