Behind the Balance Sheet
by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
Insights from recent episode analysis
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Est. Listeners
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- Per-Episode Audience
Est. listeners per new episode within ~30 days
10,001 - 25,000 - Monthly Reach
Unique listeners across all episodes (30 days)
25,001 - 75,000 - Active Followers
Loyal subscribers who consistently listen
15,001 - 40,000
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 10 epsHost
Recent guests
Recent episodes
#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries
Apr 16, 2026
55m 44s
#57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics
Mar 22, 2026
1h 48m 47s
#56 The Sculptor - Jonathan Tepper on 16 Stock Portfolios, Moats & Buying Oligopolies
Mar 13, 2026
1h 03m 08s
#55 The Pugilist - Terry Smith on Quality, Valuation & Long‑Term Compounding
Mar 13, 2026
1h 24m 52s
#54 The Innovation Fans - James Anderson & Morgan Samet on Finding the Next Ten‑Baggers
Dec 18, 2025
48m 53s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/16/26 |  #58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries✨ | marketsAI+3 | Michael Cembalest | JP Morgan Asset and Wealth ManagementOpen AI | New York | CIOinvestment strategy+3 | — | 55m 44s | |
| 3/22/26 |  #57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics✨ | behavioural economicsmarketing+4 | Rory Sutherland | Costcoelectric cars+1 | — | behavioural scienceinvesting+7 | — | 1h 48m 47s | |
| 3/13/26 |  #56 The Sculptor - Jonathan Tepper on 16 Stock Portfolios, Moats & Buying Oligopolies✨ | investment strategiespersonal development+4 | Jonathan Tepper | Prevatt CapitalSteve Cohen’s firm+1 | OxfordSan Blas | investingstock portfolios+7 | — | 1h 03m 08s | |
| 3/13/26 |  #55 The Pugilist - Terry Smith on Quality, Valuation & Long‑Term Compounding✨ | quality investingvaluation+3 | Terry Smith | S&P500UK | Mauritius | Terry Smithfund manager+5 | — | 1h 24m 52s | |
| 12/18/25 |  #54 The Innovation Fans - James Anderson & Morgan Samet on Finding the Next Ten‑Baggers✨ | innovationlong term investing+5 | James AndersonMorgan Samet | Baillie GiffordLingotto Innovation Strategy+2 | China | innovationinvestment+7 | — | 48m 53s | |
| 11/20/25 |  #53 The Plodder - Tom Gayner on Building Markel and the Art of Long‑Term Compounding✨ | long-term investingcapital allocation+4 | Tom Gayner | Markel GroupCoca Cola Company+2 | — | Tom GaynerMarkel Group+6 | — | 1h 16m 48s | |
| 10/16/25 |  #52 The Traditionalist - Tim Guinness on Why Beating the Market is Easy✨ | value investingmarket analysis+3 | Tim Guinness | Guinness Global Investors | — | Tim GuinnessGuinness Global Investors+3 | — | 59m 07s | |
| 9/18/25 |  #51 The Franchise Fan - Nick Train on Durable Franchises and 20‑Year Holding Periods✨ | growth investingdurable franchises+4 | Nick Train | DiageoRightmove+4 | — | franchisesinvestment strategy+4 | — | 1h 19m 24s | |
| 8/21/25 |  #50 The Art Lover - Christopher Tsai on Growth Investing, Tesla & Collecting Ai Weiwei✨ | growth investingTesla+4 | Christopher Tsai | TeslaQXO+1 | — | growth stocksinvestment strategy+5 | — | 1h 17m 55s | |
| 7/17/25 |  #49 The $50bn Man - David Samra on Global Value & 20 Years of 4% Alpha✨ | value investinginvestment strategies+3 | David Samra | Behind the Balance SheetSpotify+1 | — | investmentalpha+5 | — | 1h 22m 27s |
Showing 10 of 10
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Chart Positions
10 placements across 9 markets.
Chart Positions
10 placements across 9 markets.