A Book with Legs

Smead Capital Management
A Book with Legs
Último episodio

120 episodios

  • A Book with Legs

    Tom Griffiths - Laws of Thought: The Quest for a Mathematical Theory of the Mind

    02/03/2026 | 1 h 24 min
    What 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, where value investor Cole Smead, CEO and Portfolio Manager of Smead Capital Management, is joined by author and professor Tom Griffiths to discuss his book, “The Laws of Thought: The Quest for a Mathematical Theory of the Mind.” The two discuss the history of attempts to understand human behavior through a mathematical lens and engage in thought-provoking conversation on the differences between machine and human learning.
    Griffiths is the Henry R. Luce Professor of Information Technology, Consciousness, and Culture in the Department of Psychology and Computer Science at Princeton University.
    Purchase a copy of The Laws of Thought: The Quest for a Mathematical Theory of the Mind here: https://us.macmillan.com/books/9781250358356/thelawsofthought/ Sign up to be notified about new A Book with Legs episodes: https://hubs.ly/Q0452V800
  • A Book with Legs

    Amy Gamerman - The Crazies

    16/02/2026 | 1 h 10 min
    How much trouble could a wind farm cause? Turns out, a lot. When Rick Jarrett decided to capitalize on strong gusts around his land in Big Timber, Montana, the prospect of a wind farm in the shadow of the Crazy Mountains upset hyper-wealthy neighbors who were more concerned about property aesthetics than multi-generation locals looking to make a living. It also caught the attention of Crow Tribe activists, for whom the Crazy Mountains held deep cultural significance.
    In this week's episode of A Book with Legs Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by Amy Gamerman, author of “The Crazies: The Cattleman, the Wind Prospector, and a War Out West." Gamerman has written about real estate and culture for The Wall Street Journal for more than two decades. Her work has earned multiple awards from the National Association of Real Estate Editors and has appeared in Vogue, Redbook, and Departures. She attended Yale University and King’s College, Cambridge.
  • A Book with Legs

    Tim Wu - The Age of Extraction

    02/02/2026 | 1 h 2 min
    Smead Capital Management Chairman and CIO Bill Smead and CEO and Portfolio Manager Cole Smead sat down with author and Columbia Law School professor Tim Wu for a special live taping of the A Book with Legs podcast at today’s Smead Investor Oasis. The three discuss Tim’s new book, titled “The Age of Extraction.”
    The book unpacks one of the defining challenges of our time—the growing power of tech platforms. In this live episode, they explore the benefits and risks of that power, and what it will take to reclaim control and restore balance to the economy. Keep an eye out for a recording of the live episode, which will be posted today.
  • A Book with Legs

    Kenneth R. Rosen - Polar War

    19/01/2026 | 1 h 12 min
    In this episode, learn how today’s geopolitics, climate change, and key happenings in the Arctic affect people and countries around the globe. The Arctic plays a complex role on the world stage, impacting everything from Russian national identity to shipping routes and military aspirations. Understanding these themes requires a comprehensive look at Arctic history, its exploration, and why it’s considered an important territory for major world powers.
    Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by Kenneth R. Rosen, author of “Polar War: Submarines, Spies, and the Struggle for Power in a Melting Arctic." Rosen is the recipient of the Kurt Schork Award for his reporting from Ukraine, Syria, and Malta, and has been featured in The New Yorker, The New York Times, and The Atlantic, among other publications.
  • A Book with Legs

    Trent Preszler - Evergreen

    05/01/2026 | 1 h 10 min
    In this episode, learn about how evergreen trees have uniquely shaped America as we know it today, impacting how we build our homes, celebrate holidays, and more. In fact, the American Revolutionary War might have really started with the Pine Tree Riot, which happened a year before the Boston Tea Party! Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by Trent Preszler, author of “Evergreen: The Trees That Shaped America.” Trent is also a professor of practice in the Dyson School of Applied Economics and Management at Cornell University and serves as director of the Henry David Thoreau Foundation's Planetary Solutions Initiative. To hear more, check out the full episode!

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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.
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