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.

These closing suggestions have created a reading list that reflects the eclectic breadth of discussion, and a sometimes contrarian streak.

The 2025 Reading List from Equitile gathers all of those recommendations into one place. Whether you’re regular listener looking to revisit the books mentioned in the show, or a newcomer curious about the podcast, this list offers an inviting way in.

Let's dive in - you might find your next favourite book waiting at the end of an episode...

The Demographic Transition

Are we heading toward a future underpopulation crisis instead of overpopulation? In this episode, George and I explored the far-reaching effects of a global demographic shift already in motion.

This Episodes Book Recommendations

Gerald went for:
Material World: A Substantial Story of Our Past and Future
by Ed Conway

And George suggested:
Gambling Man: The Wild Ride of Japan’s Masayoshi Son
by Lionel Barber

The Investor’s Mind: Behavioural Bias Revealed

George and I go on a fascinating journey through the minefield of cognitive biases that sabotage our investment returns.

This Episodes Book Recommendations

Gerald suggests:
Why Most Things Fail
by Paul Ormerod 

And George recommended:
Behavioural Investing: A Practitioner's Guide to Applying Behavioural Finance
by James Montier

The Dollar & Trump’s Tariff Tantrum

Are we experiencing peak dollar as a reserve currency? In this episode we examined this complex but crucial question for investors, policymakers, and businesses.

This Episodes Book Recommendations

Gerald suggests:
Money & Promises
by Paolo Zannoni

And George recommended:
Deceit and Self-Deception: Fooling Yourself the Better to Fool Others
by Robert Trivers

The Pension Problem

In this episode we discussed the mechanics and challenges of pension systems, focusing on their reliance on current workers and demographic trends.

This Episodes Book Recommendations

Gerald suggests:
Odds n Sods -  My Life in The Betting Business
by Ron Pollard

George suggests:
Riches Among the Ruins: Adventures in the Dark Corners of the Global Economy
by Robert P Smith

Global Energy – Drivers and Disruptors

In this episode I was joined by Nic Rogers, an equity analyst at Equitile. We looked at the three major energy markets of oil, natural gas and coal, which together supply up to 90% of global energy.

This Episodes Book Recommendations

Gerald suggests:
Kings of Shanghai by Jonathan Kaufman

Nicholas suggests:
The World for Sale: Money, Power and the Traders Who Barter the Earth’s Resources by Javier Blas and Jack Farchy

Time to Retire the Term Emerging Markets?

In this episode we were joined by guest Michael Power, discuss the outdated term "emerging markets.".

This Episodes Book Recommendations

Gerald suggests:

The Railway King by Robert Beaumont

George suggests:

The Mandibles by Lionel Shriver

Michael suggests:

Our Dollar, Your Problem by Kenneth Rogoff

Mission Impossible

Are many governments in the developed world facing a fiscal Mission Impossible? In this episode we were joined by Helen Thomas of Blonde Money.

This Episodes Book Recommendations

Gerald suggests:
The Way We Live Now by Anthony Trollope

George suggests:
The Alchemy of Finance by George Soros

Helen suggests:
The Seventh Floor by David McCloskey

Never Mind The Benchmarks

George and I pull back the curtain on how index choice shifts risk onto investors, fuels herding, and even distorts the wider economy.

This Episodes Book Recommendations

Gerald suggests:
The Origin Of Wealth: Evolution, Complexity, and the Radical Remaking of Economics

George suggests:... a film!
In Time - starring Justin Timberlake

Collectively, these selections offer a clear view of the themes and ideas that shaped this year’s discussions. We hope the list serves as a useful reference, and perhaps a starting point for your own further reading.