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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.
How can organizations reconcile the drive for high productivity with the imperative of maintaining employee well-being and work-life balance? Matt Smead, a business psychologist recognized as a leading thinker by HR Magazine in 2023, shares his insights on wellbeing, engagement, and resilience in a corporate setting.
How can organizations reconcile the drive for high productivity with the imperative of maintaining employee well-being and work-life balance? Matt Smead, a business psychologist recognized as a leading thinker by HR Magazine in 2023, shares his insights on wellbeing, engagement, and resilience in a corporate setting.
Delving into Dirt Wheels Magazine throughout the years; the publication has been here, providing the information needed to grow the sport or showcase the cool new things. Have they always gotten it right? Well, who has?The talk on the web is, who are these guys, and what do they know about ATVs or UTVs? Here it is: Cain Smead, a former racer turned test rider and journalist with almost 40 years of experience, and Jeffrey Hensen, coming from multiple other publications, a former racer enthusiast with around 30 years in the business. I would say that qualifies them both.Diving into the history of the magazine and current events, showcasing what Cain and Jeffrey bring to this amazing publication, fending off the naysayers, and shedding light on the truth about the enthusiasm for a traditional paper magazine.The truth is not always enough in today's world, with everyone able to post their opinion, whether they have knowledge or not. You can disagree with the story or the outcome, but you can't take away the road these two men have traveled to bring it to you.Cain Smead and Jeffrey Hensen have come a long way to get to the point of being editors, writing as underlings, and riding machines, building on the side, and expanding their knowledge to one day bring you the best information and stories.The truth is here about who writes for Dirt Wheels Mag. Come join us as they tell their story in their words. Please share with family and friends. Thank you.
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.
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.
Cole Smead is a portfolio manager at Smead Capital Management, an investment advisor applying a differentiated value approach to its capital allocation processes. Cole is an avid reader and hosts the podcast “A Book With Legs.” In this episode, we discuss the classic title “Money Masters” by John Train. We talk about whether there is such a thing as a money mind, if good investors tend to be born poor, and explore the insight that businesses are always dying.For more info about the podcast, go to the episode page and make sure to follow us on Twitter. We love to hear your thoughts on what you like and what we can improve, so please give us your rating and a review. You're also very welcome to tell us about great authors, books, and investors you want to hear on the show. Thank you! /Eddie & Niklas with teamThis episode was recorded on May 17, 2023.—————————————Episode Chapters(00:00) Introduction with Henrik Andersson(02:58) Welcoming Cole (06:52) Do some people have a “money mind”? (10:14) Are good investors born poor? (12:58) Money Masters by John Train(19:08) The chapter on T. Rowe Price (23:35) How to avoid falling for herd behavior(28:59) Businesses are always dying(32:52) Further lessons from T. Rowe Price(41:04) Identifying yourself with your investments (46:05) Why did Cole end up in the investment business? (50:34) Cole's idols in investing(57:01) Applying lessons from marketing (01:02:11) The step-by-step approach to learning about a new industry (01:11:16) The most interesting aspects of today's markets(01:14:45) Cole's reading habits—————————————Books MentionedMoney Masters - John TrainInvesting the Templeton Way - Lauren TempletonThe Go-Go Years - John BrooksRicher Wiser Happier - William GreenOnce in Golconda - John Brooks Building a StoryBrand - Donald Miller The Frackers - Gregory Zuckerman Easy Money - Ben McKenzie The War That Made the Roman Empire - Barry S. StraussCloud Money - Brett ScottFor Whom the Bell Tolls - Ernest Hemingway —————————————Companies MentionedCoca Cola Simplicity PatternsWells GreenTargetBerkshire HathawayOccidental Petroleum —————————————More on ColeA Book With LegsMissives from Smead Capital ManagementTwitter—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se
Greetings & welcome back to the rose bros podcast. This episode we are joined by Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $5 billion under management. Smead Capital Management, advises investors that fear stock market failure through a low-turnover, differentiated value discipline - seeking wonderful companies to build wealth in mutual funds, separate accounts and other investment vehicles. Cole has been with Smead Capital since its founding in 2007, and prior to that - was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. Cole holds a CFA designation and also graduated with a B.A. Economics & History from Whitman College. Among other things, we sat down and discussed investing as a negative art, good investing books, generating a 30% return on equity & why energy stocks are currently undervalued.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out Headracingcanada.com for more info on high performance gear for the upcoming ski season. Support the show
Interested 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.
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
Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a fascinating conversation. "Investing is not just about buying stocks and hoping they go up in value. It requires strategic thinking, planning, and a willingness to learn about niche industries," says Smead. In this new podcast episode, Smead discusses the importance of seeking out profitable opportunities by investing in industries (the energy sector is their current focus) that other investors are not playing. He calls this "mafia investing," and believes that this strategy can lead to high returns and the possibility of becoming "insanely wealthy."Smead instead chooses to be one among a choice of ten shrewd investors, rather than one among a million average investors.He cites the example of the oil tanker market, where high steel prices have led to a shortage of supply and higher cash rates for those still in operation. He also notes that there are opportunities to become billionaires in commodity businesses that may not be popular, such as the coal business.Smead emphasizes the need for active investors to earn their profits through the learning process and by studying successful capital allocators and billionaires. He recommends the book "The King of Oil" by Daniel Amman, to listeners, which, among others, intensified his interest in commodities.To clarify, Smead Capital Management are 'go anywhere' investors, but one of areas that has become the current focus of their long term strategy is the energy sector.Overall, Smead's investment philosophy emphasizes the importance of strategic thinking, planning, and a willingness to learn about niche industries. By seeking out profitable opportunities in these industries, investors can potentially achieve high returns and become "insanely wealthy."This was a fascinating conversation. Buckle up and thank you for listening.Timestamped Highlights:BackgroundBackground and Investment Philosophy [00:01:54] Cole Smead discusses the genesis of Smead Capital Management and his investment philosophy, including the eight criteria used to find investment opportunities.Starting in the Investment Business [00:02:30] Cole Smead talks about how his father's legacy and teachings inspired him to get into the investment business.Investing in stocks [00:05:16] Cole Smead talks about his early interest in investing in stocks and how it drove him to pursue a career in the investment business.Experience and learningsPsychology of markets [00:06:40] Smead shares his experience of the late 1990s and how it left a huge impression of the psychology of markets and how damaging they can be.Disagreement with markets [00:08:05] Smead discusses the huge rewards of being in disagreement with markets at times with businesses that produce good economics and how people forget about those ideals.Bear Market Rallies [00:10:21] Speaker 1 discusses the nature of bear market rallies and how they can frustrate investors.Top 10 Market Caps by Decade [00:11:49] Speaker 1 talks about how the top 10 market caps by decade have historically underperformed the S&P 500, and how this affects investment probabilities.Active Investing [00:14:28] Pierre and Cole discuss the negative sentiment towards active investing in recent years and how macro and fundamental factors have been overlooked.Active Investing is Dead? [00:15:29] Discussion on the dispersion of returns within the index and the belief that active investing is dead.Flexibility of Investing [00:17:03] Importance of being flexible in investing and not limiting oneself to certain industries or sectors.Sticking to Investment Philosophy [00:20:18] The history of Smead Capital Management and their investment philosophy of active management and concentration.Importance of Reading [00:22:52] Cole Smead and Pierre Daillie discuss the importance of reading and how it inspires their work.Technology is Bullish on OilThe Jevons Paradox [00:24:08] Cole Smead explains the Jevons Paradox and how it relates to energy efficiency and consumption.Efficiency and Energy Usage [00:25:42] Cole Smead discusses how technological efficiency does not necessarily lead to a decrease in energy usage, using the example of LED light bulbs and the laser. In fact, it has tended to lead to maximum use of efficiency - i.e. energy enables more technology and more technology unlocks demand for more energy, and so on.Energy usage and economic growth [00:26:36] Discussion on the relationship between energy usage and economic growth, and the potential consequences of going back to lower levels of economic growth.Electricity usage and technology infrastructure [00:28:58] The potential shortfall in electricity usage versus growth of technology infrastructure, and the risks of having too little energy.Germany's last nuclear reactor [00:32:29] Germany's closure of its last nuclear reactor and the implications of relying on different sources of electricity.Nuclear vs Oil and Gas [00:34:19] Comparison between nuclear and oil and gas as the most economic forms of energy, and the geopolitical risks of nuclear energy.Renewable Energy [00:37:15] Discussion about the economic return of $3 trillion spent globally on renewables, the least concentrated form of energy being solar, and the concentrated form of energy being gasoline.Electric vs Combustion Engines [00:38:54] Cole Smead discusses the benefits and risks of electric and combustion engines, and predicts a hybrid world for cars.Continued Energy Shortages [00:40:20] Cole Smead and Eric Al discuss the inventory shortfalls and the need for more energy, warning against governments' calls for less investment.Long-Term Holdings [00:40:57] Cole Smead shares the story behind his key long-term holdings, including the importance of paying attention to great capital allocators and the value of longer duration assets in the oil and gas industry.Long-dated asset production [00:44:12] Cole Smead discusses the importance of long-dated asset production and the potential for consolidation in the oil and gas industry.Capital allocation [00:44:54] Smead explains the importance of capital allocation in the oil and gas industry and the benefits of buying back stocks.Borrowing KnowledgeInvesting as a liberal art [00:47:29] Smead and Daillie discuss the importance of learning and education in investing, and how it is the last liberal art.Interest and Passion in Investing [00:49:21] Cole and Pierre discuss the importance of being interested and passionate about investing, as it requires a significant investment of time.Underinvestment in Energy [00:50:35] Cole and Pierre talk about the underinvestment in energy over the past 10 years, leading to shortages in new production and the need for significant catch-up investment.The Coming Consolidation in the Energy IndustryConsolidation in the Energy Industry [00:54:08] The speakers discuss the potential for consolidation in the energy industry, with many small Canadian companies having less than $3 billion in market cap, and the benefits of acquiring existing assets versus developing new ones.Fractured dollar system [00:55:39] Cole discusses how the post-pandemic and post-Ukraine world has created niche opportunities to make money in the oil and gas business, such as the oil tanker market.Studying successful investors [00:56:21] Cole emphasizes the importance of studying successful investors and capital caterers, such as John Fredericks and Harold Ham in the oil and gas business, and Jay Gould, the railroad baron.Investing in coal [00:57:40] Cole talks about how he learned about the coal business and how there are good economics in the coal business, which has created billionaires in the last 10 years.Consolidation and Active Investing [00:59:37] Cole Smead discusses how consolidation feeds into the moat idea and how active investors should seek to earn profits.Investment Philosophy: Commodity Businesses [01:00:17] Smead explains how he uses a negative art approach to investing in commodity businesses, particularly in the coal industry.The Glencore / Teck TakeoverTech and Glencore's Bid for Teck [01:04:28] Pierre Daillie asks for Cole Smead's thoughts on Glencore's bid for Tech and how it seeks to take advantage of ESG.The Genesis of Interest in Commodities [01:04:54] Cole Smead discusses his interest in commodities and how reading the book "The King of Oil" intensified his interest.The Dual Commodity World [01:05:44] Smead explains the dual commodity world and how companies like Tech Resources are trying to detach themselves from coal to focus on copper.Glencore's Coal Business [01:08:38] Smead discusses Glencore's coal business and how they plan to spin it off, while still owning it and paying out 100% of the income or free cash flow of the business.ConclusionExtracting High Returns [01:10:15] Cole Smead talks about his investment philosophy of extracting high returns in places where other people don't want to invest.============================================Where to find Cole Smead and Smead Capital Management============================================Cole Smead on LinkedinSmead Capital Management BlogSmead Capital A Book With Legs PodcastCopyright © AdvisorAnalyst.com
Interested 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.
THESIS: Others may preach the Gospel better than me, but NO ONE preaches a better Gospel! POINT 1: The Need for the Gospel of Salvation. POINT 2: The Simplicity of the Gospel. POINT 3: The Appropriation of the Gospel. POINT 4: The Fullness of Salvation in the Gospel. Sermon delivered at Immanuel Baptist Church in Springdale, AR on April 2, 2023.
Author 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.
In this episode, we speak with Smead Capital CEO and Portfolio Manager Cole Smead. Smead Capital has built a strong long-term record using a unique approach to value investing. We take a deep dive into their approach, the key metrics they use and how they think about portfolio construction. We also talk about his favorite investing books, discuss the most important lessons he thinks investors can learn from Warren Buffett and get his take on inflation and how it impacts their process. We hope you enjoy the discussion. To answer the question mentioned in the podcast, please go to our YouTube Excess Returns channel, like the video and then obtain the question from the description below the video. SEE LATEST EPISODES https://www.validea.com/excess-returns-podcast FIND OUT MORE ABOUT VALIDEA https://www.validea.com FOLLOW OUR BLOG https://blog.validea.com FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau
Interested 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.
Angie Hyche, certified professional organizer®, has been a professional organizer & member of NAPO (National Association of Productivity and Organizing Professionals) since 2016. She lives in a small town in Northeast Tennessee called Kingsport. She worked in the fields of medicine and education before she started her business, Shipshape Solutions. Angie loves speaking and writing about organizing as much as doing the actual organizing work. She is the author of Unholy Mess: What the Bible Says about Clutter, which was published on Amazon in December 2020. For the past four years, she has written a monthly organizing column in two local newspapers and has given monthly organizing demonstrations on a local TV talk show. In addition, she has been a podcast guest on the Smead podcast, "Keeping You Organized." When she's not organizing, Angie enjoys riding bicycle trails, hiking, group exercise classes at the YMCA, reading, and acting in community theatre.www.shipshape.solutions
Angie Hyche, certified professional organizer®, has been a professional organizer & member of NAPO (National Association of Productivity and Organizing Professionals) since 2016. She lives in a small town in Northeast Tennessee called Kingsport. She worked in the fields of medicine and education before she started her business, Shipshape Solutions. Angie loves speaking and writing about organizing as much as doing the actual organizing work. She is the author of Unholy Mess: What the Bible Says about Clutter, which was published on Amazon in December 2020. For the past four years, she has written a monthly organizing column in two local newspapers and has given monthly organizing demonstrations on a local TV talk show. In addition, she has been a podcast guest on the Smead podcast, "Keeping You Organized." When she's not organizing, Angie enjoys riding bicycle trails, hiking, group exercise classes at the YMCA, reading, and acting in community theatre. https://shipshape.solutions/
Interested 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.
Interested 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.
Straight to the Point & Completely off Topic with Kyle Dunbar
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The oldest dramatized radio program in history. Enjoy, "Old-Time Radio in the 21st Century. Leave me a message; let me know where you're listening from.Join us every Thursday evening for our Live Stream Show at 7:30 PM ET.This Thursday (May 12, 2022), at 7:30 PM ET, our Live Stream guest will be Samuel Sierra. Samuel's story has been featured by Unshackled. We recently played it here on May 2, 2022. Listen to his story here, then come visit us on Thursday evening at 7:30 PM ET where you'll see Samuel Sierra live on screen. Witness for yourself what God has done in the life of this man.--- Send in a voice message: https://anchor.fm/george-espenlaub/messageSupport this podcast: https://anchor.fm/george-espenlaub/support
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.
On this week's show: Why it's tougher than ever to be a researcher on Twitter, and a highlight from this year's AAAS Annual Meeting First up, Contributing Correspondent Cathleen O'Grady talks with host Sarah Crespi about the harassment that COVID-19 researchers are facing and a survey conducted by Science that shows more media exposure is linked to higher levels of abuse. Next, producer Meagan Cantwell shares another interview from this year's AAAS Annual Meeting. She talks with Delores Knipp, a research professor in the Ann and H.J. Smead aerospace engineering sciences department at the University of Colorado, Boulder, about what happens when our well-behaved Sun behaves badly. This week's episode was produced with help from Podigy. [Image: SkyLab 4/NASA; Music: Jeffrey Cook] [alt: solar flare image taken from Skylab 4] Authors: Sarah Crespi; Cathleen O'Grady Episode page: https://www.science.org/doi/10.1126/science.adb2091 About the Science Podcast:https://www.science.org/content/page/about-science-podcast See omnystudio.com/listener for privacy information.
On this week's show: Why it's tougher than ever to be a researcher on Twitter, and a highlight from this year's AAAS Annual Meeting First up, Contributing Correspondent Cathleen O'Grady talks with host Sarah Crespi about the harassment that COVID-19 researchers are facing and a survey conducted by Science that shows more media exposure is linked to higher levels of abuse. Next, producer Meagan Cantwell shares another interview from this year's AAAS Annual Meeting. She talks with Delores Knipp, a research professor in the Ann and H.J. Smead aerospace engineering sciences department at the University of Colorado, Boulder, about what happens when our well-behaved Sun behaves badly. This week's episode was produced with help from Podigy. [Image: SkyLab 4/NASA; Music: Jeffrey Cook] [alt: solar flare image taken from Skylab 4] Authors: Sarah Crespi; Cathleen O'Grady Episode page: https://www.science.org/doi/10.1126/science.adb2091 About the Science Podcast:https://www.science.org/content/page/about-science-podcast See omnystudio.com/listener for privacy information.
Cain Smead is the long time editor for Dirt Wheels Magazine. Cain Smead así has a riding background he started riding 3-wheelers in his younger years and then switched to Quads later on. Racing lead to being a test rider for the magazine and that turned in to the position he holds today. If you love Dirt Wheels Magazine this is the episode for you!
Angie Hyche, certified professional organizer®, has been a professional organizer & member of NAPO (National Association of Productivity and Organizing Professionals) since 2016. She lives in a small town in Northeast Tennessee called Kingsport. She worked in the fields of medicine and education before she started her business, Shipshape Solutions. Angie loves speaking and writing about organizing as much as doing the actual organizing work. She is the author of Unholy Mess: What the Bible Says about Clutter, which was published on Amazon in December 2020. For the past four years, she has written a monthly organizing column in two local newspapers and has given monthly organizing demonstrations on a local TV talk show. In addition, she has been a podcast guest on the Smead podcast, "Keeping You Organized." When she's not organizing, Angie enjoys riding bicycle trails, hiking, group exercise classes at the YMCA, reading, and acting in community theatre. Angie is available for custom one on one in person or virtual organizing for your home or business. She provides group presentations on a variety of organizing topics. Angie's book, Unholy Mess: What the Bible Says about Clutter, is available for purchase on Amazon.Click HERE to learn more!
Cole Smead, President at Smead Capital Management, discusses the markets, FOMC rate decision and investing. Jon Erlichman, Anchor of BNN Bloomberg's The Open, breaks down Facebook earnings. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Cole Smead, President at Smead Capital Management, discusses the markets, FOMC rate decision and investing. Jon Erlichman, Anchor of BNN Bloomberg's The Open, breaks down Facebook earnings. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
What can communities like Canton do for its residents as it meets the challenges of severe weather due to climate change? Canton's Town Planner, Laura Smead, explains to CCTV's, Tanya Willow about Canton's updated "Master Plan" which, for the first time, contains strategies to deal with severe weather and limiting the community's C02 emissions. Through grants and computer modeling, realistic strategies to help Canton take on heat, flooding and extreme weather are being developed. What can the town ask of developers? Can changes in how roads and parking spaces are built help with heat and flooding? How do plants help with run-off and water pollution? Can cooling trees not on scenic ways be protected? What role does open space play in keeping residents cool and protected? Does Canton have cooling facilities if there is a long-term electrical outage? What is the town's short and long term plan to meet this difficult issue and what might Canton look like in 20, 30, even 50 years as a result of this challenge? Listen to the interview in this "on-the-go" Podcast or watch the program on CantonCommuninityTv.org. or on you local Canton Community Television stations.
Can Discovery (DISCA), fueled with HBO and Warner Brothers content positions itself to be the streaming king, says Smead Capital president Cole Smead. Also, what Amazon (AMZN) could do with MGM's iconic library of film and television. DraftKings (DKNG) mines content -- and perhaps a Bleacher Report acquisition -- to boost online sports betting. Virgin Galactic (SPCE) celebrates a successful launch and a much needed vote of confidence for its business. A failed liver disease treatment shakes NGM Biopharmaceuticals (NGM). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
If it is time to move beyond the traditional filing cabinet, this podcast will give you a few options. Here are some of the examples that I talk about in this podcast as well as any referenced links: Hanging file folder rack example by Smead. Desktop stand-up file bin from Target. A great article on Houzz that includes some great filing cabinet alternatives. Magazine file holder from Target. Upright tabbed file folders by Smead. A storage chest as a filing cabinet example from Marth Stewart. Note: We do not receive any compensation for these links. They are products we love and great examples to illustrate the points we are making in the podcast. ------------------------------------------------- If you find you need some help to get your home or office decluttered and paper-free then you can head over to my services page and use the links to schedule a consultation. Or, if you need some support and encouragement, I created the Organized Priorities Collective. This is a private Facebook group where you can get accountability, share your progress, and even ask questions. -------------------------------------------------- This episode is also available as a blog post: https://organizedpriorities.com/2021/04/13/is-it-time-to-break-up-with-your-filing-cabinet/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Vail Valley Citizen of the Year, Ann Smead shares stories about being one of the first female system engineers at IBM and the first female partner at a commercial real estate development company managing over four million square feet. Ann oversaw the real estate portfolio of Kaiser Aerospace & Electronics Corp and the University of Boulder's Aerospace Engineering Science's Department is named after Ann and her late husband H. J. Smead. Ann is currently the Board Chair at the Vail Valley Foundation and is deeply involved in finding ways to enhance the lives of children and the community in the Valley.
In this episode Scotty heads to Charlotte, NC to the brand new Vault Tattoo, home of Video Game Tatts Con and Anime Ink. Christian and Rob talk to Scotty about the new shop, future plans for growth, plants, and of course bondage. Don't miss this one, it was one of our best episodes.
Today we meet Steven Smead, an avid hunter from Massachusetts. Steven was blessed to be with his son when he took his first buck this year. He tells that story along with some other great experiences he has had in the woods!Be sure to check out Shedding Light Outdoors on Facebook and YouTube for great content coming out weekly!
This one is sure to be one of our best episodes. Highly engaging conversation anytime we get a chance to talk to Sarah, and we cover a wide range of topics on this one. Ink Master, babies, Covid, Bad Dragons, and plenty more! @sarahmillertattoo @wyldchyldpgh
1 of 2 amazing interviews from the Grand Opening of Gallery 4 Twelve in Downtown Pittsburgh, July 1, 2020. Scotty gets Ricky Moxey on for a reshoot, and then this one gets a little crazy as Scotty puts Rob on the spot about dungeons, dildos, and fuckboy status. WTH???
Sometimes history remembers individuals in an unfair light. Sometimes there’s more to the story. Sometimes we should reassess our perspectives. Let’s discuss today’s subject - Smead Jolley. Follow Rounders on Social Media Follow on Facebook Follow on Instagram Follow on Twitter --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/rounders/message
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.
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
Apocolypic discussions abound! Covid-19 got us ALL fucked up!
On this episode, Professional Organizer Debbie Rosemont discusses how to remain productive while working from home but also knowing when to shut work off. Keeping You Organized is the show that brings you the best organizing tips, advice, and behind the scenes stories from the top professional organizers.
Bill Smead, CEO at Smead Capital Management, discusses Monday's global markets selloff. He also shares his thoughts on Warren Buffett's letter to Berkshire Hathaway shareholders and how Buffett could be signaling the end of an era. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Bill Smead, CEO at Smead Capital Management, discusses Monday's global markets selloff. He also shares his thoughts on Warren Buffett's letter to Berkshire Hathaway shareholders and how Buffett could be signaling the end of an era. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.
William Smead, manager of the Smead Value Fund, has been bearish on energy stocks and oil companies for years, but he says in the Market Call that the market has been shifting, which makes energy stocks worth buying. He notes that demographics showing that millennials will double their use of gasoline -- despite the increased acceptance of alternative-energy engines in cars -- and that recent troubles have improved valuations of big oil and energy to where they are worth buying. Likewise, he sees a powerful trend in household formation among millennials that will help home-builders and other consumer businesses. Also on the show, Gerri Walsh of the FINRA Education Foundation talks about investor knowledge levels, Vince Annable discusses the 'Household Endowment Model' for managing money, and David Trainer of New Constructs puts two stocks in the Danger Zone.
On this episode, Professional Organizer Deb Cabral tells us why it is better to set goals rather than make resolutions. Keeping You Organized is the show that brings you the best organizing tips, advice, and behind-the-scenes stories from the top professional organizers.
Part 2 of our program where Certified Professional Organizer Ellen Delap discusses goal setting for people with ADHD and why a word of the year could be helpful in achieving your goals. Keeping You organized is the show that brings you the best organizing tips, advice, and behind-the-scenes stories from the top professional organizers.