Podcast Episodes

The TACO Bull

Season 1 Episode 18

Are markets all Bulled up on TACO? S&P 500 all-time highs?

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

Published on 5 months, 1 week ago

"Deal" Done. Crisis "Over"

Season 1 Episode 17

Dollar Death or Dollar Decline?

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) US-C…

Published on 6 months ago

Markets Bounce but Damage is Done

Season 1 Episode 15

Empty shelves and sudden stops?

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) Did …

Published on 6 months, 2 weeks ago

The End of Dollar Supremacy

Season 1 Episode 15

And the End of US Outperformance

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

Published on 6 months, 4 weeks ago

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 7 months, 1 week 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 7 months, 2 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 8 months 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 8 months, 2 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 9 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 9 months, 3 weeks ago