Boxing Day Gift
From The Capital Cycle Podcast by Marathon Asset Management
December 23, 2025 · 16 min
About this episode
The episode discusses the capital cycle in the cardboard box industry with insights from Edward Chancellor.
The capital cycle in the cardboard box industry. Edward Chancellor talks to Rob Anstey, a North American Portfolio 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
Host: Rob Anstey
Guest: Edward Chancellor
Topics covered
- cardboard box industry
- capital cycle
- investing
- portfolio management
- North America
Keywords
- capital cycle
- cardboard box
- investing
- Edward Chancellor
- Rob Anstey
- portfolio management
- Marathon Asset Management
Mentioned in this episode
Organizations: Marathon Asset Management, Acast, Marathon’s Global Investment Review
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