The Smead Book List - Summer 2026

Watch On YouTube

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.

What is the Smead Capital Management team reading, and what ideas are shaping their view of today’s markets?

In this quarterly Book List episode of A Book with Legs, Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by longtime listener Steve to discuss the books that have recently captured their attention.

Cole and Steve discuss their recent reads which cover a range of topics from investor psychology, Chinese history, mathematics and intelligence, to business turnarounds and cooperation. They also share the books currently on their nightstands and discuss what they hope to learn from future reads. Along the way, the conversation touches on energy markets and the role of history in understanding today’s investment landscape.

More Episodes

Liaquat Ahamed – 1873: The Rothschilds, the First Great Depression, and the Making of the Modern World

August 3, 2026

In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager, and Bill Smead, Chairman and Chief Investment Officer at Smead Capital Management, sit down with Liaquat […]

⟶ Start listening

David Williams – The William E. Boeing Story: A Gift of Flight

July 20, 2026

In this episode of A Book with Legs, hosts Cole Smead, CEO and Portfolio Manager, and Bill Smead, Chairman and Chief Investment Officer at Smead Capital Management, sit down with […]

⟶ Start listening

Alex Wright – Empire of Ink

July 6, 2026

What can the history of newspapers teach us about today’s media landscape? In the latest episode of A Book with Legs, Smead Capital Management CEO and Portfolio Manager C. W. […]

⟶ Start listening