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GlobalData TS Lombard: Perkins Vs Beamish

The Big Short 2.0

Freitag, 14. November 2025 · 46 min

MP3

Shownotes

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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