All Episodes
Displaying 1 - 30 of 113 in total
EP 111: Trump, Putin, Xi and World Politics with Gideon Rachman | 21st January 2025
Will Trump successfully cut a deal with Russia on the Ukraine conflict? Will we see the emergence of a new great power paradigm? Where does an aggressive 'America Firs...
EP 110: The Economic and Investment Implications of Trump 2.0 with Dan Clifton | 15th January 2025
Donald Trump's election victory brings with it a plethora of unknowns about the next four years. After a highly unusual election cycle, change is on the horizon, from ...
EP 109: A year in review | 12th December 2024
Economic resilience, shifting policies, and global uncertainties set the tone for 2024. In this episode, Moz and Daniel reflect on a year marked by strong US growth, c...
EP 108: Understanding Market Trends with Jeff deGraaf
In this episode of Beyond the Benchmark, Moz is joined by Jeff deGraaf, a leading technical analyst from RenMac, for an insightful discussion on 2024’s market performa...
EP 107: The 6 Laws of Technology with Nathan Furr Part 2
Breaking companies down into modular systems that drive value and understanding their self-reinforcing cycles are key in navigating the technological landscape. Nathan...
EP 106: 'We've never seen anything like this' Dan Clifton US Election Special | 25th October 2024
Polls on a knife edge, multiple assassination attempts, a convicted felon running for president, a candidate campaigning for just 100 days pre-election; these are just...
EP 105: Q4 2024 Insight, a changing market narrative | 7th October 2024
As central banks around the world appear to be successfully getting a handle on inflation, we look at the changing market narrative going into the final quarter of 202...
EP 104: The 6 Laws of Technology with Nathan Furr Part 1 | 12th September 2024
Does the conventional wisdom around technology and business really hold up to scrutiny? Nathan Furr guides us through the 6 Laws of Technology, each law turning a piec...
EP 103: Central Banks plot a course through a decreased inflation environment | 29th August 2024
As inflation across the globe falls back closer to Central Bank target levels, Central Bankers face a new question: how quickly and how deeply should interest rates be...
EP 102: Navigating equities with Gerry Fowler | 15th August 2024
Did investors overreact to the recent equity market sell off? This week Gerry Fowler, Head of European Equity Strategy at UBS, talks Daniel Murray through his current ...
EP 101: Wild times in the US election with Sarah Bianchi | 29th July 2024
An attempted assassination, a new Democratic candidate and a controversial choice of running mate are just some of the reasons this US election is shaping up to be one...
EP 100: State of the Union – all eyes on the US economy | 15th July 2024
With the US economy so far experiencing a 'soft landing' scenario, Wolfe Research's Stephanie Roth discusses the current state of play for the world's largest economy ...
EP 99: Q3 2024 Insight, the interface of politics and economics | 11th July 2024
As we look ahead to Q3 of 2024, the interface between politics and economics comes into sharp relief. With around 49% of the global population going to the polls in 20...
EP 98: AI opportunities and regulation from the Gamma Foundation Summit | 29th May 2024
In this special episode on the regulation of AI, and the opportunities and investment themes that accompany the nascent technology, we listen in to highlights from key...
EP 97: Brilliance and resilience with author and CEO advisor Saj-nicole Joni | 24th May 2024
Saj-nicole Joni, renowned as the first female professor of mathematics at MIT and a pivotal executive in Microsoft's formative years, now dedicates her expertise to ad...
EP 96: Author and Global Head of Trust, Julie Collins | 26th April 2024
Not many people can say they are a published author and Global Head of Trust at an international banking group, but Head of EFG Wealth Management Julie Collins can. Mo...
EP 95: The evolving battlegrounds in the AI value chain | 10th April 2024
The boom in the Artificial Intelligence value chain over the past 18 months has made stocks such as NVIDIA household names and delivered significant returns for well p...
EP 94: Q2 2024 Insight, a new reality? | 9th April 2024
Join us on Beyond the Benchmark as we review the Q2 2024 Insight document. The macro A-team come together to talk through the thinking behind the publication. The wors...
EP 93: The biggest change in global populations we've ever seen with James Pomeroy | 25th March 2024
While Japan and China have received a lot of attention in recent years for their unfavourable demographics, James Pomeroy, Global Economist at HSBC, points to research...
EP 92: Is there a ‘no-landing’ scenario for the global economy? With Chris Senyek | 14th March 2024
Is there a 'no-landing' scenario for the global economy? Moz talks to Chris Senyek, Chief Investment Strategist at Wolfe Research about the unexpected strength of the ...
EP 91: The far reaching impacts of GLP-1 drugs | 26th February 2024
In the world of Healthcare, few recent innovations have caused as much of a stir as the emergent GLP-1 agonist drugs, which have proven to have a material impact on we...
EP 90: Understanding Catastrophe Bonds with Rhodri Morris | 4th March 2024
This week we dive into the little-known world of Catastrophe Bonds, a sub category of Insurance Linked Strategies, exploring how they work and their potential upsides ...
EP 89: When will the Fed start cutting with Neil Dutta | 15th February 2024
As the US economy eyes a soft landing with inflationary pressures easing, Moz talks to Neil Dutta, Head of Economic Research at Renaissance Macro Research about when t...
EP 88: Asia in focus; is sentiment on China excessively negative? | 6th February 2024
At the end of January 2024, Moz Afzal and Stefan Gerlach attended a series of meetings with public and private sector stakeholders in Singapore and Hong Kong. Top of m...
EP 87: The US election will be decided by J Powell and the Supreme Court | 9th January 2024
In this special episode of Beyond the Benchmark, we revisit a talk from our Investment Summit on 9th January 2024. Dan Clifton, Partner and Head of Policy Research for...
EP 86: Q1 2024 Insight, a soft landing? | 15th January 2024
Join us on Beyond the Benchmark as we review the Q1 2024 Insight document. The macro A-team come together to talk through the thinking behind the publication, as the g...
EP 85: A year in review | 20th December 2023
AI, war in Ukraine, banking failures and the battle to control inflation have dominated headlines and, to some degree, financial markets in 2023. To cap the year off, ...
EP 84: Conversations from Washington with Stefan Gerlach and Daniel Murray | 14th December 2023
Recorded 14th December 2023. Stefan Gerlach and Daniel Murray recap key findings from their recent trip to Washington DC, shedding light on US policymakers' thinking o...
EP 83: Jeff deGraaf on seasonality and market sentiment | 1st November 2023
Recorded 1st November 2023. Jeff deGraaf, Chairman and Head of Technical Research at Renaissance Macro Research shares his thoughts on current market sentiment and sea...
EP 82: AI and the new digital landscape with Chris Tucci | 14th September 2023
Our host, Moz, joins Chris Tucci, an Imperial College Business School professor of digital strategy and innovation, on an insightful journey into the impact of AI on d...