The Capital Cycle Podcast

Marathon Asset Management

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.

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24 episodes
Avg 18 min
English

Episodes 24

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September 30 · 20 min
Where's the Cash?
Deals based on dreams in the AI world versus cash transactions in the Old World. Edward Chancellor talks to Charles Carter, a European Equities 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.
September 30 · 20 min
Knock on Wood
Two Capital Cycles for the price of one in US forestry. Edward Chancellor talks to Rob Anstey, a US Equities 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.
August 28 · 13 min
Exchange Trade
Derivative exchanges appear under threat. Are fears justified? Edward Chancellor talks to Ian Deacon, a US Equities 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.
August 28 · 13 min
Auto Heaven & Hell
While the capital cycle in autos appears dire, auto glass-making looks altogether different. Edward Chancellor talks to Yixuan Yang, an Emerging Markets 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.
July 31 · 22 min
Buyback Heaven
How buybacks are delivering value to shareholders in Japan. Edward Chancellor talks to Justin Hill, a Japanese Equities 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.
July 31 · 16 min
RealKapital
De-globalisation and the steel industry. Edward Chancellor talks to Tytus Zurawski, a 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.
June 30 · 16 min
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.
June 30 · 21 min
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.
May 29 · 19 min
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.
May 29 · 18 min
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.
March 31 · 18 min
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.
March 31 · 12 min
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.
February 27 · 16 min
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.
February 27 · 20 min
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.
February 9 · 45 min
Capital Account Book
A discussion of Marathon’s first book, published in 2004. Edward Chancellor talks to Charles Carter, a European 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.
Dec 23, 2025 · 16 min
Boxing Day Gift
The capital cycle in the cardboard box industry. Edward Chancellor talks to Rob Anstey, a North American 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.
Dec 23, 2025 · 16 min
Job Lot on Sale
The rise of Kanzhun’s online recruitment business, Boss Zhipin, in China. Edward Chancellor talks Kai Chen, 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.
Dec 23, 2025 · 7 min
Churn Chat
A satire imagining a heated boardroom discussion of AI funding challenges. Edward Chancellor introduces Stanley Churn’s latest business venture. Disclaimer: All characters, names and organisations portrayed are entirely fictional and are not intended to represent or be modelled on any real persons or companies. 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.
Nov 26, 2025 · 12 min
A Different Network Effect
The long-term appeal of European utility networks. Edward Chancellor talks to Ben Slingsby, a European 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.
Nov 26, 2025 · 18 min
Barbarous Relics
Absolute return potential in Emerging Market stocks. Edward Chancellor talks 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.

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