Podcast Episodes

AI: Mad Maths?

Applying some cold logic to a hot sector.

Edward Chancellor talks to Charles Carter, a European Portfolio Manager. 

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Published on 9 hours ago

The Long Tail

How a book inspired strategy at Richelieu Hardware.

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

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Published on 9 hours ago

Chinese Property Opportunity

The industry appears to be entering a favourable turn in its capital cycle.

Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst.

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Published on 1 month ago

Mucky Business

Waste management can be a highly lucrative endeavour.

Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager.

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Published on 1 month ago

Greek Banking Odyssey

The remarkable revival of Greek banks following a turn in the capital cycle.

Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.

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Published on 3 months ago

Japan Merger Mania

Three contrasting bids in Japan and what this says about evolving shareholder capitalism.

Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager.

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Published on 3 months ago

Platinum Bombed

Investors appear highly pessimistic about the value of Platinum Group Metals. They may be wrong.

Edward Chancellor talks to Alex Duffy, an Emerging Markets Portfolio Manager.

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Published on 4 months ago

US Small Caps: Margin of Safety

The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn.

 …

Published on 4 months ago

Founder’s Story

Neil Ostrer reflects on his long career since founding Marathon in 1986. Topics include; the importance of maintaining a long-term investment horizon, the (low) value of broker/banker advice, the fal…

Published on 4 months, 4 weeks ago

Fish Tales

The attractions of the salmon farming industry.

Edward Chancellor talks to Nick Longhurst.

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Published on 5 months, 4 weeks ago