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The David Lin ReportS&P 500 In ‘Doomed Position’; What’s Next After Meltdown | Bill SmeadBill Smead, Chairman and CIO of Smead Capital Management, discusses the recent market volatility and what's next.*This video was recorded on March 4, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW SMEAD CAPITAL:Website: https://smeadcap.com/Twitter (@SmeadCap): / smeadcap FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible...2025-03-1049 minThe David Lin ReportS&P 500 In ‘Doomed Position’; What’s Next After Meltdown | Bill SmeadBill Smead, Chairman and CIO of Smead Capital Management, discusses the recent market volatility and what's next.*This video was recorded on March 4, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW SMEAD CAPITAL:Website: https://smeadcap.com/Twitter (@SmeadCap): https://twitter.com/SmeadCapFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david...2025-03-0749 minThe David Lin ReportMarkets In Final ‘Blow-Off Top’; Next Is Explosive Inflation, 'Lost Decade' | Bill SmeadTry InVideo for free at https://invideo.io/i/DavidLin, use code DAVIDLIN50 to get 2x the video generation credits in your first month
Bill Smead, Chairman of Smead Capital Management, discusses the final blow-off top for markets, followed by a return of
*This video was recorded on October 18, 2024
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X (@davidlin_T...2024-10-2349 minThe David Lin ReportWhy Warren Buffett Sold Apple And Bought This Sector | Cole SmeadCole Smead, CEO of Smead Capital, discusses the long-term outlook of real equities returns, and which sectors offer the most attractive prospects relative to current valuations.
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*This video was recorded on August 27, 2024
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A Book with L...2024-09-0542 min
A 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 12
Soar FinanciallyThe Inflation Creation Act, Stock Market Wealth & Commodities | Bill SmeadBill Smead, CIO of Smead Capital with $7bn under management, joins us to discuss various topics, including the Inflation Creation Act, boomer & stock market wealth, the US housing crisis & commodities. How can you weather the coming economic storm and inflationary times?
#inflation #housing #economy
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Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver
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Guest: Bill Smead, CIO
Company: Smead Capital
https://smeadcap.com/
📺 @abookwithlegspodcast
𝕏 @SmeadCap
Recording date: April 2nd, 2024
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DEUTSCHE GOLDMESSE
November 21 & 22 in Frankfurt, Germany
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Twitter: http://twitter.c...2024-06-1144 minThe David Lin ReportWhy Warren Buffett Is Raising Cash: Market 'Euphoria' In Final Stage | Bill SmeadBrain.fm is the best focus music I’ve ever tried - get 30 days free here: brain.fm/DavidLin
Bill Smead, Chairman of Smead Capital Management, discusses the late stages of market euphoria.
*This video was recorded on May 9, 2024
Bill's previous interview with me: • Brace For 'Ultimate Reckoning' Once I...
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For business inquiries, reach me at david@thedav...2024-05-1145 minA 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 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 min
A 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 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 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 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 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 min
A 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 min
A 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 min