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The Capital Cycle Podcast

Marathon Asset Management
The Capital Cycle Podcast
Latest episode

Available Episodes

5 of 23
  • AI: Mad Maths?
    Applying some cold logic to a hot sector. Edward Chancellor talks to Charles Carter, a European Portfolio Manager. Hosted on Acast. See acast.com/privacy for more information.
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    20:35
  • The Long Tail
    How a book inspired strategy at Richelieu Hardware. Edward Chancellor talks to Tom Wharram, a North American Analyst. Hosted on Acast. See acast.com/privacy for more information.
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    13:21
  • Chinese Property Opportunity
    The industry appears to be entering a favourable turn in its capital cycle. Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst. Hosted on Acast. See acast.com/privacy for more information.
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    26:09
  • Mucky Business
    Waste management can be a highly lucrative endeavour. Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager. Hosted on Acast. See acast.com/privacy for more information.
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    18:23
  • Greek Banking Odyssey
    The remarkable revival of Greek banks following a turn in the capital cycle. Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst. Hosted on Acast. See acast.com/privacy for more information.
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    16:00

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About The Capital Cycle Podcast

Edward Chancellor, the distinguished financial historian, author and journalist interviews investors from Marathon Asset Management [Marathon London] about their latest views on the investment landscape. Hosted on Acast. See acast.com/privacy for more information.
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