The Capital Cycle Podcast
A new series in which Edward Chancellor interviews portfolio managers at Marathon Asset Management on recent capital cycle developments from around the world. For more information click here.
Episodes
SEASON 3
2. Auto Heaven & Hell, 31 August, 2026
1. Exchange Trade, 31 August, 2026
SEASON 2
20. RealKapital, 31 July, 2026
19. Buyback Heaven, 31 July, 2026
18. DeepSequel, 30 June, 2026
17. Passive’s Massive AI Gamble, 30 June, 2026
16. AI and the Material World, 29 May, 2026
15. AI Disruptees, 29 May, 2026
14. Aircraft Leasing Lift-Off, March 31, 2026
13. Masters of the Air, March 31, 2026
12. The Tyranny of the Index, February 27, 2026
11. AI Eats Software? February 27, 2026
10. Capital Account - The Book, February 9, 2026
9. Churn Chat, December 23, 2025
8. Job Lot for Sale, December 23, 2025
7. Boxing Day Gift, December 23, 2025
6. A Different Network Effect, November 26, 2025
5. Barbarous Relics, November 26, 2025
4. The Long Tail, September 29, 2025
3. AI: Mad Maths? September 29, 2025
2. Mucky Business, August 29, 2025
1. Chinese Property Opportunity, August 29, 2025
SEASON 1
19. Greek Banking Odyssey, June 30, 2025
18.Japan Merger Mania, June 30, 2025
17. US Small Caps: Margin of Safety, May 30, 2025
16. Platinum Bombed, May 30, 2025
15. Founder’s Story, April 31, 2025
14. Fish Tales, March 31, 2025
12:Robustness Ratio Revisited, February 28, 2025
11:Dassault Systèmes, February 28, 2025
10:Fishing in Uncrowded Waters, December 20, 2024
9:Investment Bankers and the Capital Cycle: December 20, 2024
8: AI: Scaling Flaw, November 29, 2024
7: US Small Caps, November 29, 2024
6: China versus India, September 30, 2024
5: Shareholder Value in Japan, September 30, 2024
4: Japanese Crown Jewels, September 6, 2024
3: Telecom-Moditization, September 6, 2024
Podcasts, Research & Interviews on the Capital Cycle
My talk on the AI boom from a Capital Cycle Perspective at SKAGEN Funds conference, January 9 2026
Surviving the AI Capex Boom, Sparkline Capital, October 2025
We Study Billionaires - Mastering the Capital Cycle, June 13, 2025
Why Every Investor Must Understand Capital Cycle Theory, March 21, 2025
Money Week Interview with Merryn Somerset-Webb, March 2016: Part One and Part Two
Books
Capital Account:
A Fund Manager Reports on a Turbulent Decade (2004)
Available secondhand:
AbeBooks
Contact
