GlobalData TS Lombard: Perkins Vs Beamish artwork

Investing · TS Lombard

GlobalData TS Lombard: Perkins Vs Beamish

by TS Lombard

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.

Latest episodes

Showing 20 · updated from the feed

Buy the Bond Blow-Up?

We got the hike; what now? More! TS Lombard Summit: Markets in an Age of Permanent Risk REGISTER HERE (Institutional Investors or relevant experience only please; all r

Sep 25
43 min

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 Sep

Sep 7
38 min

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 we

Jul 31
41 min

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

Jul 17
42 min

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

Jun 30
41 min

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

Jun 11
42 min

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

May 28
41 min

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

May 13
38 min

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 n

Apr 30
34 min

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

Apr 17
33 min

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 yo

Mar 25
47 min

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

Mar 11
41 min

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

Feb 25
38 min

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

Feb 11
42 min

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 the

Jan 28
39 min

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.     

Jan 12
39 min

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

Dec 17 2025
35 min

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 B

Nov 27 2025
44 min

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

Nov 14 2025
46 min

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

Oct 30 2025
43 min

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#158 ▼ 24 Investing US

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