The Capital Cycle Podcast

The Tyranny of the Index

Freitag, 27. Februar 2026 · 21 min

MP3

Shownotes

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 thecapitalcycle.co.uk
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