We launched the Equitile Conversations Podcast last year. It has been a pleasure to bring you another six episodes so far in 2026.

One of the traditions we have settled into on the show is to close each conversation with a book recommendation - from George Cooper, our guests and myself.

These suggestions have quietly assembled themselves into a reading list that captures something of the real breadth of the ground we cover, complete with that contrarian streak which so often surfaces in our discussions.

Just in time for the holidays we have gathered all these latest recommendations together in the Equitile Summer Reading List. Whether you are a regular listener looking to pack some of the books we have been talking about for your travels, or someone new to the conversations and wondering what they are about, this list offers a straightforward way in.

Let’s take a look. You might just find your next favourite summer read sitting there at the end of one of the episodes.

Let's Get Physical

In the first episode of 2026, George Cooper and I examined the persistent “debasement trade”: fiat money weakening while physical assets surge. They revive the “Savoy Gold Dinner ratio,” a metric from the 1970s/80s created by gold mines fund manager Julian Baring.

This Episodes Book Recommendations

Gerald went for:
Does God Play Dice?: The New Mathematics of Chaos by Ian Stewart

And George suggested:
Genghis Khan and the Making of the Modern World by Jack Weatherford

Energetic Times

In this episode we interviewed Nic Rogers, head of research at Equitile, revisiting energy markets after their accurate 2025 call: volatile natural gas but subdued oil.

This Episodes Book Recommendations

Gerald suggests:
Prisoners of Geography by Tim Marshall

And Nicolas recommended:
The Rise of Carry by Lee, Lee, and Coldiron

Chokepoint Charlie

In which George Cooper and I offered a downbeat assessment of the escalating US-Iran war in the Gulf and its profound impact on global supply chains and financial markets.

This Episodes Book Recommendations

Gerald suggests:
The Beer Game (unusually not a book). A free easy to play simulation here.

And George recommended:
Tiny Rowland – A Rebel Tycoon by Tom Bower

Emerging Markets - Travellers Tales

In this episode, in which George Cooper took the role of host, myself and special guest Richard Knight to shared our observations from recent trips to Vietnam and Argentina, contrasting them with the UK's economic performance and mindset.

This Episodes Book Recommendations

Gerald suggests:
Fall - The Mystery of Robert Maxwell by John Preston

Richard suggests:
Critical Mass - How One Thing Leads to Another by Phillip Ball

And George recommended:

Onassis by Frank Brady

Inflation - The Next Wave

In this episode, George Cooper and I explored inflation not as a short-term blip from the US-Iran war, but as a deeply embedded, policy-driven structural problem affecting the UK, US and global markets.

This Episodes Book Recommendations

Gerald suggests:
A History of Money: From Ancient Times to the Present Day, by Glyn Davies

George suggests:
The Death of the Left, by Simon Winlow

Powerless Central Bankers

In this episode George Cooper and I discuss central banking with macroeconomist Damien Pudner of the newly formed Great British Think Tank. The think tank aims to provide clear, independent, data-driven analysis of government spending and economic statistics drawn from official sources like the ONS and OBR, free from political spin.

This Episodes Book Recommendations

Gerald suggests:

Against the Gods - The Remarkable Story of Risk

George suggests:

The Unanchored Central Banker - Demography, Fiscal Instability, and an Erosion of the Central Bank's Inflation-Fighting Ability

Damian recommends:

You Always Hurt the One You Love: Central Banks and the Murder of Capitalism

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.