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Copper Calling: A Capital Cycle Story
Manage episode 422070892 series 3501106
Content provided by Hosking Partners LLP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosking Partners LLP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Amidst a continuing rally in prices, an audacious ‘buy not build' approach by the world's largest mining company BHP, and continued supply disruptions, copper is front and centre of the investment debate.
How should investors think about the amplitude and longevity of this cycle?
In Episode 6 of the Capital Cyclists, portfolio manager Django Davidson is joined by Dan Myerson, CEO of Foran Mining, a C$1.3bn Canadian copper mining company held by Hosking Partners, and former head of Copper and Zinc (North America) at Glencore.
Dan and Django dig into the detail, outlining why a supply-focused approach helps cut through the market noise, and why an understanding of the capital cycle is so important.
To listen to the podcast on your chosen platform, click the 'Listen Now' button below. We do hope you enjoy the episode.
Hosted on Acast. See acast.com/privacy for more information.
7 episodes
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Manage episode 422070892 series 3501106
Content provided by Hosking Partners LLP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosking Partners LLP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Amidst a continuing rally in prices, an audacious ‘buy not build' approach by the world's largest mining company BHP, and continued supply disruptions, copper is front and centre of the investment debate.
How should investors think about the amplitude and longevity of this cycle?
In Episode 6 of the Capital Cyclists, portfolio manager Django Davidson is joined by Dan Myerson, CEO of Foran Mining, a C$1.3bn Canadian copper mining company held by Hosking Partners, and former head of Copper and Zinc (North America) at Glencore.
Dan and Django dig into the detail, outlining why a supply-focused approach helps cut through the market noise, and why an understanding of the capital cycle is so important.
To listen to the podcast on your chosen platform, click the 'Listen Now' button below. We do hope you enjoy the episode.
Hosted on Acast. See acast.com/privacy for more information.
7 episodes
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Similar to Capital Cyclists
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
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…
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This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
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…
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