

#12393
Mentioned in 4 episodes
Capital account
Book • 2004
Mentioned by
Mentioned in 4 episodes
Mentioned by 

as a book he and ![undefined]()

put together, containing real-time analysis of the dot-com boom.


Edward Chancellor

Charles Carter

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 ![undefined]()

and ![undefined]()

as the seminal book reviewing the internet bubble and introducing capital cycle ideas.

Jeremy McKeon

Django Davidson

12 snips
Supply is Measurable, Demand is Storytelling & Why the World's Capital Out of Whack - Capital Cycle Investing with Django Davidson
Recommended by ![undefined]()

as a collected work that gave clout to the capital cycle idea and is a good resource to learn more.

Django Davidson

11 snips
How Capital Cycles Create 100 Baggers (Django Davidson)
Mentioned by 

as a book he read describing Marathon's early history and capital cycle lessons from the 1990s to the dot‑com bust.


Brett Schafer

Investing Through The Capital Cycle And a Warning For AI Stocks? (Marathon Asset Management)





