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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.

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 Billionaire Wildcatters. Greg introduces us to the men responsible for the birth of fracking and explains how the trajectory of the United States economy changed with the extraction of oil and natural gas.

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Vaudine England – Fortune’s Bazaar

January 20, 2025

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, […]

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Adrian Tinniswood – The Power and The Glory

January 6, 2025

In this episode, writer and historian Adrian Tinniswood joins Smead Capital Management CEO Cole Smead to discuss his book, “The Power and the Glory: Life in the English Country House […]

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The Smead Book List – Winter 2024

December 30, 2024

In this episode, Smead Capital Management CEO Cole Smead and CIO Bill Smead reflect on the books they have recently read, what they are currently reading, and what they look […]

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John Oller – White Shoe

December 16, 2024

In this episode, author and former lawyer John Oller joins Cole Smead to discuss his book, “White Shoe: How a New Breed of Wall Street Lawyers Changed Big Business and the […]

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Brad Klontz – Start Thinking Rich

December 2, 2024

In this episode, financial psychologist Brad Klontz joins Cole Smead to discuss his book, Start Thinking Rich: 21 Harsh Truths to Take You from Broke to Financial Freedom, which explores the […]

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Brett Gardner – Buffett’s Early Investments

November 18, 2024

In this episode, investment analyst Brett Gardner joins Cole and Bill Smead to discuss his newly released book, “Buffett’s Early Investments,” which explores Warren Buffett’s key initial ventures that shaped […]

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