Welcome to Beyond the Benchmark, the EFG Podcast with EFGAM CIO Moz Afzal.

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Latest Episodes

EP 129: Trade Wars, AI Tailwinds, and the Global Economic Mosaic with Torsten Slok

Torsten Slok, Chief Economist at Apollo Global unpacks the shifting macro landscape, from trade tensions and tariff impacts to the rapid industrial and AI revolutions ...

EP 128: Credit, debt cycles and bubbles with Michael Leithead

As the US economy eagerly awaits labour market data and whisperings of an AI bubble grow, Moz talks to Michael Leithead, Head of Fixed Income at EFGAM about the path a...

EP 127: What the Market Cycle Clock is telling us with Jeff deGraaf

Renowned market technician Jeff deGraaf, Chairman and CEO of RenMac, helps explain what time it is on RenMac's Market Cycle Clock, and what it signals for equities. Al...

EP 126: Fed rate cut reaction with GianLuigi Mandruzzato and Stefan Gerlach

In this special short episode of Beyond the Benchmark, GianLuigi and Stefan give their immediate reaction to the Fed's 17 September decision to cut interest rates by 2...

EP 125: The US consumer in a tariff-laden economy with Chelsea Wiater

The US consumer remains a crucial pillar of the economy, but what happens when they face the combined pressures of high interest rates and trade tariffs? In this episo...

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