The Capital Cycle Podcast

AI and the Material World

Freitag, 29. Mai 2026 · 20 min

MP3

Shownotes

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 thecapitalcycle.co.uk

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