Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
The capital cycle in the cardboard box industry.
Edward Chancellor talks to Rob Anstey, a North American portfolio manager.
Hosted on Acast. See acast.com/privacy for more information.
The rise of Kanzhun’s online recruitment business, Boss Zhipin, in China.
Edward Chancellor talks Kai Chen, an Emerging Markets Analyst.
Hosted on Acast. See acast.com/privacy for more information.
A satire imagining a heated boardroom discussion of AI funding challenges.
Edward Chancellor introduces Stanley Churn’s latest business venture.
Disclaimer:
All characters, names and organisations portrayed are entirely fictional and are not intended to represent or be modelled on any real persons or companies.
Hosted on Acast. See acast.com/privacy for more information.
The long-term appeal of European utility networks.
Edward Chancellor talks to Ben Slingsby, a European Analyst.
Hosted on Acast. See acast.com/privacy for more information.
Absolute return potential in Emerging Market stocks.
Edward Chancellor talks Laura Fyfe, an Emerging Markets Analyst.
Hosted on Acast. See acast.com/privacy for more information.
Applying some cold logic to a hot sector.
Edward Chancellor talks to Charles Carter, a European Portfolio Manager.
Hosted on Acast. See acast.com/privacy for more information.
How a book inspired strategy at Richelieu Hardware.
Edward Chancellor talks to Tom Wharram, a North American Analyst.
Hosted on Acast. See acast.com/privacy for more information.
The industry appears to be entering a favourable turn in its capital cycle.
Edward Chancellor talks to Kai Chen, an Emerging Markets Analyst.
Hosted on Acast. See acast.com/privacy for more information.
Waste management can be a highly lucrative endeavour.
Edward Chancellor talks to Robert Anstey, a North American Portfolio Manager.
Hosted on Acast. See acast.com/privacy for more information.
The remarkable revival of Greek banks following a turn in the capital cycle.
Edward Chancellor talks to Laura Fyfe, an Emerging Markets Analyst.
Hosted on Acast. See acast.com/privacy for more information.
Three contrasting bids in Japan and what this says about evolving shareholder capitalism.
Edward Chancellor talks to Justin Hill, a Developed Asia Portfolio Manager.
Hosted on Acast. See acast.com/privacy for more information.
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.
Hosted on Acast. See acast.com/privacy for more information.
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.
Edward Chancellor talks to Tom Wharram, a US analyst at Marathon.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
The attractions of the salmon farming industry.
Edward Chancellor talks to Nick Longhurst.
Hosted on Acast. See acast.com/privacy for more information.
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.
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 on Acast. See acast.com/privacy for more information.
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 acast.com/privacy for more information.
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 Emerging Markets
Hosted on Acast. See acast.com/privacy for more information.
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 archetype of an investment banker.
Presented by Edward Chancellor with Charles Carter, Portfolio Manager Europe
Hosted on Acast. See acast.com/privacy for more information.