The Capital Cycle Podcast

A shortage of planes is a boon for leasing companies.

Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.

For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk
Hosted on Acast. See acast.com/privacy for more information.

How European aerospace companies lead the world in an attractive capital cycle.

Edward Chancellor talks to Ben Slingsby, an European Equities Analyst.

For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk
Hosted on Acast. See acast.com/privacy for more information.

Rising investment appears to be leading to increasing capacity and competition.

Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.

For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk
Hosted on Acast. See acast.com/privacy for more information.

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.

For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk
Hosted on Acast. See acast.com/privacy for more information.

A discussion of Marathon’s first book, published in 2004.

Edward Chancellor talks to Charles Carter, a European portfolio manager.

For more information, or to access select articles from Marathon’s Global Investment Review publications which accompany this podcast series, please visit www.thecapitalcycle.co.uk
Hosted on Acast. See acast.com/privacy for more information.