The Capital Cycle Podcast

By Marathon Asset Management

Edward Chancellor, the distinguished financial historian, author and journalist interviews investors from Marathon Asset Management [Marathon London] about their latest views on the investment landsca... more

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FAQs about The Capital Cycle Podcast:

How many episodes does The Capital Cycle Podcast have?

The podcast currently has 21 episodes available.

The Capital Cycle Podcast episodes:

August 29, 2025 Chinese Property Opportunity
The industry appears to be entering a favourable turn in its capital cycle.

Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst.
Hosted on Acast. See acast.com/privacy for more information.
...more
27min
August 29, 2025 Mucky Business
Waste management can be a highly lucrative endeavour.

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

Hosted on Acast. See acast.com/privacy for more information.
...more
19min
June 30, 2025 Greek Banking Odyssey
The remarkable revival of Greek banks following a turn in the capital cycle.

Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.
Hosted on Acast. See acast.com/privacy for more information.
...more
16min
June 30, 2025 Japan Merger Mania
Three contrasting bids in Japan and what this says about evolving shareholder capitalism.

Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager.
Hosted on Acast. See acast.com/privacy for more information.
...more
21min
May 30, 2025 Platinum Bombed
Investors appear highly pessimistic about the value of Platinum Group Metals. They may be wrong.

Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager.
Hosted on Acast. See acast.com/privacy for more information.
...more
24min
May 30, 2025 US Small Caps: Margin of Safety
The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn.

Edward Chancellor talks to Tom Wharram, a US analyst at Marathon.
Hosted on Acast. See acast.com/privacy for more information.
...more
14min
May 01, 2025 Founder’s Story
Neil Ostrer reflects on his long career since founding Marathon in 1986. Topics include; the importance of maintaining a long-term investment horizon, the (low) value of broker/banker advice, the false dichotomy between value and growth investment styles, Marathon's investment in industry 'clusters' and how meetings with company management are vital for successful capital-cycle investing.”
Hosted on Acast. See acast.com/privacy for more information.
...more
47min
March 31, 2025 Fish Tales
The attractions of the salmon farming industry.

Edward Chancellor talks to Nick Longhurst.
Hosted on Acast. See acast.com/privacy for more information.
...more
15min
March 31, 2025 Whitbread
The capital cycle in the UK budget hotel industry.

Edward Chancellor talks to Tytus Żurawski.
Hosted on Acast. See acast.com/privacy for more information.
...more
20min
February 28, 2025 Robustness Ratio Revisited
How companies which share the benefits of scale with customers win in the long-run compared with value extractive rivals.

Presented by Edward Chancellor with Alice Li, an investment analyst.
Hosted on Acast. See acast.com/privacy for more information.
...more
15min

FAQs about The Capital Cycle Podcast:

How many episodes does The Capital Cycle Podcast have?

The podcast currently has 21 episodes available.

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