#12393
Mentioned in 4 episodes

Capital account

Book • 2004

Mentioned by

Mentioned in 4 episodes

Mentioned by
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Edward Chancellor
as a book he and
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Charles Carter
put together, containing real-time analysis of the dot-com boom.
108 snips
AI: Mad Maths?
Mentioned by Brandon when introducing the capital cycle approach to long-term forecasting.
12 snips
Investor Audibles: Hosking Partners May 2025 Letter
Mentioned by
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Jeremy McKeon
and
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Django Davidson
as the seminal book reviewing the internet bubble and introducing capital cycle ideas.
12 snips
Supply is Measurable, Demand is Storytelling & Why the World's Capital Out of Whack - Capital Cycle Investing with Django Davidson
Recommended by
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Django Davidson
as a collected work that gave clout to the capital cycle idea and is a good resource to learn more.
11 snips
How Capital Cycles Create 100 Baggers (Django Davidson)
Mentioned by
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Brett Schafer
as a book he read describing Marathon's early history and capital cycle lessons from the 1990s to the dot‑com bust.
Investing Through The Capital Cycle And a Warning For AI Stocks? (Marathon Asset Management)

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