All Episodes
Displaying episodes 1 - 30 of 97 in total
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...
EP 81: Q4 2023 Insight, The Shifting Sands of the Global Economy | 5th October 2023
Join us on Beyond the Benchmark as we review the Q4 2023 Insights document. We've been pleasantly surprised by the resilience of certain economies this year, especial...
EP 80: Exploring the Human Brain and AI with Neuroscientist Pascal Kaufman | 14th September 2023
On this episode of Beyond The Benchmark, we dive into the mind of a remarkable neuroscientist, Pascal Kaufmann. His academic prowess ranges from ancient Greek and Lati...
EP 79: Picking the winners of the Climate Transition with Melanie Beyeler | 15th August 2023
This week on Beyond the Benchmark Moz is joined by Melanie Beyeler, Fund Manager of the New Capital Climate Transition Fund. Melanie explains both her passion for the ...
EP 78: Exploring the Dynamics of the US Economy with Don Rissmiller and Jason Trennert | 7th August 2023
On this episode of Beyond the Benchmark, we welcomed Don Rissmiller and Jason Trennert from Strategas to dissect the complexities of the US economy and interest rates....
EP 77: The opportunities in hedge funds with Jerome Berset | 27th July 2023
With Daniel Murray hosting the podcast this week, we welcome EFGAM's Head of Alternatives, Jerome Berset to the show. Jerome explains the precipitous fall from favour ...
EP 76: Insights on the Modern Economy and Investment Climate with Dennis DeBusschere | 11th July 2023
Join Moz as we uncover the reality of the 'white collar recession' and how it's affecting our economy, with expert insights from Dennis DeBusschere of 22V Research. We...
EP 75: Q3 2023 Insight, finding a new balance | 30th June 2023
With the theme of 'finding a new balance' in Q3 2023, Moz checks in with the macro team behind the quarterly Insight document. From central bankers' meetings to pandem...
EP 74: The opportunities and possibilities in AI | 8th June 2023
Artificial Intelligence has not been far from investors' thoughts since late 2022, when OpenAI's ChatGPT became widely available in its open test environment. In this ...
EP 73: Are we near the crest of monetary policy tightening? | 16th May 2023
EFG's Chief Economist Stefan Gerlach shares his views on how monetary policy tightening may be reaching its peak, the challenges that still remain in the global econom...
EP 72: Larry Jeddeloh, the US has a branding problem | 17th April 2023
Larry Jeddeloh is the Editor of The Institutional Strategist, and Founder of TIS Group. In this wide ranging conversation, Larry draws upon his experience of conversat...
EP 71: Q2 2023 Insight, a quartet of concerns | 6th April 2023
With a quartet of concerns dominating Q2 2023, Moz checks in with the macro team behind the quarterly Insight document. Financial stability, sticky inflation, growth a...
EP 70: The top Geoeconomic risks in 2023 with Jens Larsen | 5th April 2023
Jens Larsen, Director of Global Macro-Geoeconomics at Eurasia Group, talks us through some of the primary Geoeconomic risks that Eurasia Group are currently tracking. ...
EP 69: The current state of the Brazilian economy with Mansueto Almeida | 13th March 2023
Mansueto Almeida, Chief Economist at BTG Pactual, joins Moz to talk about the Brazilian economy and the current state of the financial markets. They reflect on this pa...
EP 68: The impact of monetary policy responses finally starting to show | 3rd March 2023
With Daniel Murray hosting the podcast this week, Stefan Gerlach joins us to talk about global growth, evolving monetary policy and the potential risks on the road ahe...
EP 67: The surprising impacts of hybrid working with James Pomeroy | 9th February 2023
James Pomeroy, Global Economist at HSBC, joins Moz to talk about the unexpected impacts of the evolving hybrid work model, focusing on productivity, commercial real es...
EP 66: Making Your Voice Heard with Connson Locke | 10th January 2023
In this live-recorded episode, Connson Locke, Professorial Lecturer in Management at the London School of Economics, explains the differing styles of exerting influenc...