Podcast appearances and mentions of bill smead

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.

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!

In 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.

Bill Smead, manager of the Smead Value Fund, (SMVLX), says that the market has "all the pre-conditions for the [Standard and Poor's 500 to do very poorly," noting that current conditions are the "antithesis of 1980," when everyone got excited about Ronald Reagan took office at a time when stocks were cheap and inflation and interest rates are high. This time, he says, people are getting excited "at the end of a huge run .... a financial euphoria episode." He says in the Market Call that these conditions will lead to strong market performance over the next two decades, but to much tougher sledding over the next few years. One area that investors might turn to for relief would be gold, which has been on a big run in 2024 to get to record-high levels, and Everett Millman, precious metals specialist at Gainesville Coins, says he thinks that precious metals rally and gains are sustainable for at least the next 18 months — even if it goes through a short-term correction caused by profit-taking — because the conditions that have created the rally are likely to remain in place. Plus, Allison Hadley discusses a study fone for Luke Zion Jewelry which showed that Americans spend nearly $1,500 a year on "fashion."

In this episode, investment analyst Brett Gardner joins Cole and Bill Smead to discuss his newly released book, "Buffett's Early Investments," which explores Warren Buffett's key initial ventures that shaped his approach to wealth-building. Gardner provides readers with a closer look at how the legendary investor's financial instincts and disciplined strategies helped lay the groundwork for his later success.

In this episode, seasoned investor-turned-commerce secretary Wilbur Ross joins Cole and Bill Smead to discuss his new book, "Risks and Returns," where he delves into the complex world of distressed asset investing. Ross shares his experiences and strategies for identifying undervalued opportunities, managing risk and maximizing returns, blending financial wisdom with personal anecdotes from a career spent transforming troubled companies intro profitable ventures.

In 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.

Bill 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 ------------ Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------ Guest: Bill Smead, CIO Company: Smead Capital https://smeadcap.com/

On this TCAF Tuesday, Josh Brown is joined by Bill Smead, founder and chief investment officer at Smead Capital to discuss Bill's market outlook, why he thinks Warren Buffett is bearish, what history tells us about the AI boom, and much more! Then, at 38:34, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to https://rocketmoney.com/compound Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Join host James Connor with guest Bill Smead, the insightful money manager from Smead Capital Management, as they discuss the pressing issues facing today's investors. In this episode, they discuss the looming dangers of a market bubble, the realities of escalating inflation, and the untapped potential of oil investments. Learn how you can shield and grow your wealth in a volatile economic climate. Don't forget to like, subscribe, and hit the bell icon for more financial wisdom from Wealthion! Timestamps: 0:00 Introduction 1:37 What is Value Investing? 2:40 Views on Passive Investing 6:01 Economic Overview and Historical Context 10:18 Interest Rates Discussion 14:12 Smead on Inflation and Investment Strategies 19:20 Historical Comparison to Oil Shocks 30:00 Bitcoin's Future and Comparison to Gold 32:26 Where Smead is Investing Now 38:31 Warren Buffett's Influence and AGM 40:09 Closing Remarks

Interested 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.

Interested 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 podcast? Email your suggestions to podcast@smeadcap.com.

Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For more on Munger's life and legacy, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News reporter Noah Buhayar, and long-time Berkshire investor, Bill Smead of Smead Capital Management.See omnystudio.com/listener for privacy information.

Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For more on Munger's life and legacy, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News reporter Noah Buhayar, and long-time Berkshire investor, Bill Smead of Smead Capital Management.See omnystudio.com/listener for privacy information.

Bloomberg News Senior Executive Editor of Global Tech Brad Stone discusses record-breaking Black Friday and Cyber Monday sales for Amazon. Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola, Bloomberg News Real Estate Team Leader Katherine Chiglinsky and Bloomberg News Finance Reporter Noah Buhayar talk about the passing of Charlie Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway from a failing textile maker into an empire. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For more on Munger's life and legacy, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News reporter Noah Buhayar, and long-time Berkshire investor, Bill Smead of Smead Capital Management.See omnystudio.com/listener for privacy information.

Bloomberg News Senior Executive Editor of Global Tech Brad Stone discusses record-breaking Black Friday and Cyber Monday sales for Amazon. Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola, Bloomberg News Real Estate Team Leader Katherine Chiglinsky and Bloomberg News Finance Reporter Noah Buhayar talk about the passing of Charlie Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway from a failing textile maker into an empire. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Charles Munger, the alter ego, sidekick and foil to Warren Buffett for almost 60 years as they transformed Berkshire Hathaway Inc. from a failing textile maker into an empire, has died. He was 99. For more on Munger's life and legacy, Bloomberg Radio hosts Carol Massar and Tim Stenovec speak with Bloomberg News reporter Noah Buhayar, and long-time Berkshire investor, Bill Smead of Smead Capital Management.See omnystudio.com/listener for privacy information.

Bill Smead has been in the investing business for over 40 years and has seen multiple cycles. He has an idiosyncratic investing philosophy which seeks to buy high quality stocks when they are out of favour. He has a concentrated portfolio of 26 stocks with 45-50% in the top 10 positions. Yet his holding period averages over 6 years. He explains why he thinks the stock market is going down over the next decade and offers his views on the stocks that will deliver great returns, focusing on demographics and out of favour sectors. And he explains how to handicap a greyhound!

Interested 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.

Bloomberg News Chief Technology Correspondent Mark Gurman discusses how Apple's iPhone supply chain is splintering under US-China tensions. Stefan Selig, Managing Partner at BridgePark Advisors, talks about US-China economic relations. Bloomberg New Economy Editorial Director Erik Schatzker shares the names of the Bloomberg New Economy's 2023 class of Catalysts. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management. Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Bloomberg News Chief Technology Correspondent Mark Gurman discusses how Apple's iPhone supply chain is splintering under US-China tensions. Stefan Selig, Managing Partner at BridgePark Advisors, talks about US-China economic relations. Bloomberg New Economy Editorial Director Erik Schatzker shares the names of the Bloomberg New Economy's 2023 class of Catalysts. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management. Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Rick Stevens and Andrew Rogers talks with Bill Smead, Founder and CIO of Smead Capital, about stocks.

Rick Stevens and Andrew Rogers talks with Bill Smead, Founder and CIO of Smead Capital, about stocks.

In this episode, Cole Smead, CEO & Portfolio Manager at Smead Capital Management, which oversees in excess of $5-billion AUM, joins us to discuss markets, the current investment climate, investing, and his firms 8 criteria investing philosophy. Our conversation begins with Smead discussing how he and firm work to uncover underloved, and underfollowed investment opportunities à la Charlie Munger, Peter Lynch and Warren Buffett. We then get into a discussion about the significant differences between value factor investing and what Smead does in its long term investing strategy, both in the US and Internationally. Though Smead's investment strategy is go-anywhere, their current investment darling opportunity is in the energy and commodity complex, where they have uncovered what can only be described as generational opportunities, something Smead has gotten right in the 15 years since William Smead, Cole's father founded the firm, following a long career in the industry, investing on behalf of other firms.Thank you for listening. Smead has an encyclopedic knowledge of both the fundamental and quantitative aspects of investing, so it made for a lot for an enthralling discussion on markets, value investing, making money, avoiding losses through exceptional views on risk management.Timestamped Highlights:[00:02:18] Investment discipline includes 8 criteria developed by Bill Smead reflecting great investors, concentrated portfolios of 25-30 securities, and low turnover. It is a negative art based on eliminating things rather than finding things that fit, and markets change over time.[00:14:47] Various investors needed to outperform by 40% to beat the index at some point. Volatility is unpredictable and there is no ability to price momentum. Understanding individual investment values is unique and cannot be commonly attached to a group.[00:21:27] This text discusses the Jevons paradox and the relationship between technological innovation and energy consumption, arguing that as technology advances, energy consumption increases. The author also emphasizes the importance of having a framework for understanding an unknown future and the impact of energy consumption on economic growth in different parts of the world.[00:23:53] "We've never used less energy doing all these great things in human society with all the ingenuity and all the innovation and all the technology available to us and Devin's really you know his the paradox he he created really pushes back on the scarcity of supply argument as well as the um lack of demand argument because we always have more and more and more."[00:26:47] Investing in renewable energy and solar is necessary due to high energy needs. Market is picking winners and losers, but the need for more of everything is present. Lithium batteries are a great technology but require a lot of energy consumption and deplete metals. Combustion engine paired with electric motor is a feasible hybrid model.[00:36:33] The fear of repercussions for owning certain investments causes portfolio managers to allocate capital based on what is profitable and to avoid "bad commodities." This is leading to a lack of competition and oligopolies in certain markets. Taxing these investments could make them acceptable across society.[00:41:05] "There are those who want to invest in funds that invest in oil and those who don't correct? To your point it appears to be becoming binary where you have a cohort of investors saying oh no no i don't want fossil fuels in my portfolio and then that's actually creating this huge inefficiency."[00:44:05] The NBA has evolved to favor the three-point shot due to its efficiency, with players opting to shoot from beyond the arc rather than take shots from closer to the basket. Similarly, in investing, easy money strategies like the S&P 500 may no longer be the most rewarding, with riskier investments like commodity-driven businesses and those that align with ESG frameworks offering better returns.[01:01:06] Bear market rally may be misleading, as companies' revenue growth decline due to inflation. Market participants are uncertain about their investments. Potential opportunities in commodity and cyclical businesses, but overall caution is advised.[01:06:48] The next decade will be tough and require perseverance. It will be challenging for all investors and necessary to diversify and stay educated.======================================Where to find Cole Smead and Smead Capital Management======================================Cole Smead on LinkedinSmead Capital Management Blog - Advice BlogSmead Capital A Book With Legs Podcast

Bloomberg Intelligence Senior Analyst Poonam Goyal and Zachary Warring, Analyst at CFRA Research, break down Lululemon earnings and outlook. Worldreader CEO David Risher talks about becoming the new CEO of Lyft. Bryan Fairbanks, CEO of Trex, discusses the business of sustainable decking. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management. Hosts: Doug Krizner and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Bloomberg Intelligence Senior Analyst Poonam Goyal and Zachary Warring, Analyst at CFRA Research, break down Lululemon earnings and outlook. Worldreader CEO David Risher talks about becoming the new CEO of Lyft. Bryan Fairbanks, CEO of Trex, discusses the business of sustainable decking. And we Drive to the Close with Bill Smead, CIO at Smead Capital Management. Hosts: Doug Krizner and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Rick Stevens talks with Bill Smead, Chief Investment Officer with Smead Capital.

Rick Stevens talks with Bill Smead, Chief Investment Officer with Smead Capital.

Smead Value Fund, 1st Quarter 2022 Letter by Bill Smead and Cole Smead Companies discussed:$CLR $OXY $COP $LEN $DHI $NVR The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Smead Value Fund, 4th Quarter 2021 Letter by Bill Smead and Cole Smead Companies discussed: $LEN $NVR $SPG $DISCK $CMCSA $EBAY $AAPL $MSFT $AMZN $GOOG $FB $TSLA $CLR $DISCA $SPG The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

As 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.

The 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.

News 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 might look like in the future.

Bill Smead, founder of Smead Capital Management. "At Smead Capital Management, we are stock market investors. Our clients are individual investors, advisors, family offices and institutional investors who invest with the firm through its mutual funds, separate accounts and other investment vehicles. We advise investors that fear stock market failure through a low-turnover, differentiated value discipline seeking great businesses to build wealth.” Smead Capital Management had a portfolio valued at $1.59 billion across 31 stocks. Over the years they have seen a turnover of 11% with top holdings in Amgen Inc. (AMGN), Target Corp. (TGT), Discovery Inc. (DISCA), NVR Inc. (NVR) and American Express Co. (AXP). Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full live stream: https://youtu.be/ieXHW5PuHVc

Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses why the shot-or-test rule makes sense. Bloomberg Businessweek Editor Joel Weber and Bloomberg News U.S. Health Care Reporter Cynthia Koons explain why Covid pills may save lives, but they won't end the pandemic. Bloomberg News Health Editor John Lauerman talks about Johnson & Johnson's plan to split off its consumer division, following in the footsteps of other big drugmakers that have moved to focus on the more-profitable pharmaceutical market. Kathy Kraninger, VP of Regulatory Affairs at Solidus Labs, shares her thoughts on crypto manipulation and regulation. And We Drive to the Close with Bill Smead, CIO at Smead Capital Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses why the shot-or-test rule makes sense. Bloomberg Businessweek Editor Joel Weber and Bloomberg News U.S. Health Care Reporter Cynthia Koons explain why Covid pills may save lives, but they won't end the pandemic. Bloomberg News Health Editor John Lauerman talks about Johnson & Johnson's plan to split off its consumer division, following in the footsteps of other big drugmakers that have moved to focus on the more-profitable pharmaceutical market. Kathy Kraninger, VP of Regulatory Affairs at Solidus Labs, shares her thoughts on crypto manipulation and regulation. And We Drive to the Close with Bill Smead, CIO at Smead Capital Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Lindsey Piegza, Chief Economist for Stifel Financial, talks jobs and the economy. Dan Ives, Managing Director, Equity Research at Wedbush Securities, talks Tesla. Bill Smead, CIO of Smead Capital Management, discusses the markets. Omar Aguilar, CIO, Head of Investments at Schwab Asset Management, discusses their behavioral finance study. Hosted by Paul Sweeney and Kailey Leinz. See omnystudio.com/listener for privacy information.

Paul Triggiani, Managing Director and Head of Distressed Credit at Invesco, discusses the distressed debt market. Meera Pandit, VP, Global Market Strategist at JPMorgan Asset Management, looks ahead to Friday's jobs report, and discusses her outlook for inflation, and the impact of labor shortages. Max Chafkin, Bloomberg Businessweek Columnist, discusses today's Big Take story, Robbing the Xbox Vault: Inside a $10 Million Gift Card Cheat. Bill Smead, CIO of Smead Capital Management, discusses the opportunities in pharmaceutical and biotech companies, and the housing market. Hosted by Matt Miller and Paul Sweeney. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Today, Smead Capital CEO Bill Smead sounds off on shale producer Continental Resources' (CLR) production ramp up and improving financial condition. We hear from Berkshire Hathaway's Warren Buffett and his outlook on U.S. infrastructure. Also, gauging potential inflation signals from flooring maker Mohawk Industries (MHK) which did big business during the pandemic. And what a billion dollar deal for airplane and truck servicer VSE Corp (VSEC) tells us about the overall economic recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bloomberg Businessweek Assistant Managing Editor Jim Ellis shares the details of the Businessweek cover story "The Vaccine Passport." Sarah Roberts, Associate Professor of Information Studies at UCLA Graduate School of Education and Information Studies, and Jon Erlichman, Anchor of BNN Bloomberg's The Open, discuss today’s hearing with big tech CEOs before the House Energy and Commerce Committee in Washington. And we Drive to the Close with Bill Smead, Chief Investment Officer at Smead Capital Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. 

Bloomberg Businessweek Assistant Managing Editor Jim Ellis shares the details of the Businessweek cover story "The Vaccine Passport." Sarah Roberts, Associate Professor of Information Studies at UCLA Graduate School of Education and Information Studies, and Jon Erlichman, Anchor of BNN Bloomberg's The Open, discuss today's hearing with big tech CEOs before the House Energy and Commerce Committee in Washington. And we Drive to the Close with Bill Smead, Chief Investment Officer at Smead Capital Management. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In episode 290, we welcome our guest, Bill Smead, the Chief Investment Officer for Smead Capital Management.  In today’s episode, Bill explains why he believes the market is undergoing a tide change. He starts with a look back on the 2000 tech bubble and uses Cisco as an example of why it’s important to separate a good business from a good stock. After talking about parts of the market he doesn’t like, we move on to the parts he finds attractive, including home-builders, energy, suburban mall REITs, and financials.  As we wind down, Bill touches on the antitrust case for big tech and what the investment implications may be.  Please enjoy this episode with Smead Capital Management’s Bill Smead. 

Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, provides a coronavirus and vaccine update. Bloomberg Businessweek Editor Joel Weber talks about 50 Companies to Watch in 2021. And we Drive to the Close with Bill Smead, CEO at Smead Capital Management. Hosts: Carol Massar and Tim Stenovec. Producer: Doni Holloway.

Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, provides a coronavirus and vaccine update. Bloomberg Businessweek Editor Joel Weber talks about 50 Companies to Watch in 2021. And we Drive to the Close with Bill Smead, CEO at Smead Capital Management. Hosts: Carol Massar and Tim Stenovec. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Retired Navy Admiral James Stavridis, former military commander of NATO and a Bloomberg Opinion columnist, discusses his column: "Covid Commission Is Crucial for U.S. Recovery." Mark Douglas, CEO of Steelhouse, on signs of cracks in Apple's future. Bill Smead, Chief Executive Officer and Chief Investment Officer of Smead Capital Management, on his current investment strategy, and the concentration of money in the Big Tech monopolies. Steven Strauss, visiting professor at Princeton University’s Woodrow Wilson School of Public and International Affairs, discusses the sweeping antitrust reforms targeting Big Tech. Hosted by Paul Sweeney and Vonnie Quinn.

Matt Hornbach, Morgan Stanley Global Head of Macro Strategy, says bond markets are caught between a fiscal rock and a QE hard place. Jane Foley, Rabobank Head of FX Strategy, says she sees the risk of another dip towards EUR/USD 1.08 in the coming weeks. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says we are looking at several weeks of uncertainty in regards to when the economy will re-open. Bill Smead, CIO of Smead capital Management recaps Airline stocks in sharp decline as Warren Buffett Exits Positions. Josh Sharfstein, Johns Hopkins University Bloomberg School of Public Health Vice Dean for Public Health Practice and Community Engagement discusses the the coronavirus curve in the U.S. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carl Weinberg, High Frequency Economics Founder & Chief Economist, doesn't see an end to the industrial recession as long as inventories are rising. Oliver Chen, Cowen Senior Equity Research Analyst, details research which suggests a niche area of apparel is growing double digits, despite weakness in the broad sector. Diane Swonk, Grant Thornton Chief Economist, says consumers are showing signs of weakness just as businesses are finally showing signs of life. Bill Smead, Smead Capital Chief Investment Officer & Founder, expects millennials to double their use of gasoline in the next 10 years. Sonali Basak, Bloomberg Finance Reporter, previews what's in store in the next decade for Goldman Sachs. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Diana Amoa, JPMorgan Asset Management Fixed Income Portfolio Manager, discusses why the Fed needs to act into a deeper cutting cycle. Bill Smead, Smead Capital Management Founder, says the U.S. economy is pretty strong. Janet Henry, HSBC Bank Global Chief Economist, says a trade deal would be good news for equities. And Shira Ovide, Bloomberg Opinion Columnist, indicates Slack is not raising capital today. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Kim Wallace, Eurasia Group Managing Director of U.S., thinks people are growing comfortable with the notion of socializing health care in America. Nancy Ognanovich, Congressional Leadership Reporter For Bloomberg Government, says funding the government will be the Congress priority. Greg Boutle, BNP Head of Equity & Derivative Strategy, expects a slowdown in nominal GDP next year. Bill Smead, Smead Capital Management CEO & CIO, describes how Seattle has changed as Amazon has grown.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com