Latest episodes of the podcast GlobalData TS Lombard: Perkins Vs Beamish
Off-Consensus Views for 2026
17/12/2025
The Big Fed Conspiracy
27/11/2025
The Big Short 2.0
14/11/2025
Fed Hikes in 2026?
30/10/2025
How the Cycle Ends and the Bubble Bursts
15/10/2025
Reaccelerating into an Inflation Crisis?
02/10/2025
The AI Bubble Timeline
19/09/2025
Inflationary Boom in 2026?
03/09/2025
Is Trump Winning?
31/07/2025
If Trump Fires Powell...
17/07/2025
Is America Great Again?
04/07/2025
Why the Fed Hates Trump
17/06/2025
The TACO Bull
02/06/2025
"Deal" Done. Crisis "Over"
12/05/2025
Markets Bounce but Damage is Done
29/04/2025
The End of Dollar Supremacy
16/04/2025
The $30 Trillion Crash!
04/04/2025
Trump Blinks: Back to All-Time Highs?
25/03/2025
US Bear Attack!
12/03/2025
The Plan to Blow Up the Dollar
26/02/2025
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