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Smead Investor Podcast

Smead Capital Management

13+ y ago13+ y ago

Mensal

Smead Capital Management's Investors Podcast allows listeners to hear from SCM's portfolio managers and investment professionals on demand and anywhere in the world. The missives, newsletters and other communications are aimed at helping investors understand the mindset and process at Smead Capital Management.

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show series

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SCM Missive | Wayne Gretzky on Value Investing 6:07

13+ y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Y2QE 6:07

13+ y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Short Term Pain for Long Term Gain 6:08

13+ y ago6:08

6:08

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | True Grit 5:52

13+ y ago5:52

5:52

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Booming Commodities and an Anemic Economic Recovery 6:07

14y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Good Nutrition in the New Year! 6:07

14y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Dang! Dang! Not Lost in Translation 6:07

14y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Is the "New Normal" Idiotic? 6:07

14y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | A Bird in the Hand 6:07

14y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Why Moats Take the Discretion Out of Consumer Discretionary Stocks 6:07

14y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | $10/Barrel Oil 6:07

14y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Financial Aids 6:07

14y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | The Best is Yet to Come 6:07

14y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Seller at the Bottom 6:07

14+ y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Lemmings Part 2 6:07

14+ y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Lemmings 6:07

14+ y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Shareholder Friendliness 6:07

14+ y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Mini 2008 6:07

14+ y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Lining Up the Ducks 6:07

14+ y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Group Think Robs Investors 6:07

14+ y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Insanity 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Hall of Fame Companies: Making the Liquid Illiquid 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Making Great Business Music 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | The Truth Will Set You Free 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Consistency 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Watershed Events 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Toll Bridges 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Reclamation or Restoration 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Vision Makes a Difference 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Quite a Contrast 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Dreamer Nothing But a Dreamer 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | Insider Buying 6:07

15y ago6:07

6:07

Chief Investment Officer William SmeadPor Smead Capital Management

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SCM Missive | The Stages of a Bull Market 6:07

15y ago6:07

6:07

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

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SCM Missive | 1982 or 2009 - Pick Your Poison 6:07

15y ago6:07

6:07

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

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SCM Missive | Cult Stocks 3:54

15y ago3:54

3:54

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

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SCM Missive | The Greatest Bull Market that No One Loved 6:26

15y ago6:26

6:26

Chief Investment Officer William Smead writes this missive to explain to investors how unloved this bull market isPor Smead Capital Management

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SCM Missive | Peak Oil Mini-Me Part 2 6:23

15y ago6:23

6:23

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

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SCM Missive | Bi-Polar Sentiment Readings 5:23

15y ago5:23

5:23

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

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SCM Missive | Solving the Common Stock Mystery 5:17

15y ago5:17

5:17

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

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SCM Missive | The Correction that Refreshes 4:44

15y ago4:44

4:44

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

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SCM Missive | The S and P 500 Value Index Tells the Story 6:03

15y ago6:03

6:03

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

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SCM Missive | Mythical Argument 6:03

15+ y ago6:03

6:03

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.Por Smead Capital Management

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SCM Missive | Best Performing Sectors in Bull Markets 5:35

15+ y ago5:35

5:35

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

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SCM Missive | Playing Emerging Markets 4:38

15+ y ago4:38

4:38

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

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SCM Missive | Long Bears 5:25

15+ y ago5:25

5:25

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

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SCM Missive | The Parable of the Stock Market Sower 7:48

15+ y ago7:48

7:48

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

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SCM Missive | The Wrong Premiums 4:25

15+ y ago4:25

4:25

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.Por Smead Capital Management

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SCM Missive | Monopoly Money 6:16

15+ y ago6:16

6:16

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

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SCM Missive | Peak Oil Mini-Me 6:16

15+ y ago6:16

6:16

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

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SCM Missive | Stomach Reinforcement 6:55

15+ y ago6:55

6:55

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

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