The Smead Book List - Spring Book List

The Smead Book List - Spring Book List

From A Book with Legs by Smead Capital Management

March 30, 2026 · 1h 6m · Season 4 · Episode 436

About this episode

Bill and Cole Smead discuss their recent readings and insights on various topics relevant to value investing and current market conditions.

What is the Smead Capital Management team reading, and what’s up next? In this new quarterly ‘book list’ episode, value investors Bill and Cole Smead discuss memorable takeaways from books they have recently read, covering topics from financial crashes and speculative manias to genetics, technology and human behavior. They also discuss what they’re currently reading and preview what’s next on their list, while offering perspectives on today’s current market questions, including energy, housing, and where opportunities may lie next. Sign up to be notified about new A Book with Legs episodes: https://hubs.ly/Q0452Lh70

People in this episode

Hosts: Bill Smead, Cole Smead

Topics covered

  • book recommendations
  • value investing
  • financial markets
  • human behavior
  • technology
  • energy
  • housing

Keywords

  • Smead Book List
  • value investing
  • financial crashes
  • speculative manias
  • genetics
  • technology
  • human behavior
  • market opportunities

Mentioned in this episode

Organizations: Smead Capital Management

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