- monatlichErscheinungsrhythmus
- 20 mintypische Länge
- vor 2 Tagenletzte Folge
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.
Folgen
Mother of all Capex Cycles
Chris Wood discusses the AI capital cycle. Edward Chancellor talks to guest speaker Chris Wood, Global Head of Equity Strategy at Jefferies. For more information, or to access select articles from Marathon’s Global Investment Review publica
Asian Capital Cycles
Chris Wood discusses capital cycles across Asia, from Japan to China, since the 1980s. Edward Chancellor talks to guest speaker Chris Wood, Global Head of Equity Strategy at Jefferies. For more information, or to access select articles from
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 Inv
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 a
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
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 Gl
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 publicati
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 p
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 article
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 publica
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 R
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 acco
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
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 Revi
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
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 I
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 whic
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 accom
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 publication
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 no
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 po
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 t
AI: Mad Maths?
Applying some cold logic to a hot sector. 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
The Long Tail
How a book inspired strategy at Richelieu Hardware. Edward Chancellor talks to Tom Wharram, a North American Analyst. For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany t
Chinese Property Opportunity
The industry appears to be entering a favourable turn in its capital cycle. Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst. For more information, or to access select articles from Marathon’s Global Investment Review public
Mucky Business
Waste management can be a highly lucrative endeavour. Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager. For more information, or to access select articles from Marathon’s Global Investment Review publications whi
Greek Banking Odyssey
The remarkable revival of Greek banks following a turn in the capital cycle. Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst. For more information, or to access select articles from Marathon’s Global Investment Review pub
Japan Merger Mania
Three contrasting bids in Japan and what this says about evolving shareholder capitalism. Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager. For more information, or to access select articles from Marathon’s Global
Platinum Bombed
Investors appear highly pessimistic about the value of Platinum Group Metals. They may be wrong. Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager. For more information, or to access select articles from Marathon’
US Small Caps: Margin of Safety
The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn. Edward Chancellor talks to Tom Wharram, a
