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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 and further afield. The podcast is released fortnightly.
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This Podcast is an extension of my blog, and is a place to share my journey and insights as a creative professional, personal trainer and Life coach. This blog is for anyone, but especially dreamers. Those with creative, lofty, and powerful aspirations. We are all on a path that we can either be pushed along or we can make deliberate decisions to order our steps and become our best selves. Here, I will share insights and advice as well as showcase my creative work. I appreciate you reading t ...
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Action Movie Breakdown

Action Movie Breakdown

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Hosts, Ellis E. Fowler and John F. Thomas, give their precise thoughts about the biggest action movie of the month. They break their critiques down in three categories and give their overall score, out of 5 stars. Find out what they think on the hottest recently released movies! Support this podcast: https://podcasters.spotify.com/pod/show/actionmoviebreakdown/support
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Immerse yourself in the captivating world of big band jazz with Doncaster Jazz Alumni (DJA), a podcast that delves into the illustrious history and enduring legacy of Doncaster's vibrant youth music scene. Led by the legendary John Ellis MBE, DJA celebrates 50 years of big band swing in Doncaster with a special album, honouring the influence of its founder and the remarkable success of its alumni. Discover the remarkable journey of musicians who honed their craft in the Doncaster Youth Jazz ...
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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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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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Join host Mark Ellis as he chats with Tom Tait, a key figure in the Doncaster Jazz Alumni. In this episode, Tom shares his inspiring journey from growing up in a musical family in Huddersfield to becoming a professional trumpet player. Discover how his father's influence and early experiences in school jazz bands shaped his passion for music. Tom t…
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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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Join host Mark Ellis as he sits down with Reuben Fowler, a key figure in the Doncaster Jazz Alumni, to discuss his remarkable musical journey. From his early influences and first steps into jazz, to studying at the prestigious Royal Academy of Music, Reuben shares how his passion for music evolved. Discover how mentorship, perseverance, and a love …
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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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In a heartwarming reunion, longtime pals and stalwarts of the DJA sax section, Mark turns the spotlight on Dean, unearthing a musical odyssey of hidden talents and cherished memories. With a bond forged since Dean's tender age of 11, these two comrades-in-arms regale us with a treasure trove of memories— from touring France, Germany and America to …
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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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In their latest exchange, father and son eagerly hash out their visions for DJA's future as they set their sights on the horizon of 2025 and beyond. True to form, their ideas differ —John harbors grand aspirations of staging Duke Ellington's lesser-known opus, "The Queen’s Suite," while Mark champions the release of a vintage recording featuring Bo…
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In the first episode featuring a non-alumnus, we're treated to Martin Longhawn's captivating tale of navigating the infamous "Leeds-Doncaster Divide" and unwittingly finding himself entangled in the enigmatic web of the Donny Mafia. A much sought-after pianist, Martin regales us with his initial foray into the musical tapestry of Doncaster, includi…
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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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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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Once again, father and son reunite, this time to celebrate the extraordinary bond between DJA and a special place known as Limonest, guided by the legendary figure of Andre Gicquel. Since 1989, this cross-channel connection has flourished through exchanges, tours, and unforgettable concerts that have united young musicians on both shores. Prepare f…
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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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Mark catches up with ‘bonist Dan and discovers why he chose what he affectionately calls "the poor man’s trumpet”. After a brief Public Service Announcement on the perils of hearing loss and the hazards of band life, the two dive into Dan's musical journey, exploring his unconventional path to the trombone and the serendipitous twists and turns alo…
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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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Mark chats with fellow saxophonist Sarah, who regales him with tales of her musical odyssey, from humble beginnings tinkering with the recorder in Mexborough to blossoming into a sought-after professional sax player and dedicated educator. Much credit is owed to the nurturing embrace of the Doncaster Youth Jazz Association, spearheaded by the ever-…
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Mark settles in for a chat with budding drumming sensation, Joe Sykes, DJA's freshest face. With a youthful exuberance, Joe shares his unabashed passion for all things big band and his profound joy at being part of DJA's latest recording venture. However, it wasn't all smooth sailing for Joe, as he candidly recounts the trials and tribulations of a…
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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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Send us a text In this episode of the Ode to RailsConf podcast, host David Hill—a seasoned Ruby on Rails developer with 15 years of experience—reflects on the bittersweet announcement that RailsConf 2025 will be the final RailsConf. Rather than focusing on the sadness, David aims to celebrate the memorable experiences and stories from past conferen…
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In their follow-up conversation, Mark and John delve into the laborious yet heartwarming journey behind the conception of "50 Years", the latest opus from DJA. John recounts the arduous task of cherry-picking tracks for the album, a feat made slightly less daunting thanks to the invaluable assistance of Reuben Fowler. They share anecdotes about the…
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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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Mark and multi-instrumentalist Al Wood engage in a lighthearted exchange, about Al’s adventures in ironing and navigating the bustling streets of Sunny Donny! On a more serious note (pun intended), Al's deep knowledge of the UK big band scene and his extensive experience are the stuff of legend. Delve into the fascinating connections between Al's t…
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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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In their inaugural podcast together, John Ellis MBE and his son Mark embark on a journey down memory lane, weaving through the tapestry of the past five decades of John’s beloved endeavor—the Doncaster Youth Jazz Association. They discuss when Duke Ellington graced the presence of royalty, the sight of John masquerading as Glen Miller, and the endu…
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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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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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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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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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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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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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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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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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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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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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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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