About this episode

The episode discusses off-consensus views on growth and inflation for 2026 with insights from Dario Perkins and Freya Beamish.

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 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?

People in this episode

Host: Andrew Slazenger

Guests: Dario Perkins, Freya Beamish

Topics covered

• growth
• inflation
• Fed decision
• non-consensus ideas
• economic outlook

Keywords

• growth
• inflation
• Fed decision
• 2026
• non-consensus
• economic outlook
• Warsh
• Hassett

Mentioned in this episode

Organizations: Fed

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• The AI Doomsday Machine · February 25, 2026 · 39 min
• The Warsh Fed and The Trade of The Decade · February 11, 2026 · 42 min
• TACO Can't Save The Dollar · January 28, 2026 · 39 min

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