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?

And Japan Vs MMT

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

1. What are the lessons from Trump at Davos? Should we just ignore his chaos now?

2. Hassett seems to have dropped out - would Warsh or Rieder be as aggressive in pushing lower rates?

3. To quote Robin Brooks, “Is Japan where MMT goes to die?" Does this matter for global markets?

Andrew Slazenger (reach out for a free trial, institutional investors only: [email protected]) 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- does this change things?

3.     Will Trump's affordability drive work?

4.     Can productivity revival save US from inflation in 2026?

Growth and Inflation Acceleration far above consensus

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 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?