{"podcast":{"title":"Chris's AI Deep Dive","slug":"chris-s-ai-deep-dive-7034494","podcast_index_feed_id":7034494,"rss_url":"https://anchor.fm/s/fb2a44a4/podcast/rss","website_url":"https://podcasters.spotify.com/pod/show/chrislguo","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/42038513/42038513-1726548718552-c4edef1a0b8dd.jpg","author":"Chris Guo","episode_count":137,"summary":"Simplifying AI, Economics, and Business. Machine Learning and Data Science at a 5th Grade Level. {MVP}","last_synced_at":null,"page_url":"https://stenobird.com/podcast/chris-s-ai-deep-dive-7034494"},"episode":{"title":"Capital Account: A Money Manager's Report of the Dot Com Bubble","slug":"capital-account-a-money-manager-s-report-of-the-dot-com-bubble","published_at":"2025-11-06T18:55:49+00:00","page_url":"https://stenobird.com/podcast/chris-s-ai-deep-dive-7034494/capital-account-a-money-manager-s-report-of-the-dot-com-bubble","show_page_url":"https://stenobird.com/podcast/chris-s-ai-deep-dive-7034494","url":"https://podcasters.spotify.com/pod/show/chrislguo/episodes/Capital-Account-A-Money-Managers-Report-of-the-Dot-Com-Bubble-e3ajum5","audio_url":"https://anchor.fm/s/fb2a44a4/podcast/play/110803077/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-10-6%2F24ff6466-3f78-386a-4719-1cad020476f6.m4a","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.","meta_description":"This episode is comprised of excerpts from Edward Chancellor's book, \"Capital Account: A Money Manager's Report,\" which compiles essays original…","key_points":[],"chapters":[],"topics":[],"duration_seconds":852,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chris-s-ai-deep-dive-7034494/episodes/capital-account-a-money-manager-s-report-of-the-dot-com-bubble/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chris-s-ai-deep-dive-7034494/capital-account-a-money-manager-s-report-of-the-dot-com-bubble.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}