A Book with Legs
by Smead Capital Management
Robert Winder - Three Rivers: The Extraordinary Waterways that…
About this podcast
In each episode, we explore value investing through an entirely unique lens, bringing in authors to discuss books that have directly or indirectly influenced the decisions the Smead Capital Management team has made on their investments in stocks and equities. The podcast is for the curious-minded looking for worldly wisdom. Investing is the last great liberal art, and the team at Smead wants to learn as much as they can. Any level of investor, business person, or thinker, whether personally or professionally, will be intrigued and engaged by these discussions.
Episodes
The newest 20 of 138 episodes
- Robert Winder - Three Rivers: The Extraordinary Waterways that Created Europe · 1 h 2 min · Season 4 Episode 453In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, sits down with Robert Winder to discuss his book, “Three Rivers: The…
- Lydia Towns - In Search of Trade and Fortune: John Cabot, Christopher Columbus and the Opening of the Atlantic · 57 min · Season 4 Episode 452In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, and Chairman and Chief Investment Officer Bill Smead sit down with Lydia…
- Erwin Chemerinsky - Campus Speech and Academic Freedom: A Guide for Difficult Times · 1 h 4 min · Season 4 Episode 451In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, sits down with Erwin Chemerinsky to discuss his book, “Campus Speech and…
- The Smead Book List - Fall Book List 2026 · 56 min · Season 4 Episode 450In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, is joined by Chairman and Chief Investment Officer Bill Smead for the…
- Kenneth Rogoff - Our Dollar, Your Problem: An Insider's View of Seven Turbulent Decades of Global Finance, and the Road Ahead · 1 h 11 min · Season 4 Episode 449In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, sits down with Dr. Kenneth Rogoff to discuss his book, "Our Dollar, Your…
- Adrian Wooldridge - The Revolutionary Center: The Lost Genius of Liberalism · 1 h 17 min · Season 4 Episode 448In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager at Smead Capital Management, sits down with Adrian Wooldridge to discuss his book, “The Revolutionary…
- Bryan Burrough - The Gunfighters: How Texas Made the West Wild · 1 h 10 min · Season 4 Episode 447In this episode of A Book with Legs, Cole Smead, CEO and Portfolio Manager, welcomes back Bryan Burrough to discuss his book, “The Gunfighters: How Texas Made the West Wild.”…
- Liaquat Ahamed - 1873: The Rothschilds, the First Great Depression, and the Making of the Modern World · 1 h 5 min · Season 4 Episode 446In 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…
- David Williams - The William E. Boeing Story: A Gift of Flight · 1 h 1 min · Season 4 Episode 445In 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…
- Alex Wright - Empire of Ink · 1 h 13 min · Season 4 Episode 444What 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…
- The Smead Book List - Summer 2026 · 1 h 8 min · Season 4 Episode 443What 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…
- The Long View: Defining Intelligence · 53 min · Season 4 Episode 442Can a human being’s behavior and personality be fully explained by a machine, chemistry, biology, or data? Or is there something intangible left over? These questions and the…
- Howard Gardner - Frames of Mind · 1 h 7 min · Season 4 Episode 441Can an IQ test comprehensively define an individual’s intelligence? Are there aspects of human capability that tests fail to take into account? In the latest episode of A Book…
- Justin Baer - House of Fidelity · 1 h 20 min · Season 4 Episode 440How did one family build Fidelity into one of the most powerful forces in American investing, and what allowed it to endure across three generations? In the latest episode of A…
- Andrew Seth Meyer: To Rule All Under Heaven · 1 h 16 min · Season 4 Episode 439What makes a civilization endure, and how did a Chinese empire that conquered everything fall apart in 15 years? In the latest episode of A Book with Legs, Smead Capital…
- Gaurav Suri - The Emergent Mind: How Intelligence Arises in People and Machines · 1 h 5 min · Season 4 Episode 438What in the subconscious mind informs our actions, and what are our neural networks capable of that distinguishes them from machines such as LLMs? Gaurav is a computational…
- Jason Bardi - The Great Math War: How Three Brilliant Minds Fought for the Foundations of Mathematics · 1 h 19 min · Season 4 Episode 437What happens when brilliant minds disagree not just on answers, but on the very rules of how answers can be found? These questions are addressed in the latest episode of A Book…
- The Smead Book List - Spring Book List · 1 h 5 min · Season 4 Episode 436What is the Smead Capital Management team reading, and what’s up next? In this new quarterly ‘book list’ episode, value investors Bill and Cole Smead discuss memorable takeaways…
- Kathryn Paige Harden - Original Sin: On The Genetics of Vice, The Problem of Blame, And the Future of Forgiveness · 1 h 25 min · Season 4 Episode 435How much of our temperament and behavior is passed through DNA, and how do we punish those whose behavior may be shaped by genetic forces outside of their control? These concepts…
- Tom Griffiths - Laws of Thought: The Quest for a Mathematical Theory of the Mind · 1 h 24 min · Season 4 Episode 434What is the divine, and what can the distinctions between AI learning and human cognition reveal about it? These concepts are explored in the latest episode of A Book with Legs…







