New Equitile Conversations Podcast Now Out
George Cooper & I chat with Doug McWilliams about what needs to change to improve Growth. We discuss improving incentives, look at taxation, over bearing regulation & just have time to discuss our favourite cars.
https://www.equitileconversations.com/2459100/episodes/18312924-taxing-growth
This year we launched the Equitile Conversations Podcast. A feature of the podcast is that each episode ends with a book recommendation from myself, George Cooper, and, special guests when the show features them.
https://www.equitile.com/our-thoughts/the-2025-reading-list-from-equitile/
The latest Equitile Podcast looks at Benchmarks and their effects in the investment world
https://www.equitileconversations.com/2459100/episodes/18083165-never-mind-the-benchmarks
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 Mission Impossible?
They looked at current financial risks, global fiscal challenges, and central bank independence, focusing on the political implications.
The conversation highlighted how political systems and electoral dynamics are shaping economic policies in the post-COVID era, with concerns about rising government debt, market volatility, and the IMF’s limited bailout capacity.
They discussed central bank independence, suggesting it may align with government needs rather than being truly autonomous, and also explored potential political and economic shifts over the next decade, including inflation’s role in addressing debt.
https://www.equitileconversations.com/2459100/episodes/17840466-mission-impossible
At the end of each episode we recommend interesting books. Here is a summary of the recommended books from our first episode in February up to the latest in July
Episode One – The Demographic Transition https://www.equitileconversations.com/2459100/episodes/16771145-the-demographic-transition
Material World: A Substantial Story of Our Past and Future
by Ed Conway
Gambling Man: The Wild Ride of Japan’s Masayoshi Son
by Lionel Barber
Episode Two – The Investor’s Mind: Behavioural Bias Revealed https://www.equitileconversations.com/2459100/episodes/16777961-the-investor-s-mind-behavioural-bias-revealed
Why Most Things Fail
by Paul Ormerod
Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance
by James Montier
Episode Three – The Dollar & Trump’s Tariff Tantrum https://www.equitileconversations.com/2459100/episodes/16971058-the-dollar-trump-s-tariff-tantrum
Money & Promises
by Paolo Zannoni
Deceit and Self-Deception: Fooling Yourself the Better to Fool Others
by Robert Trivers
Episode Four – The Pension Problem https://www.equitileconversations.com/2459100/episodes/17231799-the-pension-problem
Odds n Sods – My Life in The Betting Business
by Ron Pollard
Riches Among the Ruins: Adventures in the Dark Corners of the Global Economy
by Robert P Smith
Episode Five – Global Energy – Drivers and Disruptors https://www.equitileconversations.com/2459100/episodes/17416662-global-energy-drivers-and-disruptors
Kings of Shanghai by Jonathan Kaufman
The World for Sale: Money, Power and the Traders Who Barter the Earth’s Resources by Javier Blas and Jack Farchy
Episode Six – Time to Retire the Term Emerging Markets? https://www.equitileconversations.com/2459100/episodes/17577861-time-to-retire-the-term-emerging-markets
The Railway King by Robert Beaumont
The Mandibles by Lionel Shriver
and our guest’s recommendation
In this Equitile Conversations episode, George Cooper and I, are joined by our special guest Michael Power, and discuss the outdated term “emerging markets.”
We discus whether it inaccurately describes dynamic economies like China, which lead in technology and growth, while traditional “developed” markets like the US exhibit characteristics once associated with emerging markets, such as fiscal issues and currency volatility.
About Michael Power
Michael Power is a prominent South African financial markets commentator and strategist, known for his extensive career in global investment, with a focus on Africa and emerging markets. His career spans several decades and includes roles at major financial institutions such as Anglo American, NM Rothschild & Sons, HSBC, and Baring Asset Management, with work in South Africa, London, and Kenya. Power’s expertise centres on geo-economics, the role of Asia in the 21st century, and Africa’s economic relationships with global markets.
On the latest episode of Equitile Conversations I’m joined by Nicholas Rogers, an equity analyst at Equitile.
We take a look at the three major energy markets of oil, natural gas and coal, which together supply up to 90% of global energy.
https://www.equitileconversations.com/2459100/episodes/17416662-global-energy-drivers-and-disruptors
In this episode of Equitile Conversations, George Cooper and I discuss the mechanics and challenges of pension systems, focusing on their reliance on current workers and demographic trends.
https://www.equitileconversations.com/2459100/episodes/17231799-the-pension-problem
Are we experiencing peak dollar as a reserve currency?
In this latest episode of Equitile Conversations George Cooper and I examine this complex but crucial question for investors, policymakers, and businesses.
https://www.equitileconversations.com/2459100/episodes/16971058-the-dollar-trump-s-tariff-tantrum
Ever wonder why smart people make irrational investment decisions? The answer lies in our psychological wiring.
George Cooper and I discuss behavioural bias in our latest episode.
Gerald Ashley 
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