About this episode

The episode discusses the global rise of AI and its implications for investing in undervalued tangible assets.

As the AI theme goes global, opportunity arises in undervalued, tangible assets.  Edward Chancellor talks to Alex Duffy, an Emerging Markets Fund Manager.  For more information, or to access select articles from Marathon’s  Global Investment Review  publications which accompany this podcast series, please visit  www.thecapitalcycle.co.uk Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Guests: Edward Chancellor, Alex Duffy

Topics covered

• AI
• investing
• emerging markets
• tangible assets
• global opportunities

Keywords

• AI
• investing
• tangible assets
• emerging markets
• opportunities

Mentioned in this episode

Organizations: Marathon Asset Management, Acast, Marathon’s Global Investment Review

Places: Emerging Markets

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