A Book with Legs
A Book with Legs
Smead Capital Management
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.
The Smead Book List - Spring 2025
In this special quarterly ‘book list’ episode of A Book with Legs, Cole and Bill Smead revisit the most memorable takeaways from the books recently featured on the podcast, share what’s on their current reading list, and preview what’s next. They also offer fresh insights into inflation, tariffs, investment opportunities in oil, and more!
Mar 31
1 hr 1 min
Eric Metaxas - Bonheoffer
In this episode, author, speaker, and radio host Eric Metaxas joins Cole Smead to discuss his book, “Bonhoeffer: Pastor, Martyr, Prophet, Spy.” Their discussion explores the remarkable life of Dietrich Bonhoeffer, a dedicated pastor, unwilling to waver in his convictions, even when facing the Nazi regime. Bonhoeffer’s story spans continents and finds him playing a role in a plot to kill Hitler, protecting the German Church from Nazi takeover, and more.
Mar 17
56 min
Lucy Santos - Chain Reactions
In this episode, Lucy Santos, freelance historian, writer, and consultant, joins Cole Smead to discuss her book, “Chain Reactions: The Hopeful History of Uranium.” Their discussion covers topics such as the history of the element, the impact on culture, its role as an energy source, and more.
Mar 3
1 hr 20 min
Max Frumes - The Caesars Palace Coup
Max Frumes, author and Global Head of Distressed and Restructuring at 9Fin, joins Cole Smead and Conor O’Callaghan to discuss his book, “The Caesars Palace Coup: How A Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street.” In this episode, they discuss the 2015 bankruptcy brawl for Caesars Entertainment in Las Vegas, the key figures involved, and more.
Feb 17
1 hr 25 min
Doug Terreson - Can't Deny It
In this special taping, live from the 2025 Smead Investor Oasis, legendary Wall Street analyst Doug Terreson joins Portfolio Managers Cole Smead and Bill Smead to explore his book "Can't Deny It". They will be discussing Terreson's successful market predictions in the past, what the demand and figure growth of the industry look like, and will also be taking questions live from the audience.
Feb 3
1 hr 5 min
Vaudine England - Fortune's Bazaar
In this episode, journalist and historian Vaudine England joins Cole Smead to discuss her book, “Fortune's Bazaar: The Making of Hong Kong,” discussing pivotal moments throughout Hong Kong’s complex history, the multicultural origins of its population, business culture, recent political changes, and more.
Jan 20
1 hr 17 min
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