The industry appears to be entering a favourable turn in its capital cycle.

Edward Chancellor talks to 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

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Waste management can be a highly lucrative endeavour.

Edward Chancellor talks to Robert 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

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The remarkable revival of Greek banks following a turn in the capital cycle.

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

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

Three contrasting bids in Japan and what this says about evolving shareholder capitalism.

Edward Chancellor talks to Justin Hill, a Developed Asia 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.

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.

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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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.

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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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.”

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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The attractions of the salmon farming industry.

Edward Chancellor talks to Nick Longhurst.

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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The capital cycle in the UK budget hotel industry.

Edward Chancellor talks to Tytus Żurawski.

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 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.

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.