The Capital Cycle Podcast

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.

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.

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.

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.

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.