In this episode, Cole and Bill are joined by Lauren Templeton co-author of the book, Investing the Templeton Way: The Market-Beating Strategies of Value Investing’s Legendary Bargain Hunter. Lauren discusses the life of her great uncle and famed investor Sir John Templeton, how he capitalized on buying at the point of maximum pessimism, and his route to becoming known as one of the greatest stock pickers in history.

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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.

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Bryan Burrough – Barbarians at the Gate

May 20, 2024

In this episode, author and journalist Bryan Burrough joins Bill and Cole Smead to discuss his classic work, “Barbarians at the Gate.” The book is a detailed narrative of the high stakes […]

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Rob Copeland – The Fund

May 6, 2024

In this episode, reporter Rob Copeland joins Cole Smead to discuss his book, “The Fund,” which provides a detailed account of the rise of Ray Dalio and the founding of […]

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Benji Backer – The Conservative Environmentalist

April 22, 2024

In this episode, activist Benji Backer joins Cole Smead to discuss his newly released book, “The Conservative Environmentalist,” which makes the case for the economic benefits of the strategic merging […]

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Jennifer Burns – Milton Friedman: The Last Conservative

April 8, 2024

In this episode, historian Jennifer Burns joins Cole Smead to discuss her book “Milton Friedman: The Last Conservative,” which provides an in-depth analysis of Friedman’s economic theories and their lasting […]

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The Smead Book List – Spring 2024

April 1, 2024

Interested in the Smead Capital Management book list? Listen in to hear Cole and Bill Smead list the books they have recently read, what they’re currently reading, and the books […]

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Ekaterina Pravilov – The Ruble

March 18, 2024

In this episode, author and Professor Ekaterina Pravilova joins Cole Smead to discuss her book, “The Ruble: A Political History.” Ekaterina’s book explores the evolution of the Russian currency over […]

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