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PODCAST

A Book with Legs

Smead Capital Management

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

business investing

All Episodes

01:04:47

Erwin Chemerinsky - Campus Speech and Academic...

A Book with Legs ·

2026/10/05

In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, sits down with Erwin Chemerinsky to discuss his book, “Campus Speech and Academic Freedom: A Guide for Difficult Times,” co-authored with Howard Gillman.Erwin Chemerinsky is the 13th Dean of Berkeley Law and the Jesse H. Choper Distinguished Professor of Law. Before joining Berkeley in 2017, he served as founding Dean of UC Irvine School of Law. He is one of the nation’s leading constitutional

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56:15

The Smead Book List - Fall Book List 2026

A Book with Legs ·

2026/09/28

In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, is joined by Chairman and Chief Investment Officer Bill Smead for the firm’s quarterly book list.Cole and Bill walk through what they have recently finished, what they are reading now, and what is on deck. Recent titles include David Williams’s “The William E. Boeing Story”, Liaquat Ahamed’s “1873”, Ken Rogoff’s “Our Dollar, Your Problem”, Adrian Wooldridge’s “The Revolutionary Center”, Bryan

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01:11:44

Kenneth Rogoff - Our Dollar, Your Problem: An...

A Book with Legs ·

2026/09/14

In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, sits down with Dr. Kenneth Rogoff to discuss his book, "Our Dollar, Your Problem: An Insider's View of Seven Turbulent Decades of Global Finance, and the Road Ahead."Kenneth Rogoff is the Maurits C. Boas Professor of Economics at Harvard University. From 2001 to 2003, he served as Chief Economist and Director of Research at the International Monetary Fund, and earlier in his career was an

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01:17:47

Adrian Wooldridge - The Revolutionary Center: The...

A Book with Legs ·

2026/08/31

In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, sits down with Adrian Wooldridge to discuss his book, “The Revolutionary Center: The Lost Genius of Liberalism.”Adrian Wooldridge is the global business columnist at Bloomberg News, and previously spent more than twenty years at The Economist, serving as political editor and Washington bureau chief. He is the author of twelve previous books, including “Capitalism in America,” co-written with

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01:10:08

Bryan Burrough - The Gunfighters: How Texas Made the...

A Book with Legs ·

2026/08/17

In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager, welcomes back Bryan Burrough to discuss his book, “The Gunfighters: How Texas Made the West Wild.”Bryan Burrough is a New York Times bestselling author or coauthor of eight books, including the Wall Street classic “Barbarians at the Gate,” which he previously discussed on A Book With Legs podcast, as well as “Public Enemies,” “The Big Rich,” and “Forget the Alamo.” He spent nearly a decade as a reporter for The Wall Street

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01:05:13

Liaquat Ahamed - 1873: The Rothschilds, the First...

A Book with Legs ·

2026/08/03

In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager, and Bill Smead, Chairman and Chief Investment Officer at Smead Capital Management, sit down with Liaquat Ahamed to discuss his book, “1873: The Rothschilds, The First Great Depression and the Making of the Modern World.”Liaquat Ahamed explores 1873 as the first truly global financial crisis, centered on the Rothschild family, then the wealthiest bankers in the world. The conversation traces how the Rothschilds nearly

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01:01:08

David Williams - The William E. Boeing Story: A Gift...

A Book with Legs ·

2026/07/20

In this episode of A Book with Legs, hosts Cole Smead, CEO and Portfolio Manager, and Bill Smead, Chairman and Chief Investment Officer at Smead Capital Management, sit down with author David Williams to discuss his book, “The William E. Boeing Story: A Gift of Flight.”The conversation traces Bill Boeing’s path from a wealthy heir working timberland in Hoquiam, Washington, to founding both Boeing and United Airlines almost by accident, chasing a hobby with no clear business model at the time. Along

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01:13:29

Alex Wright - Empire of Ink

A Book with Legs ·

2026/07/06

What can the history of newspapers teach us about today's media landscape?In the latest episode of A Book with Legs, Smead Capital Management CEO and Portfolio Manager C. W. Smead, CFA is joined by author Alex Wright to discuss his book, Empire of Ink: The Printers, Rogues, and Radicals Who Invented the American Newspaper.Cole and Alex trace the evolution of American newspapers from the Revolutionary era through the rise of mass media, exploring how technological disruption, government policy,

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01:08:28

The Smead Book List - Summer 2026

A Book with Legs ·

2026/06/29

What is the Smead Capital Management team reading, and what ideas are shaping their view of today's markets?In this quarterly Book List episode of A Book with Legs, Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by longtime listener Steve to discuss the books that have recently captured their attention.Cole and Steve discuss their recent reads which cover a range of topics from investor psychology, Chinese history, mathematics and intelligence, to business turnarounds and

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52:51

The Long View: Defining Intelligence

A Book with Legs ·

2026/06/15

Can a human being’s behavior and personality be fully explained by a machine, chemistry, biology, or data? Or is there something intangible left over?These questions and the different conversations they can spark were the inspiration behind this special episode of A Book with Legs. Smead Capital Management CEO and Portfolio Manager Cole Smead revisits highlights from conversations with experts offering unique perspectives on the topic, including a computer scientist, a geneticist, a neuroscientist,

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01:07:22

Howard Gardner - Frames of Mind

A Book with Legs ·

2026/06/01

Can an IQ test comprehensively define an individual’s intelligence? Are there aspects of human capability that tests fail to take into account?In the latest episode of A Book with Legs, Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by professor, psychologist, and author Howard Gardner to discuss his book, titled "Frames of Mind: The Theory of Multiple Intelligences.”Cole and Howard explore how we measure and think about intelligence, highlighting that there is a spectrum of

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01:20:19

Justin Baer - House of Fidelity

A Book with Legs ·

2026/05/18

How did one family build Fidelity into one of the most powerful forces in American investing, and what allowed it to endure across three generations?In the latest episode of A Book with Legs, Smead Capital Management CEO and Portfolio Manager Cole Smead and Analyst Will Keenan sit down with journalist and author Justin Baer to discuss his book, titled "House of Fidelity: The Rise of the Johnson Dynasty and the Company That Changed American Investing."Cole and Will explore the 80-year rise of

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01:16:45

Andrew Seth Meyer: To Rule All Under Heaven

A Book with Legs ·

2026/05/04

What makes a civilization endure, and how did a Chinese empire that conquered everything fall apart in 15 years?In the latest episode of A Book with Legs, Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by professor and author Andrew Seth Meyer to discuss his book, titled "To Rule All under Heaven: A History of Classical China, from Confucius to the First Emperor."Cole and Andrew explore one of the most consequential periods in Chinese history, a 200-year era of warring

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01:05:28

Gaurav Suri - The Emergent Mind: How Intelligence...

A Book with Legs ·

2026/04/20

What in the subconscious mind informs our actions, and what are our neural networks capable of that distinguishes them from machines such as LLMs?Gaurav is a computational neuroscientist, experimental psychologist, and an associate professor at San Francisco State University. He also co-authored “A Certain Ambiguity: A Mathematical Novel” and holds a master's in mathematics and computer science and a PhD in psychology. Purchase “The Emergent Mind: How Intelligence Arises in People and Machines”

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01:19:39

Jason Bardi - The Great Math War: How Three Brilliant...

A Book with Legs ·

2026/04/06

What happens when brilliant minds disagree not just on answers, but on the very rules of how answers can be found? These questions are addressed in the latest episode of A Book with Legs, where Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by journalist and author Jason Socrates Bardi to discuss his book, "The Great Math War: How Three Brilliant Minds Fought for the Foundations of Mathematics."Cole and Jason trace the historical and intellectual battle between mathematical

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01:05:47

The Smead Book List - Spring Book List

A Book with Legs ·

2026/03/30

What is the Smead Capital Management team reading, and what’s up next?In this new quarterly ‘book list’ episode, value investors Bill and Cole Smead discuss memorable takeaways from books they have recently read, covering topics from financial crashes and speculative manias to genetics, technology and human behavior. They also discuss what they’re currently reading and preview what’s next on their list, while offering perspectives on today’s current market questions, including energy, housing, and

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01:25:45

Kathryn Paige Harden - Original Sin: On The Genetics...

A Book with Legs ·

2026/03/16

How much of our temperament and behavior is passed through DNA, and how do we punish those whose behavior may be shaped by genetic forces outside of their control?These concepts are explored in the latest episode of A Book with Legs, where Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by professor, scientist, and author Kathryn Paige Harden to discuss her book, “Original Sin: On the Genetics of Vice, the Problem of Blame, and the Future of Forgiveness.” Cole and Kathryn

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01:24:07

Tom Griffiths - Laws of Thought: The Quest for a...

A Book with Legs ·

2026/03/02

What is the divine, and what can the distinctions between AI learning and human cognition reveal about it?These concepts are explored in the latest episode of A Book with Legs, where value investor Cole Smead, CEO and Portfolio Manager of Smead Capital Management, is joined by author and professor Tom Griffiths to discuss his book, “The Laws of Thought: The Quest for a Mathematical Theory of the Mind.” The two discuss the history of attempts to understand human behavior through a mathematical lens

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01:10:28

Amy Gamerman - The Crazies

A Book with Legs ·

2026/02/16

How much trouble could a wind farm cause? Turns out, a lot. When Rick Jarrett decided to capitalize on strong gusts around his land in Big Timber, Montana, the prospect of a wind farm in the shadow of the Crazy Mountains upset hyper-wealthy neighbors who were more concerned about property aesthetics than multi-generation locals looking to make a living. It also caught the attention of Crow Tribe activists, for whom the Crazy Mountains held deep cultural significance.In this week's episode of A Book

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01:02:13

Tim Wu - The Age of Extraction

A Book with Legs ·

2026/02/02

Smead Capital Management Chairman and CIO Bill Smead and CEO and Portfolio Manager Cole Smead sat down with author and Columbia Law School professor Tim Wu for a special live taping of the A Book with Legs podcast at today’s Smead Investor Oasis. The three discuss Tim’s new book, titled “The Age of Extraction.”The book unpacks one of the defining challenges of our time—the growing power of tech platforms. In this live episode, they explore the benefits and risks of that power, and what it will take

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136 results

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