Equitile Conversations
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/)
Equitile Conversations
Latest Episodes
Turmoil
Markets are starting to feel like they’re being pulled apart by three competing forces at once.We take a look at a world where the euphoric phase of AI investment spending may be ending, where an energy shock still distorts inflation, an...
Close to the edge?
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 it...
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...
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-driv...
