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 index choice shifts risk onto investors, fuels herding, and even distorts the wider economy. From the S&P 500’s ninefold climb to the FTSE’s more modest tripling, they unpack why “go passive” still demands a critical, high stakes decision about which index to follow and which currencies to carry. The conversation digs into the perverse logi...
All content for Equitile Conversations is the property of Equitile and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 index choice shifts risk onto investors, fuels herding, and even distorts the wider economy. From the S&P 500’s ninefold climb to the FTSE’s more modest tripling, they unpack why “go passive” still demands a critical, high stakes decision about which index to follow and which currencies to carry. The conversation digs into the perverse logi...
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...
Equitile Conversations
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 index choice shifts risk onto investors, fuels herding, and even distorts the wider economy. From the S&P 500’s ninefold climb to the FTSE’s more modest tripling, they unpack why “go passive” still demands a critical, high stakes decision about which index to follow and which currencies to carry. The conversation digs into the perverse logi...
