Django Davidson
Portfolio manager at Hosking Partners who specializes in capital cycle investing for natural resources and mining, with deep expertise in supply-side analysis and cyclical commodity markets.
Best podcasts with Django Davidson
Ranked by the Snipd community
12 snips
Feb 26, 2026 • 52min
Supply is Measurable, Demand is Storytelling & Why the World's Capital Out of Whack - Capital Cycle Investing with Django Davidson
Django Davidson, partner and portfolio manager at Hosking Partners who specializes in capital cycle investing, explains why tracking supply beats chasing demand narratives. He contrasts huge AI/data-center spend with underfunded physical supply chains. He highlights mining, energy and capital-intensive sectors as ripe for long-term rotation. He also discusses country-level dislocations and practical portfolio construction.
11 snips
Mar 27, 2026 • 1h 6min
How Capital Cycles Create 100 Baggers (Django Davidson)
Django Davidson, portfolio manager at Hosking Partners who focuses on capital cycle investing for natural resources and mining. He explains the capital cycle lens, why supply is measurable while demand is storytelling, and how underinvestment and contrarian discipline create outsized returns. He also dives into PGMs, diamonds, uranium, and why many miners trade below replacement cost.
