"Europe Is Lagging Badly in an Important Race" - Gerald Ashley | Talking Markets with Michael Wilson and David Buik
Talking Markets welcomes back Gerald Ashley, a sought-after speaker, advisor, broadcaster and writer on change, risk and decision making. In today's episode he talk with hosts Michael Wilson and David Buik about innovation in Europe and the U.S., China's progress and whether the UK is open for busi…
Planet Trump, Gold's Appeal, Trillions in Debt, and the Markets on Edge | Talking Markets
In this episode of Talking Markets, Michael Wilson and David Buik sit down with veteran banker and risk expert Gerald Ashley to unpack the world’s growing instability. From U.S. debt topping $38 trillion to AI’s overheated valuations, Ashley warns that governments are “spending like billy-o” and in…
Chokepoint Charlie
In this March 29th, 2026 episode of Equitile Conversations, Gerald Ashley and George Cooper offer a downbeat assessment of the escalating US-Iran war in the Gulf and its profound impact on global supply chains and financial markets. They describe a major negative supply shock triggered by widesprea…
Emerging Markets – Travellers Tales
In this Equitile Conversations episode, hosted by George Cooper he invites Gerald Ashley and special guest Richard Knight to share their observations from recent trips to Vietnam and Argentina, contrasting them with the UK's economic performance and mindset.
Richard highlights Vietnam's striking dy…
Inflation - The Next Wave
In this Equitile Conversations episode, Gerald Ashley and George Cooper explore inflation not as a short-term blip from the US-Iran war, but as a deeply embedded, policy-driven structural problem affecting the UK, US and global markets.
Cooper points to immediate market signals: US 30-year bond yie…
Managing risk in an uncertain world
In our slippery world of risk, uncertainty, change and complexity, hard and fast rules can be rare. Sometimes those rules can even be a trap, says Gerald Ashley, our guest on the latest New Money Review podcast.
Ashley, a former banker, is now an author, financial historian, public speaker and c…
Powerless Central Bankers
In this episode of Equitile Conversations, host Gerald Ashley and George Cooper discuss central banking with macroeconomist Damien Pudner of the newly formed Great British Think Tank. The think tank aims to provide clear, independent, data-driven analysis of government spending and economic statist…
Managing risk in an uncertain world
In our slippery world of risk, uncertainty, change and complexity, hard and fast rules can be rare. Sometimes those rules can even be a trap, says Gerald Ashley, our guest on the latest New Money Review podcast.
Ashley, a former banker, is now an author, financial historian, public speaker and c…
Paul Craven on Living With Uncertainty
What happens when someone who spends his life thinking about risk, decision-making and human behaviour is confronted with an uncertainty he simply can’t control?Episode summaryMy guest is Paul Craven, a behavioural scientist, former investment professional, magician and keynote speaker, and one of …
Return of the Halo Trade
Gerald Ashley and George Cooper are back on Equitile Conversations after a break, and they go straight into the bond market. In short, it looks stretched.
US debt is heading forUS$40 trillion, and at the same time the AI buildout is creating a mountain of private borrowing for data centres. That e…
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I have no special talent. I am only passionately curious, and
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‐ Albert "Llamacorn" Einstein
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