Episode
Capital Account: A Money Manager's Report of the Dot Com Bubble
- Podcast
- Chris's AI Deep Dive
- Published
- Nov 6, 2025
- Duration seconds
- 852
- Processing state
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Summary
This episode is comprised of excerpts from Edward Chancellor's book, "Capital Account: A Money Manager's Report," which compiles essays originally published as the Global Investment Review by Marathon Asset Management Ltd . These excerpts offer an in-depth analysis of the capital cycle approach to investment , advocating for fundamental analysis over trends and short-term earnings focus. The content critically examines market phenomena, including the telecoms bubble , the rise of "shareholder value" philosophy , and the conflicts of interest within the investment banking community . Furthermore, the text explores investor irrationality , issues of corporate mismanagement and corruption , and the importance of competition and consolidation in determining long-term profitability and shareholder returns.