Best Moz Afzal Podcasts (2025)

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EP 128: Credit, debt cycles and bubbles with Michael Leithead 27:18

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12d ago27:18

27:18

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 ahead. In the spotlight are Fed rate cuts, the economic impacts of Artificial Intelligence and what some of the idiosyncratic risks are to be aware of in the current cycle. Our host, M…

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EP 127: What the Market Cycle Clock is telling us with Jeff deGraaf 23:45

25d ago23:45

23:45

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. Alongside discussing sector opportunities, he also lays out the case for why he believes we’re in a broad-based global bull market, despite near term consolidation risks. Our host, Moz …

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EP 126: Fed rate cut reaction with GianLuigi Mandruzzato and Stefan Gerlach 8:21

2M ago8:21

8:21

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 25 basis points. While a true picture of market reaction is yet to be seen, Stefan highlights some of the learnings to be gleaned from the decision about how the FOMC is currently oper…

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EP 125: The US consumer in a tariff-laden economy with Chelsea Wiater 32:18

2M ago32:18

32:18

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 episode, Chelsea Wiater, Senior Portfolio Manager for New Capital’s US growth equity strategies, unpacks the evolving habits of American consumers. She explores the striking divergence bet…

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EP 124: Entering uncharted demographic territory with James Pomeroy 31:18

2M ago31:18

31:18

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 will put unprecedented pressure on fiscal policy, but bright spots for investors still remain in the developing world. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: James Pom…

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EP 123: Leadership, vision, and judgement with EFG CEO Giorgio Pradelli 24:52

2M ago24:52

24:52

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 days in Torino, Italy, to leading one of Europe’s top private banks, Giorgio shares valuable insights on leadership, decision-making, building a strong company culture, and the importanc…

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EP 122: Signs of promise for 2026, but potentially a bumpy ride 30:19

3M ago30:19

30:19

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 in the final months of 2025 as tariff disruption and geopolitical pressures wash through the system. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Don Rissmiller, Partner and …

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EP 121: Trump, Powell, and the future of central bank independence 26:16

3M ago26:16

26:16

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 current central bank dynamics as well as the broader economic challenges facing the US, eurozone and UK and how feasible their growth ambitions are. Our host, Moz Afzal: https://bit.l…

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EP 120: Performing under pressure with professional golfer Shannon Tan 28:44

4M ago28:44

28:44

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 the story of her journey to professional golf, along with her strategies for maintaining focus and discipline while on tour, and how she copes with the pressure of playing against some …

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EP 119: The new era of rolling mini cycles in the market 39:10

5M ago39:10

39:10

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 crisis. As central banks grapple with sticky inflation and high debt to GDP ratios, we discuss the delicate balancing act between yields and interest rates and how they differ global…

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EP 118: Tariff turmoil, Trump 2.0 and a big beautiful bill with Dan Clifton 40:48

5M ago40:48

40:48

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 trials and tribulations are also set against the backdrop of a radical shift in the way the US conducts foreign affairs, as signalled on his recent trip to Qatar in a speech which has b…

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EP 117: Reimagining business through AI 38:40

6M ago38:40

38:40

José Pedro Almeida, Executive in Residence at INSEAD, explains how he helps governments, investors and businesses lead AI and digital transformations, with a particular focus on healthcare. From how to get CEO buy-in to the dos (and don’ts) of measuring success, Jose explains the human role in a GenAI enabled business. Our host, Moz Afzal: https://…

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EP 116: How Meta Manages Misinformation in a Rapidly Changing World 38:06

6M ago38:06

38:06

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 on society? What lessons has Meta learnt from the challenging geopolitical environment of the past few years? Moz talks to Tom Bonsundy O’Bryan, Head of misinformation policy for EMEA …

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EP 115: The state of sustainable investing: crisis or opportunity? 31:41

7M ago31:41

31:41

The Trump administration has an infamously dim view on sustainability, but what does this really mean for the landscape of sustainable investing? Melanie Beyeler, Senior Portfolio Manager at New Capital, talks to Moz about why it’s not necessarily all bad news for the segment, and what sustainable investing opportunities may arise out of the new gl…

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EP 114: Inside the Mind of a CIO: Moz Afzal’s Investment Journey 29:53

7M ago29:53

29:53

In this special episode of Beyond the Benchmark, the tables are turned as EFG’s Global Chief Investment Officer, Moz Afzal, steps into the hot seat. Fresh off being named CIO of the Year at the 2025 WealthBriefing European Awards, Moz shares insights into his journey from junior analyst to managing $25 billion in assets. He discusses the key challe…

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EP 113: The 6 Laws of Technology with Nathan Furr Part 3 32:08

8M ago32:08

32:08

Is it really the case that the first to invent a technology is the one who benefits from it in the long term? Is it a myth that we can accurately predict the outcomes of new innovation? In this final episode of the 3 part Laws of Technology series, Nathan Furr dispels two oft-held but statistically untrue myths about human innovation. This episode …

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EP 112: Understanding AI disruption 42:07

9M ago42:07

42:07

Chinese generative AI contender, DeepSeek, caused huge waves in markets across the globe at the end of January. Investors and analysts were caught flat footed after the Chinese company, operating on inferior hardware, revealed a generative AI comparable to leading Western models while claiming that development costs had been a fraction of their Ame…

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EP 111: Trump, Putin, Xi and World Politics with Gideon Rachman | 21st January 2025 39:05

10M ago39:05

39:05

Will Trump successfully cut a deal with Russia on the Ukraine conflict? Will we see the emergence of a new great power paradigm? Where does an aggressive 'America First' policy leave the rest of the world? The next decade is beset by geopolitical questions following great change in Washington. Against this backdrop, Gideon Rachman, Chief Foreign Af…

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EP 110: The Economic and Investment Implications of Trump 2.0 with Dan Clifton | 15th January 2025 28:05

10M ago28:05

28:05

Donald Trump's election victory brings with it a plethora of unknowns about the next four years. After a highly unusual election cycle, change is on the horizon, from a reordering of the existing power structures of the West to tariffs on China, from Elon Musk's DOGE to deregulation. In this special episode, Dan Clifton, Head of Policy Research at …

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EP 109: A year in review | 12th December 2024 38:24

11M ago38:24

38:24

Economic resilience, shifting policies, and global uncertainties set the tone for 2024. In this episode, Moz and Daniel reflect on a year marked by strong US growth, challenges in Europe, and the lingering effects of Covid stimulus. They share their perspectives on the key factors shaping the outlook for 2025, from trade tariffs to potential stimul…

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EP 108: Understanding Market Trends with Jeff deGraaf 39:19

11M ago39:19

39:19

In this episode of Beyond the Benchmark, Moz is joined by Jeff deGraaf, a leading technical analyst from RenMac, for an insightful discussion on 2024’s market performance and opportunities in 2025, as well as touching on China’s resilience and the global influence of the US dollar. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Jeff deGraaf…

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EP 107: The 6 Laws of Technology with Nathan Furr Part 2 28:06

12M ago28:06

28:06

Breaking companies down into modular systems that drive value and understanding their self-reinforcing cycles are key in navigating the technological landscape. Nathan Furr takes us through two laws of technology in the next of this three-part series, providing examples of how today’s leaders are utilising these elements to their advantage. This ep…

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EP 106: 'We've never seen anything like this' Dan Clifton US Election Special | 25th October 2024 55:48

1y ago55:48

55:48

Polls on a knife edge, multiple assassination attempts, a convicted felon running for president, a candidate campaigning for just 100 days pre-election; these are just a few of the reasons this US election cycle is unlike anything we have ever seen. Thankfully, Dan Clifton, Head of Policy Research at Strategas, is here to bring some clarity to the …

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EP 105: Q4 2024 Insight, a changing market narrative | 7th October 2024 40:29

1y ago40:29

40:29

As central banks around the world appear to be successfully getting a handle on inflation, we look at the changing market narrative going into the final quarter of 2024. Labour market numbers start to take precedence in shaping market sentiment, while the US gears up for an election that, despite intense volatility, is surprisingly normal in its im…

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EP 104: The 6 Laws of Technology with Nathan Furr Part 1 | 12th September 2024 27:37

1y ago27:37

27:37

Does the conventional wisdom around technology and business really hold up to scrutiny? Nathan Furr guides us through the 6 Laws of Technology, each law turning a piece of conventional thinking on its head when it comes to how companies deploy technology for the best outcomes. This is part 1 of a 3 part series, each episode covering 2 of the laws i…

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EP 103: Central Banks plot a course through a decreased inflation environment | 29th August 2024 36:46

1y ago36:46

36:46

As inflation across the globe falls back closer to Central Bank target levels, Central Bankers face a new question: how quickly and how deeply should interest rates be cut? EFG's Chief Economist Stefan Gerlach joins Moz to help understand how different Central Banks are plotting this course. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest, St…

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EP 102: Navigating equities with Gerry Fowler | 15th August 2024 25:59

1y ago25:59

25:59

Did investors overreact to the recent equity market sell off? This week Gerry Fowler, Head of European Equity Strategy at UBS, talks Daniel Murray through his current view on the equity landscape and recent volatility. Surprising opportunities in European equities, China's EV dominance and the US Consumer are all in focus in this episode. Our host,…

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EP 101: Wild times in the US election with Sarah Bianchi | 29th July 2024 38:38

1+ y ago38:38

38:38

An attempted assassination, a new Democratic candidate and a controversial choice of running mate are just some of the reasons this US election is shaping up to be one of the most tumultuous in recent memory. Sarah Bianchi, Senior Managing Director at Evercore ISI and former deputy US Trade Representative helps Moz understand the various moving par…

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EP 100: State of the Union – all eyes on the US economy | 15th July 2024 32:05

1+ y ago32:05

32:05

With the US economy so far experiencing a 'soft landing' scenario, Wolfe Research's Stephanie Roth discusses the current state of play for the world's largest economy and the emerging risk factors for the year ahead. With the Fed looking at continued rate cuts, and a presidential election only months away, it's all eyes on the US economy. Our host,…

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EP 99: Q3 2024 Insight, the interface of politics and economics | 11th July 2024 41:43

1+ y ago41:43

41:43

As we look ahead to Q3 of 2024, the interface between politics and economics comes into sharp relief. With around 49% of the global population going to the polls in 2024, we explore the potential fiscal and market impacts these elections have had or threaten to have over the coming months. From the UK's new Labour government, to the fiery Trump-Bid…

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EP 98: AI opportunities and regulation from the Gamma Foundation Summit | 29th May 2024 19:59

1+ y ago19:59

19:59

In this special episode on the regulation of AI, and the opportunities and investment themes that accompany the nascent technology, we listen in to highlights from key presentations at the recent Gamma Foundation Summit in Rome on the 29th May. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Luciano Floridi Professor and Founding Director of…

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EP 97: Brilliance and resilience with author and CEO advisor Saj-nicole Joni | 24th May 2024 57:34

1+ y ago57:34

57:34

Saj-nicole Joni, renowned as the first female professor of mathematics at MIT and a pivotal executive in Microsoft's formative years, now dedicates her expertise to advising top CEOs as a 'CEO whisperer.' With a wealth of experience in leadership and innovation, she helps high-performing leaders navigate complex challenges, make strategic decisions…

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EP 96: Author and Global Head of Trust, Julie Collins | 26th April 2024 49:21

1+ y ago49:21

49:21

Not many people can say they are a published author and Global Head of Trust at an international banking group, but Head of EFG Wealth Management Julie Collins can. Moz talks to the Jersey-based Julie on her career and writing. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Julie Collins, Global Head of Trust and Managing Director of EFG We…

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EP 95: The evolving battlegrounds in the AI value chain | 10th April 2024 40:30

1+ y ago40:30

40:30

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 placed investors. However, as AI usage and commercialisation evolves and matures, who will the next winners be in this rapidly changing space? Moz talks with Jonathan Rawicz and Henry …

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EP 94: Q2 2024 Insight, a new reality? | 9th April 2024 45:25

1+ y ago45:25

45:25

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 worst predictions for the state of the global economy fail to materialise once again, while the markets wake up to the new reality of a higher interest rate environment that's here to sta…

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EP 93: The biggest change in global populations we've ever seen with James Pomeroy | 25th March 2024 50:18

1+ y ago50:18

50:18

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 showing that much of the world is facing similar conditions. This is a fact that goes largely unreported yet could have enormous impacts on the global economy. Our host, Moz Afzal: h…

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EP 92: Is there a ‘no-landing’ scenario for the global economy? With Chris Senyek | 14th March 2024 41:06

1+ y ago41:06

41:06

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 US and global economy, with inflation numbers going in the right direction and the market bull run extending its 18 month run, repeatedly proving sceptics wrong. Our host, Moz Afzal: …

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EP 91: The far reaching impacts of GLP-1 drugs | 26th February 2024 39:15

1+ y ago39:15

39:15

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 weight loss. In this episode Moz is joined by New Capital's Mike Clulow and Chelsea Wiater to talk through what GLP-1s are, how they work and the potentially far reaching impacts they m…

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EP 90: Understanding Catastrophe Bonds with Rhodri Morris | 4th March 2024 40:42

1+ y ago40:42

40:42

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 and downsides. To help understand this unique instrument, Moz is joined by Rhodri Morris, Head of ILS Analytics at Twelve Capital. Our host, Moz Afzal: https://bit.ly/31XbkTR Our gues…

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EP 89: When will the Fed start cutting with Neil Dutta | 15th February 2024 41:29

1+ y ago41:29

41:29

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 the Fed will be cutting rates. Our host, Moz Afzal: https://bit.ly/31XbkTR Our guest: Neil Dutta, Partner, Head of Economic Research, Renaissance Macro Research https://www.renmac.com/…

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EP 88: Asia in focus; is sentiment on China excessively negative? | 6th February 2024 39:58

1+ y ago39:58

39:58

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 mind was the strength of the Chinese economy, its housing market and what the future may hold for the largest market in Asia. In this episode of Beyond the Benchmark, Moz and Stefan re…

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EP 87: The US election will be decided by J Powell and the Supreme Court | 9th January 2024 33:37

1+ y ago33:37

33:37

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 Strategas Securities. In an unprecedented year of elections across the world, the US presidential race looms largest. What factors really impact the outcome? Does anyone actually wan…

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EP 86: Q1 2024 Insight, a soft landing? | 15th January 2024 43:25

2y ago43:25

43:25

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 general consensus outlook for the world economy indicates a soft landing and declining inflation. In the longer term, important cross currents such as the drive to net zero, changing g…

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EP 85: A year in review | 20th December 2023 24:22

2y ago24:22

24:22

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, this was followed by an historic market rally in the final quarter. Moz and Daniel take a look back at the year that was 2023 and offer some thoughts about what this means for the sta…

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EP 84: Conversations from Washington with Stefan Gerlach and Daniel Murray | 14th December 2023 30:13

2y ago30:13

30:13

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 on the upcoming US election, the risk of recession, CPI data and more. Our host, Daniel Murray, Deputy CIO and Head of Research: https://bit.ly/3NBVBC2 Our guest: Stefan Gerlach, Chief…

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EP 83: Jeff deGraaf on seasonality and market sentiment | 1st November 2023 46:32

2y ago46:32

46:32

Recorded 1st November 2023. Jeff deGraaf, Chairman and Head of Technical Research at Renaissance Macro Research shares his thoughts on current market sentiment and seasonality plays going into the winter. Jeff shares what RenMac's Market Cycle Clock indicators are saying, balanced against a more bearish yield impact model and a surprisingly strong …

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EP 82: AI and the new digital landscape with Chris Tucci | 14th September 2023 46:50

2y ago46:50

46:50

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 digital innovation. Delve into AI's potential effects on employment and its promising applications in marketing, video game coding, and media. Discover Chris's AI Applications and Inno…

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EP 81: Q4 2023 Insight, The Shifting Sands of the Global Economy | 5th October 2023 40:20

2y ago40:20

40:20

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, especially the US, Brazil, and India. Our team, including Paul Temperton, Stefan Gerlach, Daniel Murray, GianLuigi Mandruzzato, Joaquin Thul, and Sam Jochim, discuss these economic patterns an…

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EP 80: Exploring the Human Brain and AI with Neuroscientist Pascal Kaufman | 14th September 2023 39:25

2y ago39:25

39:25

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 Latin studies to his groundbreaking exploration of the connection between brains and robots. Pascal's ventures StarMind and Mindfire are pushing the boundaries of artificial intelligence …

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EP 79: Picking the winners of the Climate Transition with Melanie Beyeler | 15th August 2023 37:02

2y ago37:02

37:02

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 strategy, and the proprietary analysis process that the team uses to cut through the noise and select the right stocks for the Fund. As the conversation progresses, she details exampl…