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Capital Cyclists

Hosking Partners LLP

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A podcast from Hosking Partners that goes anywhere and everywhere across the investment landscape. For more information please visit https://www.hoskingpartners.com/ Hosted on Acast. See acast.com/privacy for more information.
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הפודקאסט מיועד עבור ספורטאי סיבולת בדגש על רוכבי אופניים ועוזר להם להפוך להיות אתלטים טובים יותר. במסגרת הפודקאסט נדון על סוגיות שונות הנוגעות לפיזיולוגיה, תוכניות אימון, הצבת יעדים, פסיכולוגיה ועוד ועוד. לתוכנית אימונים אישית מאת דרור הדדי פנו אליו באימייל trainbyscience@gmail.com
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We’ve often talked about the benefits of carbohydrate for runners, cyclists and triathletes, but for many people there’s an underlying concern - does eating all those carbs increase the risk of developing diabetes or heart disease? It’s certainly a common message that’s pushed online in some circles, but is this really the case? In this episode I s…
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Django Davidson hosts Jamie Isenwater, a veteran analyst, investor and entrepreneur in the consumer and luxury industry on this latest episode of the Capital Cyclists podcast. The pair revisit Django's 2017 essay, "The Death of the Brand," exploring how internet distribution undermined the economics of legacy FMCG companies , how ‘Big Brands’ took …
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It's the 4th birthday of the podcast! And like each previous year, we’re going to look back and provide a brief summary of every question we’ve answered on the podcast in the past year, from “How do I work out my calorie needs for training?” to “Does pickle juice actually work?”, and “What do I do when my race nutrition plan falls apart?”. So if yo…
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Over the last two episodes we’ve been discussing the ‘high carb trend’ - taking in very large amounts of carbohydrate during exercise. Today we’re looking at this topic through the lens of the road marathon, an event where access to your own nutrition products is limited. In this episode I speak to marathon runner, running coach and co-host of the …
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In the last episode we investigated the ‘high carb trend’ - taking in very large amounts of carbohydrate (>100g/hr) during exercise. In this episode we speak to Aussie pro cyclist Jack Haig to get an athlete's perspective. Jack’s professional career to date spans both sides of this high carb trend with almost perfectly symmetry, and so he has a gre…
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You’ve probably come across discussions in the last year or so about the ‘high carb trend’ - taking very large amounts of carbohydrate during exercise, often well over 100g per hour. These levels are significantly greater than official sports nutrition guidelines, so what’s behind the trend? Is it based on new science, product marketing, or is it j…
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In the final episode of this T -12 podcast series, we catch up with our guest athlete Brad, just over 2 weeks after racing the Chicago Marathon. We find out how the race went for him, as well as how our planned strategies for accommodation, carb loading, and everything he’d worked on in the 12 weeks prior to race day turned out. We review what work…
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We’ve often talked about periodised nutrition on this podcast, adjusting the carbs you eat across the week based on your training schedule. But in the down periods, how do you achieve this without being ravenously hungry? And on the flipside, when you do need to load up for a big training session, sometimes it's hard to do this without feeling unco…
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Brad's now into the taper for the Chicago Marathon. Here we discuss the nutrition aspect to this, the flight from Melbourne to Chicago and coping with jetlag, last minute nutrition logistics, and what to do if things do go south mid-race. If you're racing Chicago or Melbourne Marathons or another event in October or November you can follow along an…
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Brad has done a couple of attempts at a full nutrition dress rehearsal for the Chicago Marathon. We review how it went, finalise his race nutrition plan, discuss some travel logistics and important considerations for his nutrition, and come up with a Plan B for race day. If you're racing Chicago or Melbourne Marathons or another event in October or…
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Brad has just completed an all-important test of his fluid tolerance, to see how far he's come. We also plan his upcoming nutrition dress rehearsal for Chicago. If you're racing Chicago or Melbourne Marathons or another event in October or November you can follow along and apply the same principles to your own race nutrition preparations. Back for …
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Guest Brad White is back after his trip to Queensland for the Sunshine Coast Marathon. We review how it went, what he did the day before the race, and use this to plan his carb loading strategy for Chicago. If you're racing Chicago or Melbourne Marathons or another event in October or November you can follow along and apply the same principles to y…
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We check in with athlete guest Brad White. We discuss his progress in scouting out places to eat before the race, his current carb intake in training and planning ahead for race day, and estimating his sweat rate for race day and what to do with this information. If you're racing Chicago or Melbourne Marathons or another event in October or Novembe…
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In the first episode of this special 6 part podcast series, we meet our athlete guest Brad White and begin the process of preparing him for the Chicago Marathon in 12 week's time. We discuss his previous marathon experience and what's gone wrong, his daily training nutrition, and start with a look at race logistics - travel, accomodation, and aid s…
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Are you someone who’s never quite sure what to do nutrition-wise in the final week before a race? When do you start carb loading? Do you load up on fluids, electrolytes, or both? Do you avoid gluten, lactose or FODMAPs? Should you be adding or removing supplements from your usual routine? On today’s podcast we’re going to cut through the confusion …
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How many times have you had a nutrition goal for your training or race day, researched what to do, made a plan of action, and then…nothing. It’s one thing to know what to do, but something altogether different to actually do it. So in this episode we’re going to look at one important aspect of this - goal setting for your nutrition. By the end of t…
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It’s pretty much assumed nowadays that pickle juice is a sure fire remedy for cramping. But why pickle juice? What’s in the pickling brine that’s supposed to work? How is it meant to work? And most important of all, does it actually work? In this episode we welcome back a past guest Prof. Kevin Miller, a world expert in exercise associated muscle c…
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What’s the deal with cluster dextrin, super starch, hydrogels, and multiple transportable carbohydrates? Why are some companies claiming that ultra slow delivery of carbs into the blood is advantageous, when others are marketed on the basis of rapid absorption? And how do these ingredients affect gut issues, the body’s ability to use carbohydrates …
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Amidst a continuing rally in prices, an audacious ‘buy not build' approach by the world's largest mining company BHP, and continued supply disruptions, copper is front and centre of the investment debate. How should investors think about the amplitude and longevity of this cycle? In Episode 6 of the Capital Cyclists, portfolio manager Django Davids…
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It’s an area where recommendations have evolved rapidly in the last few years with new research. In this episode, we speak to Dr Alannah McKay, one of the researchers whose work has led to these changes. You’ll learn whether it’s better to take tablets or liquid iron, the formulation of iron in supplements that’s most effective, the optimal dose an…
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In this bonus episode for the T -12 podcast series, we catch up with our guest athlete Brett, less than 48 hours after completing the 100km Ultra Trail Australia. We find out how the race went for him, the ups and downs on the day, as well as how our planned strategies for accommodation, eating the day before the race, and the gut training he’d wor…
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It's one thing to talk about the theoretical needs of nutrition for altitude, but what does it actually feel like? In this episode we chat to US pro triathlete and sports dietitian Megan Foley, who experienced relocating from her home town near sea level to a much higher altitude, and then going even higher for training. Podcast Guest: Megan Foley …
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In the final episode of this special 6 part podcast series, we catch up with our athlete guest Brett Kone last time before the 100km Ultra Trail Australia. We focus on some final preventative strategies to reduce the risk of gut issues, how to troubleshoot if things go wrong on the day, and Brett discovers a gem of an idea for carrying your drink m…
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In the fifth episode of this special 6 part podcast series, we catch up with our athlete guest Brett Kennedy in his preparations for the 100km UItra Trail Australia (UTA). We review Brett’s "dress rehearsal" of his race nutrition plan, and discuss taper nutrition for the final 2 weeks before race day. T-12 is a brand new, unique podcast series that…
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How can crafting enduring relationships and maintaining an entrepreneurial spirit drive long-term success in the investment management industry? In Episode 5 of the Capital Cyclists, Hosking Partners’ James Batting and Django Davidson are joined by Chris Dion, Managing Director and Co-CIO at Brockenbrough, one of the US East Coast’s leading indepen…
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Whether you're travelling to altitude to train, or using an altitude tent at home, nutrition can make a big difference to how much benefit you'll get from the lower oxygen environment. In this episode we're joined by Beccy Hall, a sports dietitian and researcher who’s worked with, and studied, elite athletes before and during altitude training camp…
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In the fourth episode of this special 6 part podcast series, we check in with our athlete guest Brett Kennedy in his preparations for the 100km UItra Trail Australia (UTA). We review Brett’s progress with his sweat rate testing and gut training, his run-through of eating the day before the race, and start to lock in his race day nutrition plan as w…
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In the third episode of this special 6 part podcast series, we check in with our athlete guest Brett Kennedy less than 8 weeks out from the 100km UItra Trail Australia (UTA). We catch up on his attempts to collect sweat rate data, and how he's gone with his gut training. We then focus on planning nutrition for the day before his race, and the pre-e…
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Supplements contaminated with banned substances are an athlete's worst nightmare. In this episode we’ll understand how much risk there actually is of testing positive from nutrition supplement use. And if you’re not an elite athlete and don’t think this is relevant to you - think again. We’ll hear how this applies to ALL athletes competing in organ…
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In the second episode of this special 6 part podcast series, we check in with our athlete guest Brett Kennedy 10 weeks out from the 100km UItra Trail Australia (UTA). We review the changes made to his daily training nutrition, his progress on trying the race-provided producst, get him started on collecting sweat rate data for his hydration planning…
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Sounds like a simple question, but for runners, cyclists & triathletes, accurately estimating calorie needs is anything but simple. We're joined by Fuelin co-founder Scott Tindal to discuss how it's done, and the challenges he and I faced trying to accurately predict calories needs for users of the Fuelin app based on their training schedule, when …
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In the first episode of this special 6 part podcast series, we meet our athlete guest Brett Kennedy and begin the process of preparing him for the 100km UItra Trail Australia (UTA) race in 12 week's time. We discuss his daily training nutrition, and start with a look at race logistics - accomodation, support crew and drop bags. If you're racing UTA…
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For the last 15 years, we've recommended that athletes space out protein evenly across the day, in 20-40g serves. But is this based on poor assumptions? A new study, published in December 2023, put this narrative to the test. The lead author, Jorn Trommelen, joins us to discuss the results and what it means for you. Podcast guest: Assistant Prof. J…
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When things go pear-shaped on race day, it's one thing to keep your head and come up with a plan, but how do you know it's the right plan that's going to work? In this episode we're joind by sports dietitian and ultra-runner Erin Colebatch to talk through strategies you can use when disaster strikes mid-race, from bonking to flavour fatigue, gut is…
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Ever been deep into the second half of a race, when things start falling apart? It could be bonking, cramping, gut issues or flavour fatigue. In the space of just a few minutes, your carefully constructed nutrition plan goes right out the window. It’s easy to lose your head in situations like this, so in this podcast we welcome back legendary trail…
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Does replacing the sodium lost in sweat actually influence our thirst, our drinking and our hydration? If so, how much is enough? And do we need to measure our sweat sodium losses to give us the answers? In this episode Alan describes his recently published study where ultra-runners replaced 100% or 0% of their sodium losses during 5 hours of runni…
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Relative Energy Deficiency in Sport (REDs) has reached significant awareness in recent years amongst runners, cyclists and triathletes. In late 2023 the International Olympic Committee (IOC) released an update to ther REDs Consensus Statement, the first in 5 years. It's based on the growing body of research and experience working with athletes in t…
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It’s our final podcast of 2023, and the follow up to our 3rd birthday special episode. And as we do each year, we’re going to look back and provide a brief summary of every question we’ve answered on the podcast, from “Should I eat like the pros?” to “What’s the deal with magnesium”, and “How do I work out my fluid needs during exercise?”. So if yo…
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Is sustainable investing balancing impact, returns, and risks effectively? Join us as we delve into this critical question and many more in Episode 4 of our Capital Cyclist podcast with our guest Dr Tom Gosling, Executive Fellow at London Business School. Tom’s work combines the technical, quantitative skills of a mathematician and actuary with qua…
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From preventing food poisoning to optimising performance. From doctors demanding supplements be added to food, to food being the performance enhancer. In this special 3rd birthday episode, you'll learn how nutrition has evolved in pro cycling in the past decade, and what it takes to feed a team of riders at the Tour de France. Our guest is Nicki St…
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Triathlete Jenny Zenker joins us to describe how she manages double sessions alongside managing a major scientific research group at Monash University. From (very) early morning starts, commuting to and from work by bike, and managing the risk of gut issues in the evening session, Jenny tells the story of her journey to optimising her nutrition for…
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The double-session day. It's common amongst triathletes, but increasingly popular amongst runners and cyclists too. But are you running out of gas in the second session, or even in the afternoon at work? In this episode, Alan & Steph explain the nutrition priorities for double-session days, as well as some practical tips on how to make it happen wh…
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With a single genetic variation, some of us are fast, moderate or slow caffeine metabolisers. So should competitive athletes be doing genetic testing to inform their race day caffeine strategy? Just last week, a new meta-analysis was published that tries to answer this question by bringing together all the studies published to date. Two of the auth…
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Steven Chambers, analyst at Hosking Partners, interviews CLSA’s John Seagrim and Jeremy Hosking for the third episode of Capital Cyclists. John started his career as an equities broker 10 days before Black Monday in October 1987. Two years later he joined Lehman Brothers just as the Japanese stock market peaked, and, in his own words ‘has been ridi…
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Metabolic adaptation, adaptive thermogenesis, metabolic compensation or even metabolic damage. These terms are thrown around a lot online, but what exactly do they mean, how much is science vs hype, and what's the relevance to runners, cyclists and triathletes? Dr José Areta (Liverpool John Moores University, UK) is a researcher and co-author of a …
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In the last episode, Steph and Alan discussed how general nutrition advice may not always be suitable for runners, cyclists and triathletes. In this episode, we chat to distance runner Elise Beacom about her experience coming into the sport, trying to figure out sports nutrition vs general nutrition advice, and what she had to learn the hard way. A…
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Nutrition advice can be confusing for runners, cyclists & triathletes. With a firehose of information coming at you, from general nutrition professionals, sports nutrition experts, and wellness gurus, sometimes it can be hard to pick it all apart and work out what’s relevant to athletes, and what’s not. Today we’re going to look at those general nu…
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Roman Cassini, Head of ESG at Hosking Partners, interviews Rob West, lead analyst at energy transition research firm Thunder Said Energy The energy transition is the world’s largest construction project. But most construction projects overrun in both time and cost. In this episode, Roman and Rob discuss how investors can navigate this critical peri…
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It’s called the sunshine vitamin, and given we’re just coming to the end of winter here in the southern hemisphere, our Vitamin D stores should be at their lowest point of the year. So what exactly is this nutrient that we can get without eating any food? Why is it so important to runners, cyclists and triathletes? How much Vitamin D is enough, whe…
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In our last episode, we discussed with Dr Dana Lis how to decipher sports nutrition information you come across, and Dana shared with us her five step process for filtering that information. One of those steps was to figure out what is the cost and benefits of different nutrition strategies, your Return on Investment if you like. So today, we’re go…
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