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.
37 episodes transcribedInvestors appear highly pessimistic about the value of Platinum Group Metals. They may be wrong. Edward Chancellor talks to Alex Duffy, an E...
The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-i...
Neil Ostrer reflects on his long career since founding Marathon in 1986. Topics include; the importance of maintaining a long-term...
The attractions of the salmon farming industry.Edward Chancellor talks to Nick Longhurst.For more information, or to access select articles from Marat...
How companies which share the benefits of scale with customers win in the long-run compared with value extractive rivals. Presented by Edward Cha...
A French technology champion which has undergone a valuation de-rating and merits investor attention. Presented by Edward Chancellor with Jordane...
A review of several smaller capitalization Emerging Markets investments which remain out of favour in today’s highly concentrated markets.Presented by...
A look back at how the investment banking species has evolved into its modern day form of alternative investment manager. The story is told throu...
The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets.For more information,...
Are we any nearer to the end of a long cycle of small cap relative underperformance in the US? Presented by Edward Chancellor with Robe...
Investor sentiment towards these two Emerging Markets is now widely divergent. Where does the best value lie? Presented by Edward Chancellor...
Slowly but surely, shareholder interests are becoming more important in corporate Japan, in part reflected in rising M&A activity. ...
How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus. Presented by Edward...
Examining the chequered history of the European telecoms industry and what it teaches us about the capital cycle. Presented by Edward ChancellorW...
A discussion on the massive investment boom in artificial intelligence that is currently underway and its environmental consequences. Presented b...
An exploration of the capital cycle in copper, how long it might last, and the investment implications. Presented by Edward ChancellorWith Alex D...
