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Smead Investor Podcast

PODCAST · business

Smead Investor Podcast

Smead Capital Management's Missives Audio Podcast allows listeners to hear from SCM's portfolio managers and investment professionals on demand and anywhere in the world. These missives are aimed at helping investors understand the mindset and process at Smead Capital Management.

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  1. 72

    SCM Missive | Wayne Gretzky on Value Investing

    Chief Investment Officer William Smead

  2. 71

    SCM Missive | Y2QE

    Chief Investment Officer William Smead

  3. 70

    SCM Missive | Short Term Pain for Long Term Gain

    Chief Investment Officer William Smead

  4. 69

    SCM Missive | True Grit

    Chief Investment Officer William Smead

  5. 68

    SCM Missive | Booming Commodities and an Anemic Economic Recovery

    Chief Investment Officer William Smead

  6. 67

    SCM Missive | Good Nutrition in the New Year!

    Chief Investment Officer William Smead

  7. 66

    SCM Missive | Dang! Dang! Not Lost in Translation

    Chief Investment Officer William Smead

  8. 65

    SCM Missive | Is the "New Normal" Idiotic?

    Chief Investment Officer William Smead

  9. 64

    SCM Missive | A Bird in the Hand

    Chief Investment Officer William Smead

  10. 63

    SCM Missive | Why Moats Take the Discretion Out of Consumer Discretionary Stocks

    Chief Investment Officer William Smead

  11. 62

    SCM Missive | $10/Barrel Oil

    Chief Investment Officer William Smead

  12. 61

    SCM Missive | Financial Aids

    Chief Investment Officer William Smead

  13. 60

    SCM Missive | The Best is Yet to Come

    Chief Investment Officer William Smead

  14. 59

    SCM Missive | Seller at the Bottom

    Chief Investment Officer William Smead

  15. 58

    SCM Missive | Lemmings Part 2

    Chief Investment Officer William Smead

  16. 57

    SCM Missive | Lemmings

    Chief Investment Officer William Smead

  17. 56

    SCM Missive | Shareholder Friendliness

    Chief Investment Officer William Smead

  18. 55

    SCM Missive | Mini 2008

    Chief Investment Officer William Smead

  19. 54

    SCM Missive | Lining Up the Ducks

    Chief Investment Officer William Smead

  20. 53

    SCM Missive | Group Think Robs Investors

    Chief Investment Officer William Smead

  21. 52

    SCM Missive | Insanity

    Chief Investment Officer William Smead

  22. 51

    SCM Missive | Hall of Fame Companies: Making the Liquid Illiquid

    Chief Investment Officer William Smead

  23. 50

    SCM Missive | Making Great Business Music

    Chief Investment Officer William Smead

  24. 49

    SCM Missive | The Truth Will Set You Free

    Chief Investment Officer William Smead

  25. 48

    SCM Missive | Consistency

    Chief Investment Officer William Smead

  26. 47

    SCM Missive | Watershed Events

    Chief Investment Officer William Smead

  27. 46

    SCM Missive | Toll Bridges

    Chief Investment Officer William Smead

  28. 45

    SCM Missive | Reclamation or Restoration

    Chief Investment Officer William Smead

  29. 44

    SCM Missive | Vision Makes a Difference

    Chief Investment Officer William Smead

  30. 43

    SCM Missive | Quite a Contrast

    Chief Investment Officer William Smead

  31. 42

    SCM Missive | Dreamer Nothing But a Dreamer

    Chief Investment Officer William Smead

  32. 41

    SCM Missive | Insider Buying

    Chief Investment Officer William Smead

  33. 40

    SCM Missive | The Stages of a Bull Market

    Chief Investment Officer William Smead writes this missive explainging to investors what is being shared in the markets.

  34. 39

    SCM Missive | 1982 or 2009 - Pick Your Poison

    Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is.

  35. 38

    SCM Missive | Cult Stocks

    Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is.

  36. 37

    SCM Missive | The Greatest Bull Market that No One Loved

    Chief Investment Officer William Smead writes this missive to explain to investors how unloved this bull market is

  37. 36

    SCM Missive | Peak Oil Mini-Me Part 2

    Chief Investment Officer William Smead writes this missive to explain the continued enthusiasm for oil.

  38. 35

    SCM Missive | Bi-Polar Sentiment Readings

    Chief Investment Officer William Smead writes this missive to explain the contradiction between professional and individual investorss.

  39. 34

    SCM Missive | Solving the Common Stock Mystery

    Chief Investment Officer William Smead writes this missive to present some interesting information heard in the recent weeks.

  40. 33

    SCM Missive | The Correction that Refreshes

    Chief Investment Officer William Smead writes this missive to show some reasons why the market may need to take a breather.

  41. 32

    SCM Missive | The S and P 500 Value Index Tells the Story

    Chief Investment Officer William Smead writes this missive to show the bifurcation present in the S and P 500 Index today.

  42. 31

    SCM Missive | Mythical Argument

    Chief Investment Officer William Smead writes this missive to talk about the possible myth of the disappearance of the consumer for some time to come.

  43. 30

    SCM Missive | Best Performing Sectors in Bull Markets

    Chief Investment Officer William Smead writes this missive to show investors what he believes are the best opportunities in the next bull market.

  44. 29

    SCM Missive | Playing Emerging Markets

    Chief Investment Officer William Smead writes this missive to show investors the opportunity for healthcare across the world.

  45. 28

    SCM Missive | Long Bears

    Chief Investment Officer William Smead writes this missive to help investors understand the reflation trade.

  46. 27

    SCM Missive | The Parable of the Stock Market Sower

    Chief Investment Officer William Smead writes this missive to help investors understand the process of long-term wealth creation

  47. 26

    SCM Missive | The Wrong Premiums

    Chief Investment Officer William Smead writes this missive to talk about what companies the market has been placing a premium on in relation to what normally has a premium attached to it.

  48. 25

    SCM Missive | Monopoly Money

    Chief Investment Officer William Smead writes this missive to talk about what he believes the likely hood of high inflation will be.

  49. 24

    SCM Missive | Peak Oil Mini-Me

    Chief Investment Officer William Smead writes this missive to bring Austin Powers into the fold of the peak oil theory.

  50. 23

    SCM Missive | Stomach Reinforcement

    Chief Investment Officer William Smead writes this missive to give them reinforcement from Jeremy Grantham of GMO.

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ABOUT THIS SHOW

Smead Capital Management's Missives Audio Podcast allows listeners to hear from SCM's portfolio managers and investment professionals on demand and anywhere in the world. These missives are aimed at helping investors understand the mindset and process at Smead Capital Management.

HOSTED BY

Smead Capital Management

CATEGORIES

business investing
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