Podcast
GlobalData TS Lombard: Perkins Vs Beamish
Hosted by TS Lombard · EN
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.
26episodes
Episodes
Newest firstAll episodes
Are we in a Bubble?
1w ago00:41:36Tap to summarizeAndrew 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 the world's central banks? Should we be alarmed by the recent selloff in govt bonds?
Transcribe →US Meltup, UK Meltdown
3w ago00:38:48Tap to summarizeAndrew 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-90s style meltup in US stocks? Has the UK's latest political crisis dashed any hope for an economic revival?What will Xi and Trump talk about?
Transcribe →Tipping point?
Apr 3000:34:50Tap to summarizeAndrew 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 legacy as Fed chair? What will Warsh do? And what about the ECB and other central banks?Is US exceptionalism coming back - is the dollar about to rip?
Transcribe →What Crisis? Why The Market Doesn't Care
Apr 1700:33:18Tap to summarizeAndrew 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? What are the longer-term implications that markets might be missing? When the disruption to energy markets blows over, will we be back to rate cuts or what will Central Banks do?
Transcribe →Recession like it's 1990?
Mar 2500:47:15Tap to summarizeAndrew 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 historical parallel? Passing EnergyShock? Stagflation? Recession? Are the Europeans seriously going to hike rates?Is Gold no longer a safe haven?
Transcribe →Iran: An Oily TACO Enough?
Mar 1100:41:09Tap to summarizeAndrew 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 banks respond - is this like 2022, when they all hiked aggressively? Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?
Transcribe →The AI Doomsday Machine
Feb 2500:38:52Tap to summarizeAndrew 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 tariffs after the Supreme Court ruling? 3) Is the global monetary cycle now turning?
Transcribe →The Warsh Fed and The Trade of The Decade
Feb 1100:42:29Tap to summarizeSell US and Buy RoWAndrew 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 will Warsh change the Fed? 3. Can the "anything but US tech" trade continue - is this bullish for RoW, and especially for EM?
Transcribe →TACO Can't Save The Dollar
Jan 2800:39:10Tap to summarizeAnd Japan Vs MMTAndrew 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 ignore his chaos now?2. Hassett seems to have dropped out - would Warsh or Rieder be as aggressive in pushing lower rates?3. To quote Robin Brooks, “Is Japan where MMT goes to die?" Does this matter for global markets?
Transcribe →Powell vs Trump - It's WAR
Jan 1200:39:37Tap to summarizeAndrew 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-Trump spat- does this change things?3. Will Trump's affordability drive work?4. Can productivity revival save US from inflation in 2026?
Transcribe →