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The Capital Cycle Podcast

by Marathon Asset Management
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Not on the United States charts we track today.

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Latest episodes

  • Where's the Cash?

    September 30, 2026 · 20 min

    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…

  • Knock on Wood

    September 30, 2026 · 20 min

    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…

  • Exchange Trade

    August 28, 2026 · 13 min

    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…

  • Auto Heaven & Hell

    August 28, 2026 · 13 min

    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…

  • Buyback Heaven

    July 31, 2026 · 22 min

    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…

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  • RealKapital

    July 31, 2026 · 16 min

    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…

  • Passive’s Massive AI Gamble

    June 30, 2026 · 16 min

    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…

  • DeepSequel

    June 30, 2026 · 22 min

    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…

  • AI and the Material World

    May 29, 2026 · 20 min

    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…

  • AI Disruptees

    May 29, 2026 · 18 min

    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…

  • Aircraft Leasing Lift-Off

    March 31, 2026 · 19 min

    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…

  • Masters of the Air

    March 31, 2026 · 13 min

    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…

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About the show

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.