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The Capital Cycle Podcast

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

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.

PublishesDailyEpisodes33Founded2 years ago
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Artwork for The Capital Cycle Podcast

Latest Episodes

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

Key Facts

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Capital Allocators – Inside the Institutional Investment IndustryTed Seides – Allocator and Asset Management Expert

Recent Guests

Tom Wharram
Analyst on the North American portfolios
Marathon Asset Management
Episode: Aircraft Leasing Lift-Off
Ben Slingsby
Analyst on Marathon's European portfolios
Marathon Asset Management
Episode: Masters of the Air
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
Edward Chancellor, host, financial historian, and commentator on markets and capital cycles. Affiliated with Marathon Asset Management.

Reviews

4.9 out of 5 stars from 51 ratings
  • Fantastic Listen!

    Great podcast. The recent episode “AI: Mad Maths?” was particularly insightful.

    Apple Podcasts
    5
    Ukmpk
    United Kingdom6 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 Podcasts
    5
    ProductiveMonsterMOM
    Canadaa year ago

Listeners Say

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

Great podcast with actionable finance insights and thoughtful historical context.
Listeners appreciate the depth on capital cycles and value investing.
The host's perspective adds credibility and intellectual rigor to market discussions.
Episode topics occasionally skew to niche themes, but consistently offer practical takeaways for investors.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Masters of the Air
Q: So give us the concise take on European aerospace.
European aerospace stands out as a world-class market with a duopoly in airframes and an oligopoly in engines, underpinned by high barriers to entry, strong balance sheets, and long-cycle aftermarket revenue, supporting earnings growth despite near-term valuation levels.
AI Eats Software?
Q: What is your final conclusion thinking about these software services businesses?
It's been a weak nine months for software stocks, and while there may be signs of recovery, caution is advised due to expanding competition.
AI Eats Software?
Q: Can you tell me a bit about his concerns?
The primary concern is that non-programmers may use vibe coding to create bespoke applications rather than purchasing traditional software.
Job Lot on Sale
Q: So Kai, give me in summary the elevator pitch.
Kanzhun exhibits an emerging network effect with significant revenue potential, driven by operating leverage and margin expansion, with all growth being self-funded.
Job Lot on Sale
Q: How does both Xiping compare to Seek?
Seek has reached critical scale and exerted pricing power over time, while Boss Zhipin is still early in its monetization journey.

Audience Metrics

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Listeners per Episode
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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 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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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. Yet Another Value Podcast
3. Value Hive Podcast
4. Capital Allocators – Inside the Institutional Investment Industry
5. Monetary Matters with Jack Farley

How many episodes of The Capital Cycle Podcast are there?

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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What guests have appeared on The Capital Cycle Podcast?

Recent guests on The Capital Cycle Podcast include:

1. Tom Wharram
2. Ben Slingsby
3. Kai Chen
4. Laura Fyffe
5. 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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