A podcast from Hosking Partners that goes anywhere and everywhere across the investment landscape. For more information please visit https://www.hoskingpartners.com/ Hosted on Acast. See acast.com/privacy for more information.
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...
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 bro...
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...
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 mar...
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 op...
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.hoski...
The Podium: An NBC Olympic and Paralympic podcast. Join us for insider coverage during the intense competition at the 2024 Paris Olympic and Paralympic Games. In the run-up to the Opening Ceremony, we’ll bring you deep into the stories and events that have you know and those you'll be hard-pressed to forget.
In The Village will take you into the most exclusive areas of the 2024 Paris Olympic Games to explore the daily life of athletes, complete with all the funny, mundane and unexpected things you learn off the field of play. Join Elizabeth Beisel as she sits down with Olympians each day in Paris.
Listen to the latest news from the 2024 Olympics.
The 2024 Summer Olympics in Paris are here and have everyone talking. iHeartPodcasts is buzzing with content in honor of the 33rd Olympic Games and you can follow Paris Summer Games to stay up to date on all things Olympics. We’re bringing you episodes from a variety of iHeartPodcast shows to help you keep up with the action. Follow Paris Summer Games so you don’t miss any coverage of the 2024 Olympic Games, and if you like what you hear, be sure to follow each Podcast in the feed for more great content from iHeartPodcasts.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.