Best Sheets To The Wind Podcasts (2024)

1
#39 The Optimizer 1:06:20

12h ago1:06:20

1:06:20

Bill Nygren has been at Harris Associates for over 40 years and considers himself a value investor. Yet his portfolio has owned Netflix, Amazon and Meta recently, while Alphabet is his largest position. Bill explains his unusual but highly effective approach to value investing. Harris has also constructed a unique organisational methodology to hand…

1
221 - 14th Intervention: They Grow Up So Quickly 1:31:21

17h ago1:31:21

1:31:21

Now that our podcast locks its bedroom door, ignores us, and calls us ‘stupid’, we give it space to let it explore itself as we discuss Series 14. Whilst said ‘special time’ is occurring (it’s natural... we all do it...), friend-of-the-show-Tim asks us which random Doctor/Companion pairing would ‘do it’ (ship much Tim?), we recycle past Drunktor Wh…

1
220 - I Got Royally F'd Up Yesterday Now I wish I Was Dead (S14, Ep8) 1:25:48

9d ago1:25:48

1:25:48

We watch “Empire of Death” (Series 14, Episode 8) where the Doctor realizes this season’s big big bad is a bad bad boy... oh yes you are... you are soo bad.... So whilst Sutekh is ‘Thanosing’™ the universe, Mel travels down memory lane, the Doctor goes spooning with a ‘kind’ woman (oh did we already get over Rogue? too soon Doctor... too soon...), …

1
219 - Did'ja Hear Rudy Was Legendarily F'd Up (S14, Ep7) 1:21:10

1M ago1:21:10

1:21:10

We watch “The Legend of Ruby Sunday” (Series 14, Episode 7) where the Doctor commandeers the vast resources of UNIT to solve the season long mystery of... Ruby’s parentage? WTF? So the same woman who keeps showing up on various planets and in various time-lines is the frakkin’ B plot?!? OK then (deep breath). Whilst said misdirection is occurring, …

1
#38 The Cyclist 1:13:17

2M ago1:13:17

1:13:17

Peter Oppenheimer is chief global equity strategist and head of Macro Research at Goldman Sachs in Europe and the author of two books on market cycles. His first book, the Long Good Buy is sub-titled Analysing Cycles in Markets. His follow-up book Any Happy Returns, is sub-titled Structural Changes and Super Cycles in Markets and looks at longer te…

1
218 - This Morning After Is Rough (S14, Ep6) 1:15:13

2M ago1:15:13

1:15:13

We watch “Rouge” (Series 14, Episode 6) where the Doctor and Ruby travel back to basically... Bridgerton! Whilst the Whosome Twosome dance to anachronistic chamber music, evil shape shifting bird people wreak havoc for (Nan-E filter engaged) poops and giggles (Shonda Rhimes wishes she thought of that). All that plus the Doctor flirts with a bounty …

1
217 - Gimme A Shot And Make It A Double (S14, Ep5) 1:11:01

2M ago1:11:01

1:11:01

We watch “Dot And Bubble” (Series 14, Episode 5) in which we meet the seemingly vacuous and totally-non-homicidal Lindy Pepper-Bean. We follow Lindy on her typical day: she wakes up, checks her social feed, reports to work for her daily two hour shift, narrowly avoids being eaten by slow moving slug creatures…you know, the usual. Whilst all this wa…

1
#37 The Analyst 59:13

2M ago59:13

59:13

John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital, celebrates its 30th anniversary this year. Inthis conversation, John explains how he started with $10m, and why you couldn’t do that today. He touches on his portfolio, talks about his approach to investing, explaining why he requ…

1
216 - He's Three Sheets to the Wind (S14, Ep4) 1:14:48

3M ago1:14:48

1:14:48

We watch “73 Yards” (Series 14, Episode 4) where Ruby stars in the British remake of “It Follows”: “It Semperdistanses”. While Ruby keeps a constant 66.75 metres from her new lifelong lady friend, she learns the Welsh are dicks, she prevents a mad Welshman from making it rain nuclear warheads, and dies of old age on the shore of Wales whilst succes…

1
215 - I'm Bombed Outta My Mind (S14, Ep3) 1:15:31

3M ago1:15:31

1:15:31

We watch "Boom" (Series 13, Episode 3) where the Doctor and Ruby take a ‘beach holiday’ on a planet where the invading religious forces are unknowingly fighting themselves in a blatant scheme for profit by the villainous Villengard Corporation. Whilst said business-as-usual is occurring, our Whosome-Twosome duet on a haunting shanty, Anglican Marin…

1
#36 The Runner 1:18:25

3M ago1:18:25

1:18:25

John Huber is an investor with a small fund managing his family assets and outside capital in a concentrated portfolio. John has written an excellent blog, Base Hit Investing, for many years, explaining his investing principles. We discuss these in this episode, including what John looks for in an investment, why he emphasises capital allocation ev…

1
214 - I'm Drunk Enough To Do Karaoke (S14, Ep2) 1:16:57

4M ago1:16:57

1:16:57

We watch “The Devil's Chord” (Series 14, Episode 2) where the Doctor and their now fully fledged companion Ruby Sunday travel back to the swinging 60’s to meet the Beatles…whilst they were recording “Meet The Beatles”. As this trip down Penny Lane was occurring, the Doctor complains about the high price of tea, Ruby fangirls on Cilla Black (don’t a…

1
213 - Let The Baby Try Just One Sip (S14, Ep 1) 1:07:28

4M ago1:07:28

1:07:28

We watch “Space Babies” (Series 14, Episode 1) where the Doctor takes trainee-companion Ruby Sunday on her first (mis?)adventure in the TARDIS. Whilst our Whosome Twosome travel about in time and/or space, Ruby gets schooled on sixty years of Whostory, the Doctor scares the (Nan-E filter engaged:) excrement out of the titular Space Babies, and misu…

1
E3 Carine Smith Ihenacho of Norges Bank IM 48:12

4M ago48:12

48:12

Carine Smith Ihenacho is Chief Governance and Compliance Officer at Norges Bank Investment Management, the Norwegian wealth fund. It’s the largest single equity owner in the world and sets out to be the most transparent. She is therefore likely the most powerful person in the world of ESG. In our podcast episode, Huw van Steenis and I discussed: Ho…

1
#35 The 100 Bagger Hunter 57:33

5M ago57:33

57:33

Chris Mayer is the founder of Woodlock House Family Capital and the author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. He has written several other books and formerly wrote an investingnewsletter which led him to travel the world seeking investment ideas. Studying the universe of 100 Baggers has led Chris to a clear set of inv…

1
212 - TK8: I'm Designated Driver For This Trio 1:09:27

5M ago1:09:27

1:09:27

We watch the last two episodes of the classic-Who serial “The Three Doctors” where the Doctors are tasked by the Time Lords with saving the universe. Whilst our titular heroes Moe, Larry, and Curly their way through the proceedings, Jo proves she’s more than just a stooge and the Brigadier Shemps his way to victory! I guess that makes Omega the Mar…

1
#34 The Letter Reader 1:03:48

5M ago1:03:48

1:03:48

Lawrence Cunningham is the author of 20 books; an academic with over 60 publications; a legal expert; an accounting expert; a governance expert; a director on 3 quoted company boards; and a company adviser. His most famous book is the Essays of Warren Buffett in which he extracts sections from the sage’s letters over decades and orders them by subj…

1
211 - Time Killer VII: Three Drinks For The Price Of One 1:05:41

5M ago1:05:41

1:05:41

We watch the first two episodes of “The Three Doctors” (finally!) considered by most to be the 10th anniversary story of classic Who even though it aired nearly a year prior to the actual 10th anniversary…awkward. So whilst said premature shenanigans are shenaniganing, the Doctor investigates a rogue weather balloon, the Doctor catches up with UNIT…

1
#33 The Stoic 52:07

5M ago52:07

52:07

Peter Cowley is a successful angel investor. But it was histragic private life which prompted this interview. Two of his three children lost to suicide; their mother died unexpectedly; his sister lost to alcoholism; his brother died aged 21 from cancer; two decades in recovery from alcoholism; and he has now been diagnosedwith terminal Stage 4c can…

1
210 - TK6: I'm a Total UNIT When I Drink 1:22:12

6M ago1:22:12

1:22:12

We watch the concluding episodes of classic serial “Spearhead From Space” where the third Doctor and soon-to-be-companion-Liz-Shaw (no relation to Tim Shaw) battle space tentacles (?) attempting to take over the earth. Whilst said Plan 9 From Outer Space is occurring, the Doctor continues wearing another man’s dirty clothes, Liz continues proving s…

1
209 - TK5: This Hangover Is Like A Spear To My Head 1:23:19

6M ago1:23:19

1:23:19

We end up watching the first two episodes of the classic serial “Spearhead From Space” where John ends up eating crow because Steve and I committed to watching “The Three Doctors” but I misremembered and thought that we were watching this story and did all the research for this story and then whilst live in the recording of the podcast Steve rightf…

1
E2 Barry Norris explains why offshore wind economics are unsustainable. 57:14

6M ago57:14

57:14

Steve Clapham and climate finance expert Huw van Steenis talk to Barry Norris, climate sceptic and founder and CIO of Argonaut Capital. Barry explains why he believes the economics of offshore wind are unsound. He likens wind and solar to unreliableworkers and thinks nuclear and fossil fuel generation are the reliable workers. You can't have a fact…

1
#32 The “Do-Gooder” 58:41

6M ago58:41

58:41

Jonathan Ruffer is the founder of the eponymous assetmanagement firm, a bold and successful investor (a combination unusual to survive, let alone thrive) and considers himself a financial historian. He remains the figurehead of the firm although has stepped back somewhat from the daily combat with markets. In this episode, he explains why he thinks…

1
208 - TK4: These Shots Will Be The Death Of Me 1:02:44

6M ago1:02:44

1:02:44

We watch the concluding episodes of “The Tomb of the Cybermen” where our retro-Whoby Crew attempt to lull the crankily woken up Cybermen back to their semi-eternal slumber. Whilst said cradle rocking is occurring, Doctor Mop-Top low key continues enabling murder, Jamie runs around... a lot..., and Victoria shows she smarter than the men by getting …

1
207 - TK3: I Drink On Your Grave 1:02:52

7M ago1:02:52

1:02:52

We watch the first two episodes of the classic serial “The Tomb of the Cybermen” where Doctor Two takes Jamie and Victoria to a futuristic planet (that is most certainly not a quarry outside of London in 1967) where they encounter morons attempting to resurrect slumbering Cybermen. Whilst said rude awakening is occurring, Jamie gets ‘handsy’ with t…

1
E1 Emmanuel Lagarrigue explains the opportunity for KKR and private equity in the energy transition 53:22

7M ago53:22

53:22

Emmanuel Lagarrigue is the Co-Head of Climate at KKR and in this fascinating discussion, he explains why he joined the firm and what they are seeking to achieve in financing the energy transition. He explains how KKR sees a gap in the huge $7tn pa investment needed to fund the transition between the early stage investments and the mature infrastruc…

1
Beyond the Balance Sheet Podcast Trailer 5:33

7M ago5:33

5:33

Explaining what to expect from a new series of podcasts focusing on the investment opportunities (and risks) in the energy transition. With co-host, climate finance expert Huw van Steenis. Sign up for the newsletter.

1
206 - Second Time Killer: Drunk Out Of My Wits 1:04:58

7M ago1:04:58

1:04:58

We watch the final two episodes of the “Time Meddler” saga ('A Battle of Wits' and 'Checkmate') where our retro Whoby crew discover the Meddling Monk is another time traveler with a plan to jump start human development. Whilst said Western Pro-Civilization is occurring, Vikings continue to slo-mo battle the Saxons, the Doctor sabotages the Monk’s T…

1
#31 The Justice Warrior 1:04:12

8M ago1:04:12

1:04:12

Bill Browder is a human rights activist who championed the Magnitsky Act, signed into law by President Obama. It not only sanctions Russians, but others around the world. Similar legislation is now in place in over 30 countries. He is also a bestselling author and former hedge fund manager. In this episode, we talk about his career, about how he co…

1
205 - Time Killer the 1st: Don't Watch Me Drink 59:30

8M ago59:30

59:30

We watch the first two episodes of “The Time Meddler” four part saga (‘The Watcher’ and ‘The Meddling Monk’) where the 1st (or, at the time, only) Doctor takes established companion Vicki and accidental stowaway companion Steven to 11th century Northumbria. Whilst our listeners Googling of Northumbria is occurring, Vicki allows Steven to think he’s…

1
204 - With Family on XMas I Need Many Drinks (S14, Ep0) 1:38:39

8M ago1:38:39

1:38:39

We watch “The Church on Ruby Road” (Series 14, Episode 0) where the newly bi-generated Doctor dances like no one is watching and apparent clumsy foundling Ruby Sunday is set up as a likely addition to the Doctor’s ‘fam’. Whilst said auditioning is occurring, Ruby reads for the role of ‘Marty McFly’, the Doctor channels ‘Doc Brown’, and the Goblins …

1
#30 The Japanophile 1:34:23

9M ago1:34:23

1:34:23

Grant Williams is a former hedge fund manager who nowpublishes the monthly newsletter Things that Make You Go Hmmm and a subscription-only investing podcast channel that incredibly is one of the top 0.5% of all podcasts globally. In this fascinating discussion, Grant explains his fascination for Japan and why we should all pay attention. We discuss…

1
203 - LXth Anniversary - Cut Off After Three Specials...That's Funny 1:42:17

9M ago1:42:17

1:42:17

We watch “The Giggle” (60 Anniversary, Ep3) where the Doctor and Donna return to London and realize that yes, everyone on Earth is now the A—hole. Plus, for once the Doctor encounters an old foe who is not the Daleks nor the Cybermen nor the Sontarans nor the Weeping Angels nor the Master nor... sorry... it’s the Toymaker! So... yeah? Whilst said e…

1
202 - LXth Anniversary - Gimme Specials 'Til I Sees Double 1:37:22

9M ago1:37:22

1:37:22

We watch “Wild Blue Yonder” (60th Anniversary, Ep 2) where a sickly Tardis crash lands on an alien ship, vomits out the Doctor and Donna, then quickly buggers off to recuperate away from our traveling duo. Whilst exploring their new home, said duo quickly becomes a quartet after meeting their decidedly disturbing doppelgängers. One Doctor uses far …

1
#29 The Plumber 1:20:41

10M ago1:20:41

1:20:41

James Aitken is an expert in the plumbing of the financial system. We go on a world tour of the hotspots in global finance. You will learn why James is relaxed about the US; why the Japanese government will Make Japan Great Again and why this could have serious repercussions for global bond markets; and why China will likely muddle through, in spit…

1
201 - LXth Anniversary - I'll Have the 1st Beer Special 1:26:52

10M ago1:26:52

1:26:52

We watch “The Star Beast” (60th Anniversary, Ep 1) where the newly regenerated Doctor has a re-re-re-meet cute with past companion Donna Noble. Whilst said reconnecting is reoccurring, the Doctor attempts to puzzle out why this familiar face has returned, Donna attempts to remember why this skinny man is just so familiar, and Donna’s daughter Rose …

1
200 - Intervention The Thirteenth: Survivors of the Intervention 1:16:22

10M ago1:16:22

1:16:22

Gather ‘round childrens whilst the adults discuss series 13 of our beloved Doctor Who. Plus this being show-runner Chris Chibnall’s and Doctor portrayer Jodie Whittaker’s final (for now...) series, we also discuss what they contributed to the Whoniverse. All that and friend-of-the-show-Tim asks us to weigh in on which classic sitcom characters coul…

1
#28 The Continuous Learner 1:08:51

11M ago1:08:51

1:08:51

Sebastian Lyon is a conservative investor who manages two highly successful multi asset funds. His motto is simple over complex and he is intent on protecting the downside. In this interview, we discuss his views on markets (spoiler: not super bullish); how he built Troy into a significant asset management business from scratch; how he has managed …

1
199 - That Is One Powerful Daiquiri (S13, Ep 9) 1:25:49

11M ago1:25:49

1:25:49

We watch "The Power of the Doctor" (Series 13, Episode 9) where the Whoby Crew descend upon a space train to foil a Cyberheist. No! Wait! Where the Whoby Crew travels to early 20th century Russia to foil the Master. No! Wait! Where the Whoby Crew recruit past companions and compatriots to foil the Daleks. No! Wait... sigh... Whilst all said plots a…

1
198 - I'd Like A Devilish Libation (S13, Ep8) 1:00:35

11M ago1:00:35

1:00:35

We watch "Legend of the Sea Devils" (Series 13, Episode 8) where the Doctor takes Yaz and Dan to meet the Pirates of the Caribbean... er... of the China Sea! Whilst said cross-cultural debauchery is occurring, the Doctor skips stones, Dan skips out on his ship mates, and Yaz skips merrily towards heart break. Plus, Sea Devils. Don’t forget to mark …

1
#27 The Handicapper 1:08:55

12M ago1:08:55

1:08:55

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…

1
197 - It's New Year's Eve... Again (S13, Ep7) 1:06:09

12M ago1:06:09

1:06:09

We watch “Eve of the Daleks” (Series 13, Episode 7) where the Whoby Crew land themselves in a ‘Happy Death Day’ situation at a Manchester storage facility. Whilst said ‘Edge of Tomorrow’-ing is occurring, the Doctor tries to solve the mystery without her ‘Time Machine’ and Yaz ‘Run Lola Run’s away from her feelings because Dan wants to help Yaz bec…

1
196 - Drunx VI: The Drinkerers (S13, Ep6) 1:09:31

12M ago1:09:31

1:09:31

We watch “Flux: Chapter Six - The Vanquishers” (Series 13, Episode 6) where the Doctor gets split up into a non-holy trinity. Whilst said blasphemizing is occurring, the Doctor crashes the Sontarans' psychic stratagem, the Doctor explores Liverpool’s tumultuous tunnels of terror, and conversely the Doctor defeats Swarm, Azure, and the personificati…

1
#26 The Pragmatist 1:19:17

1y ago1:19:17

1:19:17

Alec Cutler runs one of the best performing low risk global funds and has a pragmatic investing approach. In this interview, we discuss inflation and markets and what this means for stock selection. Alec explains his views on what makes for a successful investment team. And he explains the principles of investing he learned as a child from his gran…

1
195 - Drunx V: First Class Drunk (S13, Ep5) 1:21:08

1y ago1:21:08

1:21:08

We watch “Flux: Chapter Five - Survivors of the Flux” (Series 13, Episode 5) where the Weeping Doctor discovers their adoptive parent is totally a manipulative jerk. Whilst said family reunion is reunion-ing, Vinder hitches a Passenger to Diane-town, Bel learns the consequences of stowing away on a Lupari ship, Karvasista is still a good-good-boy a…

1
194 - Drunx IV: The Village Drunk (S13, Ep4) 1:14:18

1y ago1:14:18

1:14:18

We watch “Flux: Chapter Four - Village of the Angels” (Series 13, Episode 4) where the Doctor and Fam discover a Weeping Angel is a shite co-pilot. When said Weeping Angel takes the wheel of the Tardis, the Whoby Crew end up in rural England circa November 1967 (known in the history books as the ‘Autumn of Post Coital Bliss’ which followed the ‘Sum…

1
193 - Drunx III: Time for Day Drinking (S13, Ep3) 1:03:21

1y ago1:03:21

1:03:21

We watch "Flux: Chapter Three - Once, Upon Time" (Series 13, Chapter 3), an episode so confusing that one of your hosts repeatedly named it incorrectly. (John will throw himself to the mercies of Steve and the listeners on the following episode.) Whilst said perplexion is perplexioning, Dan misplaces his date, Yaz is a bad loser at video games, Vin…

1
#25 The Celebrity Investor 1:34:27

1y ago1:34:27

1:34:27

Guy Spier is a successful value investor and has spentconsiderable time creating an environment which will protect him and his fund from making mistakes through his own temperamental idiosyncrasies. He talks much more about environment design than valuation which is refreshingly different. We discuss why the best ideas are simple, yet analysts alwa…

1
192 - Drunx II: Drinking 'Til Dawn (S13, Ep3) 1:15:00

1y ago1:15:00

1:15:00

We watch "Flux: Chapter Two - War of the Sontarans" (Series 13, Episode 2) where the Doctor and the Newby Crew are all transported to the Crimean War in the 19th century... until some of them get honorably discharged to parts elsewhere. Whilst the Doctor remains on the front to battle the historically inaccurate Sontarans, Dan returns to present da…

1
191 - Happy Hour: Beers with Andy Weir 1:37:34

1y ago1:37:34

1:37:34

We welcome best selling author and humongous Doctor Who fan Andy Weir to the podcast where we discuss “City of Death”. This Fourth Doctor’s 1979 story was Andy’s choice not just because it’s a great story but for the sizzling chemistry between the Doctor and Romana... since the actors were frakking at the time apparently. Whilst speaking about Who …

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Sheets To The Wind Podcasts

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