AI and the Material World
From The Capital Cycle Podcast by Marathon Asset Management
May 29, 2026 · 20 min
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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- Masters of the Air · March 31, 2026 · 13 min
- AI Eats Software? · February 27, 2026 · 16 min
- The Tyranny of the Index · February 27, 2026 · 21 min
- Capital Account Book · February 9, 2026 · 46 min
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