The Capital Cycle Podcast

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 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.

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 Strategy at Jefferies.

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.

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 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.

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 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.

Derivative exchanges appear under threat. Are fears justified?

Edward Chancellor talks to Ian Deacon, a US Equities 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.