Listen "The Big Short 2.0"
Episode Synopsis
Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:1) Are you more worried by strains in US money markets or equity markets?(2) Will Trump's tariff rebates stoke inflation? (3) How should central banks respond to the AI boom?
More 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
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
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.