Marathon Asset Management Investing 45 episode USA 2026-10-30 1 ekstraksi
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.
Chris Wood discusses the AI capital cycle.
Edward Chancellor talks to guest speaker Chris Wood, Global Head of Equity Strategy at Jefferies.
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Chris Wood discusses capital cycles across Asia, from Japan to China, since the 1980s.
Edward Chancellor talks to guest speaker Chris Wood, Global Head of Equity Strategy at Jefferies.
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Deals based on dreams in the AI world versus cash transactions in the Old World.
Edward Chancellor talks to Charles Carter, a European Equities Portfolio Manager.
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Two Capital Cycles for the price of one in US forestry.
Edward Chancellor talks to Rob Anstey, a US Equities Portfolio Manager.
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Derivative exchanges appear under threat. Are fears justified?
Edward Chancellor talks to Ian Deacon, a US Equities Portfolio Manager.
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While the capital cycle in autos appears dire, auto glass-making looks altogether different.
Edward Chancellor talks to Yixuan Yang, an Emerging Markets Equities Analyst.
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How buybacks are delivering value to shareholders in Japan.
Edward Chancellor talks to Justin Hill, a Japanese Equities Portfolio Manager.
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De-globalisation and the steel industry.
Edward Chancellor talks to Tytus Zurawski, a European Equities Analyst.
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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.
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How Chinese innovators and imitators are threatening Western businesses.
Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.
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As the AI theme goes global, opportunity arises in undervalued, tangible assets.
Edward Chancellor talks to Alex Duffy, an Emerging Markets Fund Manager.
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Opportunities among companies deemed AI losers.
Edward Chancellor talks to Charles Carter, a European Equities Fund Manager.
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A shortage of planes is a boon for leasing companies.
Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.
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How European aerospace companies lead the world in an attractive capital cycle.
Edward Chancellor talks to Ben Slingsby, an European Equities Analyst.
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Rising investment appears to be leading to increasing capacity and competition.
Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.
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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.
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A discussion of Marathon’s first book, published in 2004.
Edward Chancellor talks to Charles Carter, a European portfolio manager.
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The capital cycle in the cardboard box industry.
Edward Chancellor talks to Rob Anstey, a North American Portfolio Manager.
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The rise of Kanzhun’s online recruitment business, Boss Zhipin, in China.
Edward Chancellor talks Kai Chen, an Emerging Markets Analyst.
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A satire imagining a heated boardroom discussion of AI funding challenges.
Edward Chancellor introduces Stanley Churn’s latest business venture.
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