Podcast
The Capital Cycle Podcast
Hosted by Marathon Asset Management · EN
Edward Chancellor, the distinguished financial historian, author and journalist interviews investors from Marathon Asset Management [Marathon London] about their latest views on the investment landscape.
Hosted on Acast. See acast.com/privacy for more information.
39episodes
Episodes
Newest firstAll episodes
Investment Bankers and the Capital Cycle
Dec 20, 202400:21:19Tap to summarizeA look back at how the investment banking species has evolved into its modern day form of alternative investment manager. The story is told through the career of Stanley Churn, Marathon’s satirical archetype of an investment banker.Presented by Edward Chancellor with Charles Carter, Portfolio Manager EuropeFor more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
Transcribe →AI: Scaling Flaw
Nov 29, 202400:17:39Tap to summarizeThe risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets.For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
Transcribe →US Small Caps: One Size Fits All
Nov 29, 202400:19:49Tap to summarizeAre we any nearer to the end of a long cycle of small cap relative underperformance in the US? Presented by Edward Chancellor with Robert Anstey, Portfolio Manager North America.For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
Transcribe →China vs. India
Sep 30, 202400:21:28Tap to summarizeInvestor sentiment towards these two Emerging Markets is now widely divergent. Where does the best value lie? Presented by Edward Chancellor With Alex Duffy, Portfolio Manager Emerging MarketsFor more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Shareholder Value in Japan
Sep 30, 202400:17:25Tap to summarizeSlowly but surely, shareholder interests are becoming more important in corporate Japan, in part reflected in rising M&A activity. Presented by Edward Chancellor With Bill Arah, Marathon founder and Portfolio Manager JapanFor more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Japanese Crown Jewels
Sep 6, 202400:15:49Tap to summarizeHow are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus. Presented by Edward ChancellorWith Toma Kobayashi, Portfolio Manager JapanFor more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Telecom-Moditization
Sep 6, 202400:16:51Tap to summarizeExamining the chequered history of the European telecoms industry and what it teaches us about the capital cycle. Presented by Edward ChancellorWith Charles Carter, Portfolio Manager EuropeFor more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
Transcribe →When Two Worlds Collide
Aug 6, 202400:18:10Tap to summarizeA discussion on the massive investment boom in artificial intelligence that is currently underway and its environmental consequences. Presented by Edward Chancellor.With Robert Anstey, Portfolio Manager North America.For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
Transcribe →Copper Turns To Gold
Aug 2, 202400:16:13Tap to summarizeAn exploration of the capital cycle in copper, how long it might last, and the investment implications. Presented by Edward ChancellorWith Alex Duffy, Portfolio Manager Emerging MarketsFor more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.
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