Episodes: 153
Frequency: Every two weeks
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Listener location: United Kingdom
Publicly listed emails
guy@teralon.co.uk
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Moz Afzal - Global Chief Investment Officer at EFG, specializing in investment strategy, global markets, and macroeconomic analysis.
Thomas Roderick - Deglobalisation, The Evolving Economic Relationship Between The United States And China, Gold, Emerging Markets, And Shifting Geopolitical Alignments.
Clayton Allen - US Midterm Elections, US Foreign Policy, Relations With China, Russia And Iran, Data-centre Politics, And The Implications For Markets And Policy.
Gerry Fowler - The Improving Outlook For European Equities, Ai-related Capital Expenditure, Industrial Recovery, German Fiscal Stimulus, And European Automotive Markets.
Henry Walters - Artificial Intelligence Demand, Semiconductor Volatility, Market Sell-offs, AI Capital Expenditure, Open And Closed AI Models, And Risks To AI Infrastructure Spending.
Boris Herrmann - Human Judgment, Intuition, Trust, Preparation, Leadership, And Teamwork In High-pressure Ocean Racing.
EP 151: The new macro order: gold, deglobalisation and EM opportunities
September 24, 2026
As the global economic order becomes increasingly fragmented, investors are navigating a landscape shaped by deglobalisation and shifting geopolitical alignments. In this episode, Moz Afzal is joined by Thomas Roderick, Portfolio Manager at Trium Capital to explore how these structural forces are reshaping global markets.Their conversation explores the growing economic divide between the US and China and why Thomas sees gold as a key expression of this longer-term shift. They also look beyond...
EP 150: The midterm playbook: Congress, data centres and the cost-of-living vote
September 09, 2026
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 unpack what really matters to Trump and voters. Clayton breaks down why Trump is likely to shrug off a Democratic House and pivot even further toward foreign policy. They also dig into the political backlash facing data centres, the state of US relations with China, Russia and Iran, and what Trump's obsession with legacy could mean for markets and policy.O...
EP 149: Joining the party late – Europe’s bullish turn
August 25, 2026
After years of being the market’s perennial underdog, Europe is finally having a moment. In this episode Moz Afzal sits down with Gerry Fowler, Head of European Equity Strategy at UBS, to explore why sentiment on European equities has shifted and why this upgrade in tone looks structurally different from false dawns of the past.Gerry walks through the bottom-up story reshaping the market – from AI capex “late cycle joiners” in cables, turbines and semis equipment to a broadening industrial re...
Inside Perspectives: An AGF Podcast Series · Very high booking difficulty · 100 - 1,000 listeners
Beyond the Benchmark by EFG is hosted by Moz Afzal. Its publicly listed email is guy@teralon.co.uk. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Beyond the Benchmark by EFG: guy@teralon.co.uk.
Podseeker estimates Beyond the Benchmark by EFG reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Beyond the Benchmark by EFG typically books industry leaders. Typical guest background: Senior investment professionals, portfolio managers, equity strategists, geopolitical analysts, policy specialists, and other recognized experts with direct experience in global markets or major economic and business trends. Recent guests include Thomas Roderick, Clayton Allen, and Gerry Fowler.
High. It mostly books established leaders in its field.
Recent episodes cover Finance, Investment, Macroeconomics, Global Markets, and Geopolitics. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
guy@teralon.co.uk
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