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Jeff Meli Professor Shiller

Episode 25

Jeff Meli in conversation with Professor Robert Shiller

Navigating the virus economy: Is the stock market too optimistic?

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Since the COVID-19 pandemic began, equity markets have experienced extreme volatility, while at the same time, many company valuations have reached peak levels despite record unemployment rates. Particularly in the US, this has caused a notable divergence between the stock market and the real economy. Investors have been left wondering whether the stock market is too optimistic and detached from the economic damage that has occurred.

In the latest episode of The Flip Side’s Navigating the virus economy miniseries highlighting the effect of COVID-19 on businesses and markets, Barclays Head of Research Jeff Meli and special guest economist Professor Robert Shiller debate whether equity markets are overvalued and what role long-term investing should play during a crisis.

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The Flip Side

Episode 24: Navigating the virus economy: Is inflation or deflation ahead? 

Jeff Meli and Marvin Barth debate whether to expect inflation or deflation in the recovery period after lockdowns are lifted.

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About the speakers

Jeff Meli is Head of Research within the Investment Bank at Barclays. Jeff joined Barclays in 2005 as Head of US Credit Strategy Research. He later became Head of Credit Research. He was most recently Co-Head of FICC Research and Co-Head of Research before being named Head of Research globally. Previously, he worked at Deutsche Bank and JP Morgan, with a focus on structured credit. Jeff has a PhD in Finance from the University of Chicago and an AB in Mathematics from Princeton.


Professor Robert Shiller is an American economist, best-selling author, and Sterling Professor of Economics, Professor of Finance, and Fellow at the International Center for Finance at Yale University. In 2012, Professor Robert Shiller partnered with Barclays to develop the first Shiller Barclays CAPE® Index Family, based on US Sectors.

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