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The Master Investor Podcast with Wilfred Frost Transcripts

Paradine Productions · 77 episodes with transcripts

Hosted by Wilfred Frost, The Master Investor Podcast is for anyone passionate about business and investing. We are pro ambition, celebrate success and provide you the edge. Join us and learn from the most legendary investors and business leaders in the world.

Spoken has transcripts of 77 The Master Investor Podcast with Wilfred Frost episodes, with the speakers named. The newest listed here is from October 13, 2026.

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Latest The Master Investor Podcast with Wilfred Frost transcripts

How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing

October 13, 2026

Django Davidson (0:00)

So it's a very simple discipline which focuses on supply.

So we've got this quip, supply is measurable, but demand is storytelling. I can count the number of semiconductor fabs, I can count the number of ships, I can count the number of copper mines. I can't predict what happens to the demand for copper, the demand for semis, the demand for oil tankers. But if I see that…

Wilfred Frost (1:14)

Welcome to The Master Investor Podcast with me, Wilfred Frost, where we celebrate and learn from the success of the greatest investors and business leaders in the world, giving you, our listeners, The Edge. The Master Investor Podcast is sponsored by LSEG, Interactive Brokers, The World Gold Council, and BNY…

My guest today is Django Davidson, the founding partner and portfolio manager of Hosking Partners, formerly of Deutsche Bank and Algebris. Hosking Partners is the $8 billion AUM investment firm founded by Jeremy Hosking of Marathon fame back in 2013

Django Davidson (2:21)

Thank you for having me, Wilf.

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