All Episodes
Displaying 1 - 20 of 142 in total
EP 140: Moz down under part 2: Opportunities in New Zealand
Continuing his trip down under, Moz Afzal crossed over to Auckland to sit down with Andrew Kelleher, Director at Shaw and Partners New Zealand. Together they discuss t...
EP 139: Moz down under part 1: Australia deep dive
On his recent trip to Australia, Moz Afzal sat down with Martin Crabb, CIO of Shaw and Partners, for a deep dive into the Australian economy and markets. They discuss ...
EP 138: Inflation fears, rate expectations and chair changes: Takeaways from the Fed meeting
Conflict in the Middle East, volatile energy prices and the state of its independence made for an interesting backdrop for the Federal Reserve meeting, even if it did ...
EP 137: The memory supercycle and what it means for Asia Pacific equities
From South Korea’s memory leaders to Taiwan’s artificial intelligence supply chain, we explore what’s really behind recent market moves in the Asia Pacific region. EFG...
EP 136: Brazil on the rise: what to know in 2026
The Brazilian equity market had a strong 2025 and momentum has so far carried over, but can it continue? Tiago Berriel, chief strategist at BTG Pactual joins us on the...
EP 135: The AI bubble and new frontiers in tech
Dominic Jacobson, Senior Equity Analyst in EFG Asset Management’s US Growth Equity team unpacks whether tech bubble fears are misplaced, and why compute power and ener...
EP 134: Staying the Course: Strategy, Discipline and Compounding Growth with Giorgio Pradelli
In the second episode of this three-part series, EFG International CEO Giorgio Pradelli reflects on successful engagement with investors, long-term strategy, and the d...
EP 133: 2025 in review
In this year-end episode of Beyond the Benchmark, Moz and Daniel unpack the defining forces of 2025 — from the return of Donald Trump and global tariff shocks to the M...
EP 132: Shock and awe: US politics and policy in 2026 with Dan Clifton
As the US enters midterm year, Dan Clifton returns to help navigate the political and economic crosscurrents impacting the world’s largest economy. Fiscal stimulus, el...
EP 131: The art of wealth planning with Evgenia Goti
Evgenia Goti, Global Head of Wealth Planning at EFG joins Moz to shed light on both the technical and human considerations of structuring family wealth across generati...
EP 130: Taking the pulse of the US economy - insights from Washington
What’s really on the mind of strategists and economists right now? In this special, bitesize update episode of Beyond the Benchmark, Daniel Murray, EFG’s Deputy CIO, d...
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...
EP 124: Entering uncharted demographic territory with James Pomeroy
Collapsing birth rates are taking the world into uncharted territory, according to research done by James Pomeroy and HSBC. Shrinking populations from China to Europe ...
EP 123: Leadership, vision, and judgement with EFG CEO Giorgio Pradelli
In the first of a special three-part series, Giorgio Pradelli, CEO of EFG International, joins Moz to discuss his personal and professional journey. From his early day...
EP 122: Signs of promise for 2026, but potentially a bumpy ride
In the wake of the 'big, beautiful bill', Don Rissmiller shares his view that 2026 and beyond look positive for the US economy. However, there may be some turbulence i...
EP 121: Trump, Powell, and the future of central bank independence
Could Trump appoint a new Fed chairman before Powell’s term is due to end and what are the possible market implications? Stefan Gerlach joins Moz Afzal to explore the ...
