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Artwork for GlobalData TS Lombard: Perkins Vs Beamish

GlobalData TS Lombard: Perkins Vs Beamish

TS Lombard
Federal Reserve
Inflation
Recession
US Economy
US Recession
Trump
Federal Reserve Interest Rates
China
Global Manufacturing
Non-Farm Payrolls
Labor Market Dynamics
Europe
2025
Labor Market
Tariffs
Liquidity
Chinese Economy
Trump Administration
European Economy
Liz Truss

Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, investment banks, pension funds, wealth managers, insurance, private equity and hedge funds. The questions will focus on what is currently driving financial markets.

PublishesTwice monthlyEpisodes31Foundeda year ago
Number of ListenersCategories
BusinessInvesting

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Artwork for GlobalData TS Lombard: Perkins Vs Beamish

Latest Episodes

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1. What are our new year resolutions?

2. What do you make of the latest Fed-Trump spat... more

Growth and Inflation Acceleration far above consensus

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1. What did you make of the Fed... more

Fed Cut, AI and the UK Budget

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) hosts Dario Perkins and Freya Beamish as they answer:

1) Is a Fed rate cut now ON? What should we make of ther... more

Andrew Slazenger (reach out for a free trial, institutional investors only: andrew.slazenger@tslombard.com) 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 Tru... more

Key Facts

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Number of Listeners
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Hosts

Dario Perkins
Co-host and economist, specializing in financial markets and economic policy analysis at TS Lombard.
Freya Beamish
Co-host and economist at TS Lombard, known for her insights on economic trends and financial market dynamics.
Andrew Slazenger
Host of the discussions, contributing to the exploration of key financial questions.

Reviews

5.0 out of 5 stars from 39 ratings
  • Top 3 macro podcast

    Insightful and often enough correct

    Apple Podcasts
    5
    JasonNick0
    United Statesa month ago
  • Another Economist

    Dario does a wonderful job of explaining: agree or disagree you will learn something.

    Apple Podcasts
    5
    Disequilibrium Brewing
    United Kingdom2 months ago
  • Freya Beamish is a rockstar

    She has a great command of the space. I put her in the same league as Felix Zulauf, Russell Napier & Jim Rickards

    Apple Podcasts
    5
    Hsatur
    Canada9 months ago
  • Best investing podcast for global multi asset

    The title says it all. Love it

    Apple Podcasts
    5
    drumath15
    Austria9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The hosts are often praised for their ability to make sophisticated concepts accessible to a broader audience.
Feedback indicates a strong following among professionals in finance, underscoring the show's relevance in market discussions.
Listeners appreciate the insightful economic analyses and the clarity with which complex financial topics are explained.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The Big Fed Conspiracy
Q: How do you think AI is affecting the economy?
AI has been overhyped, and its impacts on productivity and employment are being misunderstood.
The Big Fed Conspiracy
Q: What is your view for next year regarding inflation?
Inflation is expected to come back next year, contrary to the consensus that predicts only slight decreases.
Reaccelerating into an Inflation Crisis?
Q: Are deportations inflationary or deflationary?
The argument that deportations are deflationary is challenged, as reduced immigration could lead to supply shortages that are inflationary, particularly in the labor market.
Reaccelerating into an Inflation Crisis?
Q: Would the US already be in recession without AI?
AI is not the sole factor keeping the economy from recession; much of the excitements around AI are tied to specific sectors like tech and don't broadly impact employment.
Reaccelerating into an Inflation Crisis?
Q: Does the government shutdown matter?
Markets largely shrug it off as they are accustomed to shutdowns, although payroll data absence could obscure economic indicators.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The episodes provide in-depth analysis of financial markets, driven by the expertise of two economists. Topics frequently addressed include the implications of Federal Reserve actions, inflation trends, the impacts of trade policies, and examinations of the AI investment landscape. The discussions often reflect on the current economic climate, exploring complexities such as labor market dynamics and international economic relations, particularly involving the US and China. Notably, the pair's insights are tailored for asset managers and financial professionals seeking to navigate an intricate global market landscape. Their engaging discourse blends academic rigor with practical application, making it a resourceful listen for those within th... more

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These podcasts share a similar audience with this podcast:

1. Monetary Matters with Jack Farley
2. On Investing
3. Forward Guidance
4. Geopolitical Cousins
5. Macro Mondays

How many episodes of this podcast are there?

this podcast launched a year ago and published 31 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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