The Big Short 2.0

About this episode

Andrew Slazenger hosts a discussion with Dario Perkins and Freya Beamish on current economic concerns including US money markets, inflation from tariff rebates, and the impact of AI on central banks.

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 Trump's tariff rebates stoke inflation? (3) How should central banks respond to the AI boom?

People in this episode

Host: Andrew Slazenger

Guests: Dario Perkins, Freya Beamish

Topics covered

• US money markets
• equity markets
• inflation
• tariff rebates
• central banks
• AI boom

Keywords

• Big Short 2.0
• US money markets
• equity markets
• inflation
• Trump
• central banks
• AI boom

Mentioned in this episode

Organizations: TS Lombard, US money markets, equity markets, central banks, AI

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• Tipping point? · April 30, 2026 · 35 min
• What Crisis? Why The Market Doesn't Care · April 17, 2026 · 33 min
• Recession like it's 1990? · March 25, 2026 · 47 min