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.
Since 2022, AI capital investment has skyrocketed. But can AI capex reach $1 trillion by 2028, as our Equity Research analysts forecast? Labs are reporting rapid growth, and signs show AI demand spreading beyond the hyperscalers to sovereigns and non-tech enterprises. Yet practical barriers such as power supply, infrastructure timelines and the need for clear ROI could but the brakes on capex.In episode 82 of The Flip Side, Brad Rogoff, Global Head of Research, and Tom O’Malley, Equity Research Analyst for US Semiconductors & Semiconductor Capital Equipment, debate whether today’s rapid AI adoption is enough to justify that level of capex or if real-world constraints will force expectations lower.Listeners can learn more about this topic:
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