A Book with Legs
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.
Show episodes
In this episode, Cole Smead sits down with Bloomberg Editor Duncan Mavin to discuss his book, “Meltdown: Greed, Scandal, and the Collapse of Credit Suisse.” The two explore the founding of Credit Suisse and its morally questionable history, which found the bank involved in a long list of scandals, including the launder
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 methodolo
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 off
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
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 ru
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
