# AI and the Material World

Page: https://stenobird.com/podcast/the-capital-cycle-podcast-6980110/ai-and-the-material-world
Text version: https://stenobird.com/podcast/the-capital-cycle-podcast-6980110/ai-and-the-material-world.md
Podcast: [The Capital Cycle Podcast](https://stenobird.com/podcast/the-capital-cycle-podcast-6980110)
Published: 2026-05-29T12:38:52+00:00
Episode link: https://shows.acast.com/the-capital-cycle-podcast/episodes/ai-and-the-material-world
Audio file: https://sphinx.acast.com/p/open/s/66acfe26e65b9fd5b02a0fcd/e/6a196743cf44bee3b228bd5f/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-capital-cycle-podcast-6980110/episodes/ai-and-the-material-world
Duration seconds: 1179

## Resource

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.

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## Transcript

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