MENGENAI PODCAST INI 🔗
Join Dr. George Cooper and Gerald Ashley as they discuss Markets, Risk, Macroeconomics, and Geopolitics.
Brought to you by Equitile Investments (https://www.equitile.com/)
Kekerapan kemas kini:
every 37 days
Purata panjang audio:
34 minutes
Mempunyai penaja
Bahasa Inggeris
Inggeris
17 episod
sejak 18 Feb 2025
episodic
EPISOD TERKINI 🔗
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 L ...
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EPISOD SEBELUMNYA 🔗
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. Tha ...
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 stat ...
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 ...
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' ...
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 widesp ...
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 ob ...
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 ...
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 polic ...
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 ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Equitile, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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