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The Capital Cycle Podcast

von Marathon Asset Management

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  1. Founder’s Story

    Neil Ostrer reflects on his long career since founding Marathon in 1986. Topics include; the importance of maintaining a long-term investment horizon, the (low) value of broker/banker advice, the false dichotomy between value and growth inv

  2. Fish Tales

    The attractions of the salmon farming industry. Edward Chancellor talks to Nick Longhurst. For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please

  3. Whitbread

    The capital cycle in the UK budget hotel industry. Edward Chancellor talks to Tytus Żurawski. For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, plea

  4. Robustness Ratio Revisited

    How companies which share the benefits of scale with customers win in the long-run compared with value extractive rivals. Presented by Edward Chancellor with Alice Li, an investment analyst. For more information, or to access select article

  5. Dassault Systèmes

    A French technology champion which has undergone a valuation de-rating and merits investor attention. Presented by Edward Chancellor with Jordane Guillot, an investment analyst. For more information, or to access select articles from Marath

  6. Fishing in Uncrowded Waters

    A review of several smaller capitalization Emerging Markets investments which remain out of favour in today’s highly concentrated markets. Presented by Edward Chancellor with Laura Fyfe, Analyst Emerging Markets For more information, or to

  7. Investment Bankers and the Capital Cycle

    A look back at how the investment banking species has evolved into its modern day form of alternative investment manager. The story is told through the career of Stanley Churn, Marathon’s satirical archetype of an investment banker. Present

  8. AI: Scaling Flaw

    The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets. For more information, or to access select articles from Marathon’s Global Investment Review publications which

  9. US Small Caps: One Size Fits All

    Are we any nearer to the end of a long cycle of small cap relative underperformance in the US? Presented by Edward Chancellor with Robert Anstey, Portfolio Manager North America. For more information, or to access select articles from Marat

  10. China vs. India

    Investor sentiment towards these two Emerging Markets is now widely divergent. Where does the best value lie? Presented by Edward Chancellor With Alex Duffy, Portfolio Manager Emerging Markets For more information, or to access select artic

  11. Shareholder Value in Japan

    Slowly but surely, shareholder interests are becoming more important in corporate Japan, in part reflected in rising M&A activity. Presented by Edward Chancellor With Bill Arah, Marathon founder and Portfolio Manager Japan For more informat

  12. Japanese Crown Jewels

    How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus. Presented by Edward Chancellor With Toma Kobayashi, Portfolio Manager Japan For more information, or to access sel

  13. Telecom-Moditization

    Examining the chequered history of the European telecoms industry and what it teaches us about the capital cycle. Presented by Edward Chancellor With Charles Carter, Portfolio Manager Europe For more information, or to access select article

  14. When Two Worlds Collide

    A discussion on the massive investment boom in artificial intelligence that is currently underway and its environmental consequences. Presented by Edward Chancellor. With Robert Anstey, Portfolio Manager North America. For more information,

  15. Copper Turns To Gold

    An exploration of the capital cycle in copper, how long it might last, and the investment implications. Presented by Edward Chancellor With Alex Duffy, Portfolio Manager Emerging Markets For more information, or to access select articles fr

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