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/)
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 extra paper is starting to compete with US Treasuries and is pushing long yields higher. Old-fashioned crowding out, just with shinier branding. Kevin Warsh has also dumped the Fed’s old habit o...
16 Jun 2026
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 statistics drawn from official sources like the ONS and OBR, free from political spin. The conversation centres on the Bank of England’s operational independence. While Damian supports keeping interest-rat...
19 May 2026
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 yields have climbed above 5% and UK yields are approaching 6%. With debt-to-GDP ratios now exceeding 120% in both countries, low-yield debt issued years ago is maturing and rolling over at much higher ...
14 Apr 2026
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 dynamism upon arrival: modern airports far superior to those in the UK, and streets buzzing with early-morning workers earning money for upcoming holidays rather than leaving early. This reflects defe...
30 Mar 2026
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 widespread destruction of energy infrastructure, with the US reportedly planning ground troops into Iran. Oil prices spiked near US$120 per barrel before moderating above US$110 despite strategic reserve rel...
23 Feb 2026
Energetic Times
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 obsolescence" stocks, with energy sector outperformance early in 2026, leading the S&P 500—unusual and historically bearish for other sectors. Oil majors and services firms offer strong cash flows, 5-10%+...
27 Jan 2026
Let's Get Physical
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 after Nixon closed the gold window—a comparable Savoy Grill dinner cost £5.67 per head. With gold at $40/oz (£16.66/oz at the fixed rate), one ounce bought roughly 3 dinners. At their recent meal on th...
9 Dec 2025
Taxing Growth
Macro economist Doug McWilliams discusses with George and Gerald a concrete plan to raise living standards in the UK through tax reform, deregulation, and increased workforce participation in this interview.
29 Oct 2025
Never Mind The Benchmarks
Gerald Ashley and George Cooper analyze how benchmark selection impacts investment risk, encourages market herding, and potentially skews the economy, in this interview episode.
16 Sept 2025
Mission Impossible
Helen Thomas of Blonde Money joins George Cooper and Gerald Ashley to examine the fiscal challenges facing developed nations, highlighting the political implications of economic policies in a post-COVID world in this interview.
30 Jul 2025
Time to Retire the Term Emerging Markets?
Michael Power joins Gerald Ashley and George Cooper to challenge the relevance of "emerging markets" as a descriptor, given the shifting economic dynamics and technological advancements across the globe in this interview.
1 Jul 2025
Global Energy – Drivers and Disruptors
Nicholas Rogers, equity analyst, examines the stability of global oil prices amid Middle East tensions and explores China's strategic oil reserves with host Gerald Ashley in an interview.
27 May 2025
The Pension Problem
Economist George Cooper and Gerald Ashley analyze pension systems, revealing their dependence on current workers and demographic shifts, which highlights the challenges of relying on future generations for retirement funding.
14 Apr 2025
The Dollar & Trump’s Tariff Tantrum
Are 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 federal deficit running at a staggering 8.8% of GDP—a level typically associated with major economic crises rather than normal times—we're witnessing what could be a pivotal moment in global finance. The dollar's reserve status has provided America with significant advantages: lower borrowing costs and the privilege of...
12 Mar 2025
The Investor's Mind: Behavioural Bias Revealed
Ever wonder why smart people make irrational investment decisions? The answer lies in our psychological wiring. Loss aversion makes parting with losing investments almost physically painful, while confirmation bias ensures we only see evidence supporting our existing views. These forces work together to create a perfect storm of poor financial choices that most investors never recognise. Gerald Ashley and George Cooper take us on a fascinating journey through the minefield of cognitive biases...
18 Feb 2025
The Demographic Transition
Are 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 demographic shift already in motion. Fertility rates worldwide are plummeting below the replacement level—South Korea, for instance, is at just 0.7 children per woman, far below the 2.1 needed to sustain a population. This largely overlooked transition, overshadowed by politicians focus on short-term growth, is pushing u...
Who has been a guest on Equitile Conversations
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Doug McWilliams
Helen Thomas
Michael Power
Nicholas Rogers
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3 ratings
Podcast Authority Score: 18 / 100
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