Rising investment appears to be leading to increasing capacity and competition.

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

Hosted on Acast. See acast.com/privacy for more information.

History tells us that long-term equity returns depend on the starting valuation level.

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

Hosted on Acast. See acast.com/privacy for more information.

A discussion of Marathon’s first book, published in 2004.

Edward Chancellor talks to Charles Carter, a European portfolio manager. 

Hosted on Acast. See acast.com/privacy for more information.

The capital cycle in the cardboard box industry.

Edward Chancellor talks to Rob Anstey, a North American Portfolio Manager. 

Hosted on Acast. See acast.com/privacy for more information.

The rise of Kanzhun’s online recruitment business, Boss Zhipin, in China.

Edward Chancellor talks Kai Chen, an Emerging Markets Analyst.

Hosted on Acast. See acast.com/privacy for more information.

A satire imagining a heated boardroom discussion of AI funding challenges.

Edward Chancellor introduces Stanley Churn’s latest business venture.

Disclaimer:

All characters, names and organisations portrayed are entirely fictional and are not intended to represent or be modelled on any real persons or companies.

Hosted on Acast. See acast.com/privacy for more information.

The long-term appeal of European utility networks.

Edward Chancellor talks to Ben Slingsby, a European Analyst. 

Hosted on Acast. See acast.com/privacy for more information.

Absolute return potential in Emerging Market stocks.

Edward Chancellor talks Laura Fyfe, an Emerging Markets Analyst.

Hosted on Acast. See acast.com/privacy for more information.

Applying some cold logic to a hot sector.

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

Hosted on Acast. See acast.com/privacy for more information.

How a book inspired strategy at Richelieu Hardware.

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

Hosted on Acast. See acast.com/privacy for more information.