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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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Eric Metaxas – Bonheoffer

March 17, 2025

In this episode, author, speaker, and radio host Eric Metaxas joins Cole Smead to discuss his book, “Bonhoeffer: Pastor, Martyr, Prophet, Spy.” Their discussion explores the remarkable life of Dietrich Bonhoeffer, a dedicated pastor, unwilling […]

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Lucy Santos – Chain Reactions

March 3, 2025

In this episode, Lucy Santos, freelance historian, writer, and consultant, joins Cole Smead to discuss her book, “Chain Reactions: The Hopeful History of Uranium.” Their discussion covers topics such as the history […]

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Max Frumes – The Caesars Palace Coup

February 17, 2025

Max Frumes, author and Global Head of Distressed and Restructuring at 9Fin, joins Cole Smead and Conor O’Callaghan to discuss his book, “The Caesars Palace Coup: How A Billionaire Brawl […]

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Doug Terreson – Can’t Deny It

February 3, 2025

In this special taping, live from the 2025 Smead Investor Oasis, legendary Wall Street analyst Doug Terreson joins Portfolio Managers Cole Smead and Bill Smead to explore his book “Can’t […]

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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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