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.
30episodes
Episodes
Newest firstAll episodes
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 →Off-Consensus Views for 2026
Dec 1700:35:22Tap to summarizeGrowth 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 Fed decision - is it providing backdoor financing? 2. What are your big non-consensus ideas for 2026?3. How much does the choice of Fed chair change the outlook - and who do you prefer, Warsh or Hassett?
Transcribe →The Big Fed Conspiracy
Nov 2700:44:46Tap to summarizeFed Cut, AI and the UK BudgetAndrew 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 of therecent FOMC dissent? 2) How is AI actually affecting the economy? 3) What do you make of the recent budgets in Japan andthe UK? What do the different market responses tell us about global markets?
Transcribe →The Big Short 2.0
Nov 1400:46:18Tap 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: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?
Transcribe →Fed Hikes in 2026?
Oct 3000:43:45Tap to summarizeMultiple 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?
Transcribe →How the Cycle Ends and the Bubble Bursts
Oct 1500:42:14Tap 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) Trade War Escalation: Will markets care?2) No Recession this year - How/When does this cycle end? 3) What could burst the AI bubble?
Transcribe →Reaccelerating into an Inflation Crisis?
Oct 200:41:55Tap to summarizeImmigration 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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