The Capital Cycle Podcast

Applying some cold logic to a hot sector. Edward Chancellor talks to Charles Carter, a European Portfolio Manager.  Hosted on Acast. See acast.com/privacy for more information.

How a book inspired strategy at Richelieu Hardware. Edward Chancellor talks to Tom Wharram, a North American Analyst. Hosted on Acast. See acast.com/privacy for more information.

The industry appears to be entering a favourable turn in its capital cycle. Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst. Hosted on Acast. See acast.com/privacy for more information.

Waste management can be a highly lucrative endeavour. Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager.  Hosted on Acast. See acast.com/privacy for more information.

The remarkable revival of Greek banks following a turn in the capital cycle. Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst. Hosted on Acast. See acast.com/privacy for more information.

Three contrasting bids in Japan and what this says about evolving shareholder capitalism. Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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 US analyst at Marathon. Hosted on Acast. See acast.com/privacy for more information.

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 investment styles, Marathon's investment in industry 'clusters' and how meetings with company management are vital for successful capital-cycle investing.” Hosted on Acast. See acast.com/privacy for more information.

The attractions of the salmon farming industry.Edward Chancellor talks to Nick Longhurst. Hosted on Acast. See acast.com/privacy for more information.

The capital cycle in the UK budget hotel industry.Edward Chancellor talks to Tytus Żurawski. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.

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.Presented by Edward Chancellor with Charles Carter, Portfolio Manager Europe Hosted on Acast. See acast.com/privacy for more information.

The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.

How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus. Presented by Edward ChancellorWith Toma Kobayashi, Portfolio Manager Japan Hosted on Acast. See acast.com/privacy for more information.