The Capital Cycle Podcast

Mother of all Capex Cycles

Chris Wood discusses the AI capital cycle. Edward Chancellor talks to guest speaker Chris Wood, Global Head of Equity Strategy at Jefferies. For more information, or

Asian Capital Cycles

Chris Wood discusses capital cycles across Asia, from Japan to China, since the 1980s. Edward Chancellor talks to guest speaker Chris Wood, Global Head of Equity Strateg

Where's the Cash?

Deals based on dreams in the AI world versus cash transactions in the Old World. Edward Chancellor talks to Charles Carter, a European Equities Portfolio Manager. For

Knock on Wood

Two Capital Cycles for the price of one in US forestry. Edward Chancellor talks to Rob Anstey, a US Equities Portfolio Manager. For more information, or to access se

Exchange Trade

Derivative exchanges appear under threat. Are fears justified? Edward Chancellor talks to Ian Deacon, a US Equities Portfolio Manager.  For more information, or to acc

Auto Heaven & Hell

While the capital cycle in autos appears dire, auto glass-making looks altogether different. Edward Chancellor talks to Yixuan Yang, an Emerging Markets Equities Analys

Buyback Heaven

How buybacks are delivering value to shareholders in Japan. Edward Chancellor talks to Justin Hill, a Japanese Equities Portfolio Manager. For more information, or to

RealKapital

De-globalisation and the steel industry. Edward Chancellor talks to Tytus Zurawski, a European Equities Analyst. For more information, or to access select articles fro

Passive’s Massive AI Gamble

Relatively less liquid mega-cap stocks and sector concentration have led to unintended risks for passive investors. Edward Chancellor talks to Tom Wharram, a North Ameri

DeepSequel

How Chinese innovators and imitators are threatening Western businesses. Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst. For more information, or t

AI and the Material World

As the AI theme goes global, opportunity arises in undervalued, tangible assets.  Edward Chancellor talks to Alex Duffy, an Emerging Markets Fund Manager.  For more inf

AI Disruptees

Opportunities among companies deemed AI losers. Edward Chancellor talks to Charles Carter, a European Equities Fund Manager.  For more information, or to access select

Aircraft Leasing Lift-Off

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 se

Masters of the Air

How European aerospace companies lead the world in an attractive capital cycle.   Edward Chancellor talks to Ben Slingsby, an European Equities Analyst. For more infor

AI Eats Software?

Rising investment appears to be leading to increasing capacity and competition.   Edward Chancellor talks to Tom Wharram, a North American Equities Analyst.  For more

The Tyranny of the Index

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.

Capital Account Book

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 s

Boxing Day Gift

The capital cycle in the cardboard box industry.   Edward Chancellor talks to Rob Anstey, a North American Portfolio Manager.  For more information, or to access selec

Job Lot on Sale

The rise of Kanzhun’s online recruitment business, Boss Zhipin, in China.   Edward Chancellor talks Kai Chen, an Emerging Markets Analyst. For more information, or to

Churn Chat

A satire imagining a heated boardroom discussion of AI funding challenges.   Edward Chancellor introduces Stanley Churn’s latest business venture.   Disclaimer: All