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Artwork for The Capital Cycle Podcast

The Capital Cycle Podcast

Marathon Asset Management
Marathon Asset Management
Dassault Systèmes
Telecom Sector
European Telecom Market
Olympus
US Small Cap Stocks
Telecom Regulation
India
China
Generative AI
Copper
Deutsche Telekom
T-Mobile Usa
KPN
Mobile Connections
Vodafone
Japan
Chatgpt
Whitbread
Small Caps

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.

PublishesTwice monthlyEpisodes23Foundeda year ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for The Capital Cycle Podcast

Latest Episodes

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.

Key Facts

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Recent Guests

Kai Chen
Emerging markets analyst at Marathon Asset Management
Marathon Asset Management
Episode: Chinese Property Opportunity
Laura Fyffe
Emerging markets analyst at Marathon Asset Management
Marathon Asset Management
Episode: Greek Banking Odyssey
Laura Fyfe
Emerging markets analyst with Marathon Asset Management
Marathon Asset Management
Episode: Fishing in Uncrowded Waters

Host

Edward Chancellor
Host and financial historian specializing in investment analysis and market dynamics.

Reviews

5.0 out of 5 stars from 33 ratings
  • Love it, love it, love it

    One of the coolest and best finance podcasts, I found myself needing more capital cycle content after reading both of their books, so much sense, so much value, thank you so much

    Apple Podcasts
    5
    ProductiveMonsterMOM
    Canada8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many find the financial discussions to be highly informative, helping them make better investment decisions.
Listeners appreciate the depth of analysis and value the real-world insights shared by the hosts.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#56
Denmark/Business/Investing
Apple Podcasts
#113
Japan/Business/Investing
Apple Podcasts
#140
Ukraine/Business/Investing
Apple Podcasts
#178
Ireland/Business/Investing
Apple Podcasts
#186
Chile/Business/Investing
Apple Podcasts
#230
South Africa/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Long Tail
Q: What is the significance of Richelieu's market position?
Richelieu holds a strong market share, which enables logistics and purchasing efficiencies, providing lower costs and better service to customers compared to smaller competitors.
The Long Tail
Q: How does Richelieu implement its Long Tail approach for controlling what it sells?
Richelieu has a cutoff of two inventory turns; if a product sells less than twice a year, they cut it from the list, and they adjust pricing based on inventory turns to maintain a uniform return on invested capital.
The Long Tail
Q: What are the forces that enable a company to go after the Long Tail?
The author identifies three forces: the democratization of production, the democratization of distribution, and the tools for connecting supply and demand.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
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Household Income
Social Media Reach

Frequently Asked Questions About The Capital Cycle Podcast

What is The Capital Cycle Podcast about and what kind of topics does it cover?

The episodes revolve around insightful dialogues with investment professionals from a leading asset management firm, touching on various facets of the financial markets. The discussions span topics such as small-cap investments, market dynamics, investment strategies, and industry insights, particularly in sectors like technology, fishing, and hospitality. Noteworthy is the emphasis on analyzing market cycles and capital flows, providing a unique contrarian perspective that challenges mainstream financial narratives. The podcast serves as a valuable resource for professionals interested in deepening their understanding of investment strategies amidst ever-evolving market conditions.

Where can I find podcast stats for The Capital Cycle Podcast?

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How many listeners does The Capital Cycle Podcast get?

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Which podcasts are similar to The Capital Cycle Podcast?

These podcasts share a similar audience with The Capital Cycle Podcast:

1. Behind the Balance Sheet
2. Value Investing with Legends
3. Yet Another Value Podcast
4. The Business Brew
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of The Capital Cycle Podcast are there?

The Capital Cycle Podcast launched a year ago and published 23 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Capital Cycle Podcast?

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Where can I see ratings and reviews for The Capital Cycle Podcast?

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What guests have appeared on The Capital Cycle Podcast?

Recent guests on The Capital Cycle Podcast include:

1. Kai Chen
2. Laura Fyffe
3. Laura Fyfe

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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