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The Master Investor Podcast with Wilfred Frost — How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing
Scout ratingSCOUT· 57%51m·2026-10-13·Money

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

The Master Investor Podcast with Wilfred Frost · 77

What evidence do you use when weighing up an investing decision? In this masterclass on capital cycle investing, Wilf sits down with Django Davidson, founding partner and portfolio manager at Hosking Partners – an $8 billion global investment firm focused on the capital cycle approach, an investing philosophy which…

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“I’m a retired Canadian teacher 61 years old woman, Who now live in Chicago. it’s about a week and half now I started investing. And I started with $7k now I’m over $17,350 It's a great start for me with Crypto, ETF, and Stock market investm…”

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“As new investor, it's important to remember that investing and trading require more than just technical analysis skills. Discipline and emotional maturity play a significant role in achieving success. It's wise to keep in mind the adage of…”

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“Probably the best episode so far Will. Loads of great, well described ideas and views from Djanjo. Well done to you both!”

— @mrsteve7710 · YouTube comment

“Hello Wilfred thanks a lot for This podcast. Your guest was very insightful, he talked about the cycles of investing and the various personality types out there and tailoring the way you invest to the way you are ie cautious, adventurous et…”

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