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AI Eats Software?
16:27|Rising investment appears to be leading to increasing capacity and competition. Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.
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Tyranny of the Index
20:34|History tells us that long-term equity returns depend on the starting valuation level. Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager.Capital Account Book
45:36|A discussion of Marathon’s first book, published in 2004. Edward Chancellor talks to Charles Carter, a European portfolio manager.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.Churn Chat
07:12|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.A Different Network Effect
12:28|The long-term appeal of European utility networks. Edward Chancellor talks to Ben Slingsby, a European Analyst.