

Barclays Brief
In a world of constant change, Barclays Brief is your weekly source for differentiated perspectives that cut through the noise. Each bite-sized episode delivers clear insights into the structural trends transforming sectors – from technology and healthcare to energy, industrials and beyond. Through sharp dialogue and scenario-based analysis, we help you navigate complexity, make meaningful connections and anticipate what’s next – whether you’re managing a portfolio or leading a business. Each week we dig deep into a key market theme, spanning equities, macro, credit and more, uncovering the forces shaping tomorrow to help you make smarter decisions today. Stay sharp. Stay briefed. Published by Barclays Investment Bank: https://www.ib.barclays/ Important content disclosures: https://www.ib.barclays/disclosures/important-content-disclosures.html Important non-Research content disclosures: https://www.ib.barclays/disclosures/important-nonresearch-content-disclosures.html
Episodes


AI: The macro game changer

Robotaxis: The future of mobility

Credit markets: What's ahead for 2026

Seismic Shifts: Agentic AI in Energy

Is the stock market actually the economy now?

Critical minerals: The new oil

US Dollar & the AI capex cycle

Hyperscalers: Hypergrowth, higher risk

Private credit: Hidden interconnectivity
The podcast explores the interconnectedness between private credit, traditional banks, and insurers, and the potential risks to systemic stability. Pete Troisi explains that private credit, now approaching $2 trillion, has grown due to tighter bank regulations, leading private lenders to partner with banks for funding ...

AI Revolution: China’s Five-Year Plan

UK Economy: At a crossroads

Gold: Unpacking the rally

US Markets: A Bullish Perspective

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