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The Capital Cycle Podcast
Platinum Bombed
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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.
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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.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.