The Smead Book List - Summer 2024
A Book with Legs
Smead Capital Management
4.2 • 1.1K Ratings
🗓️ 1 July 2024
⏱️ 72 minutes
🧾️ Download transcript
Summary
In this episode, the Arizona Chamber of Commerce & Industry CEO Danny Seiden joins Cole Smead and Seamus Sullivan to talk about the firm's quarterly book list while providing thought-provoking context with insightful historical anecdotes. They also discuss the state of markets and the economy, the business environment in the state of Arizona, and much more. Listen in to hear what books they have recently read, what they are currently reading, and the books they have on deck.
Have a book you would like to recommend for the podcast? Email your suggestions to [email protected].
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. |
| 0:12.9 | You can learn more at Smeadcap.com or by calling your financial advisor. |
| 0:26.9 | Welcome to a book with legs podcast. I'm Cole Smead, CEO and portfolio manager here at Smead Capital Management. At our firm, we are readers, and we believe in the power of books to help |
| 0:31.4 | shaped informed investors. In this podcast, we speak to great authors about their writings. The late |
| 0:36.7 | great Charlie Munger prescribed using multiple mental models and analysis. |
| 0:40.3 | We analyze their work through the lens of business, markets, and people. |
| 0:45.3 | Today's date is July 1st, 2024. |
| 0:48.3 | This is our quarterly book list where we talk about books, books, and more books. |
| 0:57.5 | Hosting this with me is my colleague, Seamus Sullivan. |
| 0:58.8 | Thanks for joining me, Seamus. |
| 1:01.0 | And today we also have a special guest. |
| 1:06.8 | This is the first time on a Book with Legs podcast, an honored guest, I might add. |
| 1:12.5 | I would say this person is very bookish to use the British term, and we will have some fun with him. |
| 1:12.9 | My friend, the CEO of the Arizona Chamber of Commerce and Industry, Danny Siden is here to |
| 1:17.6 | join us. |
| 1:18.4 | Thank you, Danny. |
| 1:19.0 | Thank you, Cole. |
| 1:19.9 | Thanks for having me. |
| 1:20.6 | I love talking about books. |
| 1:22.3 | So a little bit background on Danny. |
| 1:24.4 | Danny was the chief of staff for our former governor of Arizona, Doug |
... |
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