- alle zwei WochenErscheinungsrhythmus
- 42 mintypische Länge
- gesternletzte Folge
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.
Folgen
AI Crash: Is This It?
Read for Free: The Perkini Report (https://hub.tslombard.com/the-perkini-report) Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answe
Bond Bulls Beware
Can we forget about a sovereign debt crisis? Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • Are we in an era of fiscal domi
Buy the Bond Blow-Up?
We got the hike; what now? More! TS Lombard Summit: Markets in an Age of Permanent Risk REGISTER HERE (https://thecapitalmarketssummit.com/) (Institutional Investors or relevant experience only please; all registrants subject to approval) A
Can Warsh Save the Bond Market?
Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • The September FOMC - hike or no hike? • What do you make of the recent sello
A Kick in the Face to End the Cycle
Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • Busy week of central bank meetings - what were the takeaways? • What does a
Warsh: A Sock Puppet No More
Andrew Slazenger (reach out for a free trial; institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • Are Fed hikes still a possibility given the latest data? • AI stocks look ji
Bubbles, Burnham and Bashing Warsh
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • Do you believe Kevin Warsh's hawkish start as Fed chair? • What do you make
The Coming Fed Rate Shock
3-4 Fed 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) What would make you turn more bullish on AI?
Are we in a Bubble?
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • Are we in a bubble? • Is it reasonable to expect just one or two hikes from
US Meltup, UK Meltdown
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • Strait still closed: how long until this matters again? • Odds for a late-90
Tipping point?
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • Still no Iran resolution - are we close to a tipping point? • Powell's legac
What Crisis? Why The Market Doesn't Care
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • Crisis over - Equities back to all-time highs. Is the stock market right? •
Recession like it's 1990?
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • Have your views on Iran changed from 2 weeks ago? • What is the best histori
Iran: An Oily TACO Enough?
Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer: • Has the war in Iran upended your reacceleration thesis? • How will central b
The AI Doomsday Machine
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 every AI scenario now lead to disaster? 2) Can we stop worrying about
The Warsh Fed and The Trade of The Decade
Sell US and Buy RoW 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 did you make of the latest US jobs report? 2. How
TACO Can't Save The Dollar
And Japan Vs MMT 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 are the lessons from Trump at Davos? Should we just i
Powell vs Trump - It's WAR
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 are our new year resolutions? 2. What do you make of the latest Fed-Tr
Off-Consensus Views for 2026
Growth and Inflation Acceleration far above consensus 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 did you make of
The Big Fed Conspiracy
Fed Cut, AI and the UK Budget 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 a Fed rate cut now ON? What should we make
The Big Short 2.0
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)
Fed Hikes in 2026?
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
How the Cycle Ends and the Bubble Bursts
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/Wh
Reaccelerating into an Inflation Crisis?
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
The AI Bubble Timeline
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
Inflationary Boom in 2026?
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 phone Andrew Slazenger (reach out for a free trial, institutional investors only
Is Trump Winning?
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)
If Trump Fires Powell...
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 i
Is America Great Again?
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 doll
Why the Fed Hates Trump
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 conf
