The Capital Cycle Podcast
Hosted by Edward Chancellor · Marathon Asset Management
4.9from 40 ratings
- 45
- Episodes
- 42
- Transcribed
- 40
- Ratings
- Bi-weekly
- Cadence
- 2024
- First episode
About The Capital Cycle Podcast
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 (https://acast.com/privacy) for more information.
- Publisher
- Marathon Asset Management
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 2 Aug 2024
- Latest episode
- 30 Oct 2026
Latest episodes
42 of 45 episodes have a transcript.
30 Oct 2026TRANSCRIPT
Mother of all Capex Cycles
30 Oct 2026TRANSCRIPT
Asian Capital Cycles
30 Sept 2026TRANSCRIPT
Where's the Cash?
Inside a recent episode
Mother of all Capex Cycles
Published 30 Oct 2026 · Transcript excerpt
[…] So the numbers are absolutely enormous. There's no other way of describing it. And as you say, the CapEx is exceeding operating cash flow, which is another key factor. But the other key point is why the stock market has been so resilient to the higher bond yields, the geopolitics, et cetera, is that the EPS market-wide looks very strong. That's because this CAPEX cycle is incredibly earnings accretive, probably the most earnings accretive in EPS term CAPEX cycle we've ever seen. The semiconductor companies of be it Micron in the US on a video, be it to Korean and Taiwan, guys, they're booking the profits up front. […]
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See plansWho has been a guest on The Capital Cycle Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Chris Wood
- Charles Carter
- Rob Anstey
- Ian Deacon
- Yixuan Yang
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 5 ratings
- Spotify
- 4.9 / 5
- 35 ratings
Podcast Authority Score: 16 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 20
- Social presence
- 0
- YouTube
- 0
- Engagement
- 32
Contact The Capital Cycle Podcast
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about The Capital Cycle Podcast
Who hosts The Capital Cycle Podcast?
Edward Chancellor host the show. Published by Marathon Asset Management.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does The Capital Cycle Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
42 of 45 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of The Capital Cycle Podcast?
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