Bill Smead
Founder, Chairman and CIO of Smead Capital Management, who discusses market perspective and historical parallels for AI-driven investment enthusiasm.
Top 5 podcasts with Bill Smead
Ranked by the Snipd community
21 snips
May 21, 2024 • 1h 33min
Technicals Say Everything Rally Is Now Underway, Bill Smead Says Large Cap Tech Is a Ticket to Purgatory, Buffett Gets Cautious
Bill Smead, Founder and CIO of Smead Capital, discusses market outlook, Warren Buffett's caution, history of AI boom, tech stock dominance, market cycles, market concentration risks, and challenges of concentrated investments in this insightful podcast conversation.
Feb 17, 2026 • 33min
Warner Bros. Reopens Talks as Paramount Signals Higher Bid
Bill Smead, founder and CIO at Smead Capital Management, offers a market historian’s take on AI-driven investing. Max Abelson, Bloomberg finance reporter, digs into the newly released DOJ files and Leon Black’s ties to Epstein. Mark Gurman, Bloomberg tech editor, previews Apple’s AI wearables, Siri updates, and product timelines. They discuss bidding drama at Warner Bros., massive document processing, and AI market mania.
Sep 10, 2024 • 5min
Single Best Idea with Tom Keene: Bill Smead & Jennifer Lawless
Bill Smead is an investment expert celebrated for his unique value investing strategies, while Jennifer Lawless is a political analyst specializing in elections. They discuss market unpredictability and the necessity of patience in investing, using Cinderella as a metaphor. The conversation also dives into the crucial role of women in politics, addressing the challenges they face in representation and the need for support in both politics and business. They highlight innovative tech advancements, linking them to broader societal impacts, particularly for women.
Nov 28, 2023 • 15min
Special Report: Berkshire Hathaway's Charles Munger Dies at 99
Charles Munger, the alter ego and partner of Warren Buffett, has passed away at the age of 99. The podcast explores Munger's life, legacy, and investment strategies. It highlights his strong bond with Buffett and their unique ability to anticipate each other's thoughts. The discussion includes potential successors for Berkshire Hathaway and Munger's diverse interests. They also delve into Munger's impact on the company and his views on the stock market.
Nov 28, 2023 • 15min
Berkshire Hathaway's Charles Munger Dies at 99
Charles Munger, Warren Buffett's alter ego, sidekick, and vice-chairman of Berkshire Hathaway Inc., has died at the age of 99. The podcast discusses Munger's life, legacy, and collaboration with Buffett, as well as his donations and interest in architecture. It also explores the future of Berkshire Hathaway without Munger and highlights his intelligence and influence on the company.
