Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1. Do you believe Kevin Warsh's hawkish start as Fed chair?
2. What do you make of the latest BIS warning about an AI crash? How much damage would this inflict on the global economy?
3. Why is the market ignoring this latest bout of UK political instability?

3-4 Fed Rate Hikes next year.

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1) What would make you turn more bullish on AI?

2) Which central bank is going to hike the most?

3) Is your US reacceleration thesis back on track?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1. Are we in a bubble?
2. Is it reasonable to expect just one or two hikes from the world's central banks?
3. Should we be alarmed by the recent selloff in govt bonds?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1. Strait still closed: how long until this matters again?
2. Odds for a late-90s style meltup in US stocks?
3. Has the UK's latest political crisis dashed any hope for an economic revival?
4. What will Xi and Trump talk about?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1. Still no Iran resolution - are we close to a tipping point?
2. Powell's legacy as Fed chair? What will Warsh do? And what about the ECB and other central banks?
3. Is US exceptionalism coming back - is the dollar about to rip?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1. Crisis over - Equities back to all-time highs. Is the stock market right?
2. What are the longer-term implications that markets might be missing?
3. When the disruption to energy markets blows over, will we be back to rate cuts or what will Central Banks do?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1. Have your views on Iran changed from 2 weeks ago?
2. What is the best historical parallel? Passing EnergyShock? Stagflation? Recession?
3. Are the Europeans seriously going to hike rates?
4. Is Gold no longer a safe haven?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1. Has the war in Iran upended your reacceleration thesis?
2. How will central banks respond - is this like 2022, when they all hiked aggressively? 
3. Will recent market moves - strong USD, RoW underperformance - reverse if Trump TACOs?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1) Does every AI scenario now lead to disaster?

2) Can we stop worrying about tariffs after the Supreme Court ruling?

3) Is the global monetary cycle now turning?

Sell US and Buy RoW

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) hosts Dario Perkins and Freya Beamish as they answer:

1.     What did you make of the latest US jobs report?

2.     How will Warsh change the Fed?

3.     Can the "anything but US tech" trade continue - is this bullish for RoW, and especially for EM?