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The Capital Cycle Podcast
US Small Caps: One Size Fits All
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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.