In this episode, Cole and Bill Smead speak with journalist and author Kyle Paoletta about his book, “American Oasis: Finding the Future in the Cities of the Southwest.” Their conversation explores the unique history of the American Southwest and its most iconic cities. The discussion spans from Spanish colonialism to the impact of railroads and suburbanization. They also examine the region’s key drivers of economic growth today, including innovative water conservation solutions being used to support growing populations.
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1:22:26
Amar Bhide - Uncertainty and Enterprise: Venturing Beyond the Known
In this episode, author, professor, and Council on Foreign Relations member Amar Bhide, joins Cole Smead to discuss his book, “Uncertainty and Enterprise: Venturing Beyond the Known.” Their conversation explores the relationship between profit and uncertainty when investing, the old and new schools of thought emerging from the Chicago School of Economics, artificial intelligence, and more.
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1:32:20
Mary Flannery - Geoffrey Chaucer: Unveiling the Merry Bard
In this episode, writer and medievalist Mary Flannery joins Cole Smead to discuss her book, “Geoffrey Chaucer: Unveiling the Merry Bard.” Their discussion explores the life and work of English writer and poet Geoffrey Chaucer, a father figure in the English literary tradition, covering his most influential and controversial works, numerous titles and royal affiliations, impact on the modern English language, and more.
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1:14:38
The Smead Book List - Spring 2025
In this special quarterly ‘book list’ episode of A Book with Legs, Cole and Bill Smead revisit the most memorable takeaways from the books recently featured on the podcast, share what’s on their current reading list, and preview what’s next. They also offer fresh insights into inflation, tariffs, investment opportunities in oil, and more!
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1:01:23
Eric Metaxas - Bonhoeffer
In this episode, author, speaker, and radio host Eric Metaxas joins Cole Smead to discuss his book, “Bonhoeffer: Pastor, Martyr, Prophet, Spy.” Their discussion explores the remarkable life of Dietrich Bonhoeffer, a dedicated pastor, unwilling to waver in his convictions, even when facing the Nazi regime. Bonhoeffer’s story spans continents and finds him playing a role in a plot to kill Hitler, protecting the German Church from Nazi takeover, and more.
Welcome to A Book with Legs podcast, hosted by Smead Capital Management. In each episode, the folks at Smead Capital Management explore value investing through an entirely unique lens, bringing in authors to discuss books that have directly or indirectly influenced the decisions the Smead 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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