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.

A shortage of planes is a boon for leasing companies. 

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

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

How European aerospace companies lead the world in an attractive capital cycle.

Edward Chancellor talks to Ben Slingsby, an 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

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

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

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

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.

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.

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

Edward Chancellor talks to Charles Carter, a European 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.

The capital cycle in the cardboard box industry.

Edward Chancellor talks to Rob Anstey, a North American 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.

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

Edward Chancellor talks Kai Chen, 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

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.

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.