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The Capital Cycle Podcast
Churn Chat
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A satire imagining a heated boardroom discussion of AI funding challenges.
Edward Chancellor introduces Stanley Churn’s latest business venture.
Disclaimer:
All characters, names and organisations portrayed are entirely fictional and are not intended to represent or be modelled on any real persons or companies.
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Boxing Day Gift
16:09|The capital cycle in the cardboard box industry. Edward Chancellor talks to Rob Anstey, a North American Portfolio Manager.Job Lot on Sale
16:54|The rise of Kanzhun’s online recruitment business, Boss Zhipin, in China. Edward Chancellor talks Kai Chen, an Emerging Markets Analyst.A Different Network Effect
12:28|The long-term appeal of European utility networks. Edward Chancellor talks to Ben Slingsby, a European Analyst.Barbarous Relics
18:31|Absolute return potential in Emerging Market stocks. Edward Chancellor talks Laura Fyfe, an Emerging Markets Analyst.AI: Mad Maths?
20:35|Applying some cold logic to a hot sector. Edward Chancellor talks to Charles Carter, a European Portfolio Manager.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.