The Capital Cycle Podcast

Relatively less liquid mega-cap stocks and sector concentration have led to unintended risks for passive investors. 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...

How Chinese innovators and imitators are threatening Western businesses. 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.

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/priv...

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...

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 ac...

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 aca...

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 info...

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 ...

The long-term appeal of European utility networks.   Edward Chancellor talks to Ben Slingsby, a European 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.

Absolute return potential in Emerging Market stocks.   Edward Chancellor talks 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.

Applying some cold logic to a hot sector.   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.

How a book inspired strategy at Richelieu Hardware.   Edward Chancellor talks to Tom Wharram, a North American 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.

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

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

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...

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.