A Book with Legs

Smead Capital Management•smeadcap.com

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.

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Episodes

Lauren Templeton – Investing the Templeton Way

In this episode, Cole and Bill are joined by Lauren Templeton co-author of the book, Investing the Templeton Way: The Market-Beating Strategies of Value Investing's Legendary Bargain Hunter. Lauren discusses the life of her great uncle and famed investor Sir John Templeton, how he capitalized on buying at the point of maximum pessimism, and his route to becoming known as one of the greatest stock pickers in history.

May 23, 2022•57 min•Season 1Ep. 110

Thomas Morris - The Matter of the Heart

Are surgeons psychopaths? In this episode, Cole Smead is joined by Thomas Morris, author of the book The Matter of the Heart: A History of the Heart in Eleven Operations. Thomas’ book explains how eleven milestone procedures set the stage for ‘The Golden Age of Heart Surgery’, ultimately leading to an extraordinary period of innovation, ingenuity, and a deep understanding of the heart.

May 09, 2022•58 min•Season 1Ep. 109

Robert Hagstrom - Investing: The Last Liberal Art

All learning is pattern recognition. In this episode, Cole and Bill are joined by Robert G. Hagstrom, author of the book Investing: The Last Liberal Art . Robert explains how achieving worldly wisdom can allow investors the opportunity to recognize patterns in wide-ranging fields of study to gain market insight through a broader lens.

Apr 25, 2022•1 hr 1 min•Season 1Ep. 108

Kevin Coldiron – The Rise of Carry

Carry trades have existed since the beginning of time. Rarely have we run into periods like today that have caused so many investors to be seemingly smart. In this episode, Cole Smead sits down with Kevin Coldiron, co-author of the book The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis to discuss what carry trades are, the constancy of them and how today's carry regime shapes the complex world of finance....

Apr 11, 2022•1 hr 10 min•Season 1Ep. 107

Peter Stark - Astoria

Financial success and frontier exploration, but at what cost? In this episode, Cole is joined by Peter Stark, author of the book Astoria, to discuss America’s first millionaire, John Jacob Astor, and his public-private partnership strategy with Thomas Jefferson to open the North American west coast to global trade.

Mar 28, 2022•51 min•Season 1Ep. 106

Mark Mills – The Bottomless Well

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.

Mar 14, 2022•1 hr 3 min•Season 1Ep. 105

Amity Shlaes – The Forgotten Man

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.

Feb 28, 2022•1 hr 3 min•Season 1Ep. 104

Lisa Napoli – Up All Night

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-p...

Feb 15, 2022•1 hr 15 min•Season 1Ep. 103

Dinny McMahon – China’s Great Wall of Debt

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 “Chines...

Feb 15, 2022•1 hr 8 min•Season 1Ep. 102

Greg Zuckerman – The Frackers

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 tra...

Feb 07, 2022•52 min•Season 1Ep. 101

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