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    Business

    A Book with Legs

    In each episode, we explore value investing through an entirely unique lens, bringing in authors to discuss books that have directly or indirectly influenced the decisions the Smead Capital Management team has made on their investments in stocks and equities. The podcast is for the curious-minded looking for worldly wisdom. Investing is the last great liberal art, and the team at Smead wants to learn as much as they can. Any level of investor, business person, or thinker, whether personally or professionally, will be intrigued and engaged by these discussions.

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    Copyright: © Copyright 2024 Smead Capital Management

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    Latest Episodes:
    Mark Mills – The Bottomless Well Mar 14, 2022
    Show notes

    As the world becomes more energy efficient, demand will always remain high.

    In this episode, Cole and Bill Smead speak with Mark Mills, co-author of the book The Bottomless Well: The Twilight of Fuel, The Virtue of Waste and Why We Will Never Run Out Of Energy. Mark explains why demand for energy will never drop and how supply is limitless.


    Amity Shlaes – The Forgotten Man Feb 28, 2022
    Show notes

    The stock market crash of 1929 will forever be considered one of the darkest hours of the U.S. economy. Decades later, many economists are still searching for the exact reasons as to why it happened.

    In this episode, Cole and Bill Smead sit down with Amity Shlaes, the author of the book The Forgotten Man: A New History of the Great Depression. Amity’s book takes a deep dive into possible causes of the Great Depression and the people who were responsible for the market’s collapse.


    Lisa Napoli – Up All Night Feb 15, 2022
    Show notes

    News wasn’t always readily available at the click of a button. Ted Turner forever changed that in 1980 when he brought the Cable News Network to life.

    In this episode, hosts Cole and Bill Smead are joined by Lisa Napoli, author of the book Up All Night: Ted Turner, CNN and the Birth of 24-Hour News. Lisa shares incredible insight into the life of Ted Turner and how the media mogul rolled the dice with the launch of CNN. She also discusses the evolution of cable news, its transition from “pure-play journalism” to “theatrics”, and what the 24-hour news cycle might look like in the future.


    Dinny McMahon – China’s Great Wall of Debt Feb 15, 2022
    Show notes

    For a long time, the world has considered China as an example of economic success, but those days may be over.

    In this episode, Cole Smead is joined by Dinny McMahon, author of the book China’s Great Wall of Debt. Dinny takes a deep dive into China’s financial system and gives us a sense of how the country’s complex and “dysfunctional” economy works from the ground up. Dinny also explains why China’s economic growth has slowed down, how the accrual of debt has played a role, and why the “Chinese Miracle” has come to an end.


    Greg Zuckerman – The Frackers Feb 07, 2022
    Show notes

    Buried deep underground lies a wealth of oil and natural gas. Embedded in shale, the major gas companies thought extraction was a waste of time. That all changed when a handful of men thought otherwise, thus creating the process now known as fracking.

    In this episode, Cole Smead sits down with Greg Zuckerman, author of the book The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters.Greg introduces us to the men responsible for the birth of fracking and explains how the trajectory of the United States economy changed with the extraction of oil and natural gas.


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