The Capital Cycle Podcast

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...