The Capital Cycle Podcast

Marathon Asset Management
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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.

  1. 20 uur geleden

    Passive’s Massive AI Gamble

    Relatively less liquid mega-cap stocks and sector concentration have led to unintended risks for passive investors. 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.

    16 min.

  2. 20 uur geleden

    DeepSequel

    How Chinese innovators and imitators are threatening Western businesses. 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.

    22 min.

  3. 29 mei

    AI and the Material World

    As the AI theme goes global, opportunity arises in undervalued, tangible assets.  Edward Chancellor talks to Alex Duffy, an Emerging Markets Fund 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.

    20 min.

  4. 29 mei

    AI Disruptees

    Opportunities among companies deemed AI losers. Edward Chancellor talks to Charles Carter, a European Equities Fund 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.

    18 min.

  5. 31 mrt

    Aircraft Leasing Lift-Off

    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.

    19 min.

  6. 31 mrt

    Masters of the Air

    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.

    13 min.

  7. 27 feb

    AI Eats Software?

    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.

    16 min.

  8. 27 feb

    The Tyranny of the Index

    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.

    21 min.
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Info

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.

Informatie

  • Maker
    Marathon Asset Management
  • Jaren actief
    2024 - 2026
  • Afleveringen
    37
  • Beoordeling
    Veilig
  • Copyright
    © Marathon Asset Management
  • Website van aflevering
    The Capital Cycle Podcast

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