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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
Telecom Regulation
China
India
Generative AI
Copper
KPN
Mobile Connections
Deutsche Telekom
Vodafone
T-Mobile Usa
Japan
Chatgpt
Whitbread
US Economy
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.

PublishesDailyEpisodes28Foundeda year ago
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for The Capital Cycle Podcast

Latest Episodes

The capital cycle in the cardboard box industry.

Edward Chancellor talks to Rob Anstey, a North American Portfolio Manager.

Hosted on Acast. See acast.com/privacy for more information.

The rise of Kanzhun’s online recruitment business, Boss Zhipin, in China.

Edward Chancellor talks Kai Chen, an Emerging Markets Analyst.

Hosted on Acast. See acast.com/privacy for more information.

A satire imagining a heated boardroom discussion of AI funding challenges.

Edward Chancellor introduces Stanley Churn’s latest business venture.

Disclaimer:

All characters, names and organisations portrayed are entirely fictional and are not inte... more

The long-term appeal of European utility networks.

Edward Chancellor talks to Ben Slingsby, a European Analyst.

Hosted on Acast. See acast.com/privacy for more information.

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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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
Edward Chancellor is a distinguished financial historian, author, and journalist known for his insights into the investment landscape and capital cycles. He has extensive experience in the financial sector and hosts discussions with various financial experts.

Reviews

4.8 out of 5 stars from 47 ratings
  • Fantastic Listen!

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

    Apple Podcasts
    5
    Ukmpk
    United Kingdom2 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
    Canada10 months ago

Listeners Say

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

The expertise of the guests is frequently praised, adding significant value to the conversations.
Many express a strong interest in the historical context provided during episodes, finding it enriches their understanding of current events.
Listeners appreciate the insightful analysis and in-depth discussions on investment strategies and market trends.

Chart Rankings

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

Apple Podcasts
#108
United Kingdom/Business/Investing
Apple Podcasts
#229
Canada/Business/Investing
Apple Podcasts
#13
Chile/Business/Investing
Apple Podcasts
#17
South Africa/Business/Investing
Apple Podcasts
#56
South Africa/Business
Apple Podcasts
#59
Chile/Business

Talking Points

Recent interactions between the hosts and their guests.

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.
Job Lot on Sale
Q: And can you explain in a bit more detail the network effects on online recruitment platforms?
These platforms attract more job seekers as they have more job postings, creating a virtuous cycle that enhances the user experience.
Job Lot on Sale
Q: Can you explain that a bit?
The idea is that when there is a large gap between value creation and value capture, there's room for the company to create shareholder value over the medium to long term.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
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?

This podcast features in-depth interviews with financial experts and analysts, primarily from Marathon Asset Management, highlighting their perspectives on investment trends and market dynamics. Discussions frequently cover emerging markets, specific industries like utilities and technology, and investment strategies focusing on capital cycles and risk assessment. Unique to this podcast is its blend of historical context with contemporary analysis, allowing listeners to appreciate how past events shape current investment decisions and opportunities. The content strategies cater to both seasoned investors and those looking to deepen their understanding of market forces.

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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How many subscribers and views does The Capital Cycle Podcast have?

To see how many followers or subscribers The Capital Cycle Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Value Hive Podcast
4. Capital Allocators – Inside the Institutional Investment Industry
5. Business Breakdowns

How many episodes of The Capital Cycle Podcast are there?

The Capital Cycle Podcast launched a year ago and published 28 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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