Capital Cyclists
Capital Cyclists
Hosking Partners LLP
The Material World
51 minutes Posted Jul 18, 2023 at 8:32 pm.
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Django Davidson, portfolio manager at Hosking Partners, interviews Material World author Ed Conway for the inaugural episode of Capital Cyclists.


A deep dive into the materials that shape our world through the lens of the capital cycle. ESG, China and industrial policy are put into the context of the incredible supply chains that make up the Material World.


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