GlobalData TS Lombard: Perkins Vs Beamish

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Can Warsh Save the Bond Market?

Season 1 · Episode 45

Monday, September 7, 2026 • Duration 38:22

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 selloff in bonds? At what level will yields start to damage equities?
How do you assess growth prospects outside the US? Are you still bullish Europe? Worried about Japan? What about China - recent data have been weak

TS Lombard Summit: Markets in an Age of Permanent Risk

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A Kick in the Face to End the Cycle

Friday, July 31, 2026 • Duration 41:56

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 world without forward guidance look like
When will this cycle end?

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Warsh: A Sock Puppet No More

Season 1 · Episode 43

Friday, July 17, 2026 • Duration 42:07

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 jittery - are we close to the end of the boom?
Is it time to turn bullish on UK bonds and equities?

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Bubbles, Burnham and Bashing Warsh

Season 1 · Episode 42

Tuesday, June 30, 2026 • Duration 41:49

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 of the latest BIS warning about an AI crash? How much damage would this inflict on the global economy?
Why is the market ignoring this latest bout of UK political instability?

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The Coming Fed Rate Shock

Thursday, June 11, 2026 • Duration 42:47

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?

2) Which central bank is going to hike the most?

3) Is your US reacceleration thesis back on track?

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Are we in a Bubble?

Season 1 · Episode 40

Thursday, May 28, 2026 • Duration 41:36

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 the world's central banks?
Should we be alarmed by the recent selloff in govt bonds?

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US Meltup, UK Meltdown

Season 1 · Episode 39

Wednesday, May 13, 2026 • Duration 38:48

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-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?

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Tipping point?

Season 1 · Episode 38

Thursday, April 30, 2026 • Duration 34:50

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 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?

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What Crisis? Why The Market Doesn't Care

Season 1 · Episode 37

Friday, April 17, 2026 • Duration 33:18

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?
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?

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Recession like it's 1990?

Season 1 · Episode 36

Wednesday, March 25, 2026 • Duration 47:15

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 historical parallel? Passing EnergyShock? Stagflation? Recession?
Are the Europeans seriously going to hike rates?
Is Gold no longer a safe haven?

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GlobalData TS Lombard: Perkins Vs Beamish – Details, episodes & analysis

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GlobalData TS Lombard: Perkins Vs Beamish – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other1

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other1

Apple Podcasts

Spotify