Equitile Conversations
Episodes
Emerging Markets – Travellers Tales
14 Apr 2026
Contributed by Lukas
In this Equitile Conversations episode, hosted by George Cooper he invites Gerald Ashley and special guest Richard Knight to share their observations ...
Chokepoint Charlie
30 Mar 2026
Contributed by Lukas
In this March 29th, 2026 episode of Equitile Conversations, Gerald Ashley and George Cooper offer a downbeat assessment of the escalating US-Iran war ...
Energetic Times
23 Feb 2026
Contributed by Lukas
In this February 2026 edition of Equitile Conversations, host Gerald Ashley interviews Nic Rogers, head of research at Equitile, revisiting energy mar...
Let's Get Physical
27 Jan 2026
Contributed by Lukas
In the first episode of 2026, George Cooper and Gerald Ashley examine the persistent “debasement trade”: fiat money weakening while physical asset...
Taxing Growth
09 Dec 2025
Contributed by Lukas
In this episode George & Gerald chatted to macro economist Doug McWilliams about the perennial topic of economic growth.Growth doesn’t arriv...
Never Mind The Benchmarks
29 Oct 2025
Contributed by Lukas
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...
Mission Impossible
16 Sep 2025
Contributed by Lukas
In 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...
Time to Retire the Term Emerging Markets?
30 Jul 2025
Contributed by Lukas
In this Equitile Conversations episode, Gerald Ashley and George Cooper, joined by guest Michael Power, discuss the outdated term "emerging marke...
Global Energy – Drivers and Disruptors
01 Jul 2025
Contributed by Lukas
In 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, n...
The Pension Problem
27 May 2025
Contributed by Lukas
In this episode of Equitile Conversations, Gerald Ashley and George Cooper discuss the mechanics and challenges of pension systems, focusing on their ...
The Dollar & Trump’s Tariff Tantrum
14 Apr 2025
Contributed by Lukas
Are we experiencing peak dollar as a reserve currency? In this latest episode we examine this complex but crucial question for investors, policymakers...
The Investor's Mind: Behavioural Bias Revealed
12 Mar 2025
Contributed by Lukas
Ever wonder why smart people make irrational investment decisions? The answer lies in our psychological wiring. Loss aversion makes parting with losin...
The Demographic Transition
18 Feb 2025
Contributed by Lukas
Are we heading toward a future underpopulation crisis instead of overpopulation?In this episode, George Cooper and Gerald Ashley explore the far-reach...