In May 2026, Hosking Partners hosted clients and friends at its third annual Spring Drinks event at the Mall Galleries.

Portfolio Manager Django Davidson and Ed Conway, acclaimed author of Material World and Economics Editor of Sky News, led a fascinating discussion on the tensions between the material and the ethereal world, and how this impacts everything from the salt on our breakfast table to the data centres that power AI.

 Ed shared brilliant insights from his work on Material World and his upcoming release, Trade World, covering geopolitics, deglobalisation and how supply dynamics drive long-term outcomes.

Watch the full conversation below.