General David Petraeus - Conflict

A Book with Legs

Smead Capital Management

Investing, Business, Management

4.2 • 1.1K Ratings

🗓️ 8 January 2024

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode, retired U.S. Army general David Petraeus joins Bill and Cole to discuss the recently released book that he co -authored titled, "Conflict." The book explores the evolution of warfare beginning in 1945 up to Russia's invasion of Ukraine, highlighting the importance of strategic leadership. Ultimately, that idea that what takes place in one part of the world does actually resonate or reverberate in others is critical.

Transcript

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0:00.0	You're listening to A Book with Legs, a podcast presented by Smead Capital Management.
0:08.1	At Smead Capital Management, we advise investors who fear stock market failure. You can learn more at
0:13.9	smeedcap.com or by calling your financial advisor.
0:25.4	Welcome to a book with legs podcast. I'm Cole Smead. I'm the CEO and a portfolio manager here at Smead Capital Management. At our firm, we are readers and we believe books provide us
0:30.4	powerful information to help shape informed investors. In this podcast, we speak to great authors
0:35.6	in their writings. The late great Charlie Munger prescribed using multiple mental models and analysis.
0:40.7	We analyze their work through the lens of business, markets, and people.
0:45.2	Hosting this episode with me is our chief investment officer, my dad, Bill Smead.
0:49.3	Thanks for joining me.
0:50.3	I'm thrilled to be here.
0:52.1	Thank you to our listeners for joining us with this episode of the podcast as well.
0:55.2	We are going to study wars through the eyes
0:56.8	of someone that has witnessed the complexity
0:58.2	of the multi-factor world that we all live in.
1:01.4	Joining us to disuss the recently released book
1:03.5	that he co-authored titled Conflict
1:05.1	is General David Petraeus.
1:07.5	Though he needs no introduction,
1:09.4	General Petraeus is a partner at KKR and chairman of KKR Global Institute.
1:13.4	He is a board member of Optiv and OneStream, a strategic advisor for Sempra and advanced navigation.
1:19.5	General Petraeus served over 30 years in the U.S. military with six consecutive commands as a general officer, five of which were in combat.
1:25.7	We will discuss many of those experiences in our discussion today.
	...

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