Capital Cyclists

Jamie Isenwater, a veteran analyst and founder of Socially Spirited, joins Django Davidson to discuss the seismic shifts in the consumer and luxury industry. They revisit the impact of internet distribution on legacy brands, emphasizing that many took their established 'moats' for granted. Jamie reveals how his venture leverages direct-to-consumer strategies and ambassador networks to disrupt traditional brand-building. The duo also explores the dynamics of mergers and acquisitions in the drinks sector and the challenges faced by both established and new brands.

Dan Myerson, CEO of Foran Mining, discusses the copper market and the importance of a supply-focused approach with portfolio manager Django Davidson. They explore the challenges in investing in mining, Glencore's strategy, and dynamics in the copper market, including the impact of the capital cycle on industry valuations and operations.

Chris Dion, Co-CIO at Brockenbrough, discusses the importance of relationships in investment management. Topics include being a generalist vs specialist, building business through relationships, and Chris' unique 'chicken entrepreneur' title.

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. Hosted on Acast. See acast.com/privacy for more information.

Experienced equities broker, John Seagrim, discusses the undervalued assets and hidden value in Japanese equities. They explore the impact of historical events on Japan's corporate mentality and the country's recent positive trajectory in investments driven by government initiatives and improving corporate governance.

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 managers may be particularly well placed to unearth opportunity amidst complexity.For more information about Hosking Partners, and to get in touch, please visitwww.hoskingpartners.com To learn more about Thunder Said Energy, please visit www.thundersaidenergy.com Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.

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