Smead Capital Management
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.
Author
Smead Capital Management
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Podcast website
Latest episode
Jul 6, 2026
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Episodes
Amity Shlaes – The Forgotten Man 28.02.2022 1:02:48
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 pos...
Dinny McMahon – China’s Great Wall of Debt 15.02.2022 1:08:11
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...
Lisa Napoli – Up All Night 15.02.2022 1:14:34
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...
Greg Zuckerman – The Frackers 07.02.2022 51:52
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 Billi...
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