Part 1
“Gilded age money is actually the money that fuels the growth of Silicon Valley.”
Author Margaret O’Mara joins Cole and Bill to discuss her book, The Code: Silicon Valley and the Remaking of America. O’Mara’s work tracks the history of the people who built Silicon Valley and the explosion of big tech in America. The conversation covers the institutions that provided the framework for innovation, the background of the pioneers, and the investors that supported this district.
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.
“FDR was brilliant in recognizing there is a connection between a fair economy with well-regulated markets and a strong democracy with broad public support. He saw those as inextricable, and … Diana B....
⟶ Start listeningThe discussion surrounding Michael Thomsen’s book, Cage Kings, continues as former mixed martial artist Matt “The Law” Lindland joins Cole to talk about his path to the Olympics, the Supreme Court, and … Matt Lindland...
⟶ Start listeningMichael Thomsen joins Cole in this episode to discuss his book, Cage Kings: How an Unlikely Group of Moguls, Champions & Hustlers Transformed the UFC into a $10 Billion Industry. Michael’s book highlights … Michael Thomsen...
⟶ Start listening“The name Fugger in Germany is like the name Rockefeller in the US.” Greg Steinmetz joins Cole and Bill for his second appearance on the show, this time to discuss his book, … Greg Steinmetz...
⟶ Start listening“Does it matter if you pay with cash, card, iPhone, or Bitcoin?” Cole and author Brett Scott delve into that question when discussing Scott’s book, Cloudmoney: Cash, Cards, Crypto, and the War for Our … Brett Scott...
⟶ Start listening
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© Copyright 2022. Smead Capital Management.
All rights reserved.
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