In this episode, Cole Smead sits down with Stephen Clapham, founder of the London-based investment research and training consultancy Behind the Balance Sheet, to discuss his book “The Smart Money Method: How to Pick Stocks Like a Hedge Fund Pro.” Their conversation explores Clapham’s investment philosophy and methodology, his perspective on legendary investors such as Warren Buffett, and more.
--------
1:22:50
--------
1:22:50
The Smead Book List - Summer 2025
In this special quarterly ‘book list’ episode of A Book with Legs, Smead Capital Management’s analyst team, including Seamus Sullivan, Nick Garcia, and Will Keenan, joins Cole Smead to discuss memorable takeaways from books they have recently read, share what they are reading now, and preview what’s next. They also offer fresh insights for investors on opportunity in homebuilders, oil prices with Israel and Iran’s 12-day war, and more.
--------
51:57
--------
51:57
Mellon vs. Churchill: The Untold Story of Treasury Titans at War
In this episode, Cole Smead sits down with independent scholar and writer Jill Eicher to discuss her book, “Mellon vs. Churchill: The Untold Story of Treasury Titans at War.” Their conversation explores the never-before-told story of heated debates between Andrew Mellon and Winston Churchill over post-WWI debts. Eicher and Smead discuss how each side of the dispute crafted narratives to shape public opinion, their differences in leadership philosophy, and more.
--------
1:09:22
--------
1:09:22
Enda Kenny - Exclusive Interview
In this special bonus episode, Cole Smead and Conor O’Callaghan sit down with former Taoiseach of Ireland Enda Kenny to dive deeper into Ireland’s rich history and the Great Famine. They also explore the spread of the Irish people and their modern identity. Kenny reflects on his experience as a politician, including run-ins with U.S. Presidents and what it means to be a leader.
--------
38:10
--------
38:10
Padraic Scanlan - Rot: An Imperial History of the Irish Famine
In this episode, Cole Smead and Conor O’Callaghan sit down with Author and Educator Padraic Scanlan to discuss his book, “Rot: An Imperial History of the Irish Famine.” The three explore the history of the Great Famine, explaining how Ireland’s position in the British Empire and reliance on the potato made it uniquely susceptible to starvation, and more.
Welcome to A Book with Legs podcast, hosted by Smead Capital Management. In each episode, the folks at Smead Capital Management explore value investing through an entirely unique lens, bringing in authors to discuss books that have directly or indirectly influenced the decisions the Smead 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.
Deutschland