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every 37 days
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34 minutes
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영어
영국
에피소드 17 개
2025년 2월 18일부터
episodic

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Close to the edge?

· 전사
Politics is trying to sell a story, but the gilt market is demanding a spreadsheet. We sit down with Helen Thomas from Blonde Money to make sense of a UK government that talks “continuity” while facing an approaching budget that could define its credibility with investors and voters alike. The Labo…

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Equitile Conversations의 과거 에피소드를 검색하세요.

이전 에피소드

Return of the Halo Trade

· 전사
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…
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…
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…
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 s…

Chokepoint Charlie

· 전사
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…

Energetic Times

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In this February 2026 edition of Equitile Conversations, host Gerald Ashley interviews Nic Rogers, head of research at Equitile, revisiting energy markets after their accurate 2025 call: volatile natural gas but subdued oil. Rogers highlights a rotation toward value and "heavy asset, low obsol…

Let's Get Physical

· 전사
In the first episode of 2026, George Cooper and Gerald Ashley examine the persistent “debasement trade”: fiat money weakening while physical assets surge. They revive the “Savoy Gold Dinner ratio,” a metric from the 1970s/80s created by gold mines fund manager Julian Baring. In August 1971—days aft…

Taxing Growth

· 전사
In this episode George & Gerald chatted to macro economist Doug McWilliams about the perennial topic of economic growth. Growth doesn’t arrive by accident. They dig into a concrete plan to raise livingstandards in the UK by combining a simpler tax system, targeted deregulation, and policies…

Never Mind The Benchmarks

· 전사
Never mind beating the benchmark when the benchmark is quietly making the real decisions. Gerald Ashley and George Cooper pull back the curtain on how index choice shifts risk onto investors, fuels herding, and even distorts the wider economy. From the S&P 500’s ninefold climb to the FTSE’s mor…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Equitile에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.