『The Capital Cycle Podcast』のカバーアート

The Capital Cycle Podcast

The Capital Cycle Podcast

著者： Marathon Asset Management
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このコンテンツについて

 Edward Chancellor, the distinguished financial historian, author and journalist interviews investors from Marathon Asset Management [Marathon London] about their latest views on the investment landscape.

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

Marathon Asset Management 個人ファイナンス 経済学
エピソード
  • Founder’s Story

    Founder’s Story
    2025/05/01
    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 false dichotomy between value and growth investment styles, Marathon's investment in industry 'clusters' and how meetings with company management are vital for successful capital-cycle investing.”

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    47 分
  • Fish Tales

    Fish Tales
    2025/03/31

    The attractions of the salmon farming industry.


    Edward Chancellor talks to Nick Longhurst.

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    14 分
  • Whitbread

    Whitbread
    2025/03/31

    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.
    続きを読む 一部表示
    19 分

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