Podcast Episodes
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Telecom-Moditization
Examining the chequered history of the European telecoms industry and what it teaches us about the capital cycle.
Presented by Edward Chancellor
With Charles Carter, Portfolio Manager Europe
Hosted on…
Published on 1 year ago
When Two Worlds Collide
A discussion on the massive investment boom in artificial intelligence that is currently underway and its environmental consequences.
Presented by Edward Chancellor.
With Robert Anstey, Portfolio Mana…
Published on 1 year, 1 month ago
Copper Turns To Gold
An exploration of the capital cycle in copper, how long it might last, and the investment implications.
Presented by Edward Chancellor
With Alex Duffy, Portfolio Manager Emerging Markets
Hosted on Aca…
Published on 1 year, 1 month ago