Dario Perkins

Dario Perkins, Managing Director of Global Macro at TS Lombard and former Treasury adviser, challenges the consensus on growth and inflation. He argues policy stimulus, supply constraints and term‑premia shifts could reaccelerate growth and spark overheating. Discussions cover Fed credibility, Japan’s yield normalization, Europe’s fiscal pivot and China’s cautious rebalancing.

Harris Kupperman, a contrarian investor, shares his thoughts on the AI bubble and seeks international bargains, especially in Latin America. Porter Collins discusses Trump's tariffs, predicting winners and losers in the market and highlights gold as a hedge against policy risks. Dario Perkins expresses concerns about underestimating reflation risks for 2026, while Jacob Shapiro analyzes U.S. foreign policy dynamics. Vincent Deluard is surprised by Trump's effectiveness and anticipates more fiscal stimulus and energy sector growth. It's a lively mix of insights!

In this engaging discussion, macro strategist Dario Perkins and economist Freya Beamish delve into the fragility of the labor market and the contrasting signals from bonds and equities. Dario introduces his insightful 'Perkins rule' while Freya offers sharp rebuttals, emphasizing the complexities of inflation dynamics. They explore the current AI investment landscape, debating whether it's a mere bubble or a genuine productivity boom, and discuss potential triggers for a market downturn. It's a thought-provoking analysis on the intersection of economics and emerging technologies.

Dario Perkins, an economist who spots historical policy parallels, and Freya Beamish, a macro analyst focused on inflation and asset allocation, debate 1990-style energy shocks and recession risks. They discuss market positioning, supply disruptions and volatility. They weigh central-bank responses, UK fiscal limits and whether gold still behaves as a safe haven.

Freya Beamish, TS Lombard economist focused on labour markets and central bank policy, and Dario Perkins, TS Lombard macroeconomist specializing in inflation and energy shocks, discuss Iran’s conflict and its market fallout. They map short to protracted scenarios, quantify initial energy-driven CPI effects, assess central bank responses, and consider dollar strength, terms-of-trade winners, and timing for a potential market rebound.

Dario Perkins, an economist at TS Lombard known for his contrarian macroeconomic views, joins Freya Beamish, who specializes in fiscal multipliers and balance-sheet perspectives. Together, they explore the Fed's recent decisions and debate whether it acts as a backdoor financier. Their bold predictions for 2026 suggest unexpected growth, challenges from labor shortages, and the implications of different Fed chair candidates—Kevin Hassett and Kevin Walsh—on future policy. They also discuss the nuances of inflation and potential equity market shifts.

Dario Perkins, a macro strategist known for his insights on trade and inflation, joins economist Freya Beamish, who specializes in currency dynamics and regional equity risks. They delve into whether markets will react to heightened trade tensions, explore the cyclical nature of inflation and potential triggers for the AI bubble. Discussions reveal the implications of labor dynamics and corporate margins on productivity, alongside strategies for portfolio diversification. A captivating examination of today’s economic landscape and what might lie ahead!

Join Dario Perkins, a sharp senior economist known for his 'Perkins rule,' and macro strategist Freya Beamish as they tackle pressing questions about the economy. They discuss the implications of a potential government shutdown on GDP and labor data. Dario argues that the supposed stability from AI investments may be overstated. Freya explains the nuanced effects of immigration on inflation, highlighting the debate on deportations. Both guests caution about the risks of inflation driven by reduced labor supply amid shifting economic dynamics.

Freya Beamish, macro economist who studies demand and tech diffusion, and Dario Perkins, data‑driven macro analyst skeptical on hype, debate AI risks and the economy. They tackle whether AI scenarios imply disaster, how productivity gains can boost demand, the inflationary effects of AI build‑out, tariff rulings and their fiscal impact, and if the global monetary cycle is shifting.

Freya Beamish, a macroeconomist focused on central bank policy and currency dynamics, and Dario Perkins, a macro strategist on monetary and fiscal flows, debate market reactions to political shocks. They unpack the changing safe-haven role of the dollar, shifting hedging strategies by international investors, Japan’s lesson for MMT and risks around Fed appointments and financial stability.