Episodes
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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 ‘moats’ and the specific role that physical distribution plays in the drinks industry.
Jamie shares insights from his entrepreneurial venture, Socially Spirited, which leverages direct-to-consumer sales and ambassador networks to challenge traditional brand-building methods.
Together, they unpack the dynamics of brand longevity, valuation shifts, and the future direction of consumer staples.
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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 Myerson, CEO of Foran Mining, a C$1.3bn Canadian copper mining company held by Hosking Partners, and former head of Copper and Zinc (North America) at Glencore.
Dan and Django dig into the detail, outlining why a supply-focused approach helps cut through the market noise, and why an understanding of the capital cycle is so important.
To listen to the podcast on your chosen platform, click the 'Listen Now' button below. We do hope you enjoy the episode.
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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 management companies.
Chris, James and Django discuss a broad range of issues, drawing on Chris' extensive insights and experience. The episode spans topics from balancing the benefits of being a generalist with those of specialisation, to underscoring the pivotal role of relationships in building a business and generating exceptional long-term results for investors. Perhaps most intriguingly, listeners will learn why Chris describes himself as a “chicken entrepreneur”.
Please do remember to follow the ‘Capital Cyclists’ podcast on your favourite podcast platform, and follow Hosking Partners on LinkedIn to stay up to date with future episodes, as well as other insights from the team.
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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 of increasing polarisation, Tom brings a calm pragmatism to the debate on ESG and sustainable investing, helping investors understand what does and doesn’t really matter.
Please do remember to follow the ‘Capital Cyclists’ podcast on your favourite podcast platform, and follow Hosking Partners on LinkedIn to stay up to date with future episodes, as well as other insights from the team.
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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 sliding, with Japan ever since’. From a stock market perspective, Japan has seldom been as insignificant as it is today, it represents a little over 4% of the aggregate global stock market capitalisation despite being one of the world’s largest economies. John and Jeremy think this is the nadir for equity valuations. Their discussion is hot on the heels of Jeremy’s recent investor trip and Hosking Partners’ first overweight exposure to Japan. They perceive extraordinary, often hidden, value in Japanese equities at a moment when the country appears to be at an historic turning point.
For more information and to get in touch, please visit www.hoskingpartners.com
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Roman Cassini, Head of ESG at Hosking Partners, interviews Rob West, lead analyst at energy transition research firm Thunder Said Energy
The 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 managers may be particularly well placed to unearth opportunity amidst complexity.
For more information about Hosking Partners, and to get in touch, please visit
www.hoskingpartners.com
To learn more about Thunder Said Energy, please visit www.thundersaidenergy.com
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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 to get in touch, please visit www.hoskingpartners.com
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Trailer for The Capital Cyclists.
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