AI Disruptees

AI Disruptees

From The Capital Cycle Podcast by Marathon Asset Management

May 29, 2026 · 18 min

About this episode

The episode discusses investment opportunities among companies considered to be AI losers, featuring insights from Edward Chancellor and Charles Carter.

Opportunities among companies deemed AI losers. Edward Chancellor talks to Charles Carter, a European Equities 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, Charles Carter

Topics covered

  • AI
  • investing
  • equities
  • business opportunities
  • market analysis

Keywords

  • AI disruptees
  • investment opportunities
  • European equities
  • market analysis
  • business strategy

Mentioned in this episode

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

Places: Europe

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