{"podcast":{"title":"Barclays Brief","slug":"barclays-brief-7527145","podcast_index_feed_id":7527145,"rss_url":"https://feeds.captivate.fm/barclays-brief/","website_url":"https://www.ib.barclays/","image_url":"https://artwork.captivate.fm/d41a4726-c7af-47ac-9aa6-b82ce87ecc42/xcKfJ_bct0mXN2Jb_hpiUP5y.jpg","author":"Barclays Investment Bank","episode_count":39,"summary":"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","last_synced_at":"2026-06-30T22:17:21.883339+00:00","page_url":"https://stenobird.com/podcast/barclays-brief-7527145"},"episode":{"title":"Headlines to hedges: Positioning in 2026","slug":"headlines-to-hedges-positioning-in-2026","published_at":"2026-01-13T08:00:00+00:00","page_url":"https://stenobird.com/podcast/barclays-brief-7527145/headlines-to-hedges-positioning-in-2026","show_page_url":"https://stenobird.com/podcast/barclays-brief-7527145","url":"https://www.ib.barclays/","audio_url":"https://episodes.captivate.fm/episode/82137e5e-7981-4e0c-82c3-b2f484e9fe57.mp3","summary":"In just the first two weeks of 2026, investors have had a lot to take in amidst fast-moving headlines and shifting policy signals.​ In this episode of Barclays Brief, Global Head of Macro Distribution Kristen Macleod joins host Patrick Coffey to unpack how investors are navigating a market defined by both optimism and caution. They break down key positioning themes from curve steepeners and real yields in rates to USD‑centric FX trades and selective exposure to commodities. They also examine the defensive side of the market, including long‑duration hedges such as gold. ​ ​Listen in to get the strategic view on how macro investors are positioning right now. ​ ​Listeners can hear more on this topic:​ Barclays Brief #13 – AI: The macro game changer ​ The Flip Side # 79 – Will the US consumer hold up in 2026? ​ ​Clients can read more on Barclays Live:​ Macro Outlook: No turning back ​ Are inflation markets calm or complacent? ​ Thinking Macro: Eyes on the prize ​ Trump calls for one-year cap on credit card rates at 10% ​ Unprecedented times at the Fed ​ To lower the mortgage rates, think Treasuries 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. Important Content Disclosures ​ Important non-Research Content Disclosures ​","meta_description":"In just the first two weeks of 2026, investors have had a lot to take in amidst fast-moving headlines and shifting policy signals.​ In this episode of Bar…","key_points":[],"chapters":[],"topics":[],"duration_seconds":677,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/barclays-brief-7527145/episodes/headlines-to-hedges-positioning-in-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/barclays-brief-7527145/headlines-to-hedges-positioning-in-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}