GlobalData TS Lombard: Perkins Vs Beamish

• How the Cycle Ends and the Bubble Bursts

  Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Trade War Escalation: Will markets care?2) No Recession this year - How/When does this cycle end? 3) What could burst the AI bubble?

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• Reaccelerating into an Inflation Crisis?

  Immigration vs Inflation and AI vs Recession.Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Does the government shutdown matter? 2) Would the US already be in recession without AI?3) Are deportations inflationary or deflationary? 

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  41:55

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• The AI Bubble Timeline

  When it bursts, will it crash the economy?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Is the Labour market starting to crack? 2) Are bonds and equities saying completely different things about the macro outlook?3) Is AI a bubble (and could it crash the economy)?

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  46:57

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  46:57
• Inflationary Boom in 2026?

  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, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Why did Powell blink? 2) When will markets care about Fed capture? 3) Are we on the brink of a fiscal crisis (again)?

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  39:48

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• Is Trump Winning?

  Has Trump won H1?Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Is Trump winning? 2) Why did central banks turn woke? 3) Is US monetary policy even restrictive with stocks at ATHs?

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  44:53

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