Marathon Asset Management · Investment

The Capital Cycle Podcast

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.

Episodes

In The Capital Cycle Podcast, Edward Chancellor interviews Alex Duffy, Marathon's emerging market fund manager, about the copper market. Duffy discusses the capital cycle in the copper mining industry, highlighting the impact of past overinvestment and subsequent underinvestment on current supply constraints. He emphas...

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The Capital Cycle Podcast

Episodes

Shareholder Value in Japan

Japanese Crown Jewels

Telecom-Moditization

When Two Worlds Collide

Copper Turns To Gold