The Capital Cycle Podcast

17 Episodes

1. Platinum Bombed

   Published: 5/30/2025
2. US Small Caps: Margin of Safety

   Published: 5/30/2025
3. Founder’s Story

   Published: 5/1/2025
4. Fish Tales

   Published: 3/31/2025
5. Whitbread

   Published: 3/31/2025
6. Robustness Ratio Revisited

   Published: 2/28/2025
7. Dassault Systèmes

   Published: 2/28/2025
8. Fishing in Uncrowded Waters

   Published: 12/20/2024
9. Investment Bankers and the Capital Cycle

   Published: 12/20/2024
10. AI: Scaling Flaw

    Published: 11/29/2024
11. US Small Caps: One Size Fits All

    Published: 11/29/2024
12. China vs. India

    Published: 9/30/2024
13. Shareholder Value in Japan

    Published: 9/30/2024
14. Japanese Crown Jewels

    Published: 9/6/2024
15. Telecom-Moditization

    Published: 9/6/2024
16. When Two Worlds Collide

    Published: 8/6/2024
17. Copper Turns To Gold

    Published: 8/2/2024