{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/66acfe26e65b9fd5b02a0fcd/6a196743cf44bee3b228bd5f?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"AI and the Material World","description":"<p>As the AI theme goes global, opportunity arises in undervalued, tangible assets.&nbsp;</p><p><br></p><p>Edward Chancellor talks to Alex Duffy, an Emerging Markets Fund Manager.&nbsp;</p><p><br></p><p><strong>For more information, or to access select articles from Marathon’s&nbsp;<em>Global Investment Review</em>&nbsp;publications which accompany this podcast series, please visit&nbsp;</strong><a href=\"http://www.thecapitalcycle.co.uk/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>www.thecapitalcycle.co.uk</strong></a></p><p><br></p>","author_name":"Marathon Asset Management"}