All Episodes
Displaying 31 - 60 of 117 in total
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...
EP 65: Economic volatility leading to political volatility, Dan Clifton | 9th January 2023
In this special episode of Beyond the Benchmark, we look back to the EFG Investment Summit on the 9th of January 2023, listening in to Dan Clifton's live presentation ...
EP 64: Q1 2023 Insight | 5th January 2023
To kick off the new year, Moz is joined by the team behind the quarterly Insight publication to talk through the thinking behind the document. Topics covered include C...
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...