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AI: Mad Maths?
20:35|Applying some cold logic to a hot sector. Edward Chancellor talks to Charles Carter, a European Portfolio Manager.
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The Long Tail
13:21|How a book inspired strategy at Richelieu Hardware. Edward Chancellor talks to Tom Wharram, a North American Analyst.
Chinese Property Opportunity
26:09|The industry appears to be entering a favourable turn in its capital cycle. Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst.
Mucky Business
18:23|Waste management can be a highly lucrative endeavour. Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager.
Greek Banking Odyssey
16:00|The remarkable revival of Greek banks following a turn in the capital cycle. Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.
Japan Merger Mania
20:48|Three contrasting bids in Japan and what this says about evolving shareholder capitalism. Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager.
Platinum Bombed
23:17|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.