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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.

Former journalist Henry Sanderson joins Cole to discuss his book, Volt Rush: The Winners and Losers in the Race to Go Green. Henry’s work examines the realities of building a green energy economy, the supply chain requirements, and the geopolitical implications of transitioning into a greener world. The conversation covers clean energy’s role in today’s economy and how its position in society will evolve, as well as the race amongst countries to attract battery investment.

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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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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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