EP 152: Democracy, debt and data centres: Inside America’s volatile midterms
Could the US midterm election trigger the next big move in financial markets? With control of Congress hanging in the balance, investors may...
Radio and PodcastLive Radio & Podcasts
Business
Beyond the Benchmark by EFG
More than just your typical market analysis podcast, EFGAM'S CIO Moz Afzal goes Beyond the benchmark, delving into current topics and global trends with guests and experts from within EFG an...
Episodes
20 of 154 episodes
EP 151: The new macro order: gold, deglobalisation and EM opportunities
As the global economic order becomes increasingly fragmented, investors are navigating a landscape shaped by deglobalisation and shifting ge...
EP 150: The midterm playbook: Congress, data centres and the cost-of-living vote
As the US midterm elections come into view, Moz Afzal is joined by Clayton Allen, Practice Head for the United States at Eurasia Group, to u...
EP 149: Joining the party late – Europe’s bullish turn
After years of being the market’s perennial underdog, Europe is finally having a moment. In this episode Moz Afzal sits down with Gerry Fowl...
EP 148: Is the AI boom cracking? Inside July’s sell-off and beyond
Enterprise artificial intelligence demand is booming, semiconductors remain volatile, and July’s sharp sell-off has left investors asking wh...
EP 147: Where technology ends and human intuition begins – onboard with Team Malizia
What happens when the models, forecasts and systems have done all they can – and it’s down to human judgment? Ocean racing skipper Boris Her...
EP 146: Secondaries first: rethinking private market liquidity
In EFG’s Outlook 2026 publication, private equity secondaries were highlighted as a key opportunity within private markets. In this episode,...
EP 145: EFG’s Mid-Year Outlook: what to know now and how to act
In this special Mid-Year edition Moz Afzal is joined by Deputy CIO Daniel Murray to revisit EFG’s 2026 Outlook, assessing what has played ou...
EP 144: Strongmen, sanctions and the Strait of Hormuz: Navigating today’s new geopolitical order
In this Future Leaders edition of the Beyond the Benchmark podcast (recorded as of early June 2026), Moz Afzal speaks with Nicholas Hopton,...
EP 143: The SpaceX IPO and the New Space Economy
Alexandra Vidyuk, CEO and Founding Partner of Beyond Earth Ventures, sits down with Moz to explore how the SpaceX IPO marks a turning point...
EP 142: Populism, higher rates and AI: How the market cycle is shaping up
What does the “market balance sheet” for US equities look like? Jason Trennert, Chairman and Chief Executive Officer of Strategas Research P...
EP 141: The AI-Macro Nexus
Kicking off EFG’s Future Leaders series, Moz Afzal sits down with Jordi Visser, Head of AI Macro Nexus at Visser Labs. Together, they explor...
EP 140: Moz down under part 2: Opportunities in New Zealand
Continuing his trip down under, Moz Afzal crossed over to Auckland to sit down with Andrew Kelleher, Director at Shaw and Partners New Zeala...
EP 139: Moz down under part 1: Australia deep dive
On his recent trip to Australia, Moz Afzal sat down with Martin Crabb, CIO of Shaw and Partners, for a deep dive into the Australian economy...
EP 138: Inflation fears, rate expectations and chair changes: Takeaways from the Fed meeting
Conflict in the Middle East, volatile energy prices and the state of its independence made for an interesting backdrop for the Federal Reser...
EP 137: The memory supercycle and what it means for Asia Pacific equities
From South Korea’s memory leaders to Taiwan’s artificial intelligence supply chain, we explore what’s really behind recent market moves in t...
EP 136: Brazil on the rise: what to know in 2026
The Brazilian equity market had a strong 2025 and momentum has so far carried over, but can it continue? Tiago Berriel, chief strategist at...
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...
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, lo...
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 gl...