Matthew Bernstein joins Cole to discuss his book, George Hearst: Silver King of the Gilded Age. Matthew’s book examines Hearst’s unique path to building a mining empire, his career in politics, a quest for wealth, and the many life lessons that can be learned from it all. Cole says, “This is a book that helps investors understand how money can be made when it’s not being printed in Washington D.C. or New York.”

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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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Robert Pickering – Blue Bood

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Mark Mills – The Cloud Revolution

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Mark Mills makes his second appearance on the podcast, this time to discuss his book, The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A … Mark Mills...

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Margaret O’Mara – The Code – Part 2

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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 … Margaret O’Mara...

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Margaret O’Mara – The Code – Part 1

April 10, 2023

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 … Margaret O’Mara...

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The Smead Book List – Spring 2023

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

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Shannon K. O’Neil – The Globalization Myth: Why Regions Matter

March 20, 2023

“The globalization of the last forty years is changing. Overall, these changes will lead toward more regionalization.” Author Shannon K. O’Neil joins Cole to discuss her book, The Globalization Myth: Why Regions Matter. Shannon’s work … Shannon K....

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