Podcast Episodes

The $30 Trillion Crash!

Season 1 Episode 14

Global Recession and is the US now Uninvestable?

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as th…

Published on 5 months, 2 weeks ago

Trump Blinks: Back to All-Time Highs?

Season 1 Episode 13

Dario bought the dip, what now?

Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions

This week:

1.    Can the …

Published on 5 months, 3 weeks ago

US Bear Attack!

Season 1 Episode 12

Dario's Short US/Long RoW has done well, closing time?

Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top current client questions

T…

Published on 6 months, 1 week ago

The Plan to Blow Up the Dollar

Season 1 Episode 11

And how the German Elections will alter the entire European growth picture

Andrew Slazenger (andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer three of the top curr…

Published on 6 months, 3 weeks ago

Fade Trump Chaos Until The Tipping Point

Season 1 Episode 10

Dario Perkins and Freya Beamish answer three of the top current client questions This week:

1.    Already time to fade the Trump chaos?

2.   Are we about to see a big monetary policy decoupling?

3. …

Published on 7 months, 1 week ago

The End of US Exceptionalism?

Season 1 Episode 9

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the three key client questions:

1.    Someone at Davos said the business cycle doesn't matter anymore. Should that terrify u…

Published on 7 months, 3 weeks ago

The Bond Market Meltdown

Season 1 Episode 8

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions:

1. What is driving the carnage in bonds and will it continue?

2. What have we leant about T…

Published on 8 months ago

The Doomsday Scenario for 2025

Season 1 Episode 7

Bullish consensus spells trouble? Any Bears left? And Freya tries out her Scottish accent

Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions:

Published on 9 months, 1 week ago

Bessent, Fed Bashing and Euro Bullishness

Season 1 Episode 6

This week we cover:

1.    What can Trump do to lean on the Fed?

2.    How much confidence can we take from Bessent's appointment?

3.    What's the bull case for Europe inTrump World?

Published on 9 months, 3 weeks ago

Trump's Inflationary World

Season 1 Episode 5

Trump vs the Fed. How serious a problem will inflation be and is this the final tipping point for neo-liberalism? Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top thr…

Published on 10 months, 1 week ago