Podcast

Insights on markets and investment opportunities, through the lens of the capital cycle.

All Active Ownership Report Event Hosking Post Podcast Policies & Disclosures Q&A Quarterly Report Talk Video

Merryn Talks Money – The Capital Cycle Is Turning

Luke Bridgeman, joins Merryn Somerset Webb for a wide-ranging exploration of our portfolio including discussions on Japan, energy markets, and…

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Value Investing with Legends Podcast

The Capital Cycle: Finding Opportunity Where Others Aren't Looking

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Business Breakdowns Podcast – Altius Minerals

Luke Bridgeman - Altius Minerals: Royalty Check

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How Capital Cycles Create 100 Baggers In Plain Sight

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In the Company of Mavericks

Supply is Measurable, Demand is Storytelling & Why the World's Capital Out of Whack with Django Davidson.

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African Allocator Podcast

Django Davidson in conversation with Chipo Muwowo.

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The Clockwork CIO

Django Davidson in conversation with James Williams.

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Business Breakdowns Podcast

Luke Bridgeman - 3i: Capital in Action.

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