The Capital Cycle Podcast
A new series in which Edward Chancellor interviews portfolio managers at Marathon Asset Management on recent capital cycle developments from around the world. For more information click here.
Episodes
SEASON 1
12: Robustness Ratio Revisited, February 28, 2025
11: Dassault Systèmes, February 28, 2025
10: Fishing in Uncrowded Waters, December 20, 2024
9: Investment Bankers and the Capital Cycle: December 20, 2024
8: AI: Scaling Flaw, November 29, 2024
7: US Small Caps, November 29, 2024
6: China versus India, September 30, 2024
5: Shareholder Value in Japan, September 30, 2024
4: Japanese Crown Jewels, September 6, 2024
3: Telecom-Moditization, September 6, 2024
Books
Capital Account:
A Fund Manager Reports on a Turbulent Decade (2004)
Available secondhand:
AbeBooks
