The Capital Cycle Podcast

• Robustness Ratio Revisited

  How companies which share the benefits of scale with customers win in the long-run compared with value extractive rivals. Presented by Edward Chancellor with Alice Li, an investment analyst. Hosted on Acast. See acast.com/privacy for more information.

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  14:01
• Dassault Systèmes

  A French technology champion which has undergone a valuation de-rating and merits investor attention. Presented by Edward Chancellor with Jordane Guillot, an investment analyst. Hosted on Acast. See acast.com/privacy for more information.

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  17:15
• Fishing in Uncrowded Waters

  A review of several smaller capitalization Emerging Markets investments which remain out of favour in today’s highly concentrated markets.Presented by Edward Chancellor with Laura Fyfe, Analyst Emerging Markets Hosted on Acast. See acast.com/privacy for more information.

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  17:04
• Investment Bankers and the Capital Cycle

  A look back at how the investment banking species has evolved into its modern day form of alternative investment manager. The story is told through the career of Stanley Churn, Marathon’s satirical archetype of an investment banker.Presented by Edward Chancellor with Charles Carter, Portfolio Manager Europe Hosted on Acast. See acast.com/privacy for more information.

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  21:19
• AI: Scaling Flaw

  The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets. Hosted on Acast. See acast.com/privacy for more information.

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  17:39

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