About this podcast
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/)
Episodes
- Close to the edge? · 40 min · Season 2 Episode 7Politics 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…
- Return of the Halo Trade · 32 min · Season 2 Episode 6Gerald 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…
- Powerless Central Bankers · 36 min · Season 2 Episode 5In 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…
- Inflation - The Next Wave · 29 min · Season 2 Episode 4In 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…
- Emerging Markets – Travellers Tales · 38 min · Season 2 Episode 3In 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…
- Chokepoint Charlie · 29 min · Season 2 Episode 2In 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…
- Energetic Times · 33 min · Season 2 Episode 1In this February 2026 edition of Equitile Conversations, host Gerald Ashley interviews Nic Rogers, head of research at Equitile, revisiting energy markets after their accurate…
- Let's Get Physical · 32 min · Season 1 Episode 10In 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…
- Taxing Growth · 37 min · Season 1 Episode 9In 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…
- Never Mind The Benchmarks · 34 min · Season 1 Episode 8Never 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…
- Mission Impossible · 39 min · Season 1 Episode 7In this edition George Cooper and Gerald Ashley are joined by Helen Thomas of Blonde Money. Are many governments in the developed world facing a fiscal Mission Impossible? They…
- Time to Retire the Term Emerging Markets? · 34 min · Season 1 Episode 6In this Equitile Conversations episode, Gerald Ashley and George Cooper, joined by guest Michael Power, discuss the outdated term "emerging markets." They argue it inaccurately…
- Global Energy – Drivers and Disruptors · 28 min · Season 1 Episode 5In this episode Gerald Ashley is joined by Nicholas Rogers, an equity analyst at Equitile. They take a look at the three major energy markets of oil, natural gas and coal, which…
- The Pension Problem · 39 min · Season 1 Episode 4In this episode of Equitile Conversations, Gerald Ashley and George Cooper discuss the mechanics and challenges of pension systems, focusing on their reliance on current workers…
- The Dollar & Trump’s Tariff Tantrum · 35 min · Season 1 Episode 3Are we experiencing peak dollar as a reserve currency? In this latest episode we examine this complex but crucial question for investors, policymakers, and businesses. With the…
- The Investor's Mind: Behavioural Bias Revealed · 33 min · Season 1 Episode 2Ever wonder why smart people make irrational investment decisions? The answer lies in our psychological wiring. Loss aversion makes parting with losing investments almost…
- The Demographic Transition · 40 min · Season 1 Episode 1Are we heading toward a future underpopulation crisis instead of overpopulation? In this episode, George Cooper and Gerald Ashley explore the far-reaching effects of a global…
