The Capital Cycle Podcast
Marathon Asset ManagementEdward 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 | Weekly | Episodes | 37 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
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 articles from M... more
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 Review publications w... more
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 Investment Review ... more
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 accompany ... more
Key Facts
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Recent Guests
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Reviews
- Fantastic Listen!
Great podcast. The recent episode “AI: Mad Maths?” was particularly insightful.
Apple Podcasts5Ukmpk
United Kingdom9 months ago - 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 Podcasts5ProductiveMonsterMOM
Canadaa year ago
Listeners Say
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Apple Podcasts | #245 | United Kingdom/Business/Investing |
Apple Podcasts | #38 |  Spain/Business/Investing |
Apple Podcasts | #128 | Spain/Business |
Talking Points
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Frequently Asked Questions About The Capital Cycle Podcast
What is The Capital Cycle Podcast about and what kind of topics does it cover?
A finance-focused show where seasoned investors and portfolio managers discuss macro themes, capital cycles, and sector dynamics shaping markets. Episodes often center on AI-driven capital expenditure, aerospace and defense, emerging markets, and the real-economy implications of technological change, with a pragmatic, risk-aware lens and a preference for balance-sheet quality and returns on incremental capital. A notable strength is the host's history-as-context approach, drawing on empirical cycles and historical parallels to ground investment theses. The format typically features in-depth conversations with Marathon Asset Management professionals, offering listeners access to sophisticated, research-backed perspectives on how capital flow... more
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How many listeners does The Capital Cycle Podcast get?
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How many subscribers and views does The Capital Cycle Podcast have?
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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 Hive Podcast
3. Value Investing with Legends
4. Excess Returns
5. Yet Another Value Podcast
How many episodes of The Capital Cycle Podcast are there?
The Capital Cycle Podcast launched 2 years ago and published 37 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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What guests have appeared on The Capital Cycle Podcast?
Recent guests on The Capital Cycle Podcast include:
1. Tom Wharram
2. Laura Fyfe
3. Alex Duffy
4. Charles Carter
5. Ben Slingsby
6. Kai Chen
7. Laura Fyffe
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.