The Capital Cycle Podcast

Deals based on dreams in the AI world versus cash transactions in the Old World.

Edward Chancellor talks to Charles Carter, a European Equities Portfolio Manager.

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

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Two Capital Cycles for the price of one in US forestry.

Edward Chancellor talks to Rob Anstey, a US Equities Portfolio Manager.

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.

Derivative exchanges appear under threat. Are fears justified?

Edward Chancellor talks to Ian Deacon, a US Equities Portfolio Manager. 

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.

While the capital cycle in autos appears dire, auto glass-making looks altogether different.

Edward Chancellor talks to Yixuan Yang, an Emerging Markets Equities Analyst.

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.

How buybacks are delivering value to shareholders in Japan.

Edward Chancellor talks to Justin Hill, a Japanese Equities Portfolio Manager.

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.

De-globalisation and the steel industry.

Edward Chancellor talks to Tytus Zurawski, a European Equities Analyst.

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

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Relatively less liquid mega-cap stocks and sector concentration have led to unintended risks for passive investors.

Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.

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

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How Chinese innovators and imitators are threatening Western businesses.

Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.

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

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As the AI theme goes global, opportunity arises in undervalued, tangible assets. 

Edward Chancellor talks to Alex Duffy, an Emerging Markets Fund Manager. 

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.

Opportunities among companies deemed AI losers.

Edward Chancellor talks to Charles Carter, a European Equities Fund Manager. 

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.