Capital Cyclists

Dec 10 2024 8 ep. 33 mins 12

Capital Cyclists Podcast artwork

A podcast from Hosking Partners that goes anywhere and everywhere across the investment landscape.

For more information please visit https://www.hoskingpartners.com/

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Big Brands, Barriers, and Bottlenecks: Lessons from the Drinks Industry

Dec 10 2024 38 mins

Django Davidson hosts Jamie Isenwater, a veteran analyst, investor and entrepreneur in the consumer and luxury industry on this latest episode of the Capital Cyclists podcast. The pair revisit Django's 2017 essay, "The Death of the Brand," exploring how internet distribution undermined the economics of legacy FMCG companies , how ‘Big Brands’ took for granted their ‘moat

Copper Calling: A Capital Cycle Story

Jun 05 2024 29 mins

Amidst a continuing rally in prices, an audacious ‘buy not build' approach by the world's largest mining company BHP, and continued supply disruptions, copper is front and centre of the investment debate. How should investors think about the amplitude and longevity of this cycle? In Episode 6 of the Capital Cyclists, portfolio manager Django Davidson is joined by Dan My

Capital Connections: How Relationships Drive Returns

May 02 2024 47 mins

How can crafting enduring relationships and maintaining an entrepreneurial spirit drive long-term success in the investment management industry? In Episode 5 of the Capital Cyclists, Hosking Partners’ James Batting and Django Davidson are joined by Chris Dion, Managing Director and Co-CIO at Brockenbrough, one of the US East Coast’s leading independent investment managemen

Sustainable investing: How to balance impact, returns, and risk?

Dec 19 2023 42 mins

Is sustainable investing balancing impact, returns, and risks effectively?Join us as we delve into this critical question and many more in Episode 4 of our Capital Cyclist podcast with our guest Dr Tom Gosling, Executive Fellow at London Business School.Tom’s work combines the technical, quantitative skills of a mathematician and actuary with qualitative common sense. In a world

Japan: Land of the Rising Shareholder

Oct 12 2023 28 mins

Steven Chambers, analyst at Hosking Partners, interviews CLSA’s John Seagrim and Jeremy Hosking for the third episode of Capital Cyclists.John started his career as an equities broker 10 days before Black Monday in October 1987. Two years later he joined Lehman Brothers just as the Japanese stock market peaked, and, in his own words ‘has been riding, or more accurately sli

Energy Transition: Active Duty?

Sep 01 2023 27 mins

Roman Cassini, Head of ESG at Hosking Partners, interviews Rob West, lead analyst at energy transition research firm Thunder Said EnergyThe energy transition is the world’s largest construction project. But most construction projects overrun in both time and cost. In this episode, Roman and Rob discuss how investors can navigate this critical period, highlighting how active manag

The Material World

Jul 18 2023 51 mins

Django Davidson, portfolio manager at Hosking Partners, interviews Material World author Ed Conway for the inaugural episode of Capital Cyclists. A deep dive into the materials that shape our world through the lens of the capital cycle. ESG, China and industrial policy are put into the context of the incredible supply chains that make up the Material World.For more information and

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Trailer for The Capital Cyclists. Hosted on Acast. See acast.com/privacy for more information.