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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
Behavioral Finance
Cryptocurrency
Labor Market
Earnings Season
European Central Bank
Hedge Funds

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

PublishesWeeklyEpisodes300Founded6 years ago
Number of ListenersCategories
Non-ProfitBusinessInvesting

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Latest Episodes

As ongoing political uncertainty in the UK puts pressure on sterling, what is the longer-term outlook for the currency? Bhaskar Gupta, Head of FX Distribution, joins host Julien Lafargue, Chief Market Strategist, to discuss the outlook for the major ... more

Following a historic weekend of election results, what have we learned from an increasingly fragmented electorate? Sonia Fernandes, UK Government Relations and Policy, and Luke Mayberry, Investment Strategist, join host Julien Lafargue, Chief Market ... more

What do last week’s central bank meetings imply for interest rate expectations in 2026? Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue, Chief Market Strategist, to consider the latest policy announcements. As the US Federal... more

A year on from when President Donald Trump announced his 'Liberation Day' tariffs, what has been the impact on the global economy? Lukas Gehrig, Head of Quantitative Macro and Thematic Strategy, joins host Julien Lafargue, Chief Market Strategist, to... more

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Recent Guests

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
Bhaskar Gupta
Head of FX distribution in the UK, Barclays Private Bank
Barclays Private Bank
Episode: Markets Weekly podcast (30 March 2026): Spotlight on currency markets
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
Michel Vernier
Head of fixed-income strategy
Barclays Private Bank
Episode: Markets Weekly podcast (9 February 2026): Fixed income special
Stefano Mascoli
Head of FX and Capital Markets
Barclays Private Bank
Episode: Markets Weekly podcast (2 February 2026): Currency market special
Ivelin Stankov
Investment strategist at Barclays Private Bank who closely monitors developments in the crypto space.
Barclays Private Bank
Episode: Markets Weekly podcast (15 December 2025): Are cryptocurrencies coming of age?
Dr. Nouriel Roubini
Senior Economist Strategist at Hudson Bay Capital
Hudson Bay Capital
Episode: Markets Weekly podcast (21 November 2025): Tech trumps tariffs
Jason Cuttler
Senior Market and Derivative Strategist at Hudson Bay Capital
Hudson Bay Capital
Episode: Markets Weekly podcast (21 November 2025): Tech trumps tariffs

Host

Julien Lafargue
Chief Market Strategist, Barclays Private Bank; Host of Markets Weekly Podcast (Barclays Private Bank)

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Talking Points

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Markets Weekly podcast (11 May 2026): UK local elections special
Q: What catalysts should investors watch in the near term aside from leadership changes?
Key catalysts include the King's Speech for legislative direction, the Chancellor's mid-year plan on the economy, NHS results speeches, and upcoming data on inflation and growth to gauge policy momentum and economic resilience.
Markets Weekly podcast (11 May 2026): UK local elections special
Q: What are the likely market implications if the Prime Minister faces a leadership challenge or resignation?
A leadership challenge could renew market volatility, particularly in gilt markets, as investors reassess fiscal credibility and policy continuity; however, the absence of immediate policy changes means the reaction may be more about uncertainty than new directions until a clear timetable emerges.
Markets Weekly podcast (27 April 2026): Liberation Day – one year on
Q: You've run some analysis, some deep analysis. You've cross-checked the numbers. And I wanted to get your take on what effects the surge in tariff had on global trade first before we talk about inflation.
Tariffs initially shifted trade patterns, driving a large reallocation of trade flows away from the US-China axis toward Southeast Asia, while the overall global trade volume remained resilient due to substitution and rerouting. The measured impact on US inflation was smaller than expected because margins absorbed much of the cost, rather than being passed through to consumers, and because the dollar weakened rather than strengthened as might have been predicted by some frameworks.
Markets Weekly podcast (13 April 2026): Lessons in investor behaviour
Q: What has been your main takeaway looking at investor behavior over the last six or seven weeks?
The key takeaway is that emotion drives short-term movements, but long-term goals and disciplined decision-making should anchor investors, so we should pause, keep perspective, and avoid overreacting to headline news.
Markets Weekly podcast (23 March 2026): Real estate special
Q: What are your sort of broad thoughts at this point when it comes to the real estate market?
Stephen outlines that despite geopolitical tensions and rate volatility, client strategies in the UK remain relatively consistent, with London continuing to offer attractive opportunities for both investment and lifestyle, while acknowledging the mixed impact of energy prices and central bank signaling on mortgage markets; the outlook is nuanced, with a focus on balance between demand for safe-harbor assets and the need to adapt to new rental regulations.

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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?

The series centers on macro-driven investing and market strategy with a focus on currencies, real estate, fixed income, and technology-driven themes. Episodes frequently feature Barclays Private Bank strategists and seasoned guests to unpack how geopolitical tensions, central bank policy, energy prices, and macro shocks shape asset pricing and risk management. Practical guidance on hedging, diversification, and positioning for volatility is a recurring thread, alongside discussions of AI and tech impacts on markets. A notable strength is the blend of immediate market updates with longer-horizon strategy, often tying global developments to client-facing investment implications. This combination of timely FX and macro insight with real estate... 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. At Any Rate
3. The Markets
4. Investors' Chronicle
5. Unhedged

How many episodes of Barclays Private Bank Podcasts are there?

Barclays Private Bank Podcasts launched 6 years ago and published 300 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. Luke Mayberry
2. Alexander Joshi
3. Bhaskar Gupta
4. Simon See
5. Michel Vernier
6. Stefano Mascoli
7. Ivelin Stankov
8. Dr. Nouriel Roubini

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