The Capital Cycle Podcast

By: Marathon Asset Management
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  • Summary

  • 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.
    Marathon Asset Management
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Episodes
  • China vs. India

    China vs. India
    Sep 30 2024

    Investor sentiment towards these two Emerging Markets is now widely divergent. Where does the best value lie?

    Presented by Edward Chancellor

    With Alex Duffy, Portfolio Manager Emerging Markets


    Hosted on Acast. See acast.com/privacy for more information.
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    21 mins
  • Shareholder Value in Japan

    Shareholder Value in Japan
    Sep 30 2024

    Slowly but surely, shareholder interests are becoming more important in corporate Japan, in part reflected in rising M&A activity.

    Presented by Edward Chancellor

    With Bill Arah, Marathon founder and Portfolio Manager Japan


    Hosted on Acast. See acast.com/privacy for more information.
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    17 mins
  • Japanese Crown Jewels

    Japanese Crown Jewels
    Sep 6 2024

    How are corporate governance reforms in Japan working in reality? The discussion focuses on one particular company – Olympus.

    Presented by Edward Chancellor

    With Toma Kobayashi, Portfolio Manager Japan


    Hosted on Acast. See acast.com/privacy for more information.
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    16 mins
Economics Personal Finance
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