The Capital Cycle Podcast
by Marathon Asset Management
Latest episode
Mother of all Capex Cycles
Mother of all Capex Cycles
About this podcast
Edward Chancellor, the distinguished financial historian, author and journalist interviews investors from Marathon Asset Management [Marathon London] about their latest views on the investment landscape. Hosted on Acast. See acast.com/privacy for more information.
Episodes
The newest 20 of 45 episodes
- Mother of all Capex Cycles · 21 minChris Wood discusses the AI capital cycle. Edward Chancellor talks to guest speaker Chris Wood, Global Head of Equity Strategy at Jefferies. For more information, or to access…
- Asian Capital Cycles · 24 minChris Wood discusses capital cycles across Asia, from Japan to China, since the 1980s. Edward Chancellor talks to guest speaker Chris Wood, Global Head of Equity Strategy at…
- Where's the Cash? · 20 minDeals based on dreams in the AI world versus cash transactions in the Old World. Edward Chancellor talks to Charles Carter, a European Equities Portfolio Manager. For more…
- Knock on Wood · 20 minTwo Capital Cycles for the price of one in US forestry. Edward Chancellor talks to Rob Anstey, a US Equities Portfolio Manager. For more information, or to access select…
- Exchange Trade · 13 minDerivative exchanges appear under threat. Are fears justified? Edward Chancellor talks to Ian Deacon, a US Equities Portfolio Manager. For more information, or to access select…
- Auto Heaven & Hell · 13 minWhile the capital cycle in autos appears dire, auto glass-making looks altogether different. Edward Chancellor talks to Yixuan Yang, an Emerging Markets Equities Analyst. For…
- Buyback Heaven · 22 minHow buybacks are delivering value to shareholders in Japan. Edward Chancellor talks to Justin Hill, a Japanese Equities Portfolio Manager. For more information, or to access…
- RealKapital · 16 minDe-globalisation and the steel industry. Edward Chancellor talks to Tytus Zurawski, a European Equities Analyst. For more information, or to access select articles from…
- Passive’s Massive AI Gamble · 16 minRelatively 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…
- DeepSequel · 22 minHow Chinese innovators and imitators are threatening Western businesses. Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst. For more information, or to access…
- AI and the Material World · 20 minAs 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…
- AI Disruptees · 18 minOpportunities among companies deemed AI losers. Edward Chancellor talks to Charles Carter, a European Equities Fund Manager. For more information, or to access select articles…
- Aircraft Leasing Lift-Off · 19 minA 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…
- Masters of the Air · 13 minHow 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…
- AI Eats Software? · 16 minRising investment appears to be leading to increasing capacity and competition. Edward Chancellor talks to Tom Wharram, a North American Equities Analyst. For more information…
- The Tyranny of the Index · 21 minHistory 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…
- Capital Account Book · 46 minA 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…
- Boxing Day Gift · 16 minThe 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…
- Job Lot on Sale · 17 minThe 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…
- Churn Chat · 7 minA satire imagining a heated boardroom discussion of AI funding challenges. Edward Chancellor introduces Stanley Churn’s latest business venture. Disclaimer: All characters…
