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Barclays Brief

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by Barclays Investment Bank

43 episodes
Updated Daily
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Podcast Overview

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

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Publishing Since

10/7/2025

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Recent Episodes

Episode thumbnail for AI credit supply tests market capacity

July 28, 2026

AI credit supply tests market capacity

<p>The AI buildout is fuelling a wave of new credit supply, and the sheer volume of debt is starting to test the market's capacity to absorb it. Year-to-date, the AI ecosystem has accounted for roughly 20% of all US corporate bond issuance, and the six hyperscalers are now bigger than the big six banks in some key measures. ​</p><p>In this episode of Barclays Brief, Ronnie Wexler, Global Head of Equities Distribution, and Dominique Toublan, Head of US Credit Strategy, discuss how AI financing is reshaping credit markets, why investors are demanding greater compensation to absorb this wave of new issuance, and what growing concentration among hyperscalers could mean for the broader investment-grade market.​</p><p>​They also discuss how these companies are tapping every available funding channel, from public bonds and private credit to securitised markets and equities, to finance the AI buildout and why that is drawing increasing attention from equity investors.​</p><p>​Listeners can hear more related to this topic:​​</p><ul><li><u><a href="https://www.ib.barclays/our-insights/barclays-brief/cooling-the-ai-buildout.html" rel="noopener noreferrer" target="_blank">Episode 40: Cooling the AI buildout </a></u>​</li><li><u><a href="https://www.ib.barclays/our-insights/barclays-brief/ai-goes-economy-wide.html" rel="noopener noreferrer" target="_blank">Episode 33: AI goes economy wide</a></u>​</li></ul><br/><p>​Clients can read more on Barclays Live:​​</p><ul><li><u><a href="https://live.barcap.com/go/publications/link?contentPubID=FP6a5f88173db7431db3409791&amp;restriction=DEBT" rel="noopener noreferrer" target="_blank">AI-fueled Credit Supply: the slice keeps getting bigger </a></u>​</li><li><u><a href="https://live.barcap.com/go/publications/link?contentPubID=FP6a58362e50eab35d7f88da85&amp;restriction=DEBT" rel="noopener noreferrer" target="_blank">Hyperscalers: Too wide to ignore, too much supply to chase</a></u>​</li><li><u><a href="https://live.barcap.com/go/publications/link?contentPubID=FP6a03a987811c486f93eb721e" rel="noopener noreferrer" target="_blank">Powering AI: Demystifying Data Center Cooling &amp; Water Use </a></u>​</li></ul><br/><p></p><p><u><a href="https://www.ib.barclays/disclosures/important-content-disclosures.html" rel="noopener noreferrer" target="_blank">Important Content Disclosures</a></u>​</p><p><u><a href="https://www.ib.barclays/disclosures/important-nonresearch-content-disclosures.html" rel="noopener noreferrer" target="_blank">Important Non-Research Content Disclosures</a></u>​</p><p>​</p><p>This content is for informational purposes only and does not constitute investment advice or a recommendation. Views expressed are those of the speakers and may not reflect those of the firm. Any forward-looking statements are based on current assumptions and subject to risks and uncertainties.​</p>

Episode thumbnail for Challenging market consensus

July 21, 2026

Challenging market consensus

Barclays Brief host Patrick Coffey interviews Rates Sales expert Brian Kuritzsky about investor complacency and overlooked market risks including inflation, wealth transfer, and AI CapEx headwinds.

Episode thumbnail for Cooling the AI buildout

July 14, 2026

Cooling the AI buildout

Ronnie Wexler, Global Head of Equities Distribution, interviews Will Thompson, Thematic Investing Research Analyst, about the multifaceted execution risks beyond power constraints impacting AI data center buildouts.

43 total episodes available with 6 transcripts

Recent guests on Barclays Brief

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Brian Kuritzsky

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Will Thompson

Guest

Kaan Singh

Guest

Jack Meaning

Guest

Pooja Sriram

Guest

Warren Ackerman

Guest

Alex Altman

Guest

Marc Giannoni

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Christian Keller

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Lucile Flight

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Jon Hill

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Frequently asked questions

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What is 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

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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