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Beyond the Benchmark by EFG

Moz Afzal
Federal Reserve
Artificial Intelligence
United States Economy
Tariffs
United States
Inflation
EFG International
Donald Trump
Middle East
Great Wealth Transfer
Golf
Spacex
Private Markets
Secondaries
Monetary Policy
Memory Cycle
Europe
US Economy
Central Banks
Brazil

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.

PublishesTwice monthlyEpisodes149Founded6 years ago
Number of ListenersCategories
EntrepreneurshipInvestingBusiness

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Artwork for Beyond the Benchmark by EFG

Latest Episodes

What happens when the models, forecasts and systems have done all they can – and it’s down to human judgment? Ocean racing skipper Boris Herrmann explains how he leads Team Malizia through some of the toughest races on the planet. While much of the r... more

In EFG’s Outlook 2026 publication, private equity secondaries were highlighted as a key opportunity within private markets. In this episode, CIO Moz Afzal is joined by Jake Elmhirst, Partner and Head of Private Wealth Secondaries Solutions at Coller ... more

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 out so far – and what investors should be watching next. Together, they discuss why the US continues to lead glo... more

In this Future Leaders edition of the Beyond the Benchmark podcast (recorded as of early June 2026), Moz Afzal speaks with Nicholas Hopton, former UK ambassador to Iran, Qatar, Libya and Yemen and Chair of the Advisory Board at the Centre of Geopolit... more

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Recent Guests

Jake Elmhirst
Head of Capital Formation, Coller Capital
Coller Capital
Episode: EP 146: Secondaries first: rethinking private market liquidity
Daniel Murray
Deputy CIO
EFG International
Episode: EP 145: EFG’s Mid-Year Outlook: what to know now and how to act
Nicholas Hopton
Chairman of the Advisory Board at the Centre of Geopolitics, Cambridge University; former UK ambassador to Libya, Iran, Qatar and Yemen
Centre of Geopolitics, Cambridge University
Episode: EP 144: Strongmen, sanctions and the Strait of Hormuz: Navigating today’s new geopolitical order
Alex Vidyuk
CEO and founding partner of Beyond Earth Ventures
Beyond Earth Ventures
Episode: EP 143: The SpaceX IPO and the New Space Economy
Jason Trennert
Founder and managing partner and chief investment strategist of Strategas Research Partners
Strategas Research Partners
Episode: EP 142: Populism, higher rates and AI: How the market cycle is shaping up
Jordi Visser
Macro investor and strategist
Episode: EP 141: The AI-Macro Nexus
Andrew Kelleher
Formerly from JMI Wealth, now Shaw and Partners, part of the EFG group
Shaw and Partners in New Zealand, EFG
Episode: EP 140: Moz down under part 2: Opportunities in New Zealand
Martin Crabb
CIO for Shaw and Partners in Australia
Shaw and Partners
Episode: EP 139: Moz down under part 1: Australia deep dive
Chris Chan
Lead portfolio manager for Asian equity funds, Hong Kong office
EFG
Episode: EP 137: The memory supercycle and what it means for Asia Pacific equities

Host

Moz Afzal
Host of Beyond the Benchmark and CIO commentary voice for EFG; leads market and macro discussions with guests from within EFG and partner institutions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#206
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

EP 146: Secondaries first: rethinking private market liquidity
Q: What are the main opportunities and geographic dynamics currently driving the secondary market?
The conversation covers a global footprint with buy-local strategies, Asia opportunities, RMB funds, and the GP-led market as a way to extract liquidity while holding great assets longer.
EP 146: Secondaries first: rethinking private market liquidity
Q: Can you talk us through your journey from UBS to Coller and how you ended up focusing on secondaries?
Jake explains his long career at UBS, his pivot to private markets, and how a retirement plan led to building a wealth-focused, perpetual-secondaries strategy at Coller Capital, highlighting the opportunity to create wealth products from Coller's investment expertise.
EP 143: The SpaceX IPO and the New Space Economy
Q: What impact do you anticipate from SpaceX's liquidity event on the broader space startup ecosystem?
SpaceX's liquidity event could unlock a large pool of talent and provide a pipeline of experienced founders who can launch new space startups, accelerating innovation and enabling more capital to flow into the sector.
EP 143: The SpaceX IPO and the New Space Economy
Q: How do you source deals and what framework do you use for due diligence in deep tech?
We spend years building a pipeline, leveraging government grants, philanthropy, accelerators, and university spin-offs. We use a structured process to evaluate the potential of the technology, the IP, and the founders' ability to execute and to partner with big players when needed.
EP 143: The SpaceX IPO and the New Space Economy
Q: What kind of investments do you look for when sourcing and evaluating space tech startups?
We look for the team first—whether they can pivot, understand the problem, and move quickly. We assess the market, the problem being solved, and how strong the IP or technology base is; the team, their trajectory, and alignment are critical for early-stage investments.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Beyond the Benchmark by EFG

What is Beyond the Benchmark by EFG about and what kind of topics does it cover?

A market-focused show hosted by a seasoned CIO exploring macro themes, AI-driven disruption, and global policy's impact on investing. Episodes regularly thread together AI adoption and productivity, de-globalization, central-bank policy, energy dynamics, and geopolitical risks, with experts from financial institutions and regional markets offering practitioner-level insights. Notable angles include the AI infrastructure cycle, memory and hardware discussions, the interplay between policy and markets, and regional deep dives into places like Australia, New Zealand, and Brazil, all through the lens of portfolio implications and risk management. The format tends to mix long-form interviews, data-driven analysis, and takeaway-oriented commentar... more

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1. Thoughts on the Market
2. In Good Company with Nicolai Tangen
3. NAB Morning Call
4. Prof G Markets
5. Schwab Market Update Audio

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Beyond the Benchmark by EFG launched 6 years ago and published 149 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Beyond the Benchmark by EFG?

Recent guests on Beyond the Benchmark by EFG include:

1. Jake Elmhirst
2. Daniel Murray
3. Nicholas Hopton
4. Alex Vidyuk
5. Jason Trennert
6. Jordi Visser
7. Andrew Kelleher
8. Martin Crabb

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