All Episodes
Displaying 61 - 90 of 117 in total
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 propri...
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...
EP 33: The Fed eyes tapering, with Stefan Gerlach | 21st October 2021
Stefan Gerlach, Chief Economist at EFG, speaks to Moz about Central Bank world as the Fed indicates it will be starting very gentle tapering. Are comparisons to the 19...
EP 32: Q4 2021 Insight Roundtable Discussion | 7th October 2021
Looking ahead to Q4 of 2021, we take a close look at China, UK monetary policy, inflation and the southern European economies. Moz is joined by the 'A Team', Daniel Mu...
EP 31: Evergrande and Fixed Income with Michael Leithead | 23rd September 2021
At this interesting time in Fixed Income markets, Michael Leithead, Head of Fixed Income at EFG, shares his thoughts on German 10 Year Bunds, how ESG fits into Fixed I...
EP 30: James Pomeroy on Smart Cities | 9th September 2021
James Pomeroy, Global Economist at HSBC, speaks to Moz Afzal and Melanie Merlo about his research into the future of cities, the problems that they face, how smart cit...
EP 29: Andrew Harradine on asset management trends, thematics and ESG | 2nd September 2021
EFG's Head of Mutual Fund Research, Andrew Harradine, talks through the trends currently dominant in asset management, thematic investing and how ESG is changing the i...
EP 28: Mary Rosenbaum on the FOMC and the US Infrastructure Bill | 12th August 2021
Mary Rosenbaum, Founding Partner, Senior Monetary Policy Analyst at Observatory Group speaks to Daniel Murray, Deputy CIO & Global Head of Research at EFGAM. She takes...
EP 27: Monetary policy overview with Stefan Gerlach | 15th July 2021
EFG's Chief Economist Stefan Gerlach joins Moz to talk through current monetary policy themes and central bank thinking, looking at The Fed, the ECB and the SNB.
EP 26: 2021 Q3 Insight Roundtable | 6th July 2021
Looking ahead to Q3 of 2021, we look at the global economic rebound, potential tail risks, global infrastructure spending, rising CO2 emissions, the UK's inherently in...