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Artificial Intelligence
Inflation
Private Credit
UK Economy
China
United States
Credit Markets
Energy
Institute For Fiscal Studies
Japan
Productivity
Humanoid Robotics
Equities
Non-Bank Financial Institutions
Life Insurance
Business Development Companies
Interest Rates
US Economy
AI Capex
European Industrials

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 connect... more

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Latest Episodes

French government bonds, or OATs, are under growing pressure. While rising yields reflect a broader sell-off across European markets, concerns over France’s fiscal trajectory and political uncertainty are driving an additional risk premium.

In this... more

YouTube

Markets have spent much of 2026 confronting higher bond yields, tighter central bank policy and elevated oil prices. By historical standards, that should have been enough to derail growth. Instead, markets and the global economy have continued to sur... more

The recent summit between Presidents Donald Trump and Xi Jinping brought greater stability to US-China relations, but little substantive resolution. Continued dialogue and an extension of the trade truce offer grounds for optimism, however major ques... more

As AI models become increasingly capable, questions around safety and oversight are growing. Recent cybersecurity incidents have intensified the debate over whether frontier AI development needs to slow down, or "pace," while labs introduce stronger ... more

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Recent Guests

Rohan Khanna
European Rates Analyst
Barclays Investment Bank
Episode: French bonds: OAT of control
Mitul Kotecha
Head of FX and EM Macro Strategy in Asia
Barclays Investment Bank
Episode: Trump-Xi: Stability without resolution
Ross Sandler
Internet Analyst
Barclays Investment Bank
Episode: Pacing the Frontier: What’s next for AI?
Dan Orlando
Head of US rates trading at Barclays
Barclays Investment Bank
Episode: US Rates: Higher for longer
Harry Mateer
Author of Global Energy Race research
Barclays Investment Bank
Episode: The Multi-Trillion-Dollar Energy Race
Emmanuel Cau
Head of European Equity Strategy at Barclays Research
Barclays Research
Episode: European equities heat up
Jordan Isvy
Sustainable Investing team member
Barclays
Episode: Nuclear fusion: Tomorrow's solution to today's problem​
Yoichi Takemura
Head of Macro Trading in Japan
Barclays
Episode: Japan: Why the world is watching
Venu Krishna
Head of US Equity and Equity Link Strategy
Barclays Investment Bank
Episode: US equities: Beyond the pullback

Hosts

Ronnie Wexler
Host of Barclays Brief, Barclays Investment Bank
Patrick Coffey
Host of Barclays Brief, Barclays Investment Bank

Reviews

4.9 out of 5 stars from 84 ratings
  • Excellent podcast

    This is a really good format. The host is clear and concise and the guests so far have been interesting to listen to. I like the summary at the end too, providing clear and concise explanations without using financial jargon.

    Apple Podcasts
    5
    Steph Baggs
    United Kingdom3 months ago
  • A great way to get quick and effective up-dates on topical issues

    I think this is a really good initiative. The three podcasts I have listened to have all been very well put together with interesting and informative dialogues. I like the quick summary at the end which gives the key “take-aways”. Hope you can keep the standard up, tuning in is 10 minutes well spent. Thank you.

    Apple Podcasts
    5
    Ad Vitam Paror
    United Kingdoma year ago
  • Great podcast

    This is a really good format. The host is clear and concise and the guests so far have been interesting to listen to. I like the summary at the end too. Look forward to the next one.

    Apple Podcasts
    5
    Heather M Jenning
    United Kingdoma year ago
  • A must-listen for anyone in finance

    The Barclays Brief podcast is a brilliant blend of insight, clarity and relevance. Each episode has so far delivered sharp analysis on market trends and global developments. The hosts strike the perfect balance between expert commentary and engaging storytelling, making complex topics seem accessible. Highly recommend!

    Apple Podcasts
    5
    MissMatcha
    United Kingdoma year ago
  • A Brilliant Start!

    A brilliant start to what promises to be an insightful series! In this debut episode of Barclays Brief, Patrick Coffey brings clarity and depth to complex market dynamics through his engaging conversation with Ronnie Wexler. The discussion on AI-driven growth, strong nominal GDP, and pro-growth policy is both timely and thought-provoking, offering a rare mix of optimism and realism. Expertly hosted, well-paced, and highly relevant for anyone interested in where markets might be heading. A must-l... more

    Apple Podcasts
    4
    Prof BL
    United Kingdoma year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Consistently well-structured with quick, practical summaries at episode end.
Guests offer credible market insights across macro, AI, and policy themes.
High-quality finance content that translates complex topics into actionable ideas.
Clear, concise hosts and strong guest lineups drive accessible market takeaways.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#244
United States/Business
Apple Podcasts
#171
Canada/Business
Apple Podcasts
#199
United Kingdom/Business
Apple Podcasts
#129
France/Business
Apple Podcasts
#229
Italy/Business
Apple Podcasts
#230
Australia/Business

Talking Points

Recent interactions between the hosts and their guests.

Negative headlines, resilient markets
Q: Given the negative headlines, what is the core reason you remain constructive on markets?
Ajay argues that the AI investment cycle, coupled with resilient earnings and consumer strength, forms a durable foundation for growth that isn't easily derailed by short-term noise; as long as these pillars hold, the market can stay supported, even with higher rates.
French bonds: OAT of control
Q: What would constitute a clear path for investors to regain confidence in French debt?
A credible political and fiscal trajectory, including clear policy implementation and a stable majority in parliament or a credible governance framework, would likely reduce risk premia and restore buying interest.
French bonds: OAT of control
Q: How much of the move in the OAT-Boons spread reflects broader bond market dynamics versus French politics?
Khanna indicates both global rate moves and France-specific issues are at play, with the spread widening driven by deficits, fiscal uncertainty, and political risk, though there is still a need for credibility and clarity before investors re-enter.
Pacing the Frontier: What’s next for AI?
Q: Can you just tell our listeners what pacing the frontier is and how we got to this point?
Pacing is a concept for adding safety and alignment monitoring during training and inference, effectively slowing down to ensure models don't do things they're not supposed to, while still allowing for progress and real-world use.
US Rates: Higher for longer
Q: What is the most crowded position in US rates right now?
Curve steepeners have been a common theme, but the global policy environment and ongoing energy-driven moves have made that narrative more fragile.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Barclays Brief

What is Barclays Brief about and what kind of topics does it cover?

Barclays Brief delivers concise, scenario-driven discussions on macro and market themes with a focus on how technology, policy, energy, and AI shape investment landscapes. Episodes typically feature Barclays Investment Bank experts and external guests who break down complex trends into actionable takeaways, often ending with practical summaries that highlight implications for portfolios, risk, and business strategy. Notable strengths include a clear, jargon-light presentation, data-backed insights, and a tendency to connect global developments to practical investment decisions. The show often centers on macro drivers, AI-related investment themes, and credit, equities, and rates dynamics, making it a useful read for professionals seeking ti... more

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These podcasts share a similar audience with Barclays Brief:

1. The Markets
2. Unhedged
3. FT News Briefing
4. At Any Rate
5. Making Sense

How many episodes of Barclays Brief are there?

Barclays Brief launched a year ago and published 53 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Barclays Brief?

Recent guests on Barclays Brief include:

1. Rohan Khanna
2. Mitul Kotecha
3. Ross Sandler
4. Dan Orlando
5. Harry Mateer
6. Emmanuel Cau
7. Jordan Isvy
8. Yoichi Takemura

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