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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.

In this episode, Cole Smead is joined by economist and author David McWilliams to discuss his book, “The History of Money: A Story of Humanity.” McWilliams outlines the thesis of his book, that “money is the foundational technology that explains human progress.” The two examine through historical and contemporary lenses the meaningful ways that currency has shaped our society, impacted quality of life, and more.

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Howard Gardner – Frames of Mind

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 […]

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Justin Baer – House of Fidelity

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 […]

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Andrew Seth Meyer: To Rule All Under Heaven

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 […]

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Gaurav Suri – The Emergent Mind: How Intelligence Arises in People and Machines

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 […]

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Jason Bardi – The Great Math War: How Three Brilliant Minds Fought for the Foundations of Mathematics

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 […]

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The Smead Book List – Spring Book List

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 […]

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