Podcast

Insights on markets and investment opportunities, through the lens of the capital cycle.
Podcast 2026
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…
· Firm LISTEN →
Podcast 2026
Value Investing with Legends Podcast
The Capital Cycle: Finding Opportunity Where Others Aren't Looking
· Firm LISTEN →
Podcast 2024
Big Brands, Barriers, and Bottlenecks
Episode 7 of the Capital Cyclists podcast, with Django Davidson and Jamie Isenwater
· Firm Listen →
Podcast 2024
The Value Perspective Podcast
In this episode, Juan and Andrew chat with Django about his journey and the history behind Hosking Partners, the power…
· Firm Listen →
Podcast 2024
Copper Calling: A Capital Cycle Story
Episode 6 of the Capital Cyclists podcast, with Dan Myerson and Django Davidson
· Firm Listen →
Podcast 2024
Capital Connections: How Relationships Drive Returns
Episode 5 of the Capital Cyclists podcast, with Chris Dion, James Batting and Django Davidson
· Firm Listen →
Podcast 2023
Sustainable Investing: Impact, Returns, or Risk?
Episode 4 of the Capital Cyclists podcast with Roman Cassini and Dr Tom Gosling
· Firm Listen →
Podcast 2023
Japan: Land of the Rising Shareholder
Episode 3 of our Capital Cyclists podcast, with Jeremy Hosking and John Seagrim
· Firm Listen →
Podcast 2023
Energy Transition: Active Duty?
Episode 2 of our Capital Cyclists podcast, with Rob West
· Firm Listen →
Podcast 2023
The Material World
Episode 1 of our Capital Cyclists podcast, with author Ed Conway
· Firm Listen →
Podcast 2022
Behind The Balance Sheet
Jeremy Hosking was invited to speak on the ‘Behind the Balance Sheet’ podcast with Russell Napier. In this interview they…
· Firm Listen →
Podcast 2021
Why the current value rotation will enjoy a long runway
With the Hosking Partners global portfolio having benefited from the recent change in market leadership towards more value-orientated stocks, the…
· Firm Listen →
Podcast 2026
Business Breakdowns Podcast – Altius Minerals
Luke Bridgeman - Altius Minerals: Royalty Check
· Firm LISTEN →
Podcast 2026
Money of Mine
How Capital Cycles Create 100 Baggers In Plain Sight
· Firm LISTEN →
Podcast 2026
In the Company of Mavericks
Supply is Measurable, Demand is Storytelling & Why the World's Capital Out of Whack with Django Davidson.
· Firm Listen →