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.
As the world becomes more energy efficient, demand will always remain high.
In this episode, Cole and Bill Smead speak with Mark Mills, co-author of the book The Bottomless Well: The Twilight of Fuel, The Virtue of Waste and Why We Will Never Run Out Of Energy. Mark explains why demand for energy will never drop and how supply is limitless.
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 […]
⟶ Start listeningIn 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 […]
⟶ Start listeningMax 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 […]
⟶ Start listeningIn 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 […]
⟶ Start listeningIn 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, […]
⟶ Start listeningIn 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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