All Episodes

Displaying episodes 1 - 30 of 65 in total

EP 63: Federal Reserve Impact with Dennis DeBusschere | 17th November 2022

Moz hosts a conversation with Dennis DeBusschere. Dennis DeBusschere is the President of 22V Research and chief market strategist. Prior to helping found 22V Research,...

EP 62: Opening the "black box" of the SNB with Professor Yvan Lengwiler | 31st October 2022

Stefan Gerlach, Chief Economist at EFG Bank hosts the podcast this week, talking to Professor Yvan Lengwiler, founder of The SNB Observatory, a think tank which aims t...

EP 61: "The most political volatility in the US since the Civil War" US Mid Term outlook with Dan Clifton | 24th October 2022

Dan Clifton, Managing Director and Head of Washington research at Strategas gives Moz a run down of US Mid Term election outlooks based off his research and experience...

EP 60: Potential market energy with Jeff deGraaf | 19th October 2022

Moz talks to Chairman, CEO and Head of Technical Research at Renaissance Macro Research, Jeff deGraaf. Analysing the market through the lens of a physics based model o...

EP 59: The Winds of Change Q4 2022 Insight | 7th October 2022

Are The Winds of Change blowing? In this accompanying podcast to the Q4 Insight publication, Moz and the team who author the document talk us through Q4 2022 and the p...

EP 58: CIO Market Review | 3rd October 2022

After an extremely tumultuous Q3, EFGAM CIO Moz Afzal conducts a quick market review of the global situation with Deputy CIO Daniel Murray, discussing The Fed's tighte...

EP 57: The opportunities and pitfalls of Private Markets with Manuel Keiser | 16th September 2022

The Private Markets asset class has grown in recent decades from the traditional view of just Private Equity to a broader range of investment opportunities. Navigating...

EP 56: Interesting times for Central Banks with Stefan Gerlach | 23rd September 2022

Amid some of the most challenging economic times in recent years, EFG's Chief Economist Stefan Gerlach talks through the various levers central bankers across the worl...

EP 55: The Fixed Income Macro Environment with Michael Leithead | 11th August 2022

With fear of markets in a potential downturn, Moz hosts Michael Leithead, Head of Fixed Income at EFG. The duo discuss the inflation cycle, trends we're seeing in the ...

EP 54: The energy transition with Paul Temperton | 26th July 2022

Joaquin Thul hosts the podcast this week, speaking to economist and friend of the house Paul Temperton about the challenges and opportunities presented by the global e...

EP 53: Navigating Uncertainty with Nathan Furr, Part 2 | 21st July 2022

Moz takes the podcast beyond the usual benchmark with special guest, Nathan Furr. In part two of this series, Nathan continues to tackle the idea of uncertainty and ho...

EP 52: Navigating Uncertainty with Nathan Furr, Part 1 | 15th July 2022

Moz takes the podcast beyond the usual benchmark with special guest, Nathan Furr. In part one of a two part series, Nathan tackles the idea of uncertainty and how to n...

EP 51: Q3 2022 Insight Roundtable | 6th July 2022

Moz is joined by the team behind the quarterly Insight document; Daniel Murray, Gianluigi Mandruzzato, Joaquin Thul and Paul Temperton, to talk through the backroom th...

EP 50: Monetary Policy overview with Stefan Gerlach | 24th June 2022

With Moz back in the host seat, Stefan Gerlach joins the podcast for a global overview of current monetary policy events and challenges. Will Chair Powell's judgement ...

EP 49: Uruguayan Economic Policy with Julio de Brun | 9th June 2022

Stepping in for Moz, Joaquin Thul hosts a conversation with renowned Uruguayan economist, Julio de Brun. The duo discusses Uruguayan monetary and economic policy, how ...

EP 48: Donald Straszheim; a career covering China | 12th May 2022

Moz talks to Donald Straszheim, head of the China Research team at Evercore ISI. We take a look back at the dramatic changes Don has seen in the country over the past ...

EP 47: Australia deep dive with Martin Crabb | 4th May 2022

Martin Crabb, Chief Investment Officer at Shaw and Partners talks through a deep dive on the Australian economy and market, addressing how the Antipodean country handl...

EP 46: Q2 2022 Insight Roundtable | 11th April 2022

Moz is joined by the team behind the quarterly Insight document; Daniel Murray, Gianluigi Mandruzzato, Joaquin Thul, Stefan Gerlach and Paul Temperton, to talk through...

EP 45: The Spring Statement and inflation with George Buckley | 24th March 2022

With Daniel Murray as our host, this week George Buckley, Chief UK and Euro Area Economist at Nomura, takes a look at the Spring Statement, rising inflation, ECB rate ...

EP 44: The outlook and challenges for Brazil with Mansueto Almeida | 17th March 2022

Moz Afzal speaks to Mansueto Almeida, Chief Economist at BTG Pactual and former Secretary of the Treasury of Brazil. The South American country is put under the spotli...

EP 43: US Foreign Policy with Tobin Marcus | 10th March 2022

EFG's Daniel Murray talks to Tobin Marcus, Senior US Policy and Politics Strategist at Evercore ISI, about the changing face of US foreign policy in light of recent ev...

EP 42: Five years in five days, with Stefan Gerlach | 3rd March 2022

After a tumultuous week following Russia's invasion of Ukraine, Stefan Gerlach talks to Moz about the impacts of the invasion and the accompanying sanctions on the glo...

EP 41: The Climate Transition Strategy | 3rd February 2022

Melanie Merlo, Senior Portfolio Manager, and Karl Wilhelm Lange, ESG & Risk Analyst at EFG speak to Moz about EFG's new Climate Transition mandate, which uses a pr...

EP 40: Macro Hysteria with Michael Leithead | 27th January 2022

With markets showing great uncertainty in anticipation of The Fed's looming rate rises in order to tackle inflation, Michael Leithead, Head of Fixed Income at EFG talk...

EP 39: 'The Year of the Yield Curve' with Chris Senyek | 16th December 2021

Chris Senyek, Chief Investment Strategist at Wolfe Research, comes on the podcast to talk to Moz about Wolfe's market view for 2022. Chris outlines Wolfe's 3 phase vie...

EP 38: Crypto overview with Richard Byworth | 2nd December 2021

Moz talks to Richard Byworth, CEO of EQONEX Group, about the evolving cryptocurrency market. Topics range from Bitcoin vs gold, an introduction to NFTs, Central Bank D...

EP 37: Jason Trennert's 2022 market view | 9th December 2021

Jason Trennert, Chairman and Chief Executive Officer of Strategas, outlines his current market view and outlook for 2022. Long term bond yields, crypto, the energy and...

EP 36: Q1 2022 Insight Roundtable | 6th January 2022

As we move into Q1 of 2022, this Insight episode takes a cautiously optimistic look at the year ahead. A rejuvenated consumer, inflation and rate hikes, British 'stagf...

EP 35: Spending spree: the return of the consumer with Joaquin Thul | 18th November 2021

Looking ahead at the tentative 'return to normal' in 2022, and against a backdrop of high excess savings rates, Joaquin Thul and Moz discuss the sectors likely to bene...

EP 34: Nine and a half reasons to be constructive on Japan with Jaewoo Nakajima | 11th November 2021

Jaewoo Nakajima, head of the Japan research team at Evercore ISI speaks to Moz about why he is still constructive on Japan, revealing some surprising data about the Ni...

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