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PODCAST

GlobalData TS Lombard: Perkins Vs Beamish

Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, investment banks, pension funds, wealth managers, insurance, private equity and hedge funds. The questions will focus on what is currently driving financial markets.

business investing

All Episodes

00:46:18

The Big Short 2.0

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/11/14

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) Are you more worried by strains in US money markets or equity markets?(2) Will Trump's tariff rebates stoke inflation? (3) How should central banks respond to the AI boom?

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00:43:45

Fed Hikes in 2026?

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/10/30

Multiple Rate Hikes Next Year? Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) Fed Reaction - what happens next?2) Is the K-shaped economy sustainable? Are you worried about credit cockroaches? 3) How is the world looking outside the US? Is the bull case for non-US assets still intact?

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00:42:14

How the Cycle Ends and the Bubble Bursts

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/10/15

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) Trade War Escalation: Will markets care?2) No Recession this year - How/When does this cycle end? 3) What could burst the AI bubble?

en-gb

00:41:55

Reaccelerating into an Inflation Crisis?

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/10/02

Immigration vs Inflation and AI vs Recession.Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) Does the government shutdown matter? 2) Would the US already be in recession without AI?3) Are deportations inflationary or deflationary?

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00:46:57

The AI Bubble Timeline

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/09/19

When it bursts, will it crash the economy?Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) Is the Labour market starting to crack? 2) Are bonds and equities saying completely different things about the macro outlook?3) Is AI a bubble (and could it crash the economy)?

en-gb

00:39:48

Inflationary Boom in 2026?

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/09/03

Or do we get a major Fiscal Crisis?*Apologies for Freya's audio quality today, her internet cut out halfway through recording, and she needed to switch to her phoneAndrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) Why did Powell blink? 2) When will markets care about Fed capture? 3) Are we on the brink of a fiscal crisis (again)?

en-gb

00:44:53

Is Trump Winning?

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/07/31

Has Trump won H1?Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) Is Trump winning? 2) Why did central banks turn woke? 3) Is US monetary policy even restrictive with stocks at ATHs?

en-gb

00:46:05

If Trump Fires Powell...

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/07/17

How would markets react?Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1. What happens if Trump fires Powell?2. Is tariff inflation finally showing up?3. Are we still seeing policy stimulus in the RoW, or is a TACO leading to complacency there too?

en-gb

00:34:32

Is America Great Again?

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/07/04

Happy 4th of July to our US listeners!Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1. Why are investors punishing the dollar and not the S&P?2. Big jobs number. No Fed cut until November?3. Are we now in a regime of fiscal dominance?

en-gb

00:34:22

Why the Fed Hates Trump

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/06/17

Will Israel-Iran conflict derail markets?Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) Market impact of Middle East conflict? 2) Still no tariff inflation: can the Fed cut now?3) Are rising JGB yields a threat to global markets?

en-gb

00:38:06

The TACO Bull

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/06/02

Are markets all Bulled up on TACO? S&P 500 all-time highs?Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) Does TACO trade mean S&P 500 all-time highs are back on the menu?2) Why were bond yields so high/rising?3.) Trump's expansionary budget = fiscal crisis, either US or RoW?

en-gb

00:38:06

"Deal" Done. Crisis "Over"

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/05/12

Dollar Death or Dollar Decline?Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) US-China deal - is the crisis over? 2) Dollar vs the World. Extended Weakness or End of Reserve Currency? 3) Why is the Fed so reluctant to cut? Is it playing politics?

en-gb

00:37:45

Markets Bounce but Damage is Done

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/04/29

Empty shelves and sudden stops?Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:1) Did the markets successfully face down Trump?2) Could we get a sudden stop in imports from China - what would this do to US economy?3) Is sustained US dollar weakness even possible if the US remains the world's reserve currency?

en-gb

00:46:42

The End of Dollar Supremacy

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/04/16

And the End of US Outperformance Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:1) Damage already been done? Recession now inevitable?2) Who blinks first - China or the US?3) Where are we going? What will the world look like by the end of Trump's term?

en-gb

00:52:03

The $30 Trillion Crash!

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/04/04

Global Recession and is the US now Uninvestable?Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:Is the US now Uninvestable?Should we expect a Global Recession?What should investors do now?

en-gb

00:28:08

Trump Blinks: Back to All-Time Highs?

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/03/25

Dario bought the dip, what now?Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:1. Can the stock market decline CAUSE a recession?2. Can the Fed still cut if tariffs do happen?3. Will German stimulus make the ECB hawkish and how will bonds cope?

en-gb

00:33:14

US Bear Attack!

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/03/12

Dario's Short US/Long RoW has done well, closing time?Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:S&P 500 correction. Is it over or just getting started?Is the US on the brink of Recession?The end of US exceptionalism?

en-gb

00:32:56

The Plan to Blow Up the Dollar

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/02/26

And how the German Elections will alter the entire European growth picture Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questionsThis week:1) Will there be a Mar-a-Lago accord?2) German Elections, European and Global impact?3) Will Dario's Short US/ Long RoW continue to work?

en-gb

00:31:19

Fade Trump Chaos Until The Tipping Point

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/02/07

Dario Perkins and Freya Beamish answer three of the top current client questionsThis week: 1. Already time to fade the Trump chaos? 2. Are we about to see a big monetary policy decoupling? 3. Could the UK end up with an IMF bailout?

en-gb

00:28:46

The End of US Exceptionalism?

GlobalData TS Lombard: Perkins Vs Beamish ·

2025/01/23

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions:1. Someone at Davos said the business cycle doesn't matter anymore. Should that terrify us? 2. What have we learnt from Trump so far? 3. Is the US exceptionalism trade still right?

en-gb

28 results

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