A Book with Legs
Smead Capital Management
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Recent Episodes
S4E441 Howard Gardner - Frames of Mind
Can 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 with Legs, Smead Capital…
S4E440 Justin Baer - House of Fidelity
How 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 Book with Legs, Smead…
S4E439 Andrew Seth Meyer: To Rule All Under Heaven
What 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 Management CEO and Portfolio…
S4E438 Gaurav Suri - The Emergent Mind: How Intelligence Arises in People and Machines
What 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 neuroscientist,…
S4E437 Jason Bardi - The Great Math War: How Three Brilliant Minds Fought for the Foundations of Mathematics
What 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 with Legs, where Smead…
S4E436 The Smead Book List - Spring Book List
What 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 from books they have…
S4E435 Kathryn Paige Harden - Original Sin: On The Genetics of Vice, The Problem of Blame, And the Future of Forgiveness
How 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 are explored in the…
S4E434 Tom Griffiths - Laws of Thought: The Quest for a Mathematical Theory of the Mind
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…
S4E433 Amy Gamerman - The Crazies
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…
S4E432 Tim Wu - The Age of Extraction
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…
S4E431 Kenneth R. Rosen - Polar War
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,…
S4E430 Trent Preszler - Evergreen
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…
S4E429 The Smead Book List - Winter 2025
In this special quarterly ‘book list’ episode, Cole Smead is joined by Smead Capital Management’s analyst team. Together, they discuss the books that they have recently finished and what they are…
S4E428 David McWilliams - The History of Money: A Story of Humanity
In this episode, Cole Smead is joined by economist and author David McWilliams to discuss his book, “The History of Money: A Story of Humanity.” McWilliams outlines the thesis of his book, that…
S4E427 Charles Murray - Taking Religion Seriously
In this episode, Bill Smead and Cole Smead are joined by author Charles Murray to discuss his book, “Taking Religion Seriously.” The three discuss Murray’s personal journey with religion and…
S4E426 James Grant - Friends Until The End
In this episode, Cole Smead is joined by author James Grant to discuss his book, “Friends Until the End: Edmund Burke and Charles Fox in the Age of Revolution.” The book details the remarkable lives…
S4E425 Brian Potter - The Origins of Efficiency
In this episode, Cole Smead is joined by author Brian Potter to discuss his book “The Origins of Efficiency.” The two discuss the importance and profound impact of efficiency when producing goods and…
S4E424 Mark Blyth and Nicolò Fraccaroli - Inflation
In this episode, author and professor Mark Blyth sits down with Cole Smead to discuss a book he co-authored with Nicolò Fraccaroli titled “Inflation: A Guide for Users and Losers.” Blyth unpacks the…
S4E423 Amitav Acharya - The Once and Future World Order: Why Global Civilization Will Survive the Decline of the West
In this episode, professor and author Amitav Acharya joins Cole Smead to discuss his book “The Once and Future World Order: Why Global Civilization Will Survive the Decline of the West.” The two…
S4E422 The Smead Book List - Fall 2025
In this special quarterly ‘book list’ episode, Bill Smead and Cole Smead discuss memorable takeaways from books they have recently read, share what they are reading now, and preview what is next on…
Frequently Asked Questions
A Book with Legs has published 126 episodes since February 2022, covering topics in Business, Investing.
A Book with Legs is currently highly active with new episodes every 2 weeks. Average episode length is 1h 11m.
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