ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "The Doomsday Scenario for 2025 "
Episode Synopsis
Bullish consensus spells trouble? Any Bears left? And Freya tries out her Scottish accent
Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions:
1. 2025 outlook consensus: Why do they all agree?
2. Where have all the bears gone?
3. What's the most bearish take on 2025 and why don't you agree?
Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions:
1. 2025 outlook consensus: Why do they all agree?
2. Where have all the bears gone?
3. What's the most bearish take on 2025 and why don't you agree?
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
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
In God we trust