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GlobalData TS Lombard: Perkins Vs Beamish GlobalData TS Lombard: Perkins Vs Beamish TS Lombard Ca$hMire de Pierre Couture Ca$hMire de Pierre Couture Pierre Couture The Kapeel Gupta Career Podshow The Kapeel Gupta Career Podshow Kapeel Gupta What the AI?! What the AI?! Upstart Le journal d'Europe 1 Le journal d'Europe 1 Europe 1 The EIC Scaling Club Podcast on European Deep Tech The EIC Scaling Club Podcast on European Deep Tech EIC Scaling Club Imagen Empresarial Imagen Empresarial Imagen Empresarial Quick Reads Quick Reads Pratham Malhotra The Agronomists – RealAgriculture The Agronomists – RealAgriculture RealAgriculture Theo - t3․gg Theo - t3․gg Theo - t3․gg State of the Second State of the Second Gun Owners of America Asset Class Asset Class Christian W. Röhl & Scalable Capital PZ Briefing – Die wichtigsten Nachrichten des Tages PZ Briefing – Die wichtigsten Nachrichten des Tages Pharmazeutische Zeitung The Undeniable Leader with Rob Cressy The Undeniable Leader with Rob Cressy Rob Cressy Le rendez-vous Tech Le rendez-vous Tech NotPatrick Get Ready: Before Life Happens Podcast Get Ready: Before Life Happens Podcast Tony Steuer Unofficial Partner Podcast Unofficial Partner Podcast Unofficial Partner The Site Shed | Systems, Strategy and Growth for Tradies and Contractors The Site Shed | Systems, Strategy and Growth for Tradies and Contractors Matt Jones - Helping Tradies Build Smarter, Scalable Businesses The Industrial Talk Podcast Network The Industrial Talk Podcast Network The Industrial Talk Podcast with Scott MacKenzie IMI Podcasts IMI Podcasts Christian Henrik Nesheim Capital Humain – Travail, ressources humaines et santé mentale Capital Humain – Travail, ressources humaines et santé mentale Magaly Siméon décrypte le travail, les ressources humaines et la santé mentale à travers des témoignages de salariés, des analyses RH et des éclairages en droit social. Trust Talks Trust Talks The Chicago Community Trust 4biddenknowledge Podcast 4biddenknowledge Podcast Billy Carson 4biddenknowledge The Accountability Minute:Business Acceleration|Productivity The Accountability Minute:Business Acceleration|Productivity Anne Bachrach It's Personal Stories, A Hospitality Podcast It's Personal Stories, A Hospitality Podcast David Kong, Dorothy Dowling, Rachel Humphrey, Lan Elliott Pod & Dev Pod & Dev Hotmart Leading Visionaries Podcast Leading Visionaries Podcast Anjel B Hartwell & The Creative Age Consulting Group The Bird Bath The Bird Bath The Bird Bath The Living Elevated Show: Smart Moves, Bilingual Voices The Living Elevated Show: Smart Moves, Bilingual Voices Alexander Rev Cycle Unscripted Rev Cycle Unscripted RCM Leaders Forum Pure Conversation, with Pure247Radio Pure Conversation, with Pure247Radio Team Pure LeadingLane Podcast LeadingLane Podcast LeadingLane The Jewelry Reseller's Podcast The Jewelry Reseller's Podcast Desiree Liberatory Business with Simone Seol Liberatory Business with Simone Seol Simone The Real Tale of Retail and Wholesale… all the dirty secrets The Real Tale of Retail and Wholesale… all the dirty secrets Christina The Quarter Hour: the best daily radio industry podcast The Quarter Hour: the best daily radio industry podcast podtential originals Practice Marketing Insider Practice Marketing Insider Kristie Plantinga
GlobalData TS Lombard: Perkins Vs Beamish

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GlobalData TS Lombard: Perkins Vs Beamish

TS Lombard

Bubbles, Burnham and Bashing Warsh

June 30, 2026 5:35am 41 min

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?Wha...

The Coming Fed Rate Shock

June 11, 2026 6:12am 42 min

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 m...

Are we in a Bubble?

May 28, 2026 9:51am 41 min

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 ...

US Meltup, UK Meltdown

May 13, 2026 8:10am 38 min

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...

Tipping point?

April 30, 2026 10:07am 34 min

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?...

What Crisis? Why The Market Doesn't Care

April 17, 2026 4:01am 33 min

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...

Recession like it's 1990?

March 25, 2026 9:56am 47 min

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 t...

Iran: An Oily TACO Enough?

March 11, 2026 8:06am 41 min

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 war in Iran upended your reacceleration thesis?How ...

The AI Doomsday Machine

February 25, 2026 8:28am 38 min

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 every AI scenario now lead to disaster? 2) Can we s...

The Warsh Fed and The Trade of The Decade

February 11, 2026 11:28am 42 min

Sell 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 U...

TACO Can't Save The Dollar

January 28, 2026 5:58am 39 min

And 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...

Powell vs Trump - It's WAR

January 12, 2026 7:19am 39 min

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 are our new year resolutions?2.     What do you...

Off-Consensus Views for 2026

December 17, 2025 4:54am 35 min

Growth 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.   ...

The Big Fed Conspiracy

November 27, 2025 8:36am 44 min

Fed 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? W...

The Big Short 2.0

November 14, 2025 6:23am 46 min

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 you more worried by strains in US money markets or e...

Fed Hikes in 2026?

October 30, 2025 10:07am 43 min

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 Beamish as they answer:1) Fed Reaction - what happe...

How the Cycle Ends and the Bubble Bursts

October 15, 2025 9:15am 42 min

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) Trade War Escalation: Will markets care?2) No Recession ...

Reaccelerating into an Inflation Crisis?

October 02, 2025 9:58am 41 min

Immigration 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 go...

The AI Bubble Timeline

September 19, 2025 6:31am 46 min

When it bursts, will it crash the economy?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) Is the Labour ...

Inflationary Boom in 2026?

September 03, 2025 8:53am 39 min

Or do we get a major Fiscal Crisis?*Apologies for Freya's audio quality today, her internet cut out halfway through recording, and she needed to switch to her phoneAndrew Slazenger (reach out for a free trial, institutio...

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