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The Capital Cycle Podcast Transcripts

Marathon Asset Management · 41 episodes with transcripts

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.

Spoken has transcripts of 41 The Capital Cycle Podcast episodes, with the speakers named. The newest listed here is from September 30, 2026.

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41 episodes of The Capital Cycle Podcast have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

archive.sh
curl -s -H "x-api-key: YOUR_KEY" \
  https://spoken.md/podcasts/1760792349/episodes \
  | jq -r '.episodes[] | "\(.id) \(.title)"' \
  | while IFS=' ' read -r id title; do
      slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
      [ -f "${id}-${slug}.md" ] && continue
      curl -sf -H "x-api-key: YOUR_KEY" \
        -o "${id}-${slug}.md" \
        https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
      sleep 0.34
    done

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Latest The Capital Cycle Podcast transcripts

Where's the Cash?

September 30, 2026

Edward Chancellor (0:08)

Hello, and welcome to another episode of The Capital Cycle Podcast. This is Edward Chancellor, and I've got with me Charles Carter, who's a European Portfolio Manager with Marathon. Welcome, Charles.

Charles Carter (0:20)

Great to see you, Eddie.

Edward Chancellor (0:21)

So Charles, we're going to talk today about how investors are entranced by the AI bubble, which may or may not be entering its final stage.

But at the same time, there are plenty of investment opportunities in Europe that in your view have been neglected or are being neglected. And a two-tier market has opened up similar in many respects to the one that appeared during the TMT bubble of the late 90s and early 2000s, the division between the so-called…

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