The Capital Cycle Is Turning

from Merryn Talks Money · host Bloomberg

What is "capital-cycle" investing and why does it matter for your portfolio? Luke Bridgeman, Senior Partner and Portfolio Manager at Hosking Partners joins Merryn Somerset Webb for a discussion on why supply, not demand, is the key to finding the best investment opportunities. The pair also discuss investing in Japan, energy markets, and why the shipping industry might be easier to break into than you think.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Aug 10, 2026

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The Capital Cycle Is Turning

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