Barclays Brief

Ronnie 00:00 Hey everybody, it's Ronnie. It's July 30th. Markets are volatile, and we've got the perfect guest to help us work through that. I want to welcome Venu Krishna to the Barclays Brief. He's our Head of U.S. Equity and Equity linked strategy, and somebody that I really rely on in times like this. So Venu, there's so much going on in markets right now and we want to tackle all of it. But just to set the stage a little bit, I want to take us back to the end of March.

Patrick 00:00 Welcome to the Barclays Brief podcast. It's Tuesday, 7th of July. So this year, the center of gravity in the AI investment boom has shifted decisively towards Asia, Korea, Japan and China. Each offer a very different way to play the AI theme. So today we're exploring the opportunities here and some of the risks as well across all three markets. Patrick 00:22 And with me is Kaan Singh from our Equity Tactical Strategies team based in Hong Kong. Kaan delighted you’re on.

Patrick 00:00 Welcome back to the Barclays Brief podcast. It's a sunny day and it's a sunny day here in London. And I'm joined by Jack, meaning our Chief UK Economist. Jack, we've got lots to discuss today. Thanks for being here. Jack 00:10 Absolute pleasure Patrick. Patrick 00:13 Okay, so ten years after the Brexit referendum and Britain faces a new question, what should its economic model look like for the next decade?