The Material World

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Capital Cyclists

Hosking Partners LLP

8 episodes

9 months ago

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.

All content for Capital Cyclists is the property of Hosking Partners LLP and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Investing

Business,

Management

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The Material World

Capital Cyclists

51 minutes 2 seconds

2 years ago

The Material World

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.