Capital Cyclists
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.
Episodes
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.
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