The Smead Book List - Winter 2024
A Book with Legs
Smead Capital Management
4.2 • 1.1K Ratings
🗓️ 30 December 2024
⏱️ 55 minutes
🧾️ Download transcript
Summary
In this episode, Smead Capital Management CEO Cole Smead and CIO Bill Smead reflect on the books they have recently read, what they are currently reading, and what they look forward to reading next. Additionally, they provide their expert perspectives on financial euphoria, energy and more!
Transcript
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| 0:00.0 | You're listening to A Book with Legs, a podcast presented by Smead Capital Management. |
| 0:08.0 | 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. |
| 0:21.3 | Welcome to a book with legs podcast. I'm Cole Smead, CEO and portfolio manager here at |
| 0:25.6 | Smead Capital Management. At our firm, we are readers and we believe in the power of books |
| 0:30.5 | to help shape and form investors. In this podcast, we speak to great authors about their writings. |
| 0:35.3 | The late great Charlie Munger prescribed using multiple mental models and analysis. |
| 0:39.7 | We analyze their work through the lens of business, markets, and people. |
| 0:44.3 | Today's date is December 30th, 2024. |
| 0:47.6 | It's our fourth quarter book list where we talk about books, books, and more books. |
| 0:56.1 | Hosting this with me is our chief and federal officer and chairman, Bill Smead, Dad. Thanks for joining me. I'm glad to be here. |
| 1:01.5 | So let's, we'll start out as we normally do. What have you been reading lately? Well, I've been |
| 1:08.5 | reading a totally fascinating book called Bubble in the Sun by Christopher Noelton. |
| 1:13.2 | I don't know if... |
| 1:14.4 | Oh, that's what you read? |
| 1:15.9 | I'm almost finished with it. |
| 1:17.5 | Well, yeah. |
| 1:19.0 | And read Technology Revolutions and Financial Capital by Carlotta Perez. |
| 1:24.3 | And what's that about? |
| 1:25.9 | Well, it's a whole theme that we're working on. The evidence to |
| 1:33.4 | us in our work is that this is the fourth major financial euphoria episode of the last 100 years. |
| 1:39.0 | So our reading seems to be taking us to trying to learn about the other ones so that we can handle this one |
... |
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