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Barclays Private Bank Podcasts

Barclays Private Bank
Inflation
Artificial Intelligence
US Economy
Federal Reserve
Tariffs
S&P 500
Bank Of England
US Inflation
US Dollar
Donald Trump
US Labor Market
Interest Rates
UK Budget
US Tariffs
Labor Market
Barclays Private Bank
Behavioral Finance
Earnings Season
Cryptocurrency
European Central Bank

Insights and analysis from leading investment, property and philanthropy experts within Barclays Private Bank. This series of podcasts will look at the trends, challenges and opportunities for those investing, buying property and giving in these turbulent times. privatebank.barclays.com/insights

PublishesWeeklyEpisodes309Founded6 years ago
Number of ListenersCategories
InvestingBusinessNon-Profit

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Latest Episodes

AI-related companies have helped to propel markets to record highs this year, but how much will AI reshape productivity, labour markets and economic growth? In this week’s podcast, Lukas Gehrig, Head of Quantitative Macro and Thematic Strategy, joins... more

AI has changed how quickly we can gather and understand information, but what is it doing to the quality of our decisions? In this week's podcast, Alex Joshi, Head of Behavioural Finance, and Rob Smith, AI and Data Science Strategist, join Julien Laf... more

Property continues to dominate the headlines, as speculation over stamp duty reform and news of recent high-profile activity grabs investor attention. In this week’s podcast, Stephen Moroukian, our real estate financing specialist, joins Julien Lafar... more

The first half of the year has witnessed mixed performance in currency markets with the US dollar strengthening, due to its safe-haven status and US economic growth, while sterling weakened on political uncertainty. In this week’s podcast, Bhaskar Gu... more

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Recent Guests

Rob Smith
AI Guru, AI and Data Scientist Specialist
Barclays Private Bank
Episode: Markets Weekly podcast (13 July 2026): Artificial Intelligence (AI) special
Aleksandar Devic
Fixed income strategist
Barclays Private Bank
Episode: Markets Weekly podcast (8 June 2026): Credit market special
Robert Smith
AI and data science strategy
Barclays Private Bank
Episode: Markets Weekly podcast (1 June 2026): Artificial Intelligence (AI) special
Kellie Hata
Head of European Private Market at Albourne Partners
Albourne Partners
Episode: Markets Weekly podcast (26 May 2026): Private credit special
Mike Scott
Senior Investment Judicial Analyst focused on private credit
Albourne Partners
Episode: Markets Weekly podcast (26 May 2026): Private credit special
Luke Mayberry
Investment strategist at Barclays Private Bank
Barclays Private Bank
Episode: Markets Weekly podcast (11 May 2026): UK local elections special
Alexander Joshi
Head of Behavioural Finance at Barclays Private Bank
Barclays Private Bank
Episode: Markets Weekly podcast (13 April 2026): Lessons in investor behaviour
Stephen Moroukian
Head of the Relay State Financing Practice
Barclays Private Bank
Episode: Markets Weekly podcast (23 March 2026): Real estate special
Simon See
Solution Architecture and Engineer Director, Chief Solution Architect and Global Head of Nvidia AI Technology Center.
Nvidia
Episode: Markets Weekly podcast (16 February 2026): AI special

Host

Julien Lafargue
Host, Chief Market Strategist

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Talking Points

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Markets Weekly podcast (29 June 2026): FX special
Q: Where do you see the dollar heading after its recent strength and the Fed's shift in messaging?
The dollar is likely to stay firm on a combination of US growth and higher rates, with potential further strength if the Fed maintains a hawkish stance; however, the path remains data-dependent and tactical opportunities will arise as markets oscillate within ranges.
Markets Weekly podcast (20 July 2026): How AI affects economies
Q: To what extent has AI already started reshaping the labor force, when you look at exposure by industry and demographic effects?
He highlights that since 2023, jobs grew mainly in the least AI-exposed industries, while pandemic-era recovery and demographic factors played a larger role in others. He points to the most exposed quintile seeing negative employment changes for young workers between 2023 and 2025, illustrating a real but nuanced AI impact on careers, with broader automation expanding beyond coding into more office tasks over time.
Markets Weekly podcast (20 July 2026): How AI affects economies
Q: From your point of view, how far can AI use cases really penetrate into what were previously human only jobs?
Lukas explains a two-dimensional framework—capability of AI to perform tasks and the willingness of humans to adapt. He notes that automation is driven more by what AI can do than by human willingness, with stronger automation in roles where tasks are well-defined and automatable, while some occupations with creative or nuanced tasks see slower adoption.
Markets Weekly podcast (13 July 2026): Artificial Intelligence (AI) special
Q: Where are we on physical AI and robots embedding AI into machines?
Significant progress in both hardware (robotics) and software/models, with early gains in industrial settings and autonomous systems, though consumer-grade humanoid robots are still evolving and costly; uptake likely into the early 2030s.
Markets Weekly podcast (13 July 2026): Artificial Intelligence (AI) special
Q: Practically, how should our client be using AI at this point?
Use AI to generate friction and challenge, not just to provide quick answers; maintain human judgment and a relationship with advisors to ensure decisions are grounded in context.

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Frequently Asked Questions About Barclays Private Bank Podcasts

What is Barclays Private Bank Podcasts about and what kind of topics does it cover?

This program targets seasoned investors and financial professionals who want concise, actionable analysis of macro themes, markets, and private banking insights. Recent episodes emphasize credit markets and AI-driven bond issuance, the AI hardware cycle and productivity implications, private credit in private markets, FX dynamics amid geopolitical risks, and UK political developments as they relate to markets. The format combines tactical portfolio takeaways, practical risk management guidance, and expert commentary from Barclays Private Bank researchers and strategists. A notable pattern is the strong focus on how macro signals, policy moves, and geopolitical events shape asset allocation across fixed income, currencies, and alternatives.

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Which podcasts are similar to Barclays Private Bank Podcasts?

These podcasts share a similar audience with Barclays Private Bank Podcasts:

1. Barclays Brief
2. Unhedged
3. Merryn Talks Money
4. Global Data Pod
5. At Any Rate

How many episodes of Barclays Private Bank Podcasts are there?

Barclays Private Bank Podcasts launched 6 years ago and published 309 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 Private Bank Podcasts?

Recent guests on Barclays Private Bank Podcasts include:

1. Rob Smith
2. Aleksandar Devic
3. Robert Smith
4. Kellie Hata
5. Mike Scott
6. Luke Mayberry
7. Alexander Joshi
8. Stephen Moroukian

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