Podcast Episodes

Whitbread

The capital cycle in the UK budget hotel industry.

Edward Chancellor talks to Tytus Żurawski.

Hosted on Acast. See acast.com/privacy for more information.

Published on 5 months, 4 weeks ago

Robustness Ratio Revisited

How companies which share the benefits of scale with customers win in the long-run compared with value extractive rivals. 

Presented by Edward Chancellor with Alice Li, an investment analyst.

Hosted o…

Published on 7 months ago

Dassault Systèmes

A French technology champion which has undergone a valuation de-rating and merits investor attention. 

Presented by Edward Chancellor with Jordane Guillot, an investment analyst.

Hosted on Acast. See …

Published on 7 months ago

Fishing in Uncrowded Waters

A review of several smaller capitalization Emerging Markets investments which remain out of favour in today’s highly concentrated markets.

Presented by Edward Chancellor with Laura Fyfe, Analyst Emerg…

Published on 9 months, 1 week ago

Investment Bankers and the Capital Cycle

A look back at how the investment banking species has evolved into its modern day form of alternative investment manager. The story is told through the career of Stanley Churn, Marathon’s satirical a…

Published on 9 months, 1 week ago

AI: Scaling Flaw

The risks behind the biggest gamble in business history. Presented by Edward Chancellor with Kai Chen, Analyst Emerging Markets.

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Published on 10 months ago

US Small Caps: One Size Fits All

Are we any nearer to the end of a long cycle of small cap relative underperformance in the US? Presented by Edward Chancellor with Robert Anstey, Portfolio Manager North America.

Hosted on Acast. See…

Published on 10 months ago

China vs. India

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…

Published on 1 year ago

Shareholder Value in Japan

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 …

Published on 1 year ago

Japanese Crown Jewels

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 Japa…

Published on 1 year ago