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 2
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
