
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.
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| Publishes | Daily | Episodes | 33 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

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 which accomp... more
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 Review publi... more
Rising investment appears to be leading to increasing capacity and competition.
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 ... more
History tells us that long-term equity returns depend on the starting valuation level.
Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager.
For more information, or to access select articles from Marathon’s Global Investmen... more
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Great podcast. The recent episode “AI: Mad Maths?” was particularly insightful.
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
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A finance-focused interview series where experienced investors from a leading asset manager share their latest views on markets, capital cycles, and investment strategies. Episodes frequently explore macro themes, sector dynamics, and historical patterns to frame current opportunities and risks, with a notable emphasis on capital allocation, value investing, and how technological shifts (like AI and data infrastructure) intersect with finance. A standout aspect is the host's historian's lens on markets, pairing rigorous context with practical takeaways for professional investors and traders. This mix makes it valuable for listeners who want deeper context on why markets move and how to position portfolios amid cyclical shifts and structural... more
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These podcasts share a similar audience with The Capital Cycle Podcast:
1. Behind the Balance Sheet
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3. Value Hive Podcast
4. Capital Allocators – Inside the Institutional Investment Industry
5. Monetary Matters with Jack Farley
The Capital Cycle Podcast launched 2 years ago and published 33 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Capital Cycle Podcast include:
1. Tom Wharram
2. Ben Slingsby
3. Kai Chen
4. Laura Fyffe
5. Laura Fyfe
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