The Capital Cycle Podcast

The attractions of the salmon farming industry.

Edward Chancellor talks to Nick Longhurst.

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The capital cycle in the UK budget hotel industry.

Edward Chancellor talks to Tytus Żurawski.

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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.

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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.

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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

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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

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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

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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

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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

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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

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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.

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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

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