All Episodes

EP 143: The SpaceX IPO and the New Space Economy

EP 142: Populism, higher rates and AI: How the market cycle is shaping up

EP 141: The AI-Macro Nexus

EP 140: Moz down under part 2: Opportunities in New Zealand

EP 139: Moz down under part 1: Australia deep dive

EP 138: Inflation fears, rate expectations and chair changes: Takeaways from the Fed meeting

EP 137: The memory supercycle and what it means for Asia Pacific equities

EP 136: Brazil on the rise: what to know in 2026

EP 135: The AI bubble and new frontiers in tech

EP 134: Staying the Course: Strategy, Discipline and Compounding Growth with Giorgio Pradelli

EP 133: 2025 in review

EP 132: Shock and awe: US politics and policy in 2026 with Dan Clifton

EP 131: The art of wealth planning with Evgenia Goti

EP 130: Taking the pulse of the US economy - insights from Washington

EP 129: Trade Wars, AI Tailwinds, and the Global Economic Mosaic with Torsten Slok

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

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

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

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

EP 124: Entering uncharted demographic territory with James Pomeroy

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

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

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

EP 120: Performing under pressure with professional golfer Shannon Tan

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

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

EP 117: Reimagining business through AI

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

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

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

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

EP 112: Understanding AI disruption

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

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

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

EP 108: Understanding Market Trends with Jeff deGraaf

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

EP 78: Exploring the Dynamics of the US Economy with Don Rissmiller and Jason Trennert | 7th August 2023

EP 77: The opportunities in hedge funds with Jerome Berset | 27th July 2023

EP 76: Insights on the Modern Economy and Investment Climate with Dennis DeBusschere | 11th July 2023

EP 75: Q3 2023 Insight, finding a new balance | 30th June 2023

EP 74: The opportunities and possibilities in AI | 8th June 2023

EP 73: Are we near the crest of monetary policy tightening? | 16th May 2023

EP 72: Larry Jeddeloh, the US has a branding problem | 17th April 2023

EP 71: Q2 2023 Insight, a quartet of concerns | 6th April 2023

EP 70: The top Geoeconomic risks in 2023 with Jens Larsen | 5th April 2023

EP 69: The current state of the Brazilian economy with Mansueto Almeida | 13th March 2023

EP 68: The impact of monetary policy responses finally starting to show | 3rd March 2023

EP 67: The surprising impacts of hybrid working with James Pomeroy | 9th February 2023

EP 66: Making Your Voice Heard with Connson Locke | 10th January 2023

EP 65: Economic volatility leading to political volatility, Dan Clifton | 9th January 2023

EP 64: Q1 2023 Insight | 5th January 2023

EP 63: Federal Reserve Impact with Dennis DeBusschere | 17th November 2022

EP 62: Opening the "black box" of the SNB with Professor Yvan Lengwiler | 31st October 2022

EP 61: "The most political volatility in the US since the Civil War" US Mid Term outlook with Dan Clifton | 24th October 2022

EP 60: Potential market energy with Jeff deGraaf | 19th October 2022

EP 59: The Winds of Change Q4 2022 Insight | 7th October 2022

EP 58: CIO Market Review | 3rd October 2022

EP 57: The opportunities and pitfalls of Private Markets with Manuel Keiser | 16th September 2022

EP 56: Interesting times for Central Banks with Stefan Gerlach | 23rd September 2022

EP 55: The Fixed Income Macro Environment with Michael Leithead | 11th August 2022

EP 54: The energy transition with Paul Temperton | 26th July 2022

EP 53: Navigating Uncertainty with Nathan Furr, Part 2 | 21st July 2022

EP 52: Navigating Uncertainty with Nathan Furr, Part 1 | 15th July 2022

EP 51: Q3 2022 Insight Roundtable | 6th July 2022

EP 50: Monetary Policy overview with Stefan Gerlach | 24th June 2022

EP 49: Uruguayan Economic Policy with Julio de Brun | 9th June 2022

EP 48: Donald Straszheim; a career covering China | 12th May 2022

EP 47: Australia deep dive with Martin Crabb | 4th May 2022

EP 46: Q2 2022 Insight Roundtable | 11th April 2022

EP 45: The Spring Statement and inflation with George Buckley | 24th March 2022

EP 44: The outlook and challenges for Brazil with Mansueto Almeida | 17th March 2022

EP 43: US Foreign Policy with Tobin Marcus | 10th March 2022

EP 42: Five years in five days, with Stefan Gerlach | 3rd March 2022

EP 41: The Climate Transition Strategy | 3rd February 2022

EP 40: Macro Hysteria with Michael Leithead | 27th January 2022

EP 39: 'The Year of the Yield Curve' with Chris Senyek | 16th December 2021

EP 38: Crypto overview with Richard Byworth | 2nd December 2021

EP 37: Jason Trennert's 2022 market view | 9th December 2021

EP 36: Q1 2022 Insight Roundtable | 6th January 2022

EP 35: Spending spree: the return of the consumer with Joaquin Thul | 18th November 2021

EP 34: Nine and a half reasons to be constructive on Japan with Jaewoo Nakajima | 11th November 2021

EP 33: The Fed eyes tapering, with Stefan Gerlach | 21st October 2021

EP 32: Q4 2021 Insight Roundtable Discussion | 7th October 2021

EP 31: Evergrande and Fixed Income with Michael Leithead | 23rd September 2021

EP 30: James Pomeroy on Smart Cities | 9th September 2021

EP 29: Andrew Harradine on asset management trends, thematics and ESG | 2nd September 2021

EP 28: Mary Rosenbaum on the FOMC and the US Infrastructure Bill | 12th August 2021

EP 27: Monetary policy overview with Stefan Gerlach | 15th July 2021

EP 26: 2021 Q3 Insight Roundtable | 6th July 2021

EP 25: The mid-year macro review | 24th June 2021

EP 24: Fixed Income with Michael Leithead | 10th June 2021

EP 23: Financial Disruptors with Haichuan Yu | 3rd June 2021

EP 22: Current economic and market controversies with Daniel Murray | 20th May 2021

EP 21: Dan Clifton on Biden's investment plans, US relations with China and semiconductors | 6th May 2021

EP 20: South America deep dive with Joaquin Thul | 22nd April 2021

EP 19: 2021 Q2 Insight Roundtable | 8th April 2021

EP 18: Helen Thomas, CEO of Blonde Money | 25th March 2021

1 Year Anniversary Special | 12th March 2021

EP 17: Is the inflation risk real? With Stefan Gerlach | 25th February 2021

EP 16: The Nikkei's path to 35,000 with Jaewoo Nakajima | 11th February 2021

EP 15: Opportunities in space with Dr Suzie Imber | 28th January 2021

EP 14: 2021 Q1 Insight Roundtable | 14th January 2021

EP 13: 45 years at the top with Ed Hyman | 10th December 2020

EP 12: Innovation and resilience with Nathan Furr | 3rd December 2020

EP 11: The booming digital economy with James Pomeroy | 19th November 2020

EP 10: US election special with Dan Clifton | 29th October 2020

EP 9: Is the economy sitting on rocket fuel for 2021? | 1st October 2020

EP 8: Q4 Insight Roundtable | 8th October 2020

EP 7: There Is No Alternative with Jason Trennert | 21st May 2020

EP 6: Stop worrying and love the debt (for now) with Paul Temperton | 18th September 2020

Trailer: The Highlights of Beyond the Benchmark by EFG

EP 5: What is ESG investing, and how does EFGAM do it? Stefano Montobbio | 27th August 2020

EP 4: Jason Jay on ESG in investing | 4th June 2020

EP 3: How central bankers think with Stefan Gerlach | 20th August 2020

EP 2: The US election with Dan Clifton | 13th August 2020

EP 1: Learning resilience with Tara Swart | 23rd July 2020