Barclays Private Bank Podcasts

Hosted by Barclays Private Bank

Business Entrepreneurship

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Episodes

319

Latest episode

Oct 2026

Language

EN-GB

About the show

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 ]]>

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60 recent

October 19, 2026

Markets Weekly podcast (19 October 2026): What next for UK real estate?

As the Autumn Budget approaches, what will be the likely impact on the UK real-estate market? In this week’s podcast, Stephen Moroukian, our Real-Estate Financing Specialist, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they reflect on the latest developments in the mortgage market, the High Value Council Tax Surcharge, and where investors can still find opportunities in UK real estate.

October 12, 2026

Markets Weekly podcast (12 October 2026): What to expect from the UK Autumn Budget

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 Amirthanathar, Market Strategist, as they reflect on the government’s difficult decisions ahead on tax, spending and borrowing.

October 5, 2026

Markets Weekly podcast (5 October 2026): Where next for currencies?

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, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they reflect on the latest moves in currency markets and the prospects for the US dollar, euro, yen and sterling.

September 28, 2026

Markets Weekly podcast (28 September 2026): How to spot the turn in the AI cycle

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 Vasiljevic, Head of Global Asset Allocation, joins host Julien Lafargue, Chief Market Strategist, as they discuss four signals and four scenarios for investors to watch out for and what it all means for portfolios.

September 21, 2026

Markets Weekly podcast (21 September 2026): Can credit ignore higher rates?

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 Strategist, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they discuss the fiscal challenges in major economies, corporate credit fundamentals and the recent surge in AI-related issuance.

September 14, 2026

Markets Weekly podcast (14 September 2026): What's changed in markets and what hasn't

Has the constant stream of information made investors better informed or simply more reactive? In this week’s podcast, Alex Joshi, Head of Behavioural Finance, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they discuss the core principles of successful long-term investing, investor psychology, behavioural resilience and the common mistakes made by investors.

September 7, 2026

Markets Weekly podcast (7 September 2026): Are rising bond yields a warning sign?

Higher debt, heavier bond issuance and fiscal uncertainty are changing the fixed income landscape. In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they explore why long-end yields could remain volatile, why rates may stay higher for now, and where investors can still find value across credit.

August 17, 2026

Markets Weekly podcast (17 August 2026): What’s next for the US Federal Reserve?

In this week’s podcast, Julien Lafargue, Chief Market Strategist, is joined by a new co-host, Judiyah Amirthanathar, Market Strategist, to discuss key topics on investors’ minds. These include the outlook for US interest rates, the impact of inflation on company earnings and the implications of the surge in AI-related spending.

August 10, 2026

Markets Weekly podcast (10 August 2026): Q2 earnings special

AI-driven earnings growth has supported a rally in equity markets this year. But does the latest earnings season suggest this has more to run?

August 3, 2026

Markets Weekly podcast (3 August 2026): Interest rate special

The major central banks kept interest rates unchanged in July, but what happens next? The latest policy meetings were all about the message (or lack of) from central bankers. In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue, our Chief Market Strategist, as they analyse the latest interest rate decisions in the US, Europe and the UK, how the bond markets have reacted and what they mean for the outlook for rates.