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In each episode, we explore investing through an entirely unique lens, bringing in authors to discuss books that have directly or indirectly influenced our investment decisions.

Part 1

“Gilded age money is actually the money that fuels the growth of Silicon Valley.”

Author Margaret O’Mara joins Cole and Bill to discuss her book, The Code: Silicon Valley and the Remaking of America. O’Mara’s work tracks the history of the people who built Silicon Valley and the explosion of big tech in America. The conversation covers the institutions that provided the framework for innovation, the background of the pioneers, and the investors that supported this district.

More Episodes

Bryan Burrough – The Gunfighters: How Texas Made the West Wild

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.” […]

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Liaquat Ahamed – 1873: The Rothschilds, the First Great Depression, and the Making of the Modern World

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 […]

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David Williams – The William E. Boeing Story: A Gift of Flight

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 […]

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Alex Wright – Empire of Ink

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. […]

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The Smead Book List – Summer 2026

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 […]

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The Long View: Defining Intelligence

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 […]

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