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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:
    Jennifer Burns - Milton Friedman: The Last Conservative Apr 08, 2024
    Show notes

    In this episode, historian Jennifer Burns joins Cole Smead to discuss her book "Milton Friedman: The Last Conservative," which provides an in-depth analysis of Friedman's economic theories and their lasting impact on conservative ideology. The book chronicles key moments in the life of one of the most influential economists of our time, and how his pragmatic way of thinking significantly shaped contemporary economic discourse.


    The Smead Book List - Spring 2024 Apr 01, 2024
    Show notes

    Interested in the Smead Capital Management book list? Listen in to hear Cole and Bill Smead list the books they have recently read, what they’re currently reading, and the books they have on deck. Have a book you would like to recommend for the podcast? Email your suggestions to podcast@smeadcap.com.


    Ekaterina Pravilova - The Ruble Mar 18, 2024
    Show notes

    In this episode, author and Professor Ekaterina Pravilova joins Cole Smead to discuss her book, “The Ruble: A Political History.” Ekaterina’s book explores the evolution of the Russian currency over a 200-year time period through the interplay between politics, culture, and ultimately, power. Their conversation covers financial turmoil, currency reforms, and an extensive discussion of Ruble’s story.


    Harold James - Seven Crashes Mar 04, 2024
    Show notes

    In this episode, author and historian Harold James joins Cole Smead to discuss his book, “Seven Crashes: The Economic Crises That Shaped Globalization.” Their discussion delves into major economic downturns throughout history, offering insights into their causes, impacts, and reforms to prevent future crises.


    Chris Roush - The Future of Business Journalism Feb 19, 2024
    Show notes

    In this episode, author Chris Roush joins Cole Smead to discuss his book, "The Future of Business Journalism," which explores the evolving media landscape and its impact on business reporting. Roush navigates the challenges and opportunities facing business journalists in an era of technological disruption and shifting audience demands.


    George Gilder - Life After Capitalism Feb 05, 2024
    Show notes

    Live from the 2024 Smead Investor Oasis, venture capitalist George Gilder joins Bill and Cole Smead to discuss his latest work, "Life after Capitalism," in which he redefines capitalism as a knowledge-based system. Gilder presents a vision of the future in which technological advances disrupt traditional capitalist structures, emphasizing innovation and knowledge over wealth accumulation.


    Andrew Pettegree - Book At War Jan 22, 2024
    Show notes

    In this episode, Professor Andrew Pettegree joins Cole to discuss his newly released title, "The Book at War." The book is a captivating analysis of the power of print in society and conflicts throughout history. At the heart of this literary work is the paradox of words during wartime. The notion that books are weapons in the war of ideas is tested in this account on how the written word leaves a lasting impact on the fabric of societies.


    General David Petraeus - Conflict Jan 08, 2024
    Show notes

    In this episode, retired U.S. Army general David Petraeus joins Bill and Cole to discuss the recently released book that he co -authored titled, "Conflict." The book explores the evolution of warfare beginning in 1945 up to Russia's invasion of Ukraine, highlighting the importance of strategic leadership. Ultimately, that idea that what takes place in one part of the world does actually resonate or reverberate in others is critical.


    The Smead Book List - Winter 2023 Jan 01, 2024
    Show notes

    Interested in the Smead Capital Management book list? Listen in to hear Cole and Bill Smead list the books they have recently read, what they’re currently reading, and the books they have on deck.

    Also highlighted in this episode is a tribute to the late great Charlie Munger, as we release this episode on what would have been his 100th birthday. Listen to Bill and Cole's top quotes and ideas from Munger and hear about how his history has influenced them as value-investing gurus.

    Have a book you would like to recommend for the podcast? Email your suggestions to podcast@smeadcap.com.


    Vikash Yadav - Liberalism's Last Man Dec 18, 2023
    Show notes

    "What about our system of liberal meritocratic capitalism is good and useful? What about it is worth preserving, expanding and fixing, so that we can be prepared for the challenges that are coming?"

    Professor Vikash Yadav joins Cole to discuss his book, "Liberalism's Last Man". The book explores the elements of one of the great economic thinkers and philosophers of the 20th century — Friedrich Hayek — that are still relevant and viable today. The conversation focuses on the evolution of liberalism and its influence on human flourishing.


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