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Smead Capital Management

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A Book with LegsA Book with LegsThe Smead Book List - Spring 2025In 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!2025-03-311h 01A Book with LegsA Book with LegsDoug Terreson - Can't Deny ItIn this special taping, live from the 2025 Smead Investor Oasis, legendary Wall Street analyst Doug Terreson joins Portfolio Managers Cole Smead and Bill Smead to explore his book "Can't Deny It". They will be discussing Terreson's successful market predictions in the past, what the demand and figure growth of the industry look like, and will also be taking questions live from the audience.2025-02-031h 05A Book with LegsA Book with LegsAdrian Tinniswood - The Power and The GloryIn this episode, writer and historian Adrian Tinniswood joins Smead Capital Management CEO Cole Smead to discuss his book, “The Power and the Glory: Life in the English Country House Before the Great War.” Tinniswood explores the opulent world of British country houses, detailing the lifestyles of aristocratic families, the integration of new wealth into traditional societies, and more. This conversation offers insights into the key historical figures, landmark estates, and societal shifts leading up to World War I.2025-01-061h 08A Book with LegsA Book with LegsThe Smead Book List - Winter 2024In this episode, Smead Capital Management CEO Cole Smead and CIO Bill Smead reflect on the books they have recently read, what they are currently reading, and what they look forward to reading next. Additionally, they provide their expert perspectives on financial euphoria, energy and more!2024-12-3055 minA Book with LegsA Book with LegsMichael Craig - The Professor, The Banker, and the Suicide KingIn this episode, author Michael Craig joins Cole Smead and Bill Smead to discuss his book, "The Professor, The Banker, and the Suicide King," which dives into the world of high-stakes poker. The story follows the legendary Texas Hold’em showdown between billionaire banker Andy Beal and a team of top professional players, and explores the psychological tactics and strategic decisions behind each move.2024-10-211h 15A Book with LegsA Book with LegsThe Smead Book List - Fall 2024In this episode, Smead Capital Management CEO Cole Smead and CIO Bill Smead talk about the firm's quarterly book list. They also discuss the state of markets and the economy, investment lessons learned, and much more. Listen in to hear what books they have recently read, what they are currently reading, and the books they have on deck.2024-09-3046 minA Book with LegsA Book with LegsThe Smead Book List - Summer 2024In this episode, the Arizona Chamber of Commerce & Industry CEO Danny Seiden joins Cole Smead and Seamus Sullivan to talk about the firm's quarterly book list while providing thought-provoking context with insightful historical anecdotes. They also discuss the state of markets and the economy, the business environment in the state of Arizona, and much more. Listen in to hear what books they have recently read, what they are currently reading, and the books they have on deck. Have a book you would like to recommend for the podcast? Email your suggestions to podcast@smeadcap.com.2024-07-011h 12A Book with LegsA Book with LegsThe Smead Book List - Spring 2024Interested in the Smead Capital Management book list? Listen in to hear Cole and Bill Smead list the books they have recently read, what they’re currently reading, and the books they have on deck. Have a book you would like to recommend for the podcast? Email your suggestions to podcast@smeadcap.com.2024-04-0132 minA Book with LegsA Book with LegsHarold James - Seven CrashesIn this episode, author and historian Harold James joins Cole Smead to discuss his book, “Seven Crashes: The Economic Crises That Shaped Globalization.” Their discussion delves into major economic downturns throughout history, offering insights into their causes, impacts, and reforms to prevent future crises.2024-03-041h 06A Book with LegsA Book with LegsChris Roush - The Future of Business JournalismIn this episode, author Chris Roush joins Cole Smead to discuss his book, "The Future of Business Journalism," which explores the evolving media landscape and its impact on business reporting. Roush navigates the challenges and opportunities facing business journalists in an era of technological disruption and shifting audience demands.2024-02-191h 05A Book with LegsA Book with LegsGeorge Gilder - Life After CapitalismLive from the 2024 Smead Investor Oasis, venture capitalist George Gilder joins Bill and Cole Smead to discuss his latest work, "Life after Capitalism," in which he redefines capitalism as a knowledge-based system. Gilder presents a vision of the future in which technological advances disrupt traditional capitalist structures, emphasizing innovation and knowledge over wealth accumulation.2024-02-0557 minA Book with LegsA Book with LegsThe Smead Book List - Winter 2023Interested in the Smead Capital Management book list? Listen in to hear Cole and Bill Smead list the books they have recently read, what they’re currently reading, and the books they have on deck.Also highlighted in this episode is a tribute to the late great Charlie Munger, as we release this episode on what would have been his 100th birthday. Listen to Bill and Cole's top quotes and ideas from Munger and hear about how his history has influenced them as value-investing gurus.Have a book you would like to recommend for the po...2024-01-0129 minA Book with LegsA Book with LegsChris Yogerst - The Warner BrothersChris Yogerst joins Cole and Bill for a conversation about his book, The Warner Brothers. Yogerst’s book chronicles the lives of four brothers – Harry, Albert, Sam, and Jack and how they built one of Hollywood’s most distinguishable studios, which now stands as one of the largest media conglomerates in the world. The discussion covers how the family’s values shaped the movies they created, the successful investments they made in technology, and the legacy the brothers left behind.Have a book you would like to recommend for the podcast? Email suggestions to the stock picking gurus at Sm...2023-10-091h 25A Book with LegsA Book with LegsThe Smead Book List - Fall 2023Interested in the Smead Capital Management book list? Listen in to hear Cole and Bill Smead list the books they have recently read, what they’re currently reading, and the books they have on deck. Also in this episode, value investing gurus, Bill and Cole, discuss the role higher interest rates are playing in today’s equity markets, how rising rates affect stocks, the increased risks in investments, and the impact on the real economy.Have a book you would like to recommend for the podcast? Email suggestions to podcast@smeadcap.com.2023-10-0229 minA Book with LegsA Book with LegsThe Smead Book List - Summer 2023Interested in what is on the Smead Capital Management book list? Listen in to hear Cole and Bill list the books they have recently read, what they’re currently reading, and the books they have on deck. Have a book you would like to recommend for the podcast? Email suggestions to podcast@smeadcap.com.2023-07-0343 minA Book with LegsA Book with LegsThe Smead Book List - Spring 2023Interested in what is on the Smead Capital Management book list? Listen in to hear Cole and Bill list the books they have recently read, what they’re currently reading, and the books they have on deck. Have a book you would like to recommend for the podcast? Email suggestions to podcast@smeadcap.com.2023-04-0329 minA Book with LegsA Book with LegsAmity Shlaes - Great Society - Live from Smead Investor OasisAuthor Amity Shlaes joined Bill and Cole for a live podcast recording at the 2023 Smead Investor Oasis to discuss her new book, Great Society. During their conversation, they discuss comparisons between the failure of the Great Society’s idealism of the 1960s and today's challenges. The conversation covers topics such as socialism, capitalism and today’s relevance to the thoughtless idealism of political leaders in history.2023-02-071h 00A Book with LegsA Book with LegsThe Smead Book List - Winter 2022Interested in what is on the Smead Capital Management book list? Listen in to hear Cole and Bill list the books they have recently read, what they’re currently reading, and the books they have on deck. Have a book you would like to recommend for the podcast? Email suggestions to podcast@smeadcap.com.2022-12-2722 minA Book with LegsA Book with LegsThe Smead Book List - Fall 2022Interested in what’s on the Smead Capital Management book list? In this episode, Cole, Bill, and Senior Analyst Seamus Sullivan list the books they have recently read, what they’re currently reading, and the books they have on deck. Have a book you would like to recommend for the podcast? Email suggestions to podcast@smeadcap.com.2022-09-0624 minA Book with LegsA Book with LegsGeorge Gilder – Life After GoogleWill Google and its technologies always have the importance they do in our lives? In this episode, Cole Smead tries to answer that question with George Gilder, author of Life After Google: The Fall of Big Data and the Rise of the Blockchain Economy. Cole and George discuss artificial intelligence, the evolution of technology, the future of computer sciences, and the important role knowledge and order play in our lives.2022-06-131h 02A Book with LegsA Book with LegsThe Smead Book List - Summer 2022Interested in what is on the Smead Capital Management book list? In this episode, Cole and Bill list the books they have recently read, what they’re currently reading, and the books they have on deck. Have a book you would like to recommend for the podcast? Email suggestions to podcast@smeadcap.com.2022-06-0609 minA Book with LegsA Book with LegsThomas Morris - The Matter of the HeartAre surgeons psychopaths? In this episode, Cole Smead is joined by Thomas Morris, author of the book The Matter of the Heart: A History of the Heart in Eleven Operations. Thomas’ book explains how eleven milestone procedures set the stage for ‘The Golden Age of Heart Surgery’, ultimately leading to an extraordinary period of innovation, ingenuity, and a deep understanding of the heart.2022-05-0957 minA Book with LegsA Book with LegsKevin Coldiron – The Rise of CarryCarry trades have existed since the beginning of time. Rarely have we run into periods like today that have caused so many investors to be seemingly smart.In this episode, Cole Smead sits down with Kevin Coldiron, co-author of the book The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis to discuss what carry trades are, the constancy of them and how today's carry regime shapes the complex world of finance. 2022-04-111h 09A Book with LegsA Book with LegsMark Mills – The Bottomless WellAs the world becomes more energy efficient, demand will always remain high. In this episode, Cole and Bill Smead speak with Mark Mills, co-author of the book The Bottomless Well: The Twilight of Fuel, The Virtue of Waste and Why We Will Never Run Out Of Energy. Mark explains why demand for energy will never drop and how supply is limitless.2022-03-141h 02A Book with LegsA Book with LegsAmity Shlaes – The Forgotten ManThe stock market crash of 1929 will forever be considered one of the darkest hours of the U.S. economy. Decades later, many economists are still searching for the exact reasons as to why it happened.In this episode, Cole and Bill Smead sit down with Amity Shlaes, the author of the book The Forgotten Man: A New History of the Great Depression. Amity’s book takes a deep dive into possible causes of the Great Depression and the people who were responsible for the market’s collapse.2022-02-281h 02A Book with LegsA Book with LegsLisa Napoli – Up All NightNews wasn’t always readily available at the click of a button. Ted Turner forever changed that in 1980 when he brought the Cable News Network to life. In this episode, hosts Cole and Bill Smead are joined by Lisa Napoli, author of the book Up All Night: Ted Turner, CNN and the Birth of 24-Hour News. Lisa shares incredible insight into the life of Ted Turner and how the media mogul rolled the dice with the launch of CNN. She also discusses the evolution of cable news, its transition from “pure-play journalism” to “theatrics”, and what the 24-hour news cycle...2022-02-151h 14A Book with LegsA Book with LegsDinny McMahon – China’s Great Wall of DebtFor a long time, the world has considered China as an example of economic success, but those days may be over. In this episode, Cole Smead is joined by Dinny McMahon, author of the book China’s Great Wall of Debt. Dinny takes a deep dive into China’s financial system and gives us a sense of how the country’s complex and “dysfunctional” economy works from the ground up. Dinny also explains why China’s economic growth has slowed down, how the accrual of debt has played a role, and why the “Chinese Miracle” has come to an end.2022-02-151h 08A Book with LegsA Book with LegsGreg Zuckerman – The FrackersBuried deep underground lies a wealth of oil and natural gas. Embedded in shale, the major gas companies thought extraction was a waste of time. That all changed when a handful of men thought otherwise, thus creating the process now known as fracking. In this episode, Cole Smead sits down with Greg Zuckerman, author of the book The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters. Greg introduces us to the men responsible for the birth of fracking and explains how the trajectory of the United States economy changed with the extraction of oil and nat...2022-02-0751 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Wayne Gretzky on Value Investing<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/NLOpVqWIZVo" height="1" width="1" alt=""/>2011-04-0500 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Y2QE<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/8fDtFoLVflY" height="1" width="1" alt=""/>2011-03-2900 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Short Term Pain for Long Term Gain<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/6VeweF9NbDw" height="1" width="1" alt=""/>2011-03-0100 minSmead Investor PodcastSmead Investor PodcastSCM Missive | True Grit<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/arm_FkCNcqk" height="1" width="1" alt=""/>2011-02-1000 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Booming Commodities and an Anemic Economic Recovery<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/GhW-rRq2oAg" height="1" width="1" alt=""/>2011-01-1100 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Good Nutrition in the New Year!<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/JIs27ivhsyw" height="1" width="1" alt=""/>2011-01-0400 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Dang! Dang! Not Lost in Translation<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/kuwzRJLNsnU" height="1" width="1" alt=""/>2010-12-1400 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Is the "New Normal" Idiotic?<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/mdF5Iv96dqI" height="1" width="1" alt=""/>2010-10-0500 minSmead Investor PodcastSmead Investor PodcastSCM Missive | A Bird in the Hand<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/M-Ct_1VPEvE" height="1" width="1" alt=""/>2010-09-2100 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Why Moats Take the Discretion Out of Consumer Discretionary Stocks<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/emrjOwooyEU" height="1" width="1" alt=""/>2010-09-1400 minSmead Investor PodcastSmead Investor PodcastSCM Missive | $10/Barrel Oil<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/ZkQL8_VlGx0" height="1" width="1" alt=""/>2010-09-0700 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Financial Aids<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/O2haH4Y1PVs" height="1" width="1" alt=""/>2010-08-3100 minSmead Investor PodcastSmead Investor PodcastSCM Missive | The Best is Yet to Come<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/LkV2V239Hq4" height="1" width="1" alt=""/>2010-08-2400 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Seller at the Bottom<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/x5UMjfbahgA" height="1" width="1" alt=""/>2010-08-0300 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Lemmings Part 2<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/ockmBu65Cgo" height="1" width="1" alt=""/>2010-07-2700 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Lemmings<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/aD4AhVv9ClE" height="1" width="1" alt=""/>2010-07-1300 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Shareholder Friendliness<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/-IaCL7rwuZY" height="1" width="1" alt=""/>2010-06-2900 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Mini 2008<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/S9ru_-ALISg" height="1" width="1" alt=""/>2010-06-0200 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Lining Up the Ducks<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/Ro_gnD9OQsE" height="1" width="1" alt=""/>2010-02-2300 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Group Think Robs Investors<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/IQXRqgObO40" height="1" width="1" alt=""/>2010-02-1600 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Insanity<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/ARQn0S6kKw0" height="1" width="1" alt=""/>2010-02-0200 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Hall of Fame Companies: Making the Liquid Illiquid<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/LgcY09VVfvc" height="1" width="1" alt=""/>2010-01-2600 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Making Great Business Music<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/Egy04hhoZHI" height="1" width="1" alt=""/>2010-01-1900 minSmead Investor PodcastSmead Investor PodcastSCM Missive | The Truth Will Set You Free<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/jvAuo5ek8eo" height="1" width="1" alt=""/>2010-01-1200 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Consistency<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/V_vsKpmTlVw" height="1" width="1" alt=""/>2010-01-0500 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Watershed Events<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/Q65CN6dDQdg" height="1" width="1" alt=""/>2009-12-2200 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Toll Bridges<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/9PAHQgjDUyg" height="1" width="1" alt=""/>2009-12-1500 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Reclamation or Restoration<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/tJlUYITIEVI" height="1" width="1" alt=""/>2009-12-0800 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Vision Makes a Difference<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/nmItTplIgss" height="1" width="1" alt=""/>2009-12-0100 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Quite a Contrast<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/xxp-CaVnBSE" height="1" width="1" alt=""/>2009-11-2400 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Dreamer Nothing But a Dreamer<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/jj5ONkcs1Mw" height="1" width="1" alt=""/>2009-11-1700 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Insider Buying<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/-YNRmYow3jQ" height="1" width="1" alt=""/>2009-11-1000 minSmead Investor PodcastSmead Investor PodcastSCM Missive | The Stages of a Bull Market<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/S-61uVH-Qlk" height="1" width="1" alt=""/>2009-11-0300 minSmead Investor PodcastSmead Investor PodcastSCM Missive | 1982 or 2009 - Pick Your Poison<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/m9FtmlLcsQU" height="1" width="1" alt=""/>2009-10-0800 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Cult Stocks<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/1j512hqIfW0" height="1" width="1" alt=""/>2009-09-2400 minSmead Investor PodcastSmead Investor PodcastSCM Missive | The Greatest Bull Market that No One Loved<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/OP-wJatRCCU" height="1" width="1" alt=""/>2009-09-1700 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Peak Oil Mini-Me Part 2<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/NorG-UWPNXc" height="1" width="1" alt=""/>2009-09-0900 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Bi-Polar Sentiment Readings<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/XzQbNQcwpSg" height="1" width="1" alt=""/>2009-09-0300 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Solving the Common Stock Mystery<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/E-mn_nbFHhQ" height="1" width="1" alt=""/>2009-08-2500 minSmead Investor PodcastSmead Investor PodcastSCM Missive | The Correction that Refreshes<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/n04ZZpQXEXg" height="1" width="1" alt=""/>2009-08-1900 minSmead Investor PodcastSmead Investor PodcastSCM Missive | The S and P 500 Value Index Tells the Story<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/Iybqs5fv_w0" height="1" width="1" alt=""/>2009-08-1100 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Mythical Argument<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/yJ96BOQzlL0" height="1" width="1" alt=""/>2009-07-2900 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Best Performing Sectors in Bull Markets<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/xbQyYJvISoQ" height="1" width="1" alt=""/>2009-07-2200 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Playing Emerging Markets<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/V3APItDd4ZE" height="1" width="1" alt=""/>2009-07-1400 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Long Bears<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/-TEytC2g44E" height="1" width="1" alt=""/>2009-07-0700 minSmead Investor PodcastSmead Investor PodcastSCM Missive | The Parable of the Stock Market Sower<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/fCd5b7hW7Uw" height="1" width="1" alt=""/>2009-06-2900 minSmead Investor PodcastSmead Investor PodcastSCM Missive | The Wrong Premiums<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/87pE9Pt5ztE" height="1" width="1" alt=""/>2009-06-2300 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Monopoly Money<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/Du1WwsJU5ZM" height="1" width="1" alt=""/>2009-06-1800 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Peak Oil Mini-Me<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/0MurSvVJhwM" height="1" width="1" alt=""/>2009-06-1200 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Stomach Reinforcement<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/u37nRhm0Tcs" height="1" width="1" alt=""/>2009-06-0800 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Two Bears, One Bull<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/CiNZfF0Une4" height="1" width="1" alt=""/>2009-06-0300 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Sell What the Promoters are Promoting<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/fO4W3efiT8I" height="1" width="1" alt=""/>2009-05-2800 minSmead Investor PodcastSmead Investor PodcastSCM Missive | Bull Markets in Oats and Hay<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/qPCqbCuElFU" height="1" width="1" alt=""/>2009-05-2600 minSmead Investor PodcastSmead Investor PodcastSCM Missive | The Biggest Economic Calamity<img src="http://feeds.feedburner.com/~r/Smead_Missives_Podcast/~4/3I4Rcu7evPw" height="1" width="1" alt=""/>2009-05-2100 minSmead 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