Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) 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?
What Crisis? Why The Market Doesn't Care
17-04-2026 | 33 Min.
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) 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?
Recession like it's 1990?
25-03-2026 | 47 Min.
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) 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?
Iran: An Oily TACO Enough?
11-03-2026 | 41 Min.
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer: Has the war in Iran upended your reacceleration thesis? How will central banks respond - is this like 2022, when they all hiked aggressively? Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?
The AI Doomsday Machine
25-02-2026 | 38 Min.
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer: 1) Does every AI scenario now lead to disaster? 2) Can we stop worrying about tariffs after the Supreme Court ruling? 3) Is the global monetary cycle now turning?
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.
Netherlands