The Flip Side
The Flip Side
Podcast Description
This podcast series features a lively debate between two of Barclays’ Research analysts taking opposing viewpoints on timely topics of importance to economies and businesses around the globe.By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues.
Podcast Insights
Content Themes
The podcast covers pressing economic issues such as US inflation trends, equity market performance comparisons between the US and Europe, and the impact of government policies on financial markets. For instance, episodes delve into the potential of European equities to outperform US markets, debates on inflation's relevance, and the implications of China's economic stimulus, among others.
This podcast series features a lively debate between two of Barclays’ Research analysts taking opposing viewpoints on timely topics of importance to economies and businesses around the globe.
By hearing arguments and insights on both sides, we hope you will come away with a greater understanding of the economic implications of sometimes polarizing issues.
Private credit has been a powerful growth engine for alternative asset managers, with business development corporations (BDCs) playing a central role. As AI adoption accelerates and software business models come under pressure, investors are concerned with how exposed these managers are to software and other tech-enabled business models that could be disrupted. In recent weeks, investors have sold down their positions, sending some alternative asset managers’ stock prices down roughly 25%. But is that selloff rational or not?In episode 81 of The Flip Side, Brad Rogoff, our Global Head of Research, is joined by Ben Budish, our Equity Research Analyst who covers US Brokers, Asset Managers and Exchanges, to debate whether the recent selloff was justified. They discuss why AI disruption has become a focal point for markets, how valuation frameworks for alternative managers amplify volatility, and where risks may be overstated versus structurally real. The conversation also explores what this means for future growth across private credit, private equity and insurance channels, and where differentiation may emerge after an indiscriminate selloff.Listeners can hear more on this topic on our sister podcast, Barclays Brief:
Clients of Barclays Investment Bank can read more on our view on equities with our latest reports on Barclays Live, including:
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
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