All Episodes
Displaying 1 - 20 of 137 in total
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 ...
EP 120: Performing under pressure with professional golfer Shannon Tan
Shannon Tan, EFG Sports Ambassador and professional golfer on the Ladies European Tour joins Moz on the podcast this week. The 21 year old Singaporean golfer shares th...
EP 119: The new era of rolling mini cycles in the market
Chris Senyek, Chief Investment Strategist at Wolfe Research goes into why he thinks the cyclical nature of the market has changed in the years since the 2008 financial...
EP 118: Tariff turmoil, Trump 2.0 and a big beautiful bill with Dan Clifton
Friend of the podcast Dan Clifton returns to Beyond the Benchmark to help make sense of the ongoing Trump tariff saga and his ‘big beautiful bill’. Trump’s economic tr...
EP 117: Reimagining business through AI
José Pedro Almeida, Executive in Residence at INSEAD, explains how he helps governments, investors and businesses lead AI and digital transformations, with a particula...
EP 116: How Meta Manages Misinformation in a Rapidly Changing World
What role do global platforms such as Meta have in managing misinformation? What is the difference between misinformation and fake news, and what impact does it have o...
