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The Capital Cycle Podcast

Marathon Asset Management

Business Investing

Latest episode

31 episodes

AI Eats Software?
2026/02/27 | 16 mins.
Rising investment appears to be leading to increasing capacity and competition.

Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.
Hosted on Acast. See acast.com/privacy for more information.
The Tyranny of the Index
2026/02/27 | 20 mins.
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.
Hosted on Acast. See acast.com/privacy for more information.
Capital Account Book
2026/02/09 | 45 mins.
A discussion of Marathon’s first book, published in 2004.

Edward Chancellor talks to Charles Carter, a European portfolio manager.
Hosted on Acast. See acast.com/privacy for more information.
Boxing Day Gift
2025/12/23 | 16 mins.
The capital cycle in the cardboard box industry.

Edward Chancellor talks to Rob Anstey, a North American Portfolio Manager.
Hosted on Acast. See acast.com/privacy for more information.
Job Lot on Sale
2025/12/23 | 16 mins.
The rise of Kanzhun’s online recruitment business, Boss Zhipin, in China.

Edward Chancellor talks Kai Chen, an Emerging Markets Analyst.
Hosted on Acast. See acast.com/privacy for more information.

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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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Business Investing