The Capital Cycle Podcast

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.c...

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 Hosted on Acas...

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...

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-...

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

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

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 Host...

A French technology champion which has undergone a valuation de-rating and merits investor attention.  Presented by Edward Chancellor with Jordane Guillot, 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....

A review of several smaller capitalization Emerging Markets investments which remain out of favour in today’s highly concentrated markets. Presented by Edward Chancellor with Laura Fyfe, Analyst Emerging Markets For more information, or to access select articles from Marathon’s  Global Investment Review  publications which accompany this podcast series, please visit  www.t...

A look back at how the investment banking species has evolved into its modern day form of alternative investment manager. The story is told through the career of Stanley Churn, Marathon’s satirical archetype of an investment banker. Presented by Edward Chancellor with Charles Carter, Portfolio Manager Europe For more information, or to access select articles from Marathon’s  Global Inves...

The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets. 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.

Are we any nearer to the end of a long cycle of small cap relative underperformance in the US? Presented by Edward Chancellor with Robert Anstey, Portfolio Manager North America. 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...

Investor sentiment towards these two Emerging Markets is now widely divergent. Where does the best value lie?   Presented by Edward Chancellor   With Alex Duffy, Portfolio Manager Emerging Markets For more information, or to access select articles from Marathon’s  Global Investment Review  publications which accompany this podcast series, please visit  www.thecapitalc...

Slowly but surely, shareholder interests are becoming more important in corporate Japan, in part reflected in rising M&A activity.   Presented by Edward Chancellor   With Bill Arah, Marathon founder and Portfolio Manager Japan For more information, or to access select articles from Marathon’s  Global Investment Review  publications which accompany this podcast ser...

How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus.   Presented by Edward Chancellor With Toma Kobayashi, Portfolio Manager Japan For more information, or to access select articles from Marathon’s  Global Investment Review  publications which accompany this podcast series, please visit  www.thecapitalcycl...

Examining the chequered history of the European telecoms industry and what it teaches us about the capital cycle.   Presented by Edward Chancellor With Charles Carter, Portfolio Manager Europe 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 Hos...

A discussion on the massive investment boom in artificial intelligence that is currently underway and its environmental consequences.   Presented by Edward Chancellor. With Robert Anstey, Portfolio Manager North America. For more information, or to access select articles from Marathon’s  Global Investment Review  publications which accompany this podcast series, please visit  w...

An exploration of the capital cycle in copper, how long it might last, and the investment implications.   Presented by Edward Chancellor With Alex Duffy, Portfolio Manager Emerging Markets 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...