Sheets To The Wind public
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Behind the Balance Sheet

Stephen Clapham, Behind the Balance Sheet

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Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of ...
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'Miracle Hunter' Michael O'Neill delves into the fascinating world of miracles and takes listeners on a hunt that explores the greatest mysteries and marvels of the Catholic Church. From visions of the Virgin Mary and inexplicable medical healings through the intercession of Saints to the miracles of the Eucharist and those who bear the wounds of Christ, listeners will journey through the wonders that have inspired the fascination and faith of believers for centuries.
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Sheets to the Wind is a lifestyle guide for all things wine-country, specifically Northern Sonoma County & Healdsburg. It's a great resource for ideas of what to do when you come to town, or where to send friends and family visiting from out of the area. This podcast is an extension of the website, helping people get to know our local wine-makers and wine-label entrepreneurs a little better...
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Hedgesville Baptist Church

Hedgesville Baptist Church

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“To equip the saints for the work of ministry, to build up the body of Christ, until we all reach unity in the faith and in the knowledge of God’s Son, growing into maturity with a stature measured by Christ’s fullness. Then we will no longer be little children, tossed by the waves and blown around by every wind of teaching, by human cunning with cleverness in the techniques of deceit. But speaking the truth in love, let us grow in every way into him who is the head — Christ." Ephesians 4:12-15
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Matthew Arnold, expert on Our Lady of Good Success which occured in Quito, Ecuador, shares the history of this Marian apparition.+Sister Mark Randall from the Carmelite Sisters of the Aged and Infirm talks about the amazing life Venerable Mother Mary Angeline Theresa McCrory and gives an update on her cause for canonization.…
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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…
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Fr. David McEvoy from the League of the Miraculous Infant Jesus of Prague talks about the statue and some of the devotions that date back many centuries.+Ursuline Sister Carolyn Brockland,Executive Director of the Shrine of OL Prompt Succor shares the story behind the statue that is in New Orleans.By Miracle Hunter
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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…
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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 …
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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…
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