Masters of the Air
From The Capital Cycle Podcast by Marathon Asset Management
March 31, 2026 · 13 min
About this episode
The episode discusses how European aerospace companies are leading in an attractive capital cycle.
How European aerospace companies lead the world in an attractive capital cycle. Edward Chancellor talks to Ben Slingsby, an European Equities Analyst. 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
Guest: Edward Chancellor
Topics covered
- aerospace
- capital cycle
- European equities
- investing
- business analysis
Keywords
- aerospace
- capital cycle
- European companies
- investing
- equities
Mentioned in this episode
Organizations: Marathon Asset Management, Acast, Marathon’s Global Investment Review
Books & works: The Capital Cycle Podcast
Places: Europe
More episodes of The Capital Cycle Podcast
- AI and the Material World · May 29, 2026 · 20 min
- AI Disruptees · May 29, 2026 · 18 min
- Aircraft Leasing Lift-Off · March 31, 2026 · 19 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
Explore listener stats, chart rankings, contacts and more on the The Capital Cycle Podcast podcast page.