The Capital Cycle Podcast

Telecom-Moditization

Season 1, Ep. 3

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Friday, September 6, 2024

Examining the chequered history of the European telecoms industry and what it teaches us about the capital cycle.

Presented by Edward Chancellor

With Charles Carter, Portfolio Manager Europe

6. China vs. India
21:28| Monday, September 30, 2024|Season 1, Ep. 6
Investor sentiment towards these two Emerging Markets is now widely divergent. Where does the best value lie? Presented by Edward Chancellor With Alex Duffy, Portfolio Manager Emerging Markets
5. Shareholder Value in Japan
17:25| Monday, September 30, 2024|Season 1, Ep. 5
Slowly but surely, shareholder interests are becoming more important in corporate Japan, in part reflected in rising M&A activity. Presented by Edward Chancellor With Bill Arah, Marathon founder and Portfolio Manager Japan
4. Japanese Crown Jewels
15:49| Friday, September 6, 2024|Season 1, Ep. 4
How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus. Presented by Edward ChancellorWith Toma Kobayashi, Portfolio Manager Japan
2. When Two Worlds Collide
18:10| Tuesday, August 6, 2024|Season 1, Ep. 2
A discussion on the massive investment boom in artificial intelligence that is currently underway and its environmental consequences. Presented by Edward ChancellorWith Robert Anstey, Portfolio Manager North America
1. Copper Turns To Gold
16:13| Friday, August 2, 2024|Season 1, Ep. 1
An exploration of the capital cycle in copper, how long it might last, and the investment implications. Presented by Edward ChancellorWith Alex Duffy, Portfolio Manager Emerging Markets