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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.

Part 2

The second part of Cole and Bill’s conversation with Author Margaret O’Mara on her book, The Code: Silicon Valley and the Remaking of America, covers early software, manufacturers of AI and computers, and communications between technologies and people, as well as different technologies themselves. They take a deep dive into what really made Silicon Valley as we know it today.

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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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