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Barclays Private Bank Podcasts

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

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

PublishesWeeklyEpisodes319Founded6 years ago
Number of ListenersCategories
InvestingBusinessNon-Profit

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Latest Episodes

As the government nears the Autumn Budget with limited fiscal headroom, what tax changes could be on the cards? In this week’s podcast, Luke Mayberry, Investment Strategist, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirtha... more

While the US dollar is in a sweet spot, supported by a hawkish US Federal Reserve and an economy firing on all cylinders, how are the other major currencies faring? In this week’s podcast, Bhaskar Gupta, Head of FX, joins co-hosts Julien Lafargue, Ch... more

As tech makes up about 37% of the S&P 500 – above its dot-com peak – a sell-off in the Magnificent 7 could have significant repercussions for the market. But how would investors know if the AI cycle is turning? In this week’s podcast, Nikola Vasiljev... more

There has been a significant decoupling between credit and rates, with investment grade and high yield spreads remarkably resilient amid substantial volatility in government bond yields. In this week’s podcast, Aleksandar Devic, Fixed Income Strategi... more

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Recent Guests

Aleks Devic
Fixed income strategist specialist who follows global credit markets
Barclays Private Bank
Episode: Markets Weekly podcast (21 September 2026): Can credit ignore higher rates?
Dorothe Degg
Head of cross-asset strategy
Barclays Private Bank
Episode: Markets Weekly podcast (10 August 2026): Q2 earnings special
Alex Jackman
Member of Barclays Regional Corporate Affairs, covering UK politics
Barclays Private Bank
Episode: Markets Weekly podcast (27 July 2026): UK economy and politics special
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

Hosts

Judiyah Amirthanathar
Co-host of Market Weekly Podcast
Julien Lafargue
Host and Chief Market Strategist at Barclays Private Bank

Chart Rankings

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

Apple Podcasts
#193
Italy/Business/Investing
Apple Podcasts
#170
Philippines/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Markets Weekly podcast (5 October 2026): Where next for currencies?
Q: With that change in the rates outlook, what does that mean for the dollar and how are we positioning it and what would you advise investors to be positioned?
Bhaskar explains the dollar is in a favorable position due to hawkish expectations and a strong US economy, suggesting a bias toward a stronger dollar while considering selective exposure in other currencies depending on local drivers and potential policy shifts.
Markets Weekly podcast (21 September 2026): Can credit ignore higher rates?
Q: Why have credit spreads remained tight despite rising rates?
Fundamentals in many corporates remain healthy with declining leverage and a decent growth backdrop, while AI-related issuance has added to supply but has not yet overwhelmed demand from investors.
Markets Weekly podcast (21 September 2026): Can credit ignore higher rates?
Q: What is the central puzzle for credit markets in a high-rate environment?
The main issue is whether corporate credit can absorb record issuance from both sovereigns and hyperscalers without demanding substantially higher risk premia, given the currently tight spreads and healthy fundamentals.
Markets Weekly podcast (28 September 2026): How to spot the turn in the AI cycle
Q: What is the current read of the AI cycle, and which scenario are we closest to?
The current view is closest to selective broadening, meaning investments continue but outcomes vary and investors become more selective; yet the frame remains conditional on ongoing evidence across the four signals.
Markets Weekly podcast (28 September 2026): How to spot the turn in the AI cycle
Q: Why four signals, and why these particular four?
They test different links in the investment process, helping separate genuine demand changes from financing constraints, and the sequencing of these signals provides deeper insight into where the stress might originate.

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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?

Two Barclays Private Bank hosts lead a market-focused podcast that blends macroeconomics, investments, and strategic themes with practical portfolio guidance. Episodes routinely dissect central bank policy, inflation dynamics, and asset-class outlooks while weaving in expert analysis on AI, private markets, fixed income, and real estate. A recurring strength is the depth and breadth of guest perspectives from Barclays Private Bank specialists and industry partners, delivering actionable ideas for portfolio construction, risk management, and scenario planning in a rapidly evolving environment. The show stands out for its integrated view across equities, bonds, currencies, and real assets, plus a strong emphasis on behavioral finance and AI-d... more

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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. The Markets
3. At Any Rate
4. Making Sense
5. Unhedged

How many episodes of Barclays Private Bank Podcasts are there?

Barclays Private Bank Podcasts launched 6 years ago and published 319 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. Aleks Devic
2. Dorothe Degg
3. Alex Jackman
4. Rob Smith
5. Aleksandar Devic
6. Robert Smith
7. Kellie Hata
8. Mike Scott

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