Django Davidson

Django Davidson

Person

Heard in 2 episodes across 1 show since Oct 2026

Django Davidson is a founding partner and portfolio manager at Hosking Partners, where he applies capital cycle analysis to investment decisions. He previously worked at Deutsche Bank and was a partner at the TCI-backed financials fund Algebris.

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Episodes

2
across 1 show

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20262

What Django Davidson has said on podcasts

28 statements

  1. on Supply-constrained industriesPositiveOct 13, 2026· The Master Investor Podcast with Wilfred Frost

    Disciplined, constrained supply improves the odds of better future investment outcomes.

    “if I see that disciplined supply, that curtailment of supply, the lack of new supply coming, what I do is increase my odds of a better investment outcome in the future”

    Listen at 0:25

    Open the episode · How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing
  2. on Capital competitionNegativeOct 13, 2026· The Master Investor Podcast with Wilfred Frost

    More capital competition generally lowers returns in an industry.

    “the more capital that is chasing an opportunity, an industry that's going into a theme, the lower the returns for the... remaining capital in that sector”

    Listen at 3:44

    Open the episode · How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing
  3. on Industry capital cyclesNeutralOct 13, 2026· The Master Investor Podcast with Wilfred Frost

    Industry conditions can precede changes in forward returns by a long lag.

    “there's often a long lag between the conditions that create. lower forward returns or on the flip side, higher forward returns”

    Listen at 5:12

    Open the episode · How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

2 episodes featuring Django Davidson, newest first

Works by Django Davidson