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The Capital Cycle Podcast

US Small Caps: One Size Fits All

Are we any nearer to the end of a long cycle of small cap relative underperformance in the US? Presented by Edward Chancellor with Robert Anstey, Portfolio Manager North America.

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  • 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.
  • US Small Caps: Margin of Safety

    13:11|
    The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn. Edward Chancellor talks to Tom Wharram, a US analyst at Marathon.
  • Founder’s Story

    47:00|
    Neil Ostrer reflects on his long career since founding Marathon in 1986. Topics include; the importance of maintaining a long-term investment horizon, the (low) value of broker/banker advice, the false dichotomy between value and growth investment styles, Marathon's investment in industry 'clusters' and how meetings with company management are vital for successful capital-cycle investing.”
  • Fish Tales

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