Share

cover art for The Capital Cycle Podcast

The Capital Cycle 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.

Latest episode

  • Fish Tales

    14:15|
    The attractions of the salmon farming industry.Edward Chancellor talks to Nick Longhurst.

More episodes

View all episodes

  • Whitbread

    19:27|
    The capital cycle in the UK budget hotel industry.Edward Chancellor talks to Tytus Żurawski.

  • Robustness Ratio Revisited

    14:01|
    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.

  • Dassault Systèmes

    17:15|
    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.

  • Fishing in Uncrowded Waters

    17:04|
    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

  • Investment Bankers and the Capital Cycle

    21:19|
    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

  • AI: Scaling Flaw

    17:39|
    The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets.
Copyright Marathon Asset Management
Hosted with ❤️ by Acast