60 acast.com The Capital Cycle Podcast https://shows.acast.com/the-capital-cycle-podcast en Marathon Asset Management Marathon Asset Management

Hosted on Acast. See acast.com/privacy for more information.

]]>

Hosted on Acast. See acast.com/privacy for more information.

]]> false Marathon Asset Management info+66acfe26e65b9fd5b02a0fcd@mg-eu.acast.com 66acfe26e65b9fd5b02a0fcd the-capital-cycle-podcast episodic https://assets.pippa.io/shows/cover/1722613243716-91f89545-3b16-4e61-a26a-cecd82ef7497.jpeg https://shows.acast.com/the-capital-cycle-podcast The Capital Cycle Podcast Aircraft Leasing Lift-Off Aircraft Leasing Lift-Off Tue, 31 Mar 2026 11:35:39 GMT 18:45 69cbb18bbfb99db0bc4d7a4d false https://shows.acast.com/the-capital-cycle-podcast/episodes/aircraft-leasing-lift-off 69cbb18bbfb99db0bc4d7a4d 66acfe26e65b9fd5b02a0fcd aircraft-leasing-lift-off full A shortage of planes is a boon for leasing companies. 


Edward Chancellor talks to Tom Wharram, a North American Equities Analyst. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> A shortage of planes is a boon for leasing companies. 


Edward Chancellor talks to Tom Wharram, a North American Equities Analyst. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Masters of the Air Masters of the Air Tue, 31 Mar 2026 11:35:01 GMT 12:43 69cbb16592d007a765656db8 false https://shows.acast.com/the-capital-cycle-podcast/episodes/masters-of-the-air 69cbb16592d007a765656db8 66acfe26e65b9fd5b02a0fcd masters-of-the-air full How European aerospace companies lead the world in an attractive capital cycle.

 

Edward Chancellor talks to Ben Slingsby, an European Equities Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> How European aerospace companies lead the world in an attractive capital cycle.

 

Edward Chancellor talks to Ben Slingsby, an European Equities Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> AI Eats Software? AI Eats Software? Fri, 27 Feb 2026 13:35:03 GMT 16:27 69a19d8767ae12eb0a86c996 false https://shows.acast.com/the-capital-cycle-podcast/episodes/ai-eats-software 69a19d8767ae12eb0a86c996 66acfe26e65b9fd5b02a0fcd ai-eats-software full Rising investment appears to be leading to increasing capacity and competition.

 

Edward Chancellor talks to Tom Wharram, a North American Equities Analyst. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Rising investment appears to be leading to increasing capacity and competition.

 

Edward Chancellor talks to Tom Wharram, a North American Equities Analyst. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> The Tyranny of the Index The Tyranny of the Index Fri, 27 Feb 2026 13:34:29 GMT 20:34 69a19d65811eb345585aa9bd false https://shows.acast.com/the-capital-cycle-podcast/episodes/tyranny-of-the-index 69a19d65811eb345585aa9bd 66acfe26e65b9fd5b02a0fcd tyranny-of-the-index full 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Capital Account Book Capital Account Book Mon, 09 Feb 2026 13:33:47 GMT 45:36 6989e23b3d87b095b50a3db1 false https://shows.acast.com/the-capital-cycle-podcast/episodes/capital-account-book 6989e23b3d87b095b50a3db1 66acfe26e65b9fd5b02a0fcd capital-account-book full A discussion of Marathon’s first book, published in 2004.


Edward Chancellor talks to Charles Carter, a European portfolio manager. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> A discussion of Marathon’s first book, published in 2004.


Edward Chancellor talks to Charles Carter, a European portfolio manager. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Boxing Day Gift Boxing Day Gift Tue, 23 Dec 2025 14:39:37 GMT 16:09 694aa9a907910b1244e3c185 false https://shows.acast.com/the-capital-cycle-podcast/episodes/boxing-day-gift 694aa9a907910b1244e3c185 66acfe26e65b9fd5b02a0fcd boxing-day-gift full The capital cycle in the cardboard box industry.

 

Edward Chancellor talks to Rob Anstey, a North American Portfolio Manager. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> The capital cycle in the cardboard box industry.

 

Edward Chancellor talks to Rob Anstey, a North American Portfolio Manager. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Job Lot on Sale Job Lot on Sale Tue, 23 Dec 2025 14:38:04 GMT 16:54 694aa94c9ff9a18986316b01 false https://shows.acast.com/the-capital-cycle-podcast/episodes/job-lot-on-sale 694aa94c9ff9a18986316b01 66acfe26e65b9fd5b02a0fcd job-lot-on-sale full The rise of Kanzhun’s online recruitment business, Boss Zhipin, in China.

 

Edward Chancellor talks Kai Chen, an Emerging Markets Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> The rise of Kanzhun’s online recruitment business, Boss Zhipin, in China.

 

Edward Chancellor talks Kai Chen, an Emerging Markets Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Churn Chat Churn Chat Tue, 23 Dec 2025 14:37:00 GMT 7:12 694aa90cf756711739266404 false https://shows.acast.com/the-capital-cycle-podcast/episodes/churn-chat 694aa90cf756711739266404 66acfe26e65b9fd5b02a0fcd churn-chat full 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> A Different Network Effect A Different Network Effect Wed, 26 Nov 2025 16:15:07 GMT 12:28 6927278d064897cd5fd72941 false https://shows.acast.com/the-capital-cycle-podcast/episodes/a-different-network-effect 6927278d064897cd5fd72941 66acfe26e65b9fd5b02a0fcd a-different-network-effect full The long-term appeal of European utility networks.

 

Edward Chancellor talks to Ben Slingsby, a European Analyst. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> The long-term appeal of European utility networks.

 

Edward Chancellor talks to Ben Slingsby, a European Analyst. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Barbarous Relics Barbarous Relics Wed, 26 Nov 2025 16:14:15 GMT 18:31 69272759e85b4ee0f921b615 false https://shows.acast.com/the-capital-cycle-podcast/episodes/barbarous-relics 69272759e85b4ee0f921b615 66acfe26e65b9fd5b02a0fcd barbarous-relics full Absolute return potential in Emerging Market stocks.

 

Edward Chancellor talks Laura Fyfe, an Emerging Markets Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Absolute return potential in Emerging Market stocks.

 

Edward Chancellor talks Laura Fyfe, an Emerging Markets Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> AI: Mad Maths? AI: Mad Maths? Tue, 30 Sep 2025 09:58:29 GMT 20:35 68dba9c57be17a7f01e50dc2 false https://shows.acast.com/the-capital-cycle-podcast/episodes/ai-mad-maths 68dba9c57be17a7f01e50dc2 66acfe26e65b9fd5b02a0fcd ai-mad-maths full Applying some cold logic to a hot sector.

 

Edward Chancellor talks to Charles Carter, a European Portfolio Manager. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Applying some cold logic to a hot sector.

 

Edward Chancellor talks to Charles Carter, a European Portfolio Manager. 


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> The Long Tail The Long Tail Tue, 30 Sep 2025 09:55:54 GMT 13:21 68dba92a09b1c365e447cd97 false https://shows.acast.com/the-capital-cycle-podcast/episodes/the-long-tail 68dba92a09b1c365e447cd97 66acfe26e65b9fd5b02a0fcd the-long-tail full How a book inspired strategy at Richelieu Hardware.

 

Edward Chancellor talks to Tom Wharram, a North American Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> How a book inspired strategy at Richelieu Hardware.

 

Edward Chancellor talks to Tom Wharram, a North American Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Chinese Property Opportunity Chinese Property Opportunity Fri, 29 Aug 2025 09:23:30 GMT 26:09 68b1719287128a4176da751a false https://shows.acast.com/the-capital-cycle-podcast/episodes/chinese-property-opportunity 68b1719287128a4176da751a 66acfe26e65b9fd5b02a0fcd chinese-property-opportunity full The industry appears to be entering a favourable turn in its capital cycle.

 

Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> The industry appears to be entering a favourable turn in its capital cycle.

 

Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Mucky Business Mucky Business Fri, 29 Aug 2025 09:22:08 GMT 18:23 68b1714075e437e223e512eb false https://shows.acast.com/the-capital-cycle-podcast/episodes/mucky-business 68b1714075e437e223e512eb 66acfe26e65b9fd5b02a0fcd mucky-business full Waste management can be a highly lucrative endeavour.

 

Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

 

Hosted on Acast. See acast.com/privacy for more information.

]]> Waste management can be a highly lucrative endeavour.

 

Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

 

Hosted on Acast. See acast.com/privacy for more information.

]]> Greek Banking Odyssey Greek Banking Odyssey Mon, 30 Jun 2025 09:26:50 GMT 16:00 6862585adb315037b745b68c false https://shows.acast.com/the-capital-cycle-podcast/episodes/greek-banking-odyssey 6862585adb315037b745b68c 66acfe26e65b9fd5b02a0fcd greek-banking-odyssey full The remarkable revival of Greek banks following a turn in the capital cycle.

 

Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> The remarkable revival of Greek banks following a turn in the capital cycle.

 

Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Japan Merger Mania Japan Merger Mania Mon, 30 Jun 2025 09:24:02 GMT 20:48 686257b2db315037b7456540 false https://shows.acast.com/the-capital-cycle-podcast/episodes/japan-merger-mania 686257b2db315037b7456540 66acfe26e65b9fd5b02a0fcd japan-merger-mania full Three contrasting bids in Japan and what this says about evolving shareholder capitalism.

 

Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Three contrasting bids in Japan and what this says about evolving shareholder capitalism.

 

Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Platinum Bombed Platinum Bombed Fri, 30 May 2025 09:00:00 GMT 23:17 6838c3662780b226c73d7f17 false https://shows.acast.com/the-capital-cycle-podcast/episodes/platinum-bombed 6838c3662780b226c73d7f17 66acfe26e65b9fd5b02a0fcd platinum-bombed full 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> US Small Caps: Margin of Safety US Small Caps: Margin of Safety Fri, 30 May 2025 08:50:00 GMT 13:11 6838c31e964166a365d45457 false https://shows.acast.com/the-capital-cycle-podcast/episodes/us-small-caps-margin-of-safety 6838c31e964166a365d45457 66acfe26e65b9fd5b02a0fcd us-small-caps-margin-of-safety full 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Founder’s Story Founder’s Story Thu, 01 May 2025 10:58:57 GMT 47:00 681353f2cea66829869bdc2d false https://shows.acast.com/the-capital-cycle-podcast/episodes/founders-story 681353f2cea66829869bdc2d 66acfe26e65b9fd5b02a0fcd founders-story full 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.”


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.”


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Fish Tales Fish Tales Mon, 31 Mar 2025 09:59:57 GMT 14:15 67ea672874ce6156733cf4e5 false https://shows.acast.com/the-capital-cycle-podcast/episodes/fish-tales 67ea672874ce6156733cf4e5 66acfe26e65b9fd5b02a0fcd fish-tales full The attractions of the salmon farming industry.


Edward Chancellor talks to Nick Longhurst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> The attractions of the salmon farming industry.


Edward Chancellor talks to Nick Longhurst.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Whitbread Whitbread Mon, 31 Mar 2025 09:59:48 GMT 19:27 67ea665e74ce6156733cb453 false https://shows.acast.com/the-capital-cycle-podcast/episodes/whitbread 67ea665e74ce6156733cb453 66acfe26e65b9fd5b02a0fcd whitbread full The capital cycle in the UK budget hotel industry.


Edward Chancellor talks to Tytus Żurawski.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> The capital cycle in the UK budget hotel industry.


Edward Chancellor talks to Tytus Żurawski.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Robustness Ratio Revisited Robustness Ratio Revisited Fri, 28 Feb 2025 14:41:30 GMT 14:01 67c1cb1a5c185beda422234d false https://shows.acast.com/the-capital-cycle-podcast/episodes/robustness-ratio-revisited- 67c1cb1a5c185beda422234d 66acfe26e65b9fd5b02a0fcd robustness-ratio-revisited- full 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Dassault Systèmes Dassault Systèmes Fri, 28 Feb 2025 13:55:25 GMT 17:15 67c1c04d3782d7c9e5fe37fe false https://shows.acast.com/the-capital-cycle-podcast/episodes/dassault-systemes 67c1c04d3782d7c9e5fe37fe 66acfe26e65b9fd5b02a0fcd dassault-systemes full 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Fishing in Uncrowded Waters Fishing in Uncrowded Waters Fri, 20 Dec 2024 14:47:09 GMT 17:04 6765836d25a0b820a24a42aa false https://shows.acast.com/the-capital-cycle-podcast/episodes/fishing-in-uncrowded-waters 6765836d25a0b820a24a42aa 66acfe26e65b9fd5b02a0fcd fishing-in-uncrowded-waters full A review of several smaller capitalization Emerging Markets investments which remain out of favour in today’s highly concentrated markets.


Presented by Edward Chancellor with Laura Fyfe, Analyst Emerging Markets


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> A review of several smaller capitalization Emerging Markets investments which remain out of favour in today’s highly concentrated markets.


Presented by Edward Chancellor with Laura Fyfe, Analyst Emerging Markets


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Investment Bankers and the Capital Cycle Investment Bankers and the Capital Cycle Fri, 20 Dec 2024 14:44:05 GMT 21:19 676582b5a977962b2ebbb911 false https://shows.acast.com/the-capital-cycle-podcast/episodes/investment-bankers-and-the-capital-cycle 676582b5a977962b2ebbb911 66acfe26e65b9fd5b02a0fcd investment-bankers-and-the-capital-cycle full A look back at how the investment banking species has evolved into its modern day form of alternative investment manager. The story is told through the career of Stanley Churn, Marathon’s satirical archetype of an investment banker.


Presented by Edward Chancellor with Charles Carter, Portfolio Manager Europe


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> A look back at how the investment banking species has evolved into its modern day form of alternative investment manager. The story is told through the career of Stanley Churn, Marathon’s satirical archetype of an investment banker.


Presented by Edward Chancellor with Charles Carter, Portfolio Manager Europe


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> AI: Scaling Flaw AI: Scaling Flaw Fri, 29 Nov 2024 17:22:54 GMT 17:39 6749f86ea8c6690faa5f4389 false https://shows.acast.com/the-capital-cycle-podcast/episodes/ai-scaling-flaw 6749f86ea8c6690faa5f4389 66acfe26e65b9fd5b02a0fcd ai-scaling-flaw full The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> US Small Caps: One Size Fits All US Small Caps: One Size Fits All Fri, 29 Nov 2024 17:15:53 GMT 19:49 6749f6c93bd1d4df2878487a false https://shows.acast.com/the-capital-cycle-podcast/episodes/us-small-caps-one-size-fits-all 6749f6c93bd1d4df2878487a 66acfe26e65b9fd5b02a0fcd us-small-caps-one-size-fits-all full 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> China vs. India China vs. India Mon, 30 Sep 2024 16:13:29 GMT 21:28 66face2a0c1433458954026e false https://shows.acast.com/the-capital-cycle-podcast/episodes/china-vs-india 66face2a0c1433458954026e 66acfe26e65b9fd5b02a0fcd china-vs-india full 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


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Shareholder Value in Japan Shareholder Value in Japan Mon, 30 Sep 2024 15:45:37 GMT 17:25 66fac7a26ef979d0990c128c false https://shows.acast.com/the-capital-cycle-podcast/episodes/shareholder-value-in-japan 66fac7a26ef979d0990c128c 66acfe26e65b9fd5b02a0fcd shareholder-value-in-japan full 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


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Japanese Crown Jewels Japanese Crown Jewels Fri, 06 Sep 2024 14:27:00 GMT 15:49 66db1134649eda758e0e5be5 false https://shows.acast.com/the-capital-cycle-podcast/episodes/japanese-crown-jewels 66db1134649eda758e0e5be5 66acfe26e65b9fd5b02a0fcd japanese-crown-jewels full How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus.

 

Presented by Edward Chancellor

With Toma Kobayashi, Portfolio Manager Japan


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus.

 

Presented by Edward Chancellor

With Toma Kobayashi, Portfolio Manager Japan


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Telecom-Moditization Telecom-Moditization Fri, 06 Sep 2024 14:26:14 GMT 16:51 66db11062a66f4e730ed387f false https://shows.acast.com/the-capital-cycle-podcast/episodes/telecom-moditization 66db11062a66f4e730ed387f 66acfe26e65b9fd5b02a0fcd telecom-moditization full 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


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> 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


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> When Two Worlds Collide When Two Worlds Collide Tue, 06 Aug 2024 14:07:42 GMT 18:10 66b22e2fec20c36e8ebf8542 false https://shows.acast.com/the-capital-cycle-podcast/episodes/when-two-worlds-collide 66b22e2fec20c36e8ebf8542 66acfe26e65b9fd5b02a0fcd when-two-worlds-collide full A discussion on the massive investment boom in artificial intelligence that is currently underway and its environmental consequences.

 

Presented by Edward Chancellor.


With Robert Anstey, Portfolio Manager North America.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> A discussion on the massive investment boom in artificial intelligence that is currently underway and its environmental consequences.

 

Presented by Edward Chancellor.


With Robert Anstey, Portfolio Manager North America.


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> Copper Turns To Gold Copper Turns To Gold Fri, 02 Aug 2024 15:43:07 GMT 16:13 66acfe8bc6ff02525dc8a963 false https://shows.acast.com/the-capital-cycle-podcast/episodes/copper-turns-to-gold 66acfe8bc6ff02525dc8a963 66acfe26e65b9fd5b02a0fcd copper-turns-to-gold full An exploration of the capital cycle in copper, how long it might last, and the investment implications.

 

Presented by Edward Chancellor

With Alex Duffy, Portfolio Manager Emerging Markets


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]> An exploration of the capital cycle in copper, how long it might last, and the investment implications.

 

Presented by Edward Chancellor

With Alex Duffy, Portfolio Manager Emerging Markets


For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk

Hosted on Acast. See acast.com/privacy for more information.

]]>