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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.

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 A Book with Legs, where Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by journalist and author Jason Socrates Bardi to discuss his book, “The Great Math War: How Three Brilliant Minds Fought for the Foundations of Mathematics.”

Cole and Jason trace the historical and intellectual battle between mathematical titans David Hilbert, who saw mathematics as a game with strict rules, and L.E.J. Brouwer, whose concept of intuitionism rejected many classical methods. They also discuss how these mental frameworks can be considered when investing and interpreting data.

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