Off-Consensus Views for 2026

17/12/2025 35 min Temporada 1 Episodio 30

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Episode Synopsis

Growth and Inflation Acceleration far above consensus Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1.   What did you make of the Fed decision - is it providing backdoor financing? 2.  What are your big non-consensus ideas for 2026?3.  How much does the choice of Fed chair change the outlook - and who do you prefer, Warsh or Hassett?