Django Davidson hosts Jamie Isenwater, a veteran analyst, investor and entrepreneur in the consumer and luxury industry on this latest episode of the Capital Cyclists podcast.

The pair revisit Django's 2017 essay, "The Death of the Brand," exploring how internet distribution undermined the economics of legacy FMCG companies , how ‘Big Brands’ took for granted their ‘moats’ and the specific role that physical distribution plays in the drinks industry.

Jamie shares insights from his entrepreneurial venture, Socially Spirited, which leverages direct-to-consumer sales and ambassador networks to challenge traditional brand-building methods.

Together, they unpack the dynamics of brand longevity, valuation shifts, and the future direction of consumer staples.

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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.

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How can crafting enduring relationships and maintaining an entrepreneurial spirit drive long-term success in the investment management industry?

In Episode 5 of the Capital Cyclists, Hosking Partners’ James Batting and Django Davidson are joined by Chris Dion, Managing Director and Co-CIO at Brockenbrough, one of the US East Coast’s leading independent investment management companies.

Chris, James and Django discuss a broad range of issues, drawing on Chris' extensive insights and experience. The episode spans topics from balancing the benefits of being a generalist with those of specialisation, to underscoring the pivotal role of relationships in building a business and generating exceptional long-term results for investors. Perhaps most intriguingly, listeners will learn why Chris describes himself as a “chicken entrepreneur”.

Please do remember to follow the ‘Capital Cyclists’ podcast on your favourite podcast platform, and follow Hosking Partners on LinkedIn to stay up to date with future episodes, as well as other insights from the team.

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