Episode
AI and the Material World
- Podcast
- The Capital Cycle Podcast
- Published
- May 29, 2026
- Duration seconds
- 1179
- Processing state
not_requested- Canonical source
- https://shows.acast.com/the-capital-cycle-podcast/episodes/ai-and-the-material-world
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Summary
As the AI theme goes global, opportunity arises in undervalued, tangible assets. Edward Chancellor talks to Alex Duffy, an Emerging Markets Fund Manager. 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.