#12763

Mentioned in 5 episodes

Capital account

Book • 2004

Mentioned by

Mentioned by

Edward Chancellor

as a book he and

Charles Carter

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

Recommended by

Django Davidson

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

Mentioned by

Edward Chancellor

and

Charles Carter

as a source for historical comparisons between the railway, telecommunications, and AI investment booms.

Mentioned by Brandon when introducing the capital cycle approach to long-term forecasting.

Mentioned by

Jeremy McKeon

and

Django Davidson

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

Mentioned by

Brett Schafer

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

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