Eight weeks ago @xGeorgeCooper and I recorded a podcast "Chokepoint Charlie" looking at the slow but inexorable damage that was being caused to supply chains.
The economic consequences are only just starting to come into view - they're not pleasant
If you missed the podcast, catch up here
https://t.co/biwGNwI1pn
Sure, it’s not everything you *could* know about inflation.
But it is pretty much everything you *should* know about inflation today. Check out this conversation between @gerald_ashley and @xgeorgecooper:
https://t.co/hESX6QUJYZ
🎙️Inflation - The Third Wave
Inflation isn't a short-term blip, It's here to stay. In our latest podcast episode, @xGeorgeCooper & @Gerald_Ashley discuss rising yields, 120%+ debt-to-GDP, and 1970s-style "three-wave" inflation.
Listen Here 👇
https://t.co/euLVaLeuAA
Equitile deserve it. Under the radar. Superb active attitude that anticipates rather than tracks. Great performance.
The closest I can find to my ideal fund that fits this..
https://t.co/R4dOGs8qIl
Disclaimer. Of course I'm invested!
A night to remember at the Guildhall
We are incredibly honoured to be named ‘Best Fund’ at the City of London Wealth Management Awards. This award is a testament to our team’s dedication and the trust our clients place in us every day.
Thank you to everyone who voted! #COLWMA
Superficially about finance, in this👌podcast @gerald_ashley and @xgeorgecooper look at the wider geopolitical and -(real) economic ramifications of, and likely power shifts resulting from, the current middle-east crisis (and other recent Trump events):
https://t.co/14AdyEwBLR
Emerging Markets – Travellers Tales🎙️
Is it time to rebadge some emerging markets as 'emerged'? Richard Knight joins @Gerald_Ashley & @xGeorgeCooper to contrast the UK with the dynamism of Southeast Asia and the rapid recovery of Argentina
Listen Here👇
https://t.co/PdjofslmT6
**Chokepoint Charlie**
The Latest podcast from @equitile where @xGeorgeCooper & I discuss the vexed question of supply chains and the impact of the war in the Persian Gulf
https://t.co/IUQ6m4jOGz
PODCAST 🎙️
Is the Gulf conflict is pushing the global economy to its "elastic limit."?
@xGeorgeCooper & @Gerald_Ashley discuss the US-Iran war and a massive supply chain crisis that goes beyond $110+ oil - threatening global food & fertilizer for years.
https://t.co/ZAgAhmEcU9
#TWINPETESINVESTING PODCAST 175 NOW LIVE
Tune in to hear @conkers3 and I interviewing the masterful Founder and CIO of @Equitile, @xGeorgeCooper on his views of private markets and what their future means for investors!
https://t.co/OOPYBkKIM9
Many congratulations to everyone @Equitile on their 10th Anniversary.
Launched at 100.00 on 29th February 2016 the fund closed last night at 360.20 A annualised return of 13.5%
See
https://t.co/BAphrWBuuH
The rotation from digital to physical assets is here.🏗️
In the latest Equitile Conversations, @nrogers_eq explains to @Gerald_Ashley why "heavy asset, low obsolescence" energy sector stocks are outperforming.
Listen Here 👇
https://t.co/dz55uMu4Ea
PODCAST REWIND ⏪
Global Energy - Drivers and Disruptors
In this episode, @Gerald_Ashley and @nrogers_eq break down the current state of the "Big Three" energy sources - oil, natural gas, and coal.
Listen Here 👇
https://t.co/7ClTpWtZF0
Equitile Conversations - Let's Get Physical🎙️
@xGeorgeCooper and @Gerald_Ashley examine the “debasement trade”. They also revive the “Savoy Gold Dinner ratio,” a metric from the 1970s/80s created by gold mines fund manager Julian Baring.
Listen Here👇
https://t.co/yhX3kyCT80
Last week @xGeorgeCooper and I of @equitile, together with @DMcWilliams_UK had dinner at The Savoy Grill.
Read about it in this Times Article about the price of gold and what it buys
https://t.co/se6szH7xLS
In amongst the usual avalanche of New Year predictions - this piece from a few years back by @xGeorgeCooper of @equitile is a useful corrective
https://t.co/kV1IPZ4k40
Nice interview of my colleague @xGeorgeCooper at @equitile by @truemagic68 & @MichaelWilsontv discussing his idea of Bubbles (plural) & The Anti Bubble landscape in current markets
https://t.co/HTKbTIlWyb