The Capital Cycle Podcast

Auto Heaven & Hell

The Capital Cycle Podcast

Show Notes

While the capital cycle in autos appears dire, auto glass-making looks altogether different.

Edward Chancellor talks to Yixuan Yang, an Emerging Markets 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.

More from The Capital Cycle Podcast

Sep 30, 2026

Deals based on dreams in the AI world versus cash transactions in the Old World.

Sep 30, 2026

Two Capital Cycles for the price of one in US forestry.

Aug 28, 2026

Derivative exchanges appear under threat. Are fears justified?

Jul 31, 2026

How buybacks are delivering value to shareholders in Japan.

Jul 31, 2026

De-globalisation and the steel industry.

See all episodes →