Best stephen clapham Podcasts (2024)

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#61 Stephen Clapham: The Smart Money Method 1:27:13

19d ago1:27:13

1:27:13

Stephen (Steve) Clapham is the founder of Behind the Balance Sheet, an investment research and investor training consultancy. He has 25 years of experience as an investment analyst and has been a partner and head of research at two multi-billion dollar hedge funds. We discuss his book, the Smart Money Method, how he trains finance professionals, an…

1
EP 28: The Twilight Before The Storm (with Viktor Shvets) 47:09

1h ago47:09

47:09

Technology is transforming our societies, promising a far deeper disruption than the industrial revolutions. As a result, humanity is at a major turning point, and how we respond to the merger of technology and financialisation will decide our future. Are we heading for "enlightened communism" or "despotic feudalism"? Russell Napier quizzes Viktor …

1
Talking Tesla with Bryce Smith of 10,000 Days Capital 1:16:26

1d ago1:16:26

1:16:26

Today, we talk with Bryce Smith. Bryce is an analyst at 10000 Days Capital and he has co-written a book on Tesla. We make a SWOT analysis of Tesla and talk about the future of this controversial company. We also look at why Bryce is bullish on another controversial company, RobinHood. For the best charts, data and AI insights about stocks, go to Fi…

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#38 The Cyclist 1:13:17

2h 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…

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#60 Torbjörn Arenbo: Capital Allocation and Value Creation 57:03

2M ago57:03

57:03

Torbjörn Arenbo is the Chief Analyst and Head of Corporate Advisory Sweden at Danske Bank. He has 25 years of experience working as a corporate finance advisor, portfolio manager, and risk manager. Our conversation is centred around Torbjörn’s book Capital Allocation and Value Creation, published in 2023. For more info about the podcast, go to the …

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Talking AI, tech and cybersecurity with Muji@Hhhypergrowth 57:10

1M ago57:10

57:10

Muji@Hhhypergrowth Today in the Multibagger Nuggets podcast, our guest is Muji from Hhhypergrowth. Muji has a deep understanding of technology and investing in tech stocks. He shares his ample knowledge about AI, cybersecurity, tech, software and, of course, investing. Enjoy the conversation!By Kris Heyndrikx - From Growth To Value

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#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
Questions and Answers 34:38

1M ago34:38

34:38

Your questions and my answers. About the 2022 crash, Nvidia, Tesla and much, much more!By Kris Heyndrikx - From Growth To Value

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EP 27: Seven Crashes (with Harold James) 41:22

2M ago41:22

41:22

Join Russell Napier for a fascinating discussion with Harold James, author of Seven Crashes: The Economic Crises That Shaped Globalisation. And unlike many of our episodes, brace yourself for a relatively optimistic conclusion! •The Library of Mistakes runs an outstanding course called the Practical History of Financial Markets. To find out more, g…

1
Stephen Clapham: Behind The Balance Sheet 59:00

2M ago59:00

59:00

Today, we have a special guest joining us: Stephen Clapham. He’s the author of The Smart Money Method. Stephen Clapham has a background in accounting and worked as a sell-side analyst for investment banks, 2 multi-billion dollar funds and he offers professional training consultancy with Behind The Balance Sheet, where he uncovers aggressive and fra…

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#59 Chris Waller on We Are Bellingcat 1:11:24

3M ago1:11:24

1:11:24

Chris Waller is the Founder and Portfolio Manager of Plural Investing in New York. He previously worked in London at Goldman Sachs and holds an MBA from the Value Investing program at Columbia Business School. Our conversation is centred around the book “We Are Bellingcat” and covers how investors can deepen their research by better utilising open-…

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#36 The Runner 1:18:25

2M 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…

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EP 26: The Rise Of Carry (with Tim Lee & Kevin Coldiron) 43:13

2M ago43:13

43:13

Russell Napier revisits a book that slipped out during the pandemic crisis but does, he believe, deserve considerable attention. Listen to him quizzing Tim Lee and Kevin Coldiron, two of the authors of The Rise of Carry: The Dangerous Consequences of Volatility Suppression and the New Financial Order of Decaying Growth and Recurring Crisis. •The Li…

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Vitaliy Katsenelson: The Intellectual Investor Speaks 1:12:42

2M ago1:12:42

1:12:42

Vitaliy Katsenelson, The Intellectual Investor This one is a gem, I promise you! I had the honor of talking to Vitaliy Katsenelson. Normally, he is on a podcast break, but he made an exception for Multibagger Nuggets. Vitaliy is the author of books like Active Value Investing, The Little Book Of Sideway Markets and Soul In The Game. On his blog The…

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Bonus Episode: Eddie's Highlights 19:23

3M ago19:23

19:23

This bonus episode features an interview with Eddie Palmgren – host of Investing by the Books – on Redeye Growth Day. Eddie shares some of his highlights and insights from the first three years of podcasting. The interviewer is Lars T. Andersson at Redeye. This interview was recorded on May 30, 2024. For more info about the podcast, go to the episo…

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AI and its implications for investing 39:57

2M ago39:57

39:57

Kris talks with Christian Martinez, who is an expert in applying AI to finance. Kris and Chris talk about the implications of AI on investing, how AI can be used by traders, how not using AI could be an advantage for long-term investors, quantum computing and much more. Christian shows you tomorrow’s investing reality today. For Finchat, you can ge…

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How To Find Multibaggers? 42:27

3M ago42:27

42:27

Today, there's no guest but Kris talking. He explains how to recognize multibaggers and gives 15 characteristics and many examples of the past, the present, and, hopefully, the future. To try out Finchat, go here: https://finchat.io/?lmref=XWGHWQBy Kris Heyndrikx - From Growth To Value

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#58 Staffan Salén on The Salén Story 1:09:42

3M ago1:09:42

1:09:42

In this episode we are joined by Staffan Salén – one of Sweden’s most prominent business men. The Salén family has a strong heritage spanning more than one hundred years, where Staffan and his brother Erik represent the third generation. In a fun and engaging conversation, we talk about banana boats, long-term investments, and high-speed lessons. F…

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Dave Ahern, the voice of reason 56:52

3M ago56:52

56:52

Today, a special guest joins us. Dave Ahern is the co-host of the long-running podcast The Investing For Beginners Podcast. Dave has a very interesting background. He started as a musician, climbed from waiter to general manager in the restaurant business, became a Wells Fargo banker and now teaches people about investing. Let's dive into this grea…

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

3M 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…

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Talking AI with Alex of Ticker Symbol You 1:14:30

4M ago1:14:30

1:14:30

In this third episode of Multibagger Nuggets, I talk with Alex of the popular YouTube channel Ticker Symbol You, who worked on AI for MIT and Nasa. We talk about chips, AI and the future. For the Finchat discount, you can use this link: https://finchat.io/?lmref=XWGHWQ I get a commission from Finchat and you get a discount. That's a win-win. Try ou…

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#35 The 100 Bagger Hunter 57:33

4M 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…

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The Art of Quality Investing with Compounding Quality 48:20

4M ago48:20

48:20

Today, we have a special guest joining us: Peter Slegers, better known as Compounding Quality. He has over half a million followers and just published a book called The Art Of Quality Investing. Let's dive into this great conversation with a passionate investor, author, and teacher.By Kris Heyndrikx - From Growth To Value

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#34 The Letter Reader 1:03:48

4M 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…

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#57 Pieter Slegers on The Art of Quality Investing 1:18:05

4M ago1:18:05

1:18:05

How to invest in the best companies in the world? This is the topic for our episode with Pieter Slegers – founder of the investment newsletter Compounding Quality and previously a professional investor in Belgium. The book we discuss is The Art of Quality Investing, a new but timeless title that Pieter has collaborated on with its author Luc Kroeze…

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DEEP Insight In Mercado Libre and Nubank with Fede Sandler 1:10:15

4M ago1:10:15

1:10:15

For this first episode, we have a special guest joining us: Federico Sandler. Federico is an expert on Mercado Libre and Nubank, as he was the former Investor Relations Officer of both for 6 years at MELI and took NU through the IPO. Dive into the conversation that shows Federico's deep knowledge about these two companies. If you want 80% of what a…

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EP 25: What I Learned This Week (with Kiril Sokoloff) 38:27

4M ago38:27

38:27

For 40 years, Kiril Sokoloff, the founder of 13D Research & Strategy, has been picking some of the biggest turning points in financial markets. And, in 2001, he launched 'What I Learned This Week' – a must-read for anyone in the investment community. In this interview with Russell Napier, Kiril shares some of the insights he has gleaned across a lo…

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#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…

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

5M 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…

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#56 JC de Swaan: Seeking Virtue in Finance 1:39:00

5M ago1:39:00

1:39:00

In today’s episode we are joined by JC de Swaan. De Swaan is a lecturer in the economics department at Princeton University, where he teaches courses on ethics in finance and Asian capital markets. He is also a Partner at Cornwall Capital, an investment fund based in New York City. In this episode, we learn about the ethical considerations that fin…

1
EP 24: Investing in US Financial History (with Mark J Higgins) 46:06

5M ago46:06

46:06

Russell Napier and Mark J Higgins explore some of the lessons to be learned from Mark's latest book, Investing in US Financial History: Understanding the Past to Forecast the Future. The book opens with Alexander Hamilton’s financial programmes of 1790 and ends with the Federal Reserve’s battle with inflation in 2023 – and Russell welcomes the valu…

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#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…

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#55 Edward Chancellor: Capital Returns 45:07

6M ago45:07

45:07

In today’s episode, Christian Billinger, a London-based investor who has joined the podcast before, is speaking with none other than Edward Chancellor. Edward is an author, finance journalist, and former hedge fund investment strategist. The discussion is centered around Chancellor’s book Capital Returns. It covers capital cycle investing and how i…

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

6M 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…

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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.

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#31 The Justice Warrior 1:04:12

7M 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…

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#54 Tobias Carlisle: The Acquirer's Multiple 1:17:36

7M ago1:17:36

1:17:36

Tobias Carlisle is a former lawyer and the author of several books, including The Acquirer’s Multiple. Tobias is the manager of two funds based on the book’s ideas, which are trading as ETFs under the tickers ZIG and DEEP. In the episode, we discuss how strictly he follows the deep value methodology, reflect on patience among investors, and investi…

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EP 23: Boom and Bust (with William Quinn & John D. Turner) 39:30

7M ago39:30

39:30

In an appetising taster of our Weekend of Mistakes at Hay Castle on 1-3 March 2024, Russell Napier is joined by the authors of Boom And Bust, William Quinn & John D. Turner, to discuss their fascinating global history of financial bubbles. William will also be joining Russell at Hay Castle for a session called The Madness Of Crowds. If you're acces…

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#30 The Japanophile 1:34:23

8M 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…

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#53 Todd Wenning on Lessons from the Titans 1:02:49

8M ago1:02:49

1:02:49

Todd Wenning is an investor with experience from Ensemble Capital, The Motley Fool, and Morningstar. In episode five, we came across some of his work as he is a contributing author to the book Why Moats Matter. This time, we speak about Lessons from the Titans, a book about the lessons that today’s businesses can draw from America’s industrial gian…

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EP 22: Humanomics (with Professor Deidre McCloskey) 56:01

8M ago56:01

56:01

Welcome to this special episode – a lecture by Professor Deirdre McCloskey recorded at the University of Edinburgh. With great humour and wisdom, Professor McCloskey discusses Humanomics, her attempt to eradicate (or at least reduce) the role of mathematics in economics. She also explores the Market Mind Hypothesis, a new approach to the understand…

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#29 The Plumber 1:20:41

9M 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…

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#52 Stephen Penman: Accounting for Value 1:10:24

9M ago1:10:24

1:10:24

Stephen Penman is a professor of accounting and security analysis at Columbia Business School and Bocconi. He has also written the book Accounting for Value, which illustrates how accounting numbers relate to value creation. In our conversation with Penman, we discuss the necessary separation between speculation and valuation, the ideal structure o…

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EP 21: War and Gold (with Kwasi Kwarteng) 39:49

9M ago39:49

39:49

Financial historian and former Chancellor of the Exchequer Kwasi Kwarteng discusses War And Gold, his 500-year review of 'empires, adventures and debt'. In conversation with Russell Napier, he also looks back on the fallout from the 'fiscal statement' of September 2022 and the power of the bond markets. (The Library of Mistakes runs an outstanding …

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EP 20: The Market Mind Hypothesis (with Patrick Schotanus) 1:13:27

9M ago1:13:27

1:13:27

Welcome to a special, extended episode recorded live at the Library of Mistakes on 15 November 2023. Cognitive economist and investment 'pracademic' Patrick Schotanus discusses his important new book The Market Mind Hypothesis, with an introduction from Russell Napier. Drawing on the thinking of Adam Smith, The Market Mind Hypothesis touches on key…

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#28 The Continuous Learner 1:08:51

10M 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 …

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#51 Shu Hattori and Andrew Chou: The McKinsey Edge 1:12:13

10M ago1:12:13

1:12:13

Shu Hattori has more than fifteen years of experience in management consulting, turnarounds & venture-backed start-ups, with employers including McKinsey, Groupon, and Alix Partners. Shu is now building Japan’s first serial acquirer - Pinecone, together with Andrew Chou. Our conversation builds upon Shu’s book, The McKinsey Edge. We talk about what…

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EP 19: Behind the Balance Sheet (with Stephen Clapham) 40:04

10M ago40:04

40:04

Stephen Clapham joins Russell Napier to discuss the clues and warnings that are often hiding in plain sight within the pages of a company's accounts – and yet are all too often missed by investors and journalists. Steve is the author of The Smart Money Method, and the creator of the Behind The Balance Sheet podcast and the popular online training c…

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#27 The Handicapper 1:08:55

11M 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…

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#50 Ronald Fagerfjäll: They Made Sweden Rich 1:06:45

11M ago1:06:45

1:06:45

Ronald Fagerfjäll is a legend within Swedish business journalism. Having written more than 30 books centered around Swedish companies and the people behind them, his knowledge of the topic is truly unique. We speak about the book “They Made Sweden Rich” (De gjorde Sverige rikt), which covers important entrepreneurs, businessmen, and investors durin…

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