#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.
James Aitken, macro strategist to the world’s largest and most successful investors, takes Steve on a tour of the keythemes in global financ...
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Behind the Balance Sheet
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...
Behind the Balance Sheet Podcast Guide
Listen to Behind the Balance Sheet, a Business podcast by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities. Stream 67 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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#59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn
Jeremy Grantham is known as a permabear and an expert on bubbles so you should not be surprised that he sees an AI-induced bubble today and...
#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries
Michael Cembalest chairs the Market and Investment Strategy group at JP Morgan Asset and Wealth Management and effectively oversees $4tn AUM...
#57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics
Rory Sutherland is the Vice Chairman of advertising giant Ogilvy UK, a behavioural scientist, TED speaker, organiser of the Nudgestock confe...
#56 The Sculptor - Jonathan Tepper on 16 Stock Portfolios, Moats & Buying Oligopolies
The title “The Sculptor” is a play on a quote “every man can be the sculptor of his own mind”, as Jonathan Tepper is uniquely self-educated....
#55 The Pugilist - Terry Smith on Quality, Valuation & Long‑Term Compounding
Terry Smith is the fund manager the professionals love tohate. A billionaire, he is in the third and most successful phase of a varied caree...
#54 The Innovation Fans - James Anderson & Morgan Samet on Finding the Next Ten‑Baggers
James Anderson, former Senior Partner of Baillie Gifford and early backer of Elon Musk, now runs the Lingotto Innovation Strategy with Morga...
#53 The Plodder - Tom Gayner on Building Markel and the Art of Long‑Term Compounding
Tom Gayner is the CEO of Markel Group and has run its investment portfolio for 35 years, beating the index by an astonishing 1.5% pa. This m...
#52 The Traditionalist - Tim Guinness on Why Beating the Market is Easy
Tim Guinness is the founder and Chairman of Guinness Global Investors. He has been in business 5 decades and has been managing money for 44...
#51 The Franchise Fan - Nick Train on Durable Franchises and 20‑Year Holding Periods
Nick Train is a seriously thoughtful growth investor with a highly impressive 40 year track record. He invests in eternal franchises and tak...
#50 The Art Lover - Christopher Tsai on Growth Investing, Tesla & Collecting Ai Weiwei
Christopher Tsai is a deeply thoughtful growth investor. He became one of the foremost collectors of the works of Ai Weiwei, recognising the...
#49 The $50bn Man - David Samra on Global Value & 20 Years of 4% Alpha
David Samra has been in the investment business for over 30years. He specialises in international value and has beaten his index by over 4%...
#48 The Independent Thinker - Dave Iben on Contrarian Value, Commodities & Emerging Markets
Dave Iben is the founder and CIO of Kopernik GlobalInvestors, a $6bn global value investment shop which prides itself on independent thought...
#47 The Relentless Improver - Gary Channon on 15‑Stock Portfolios, Half Price Stocks & Designing a Process for Better Decisions
Gary Channon is one of the UK’s better known valueinvestors. He runs a value fund, a closed-end fund and a private equity vehicle. He runs a...
#46 The Numbers Lady - Jennifer Wallace on Cheap Quality, Turnarounds & a 7.8x 15 Year Track Record
Jennifer Wallace is a value investor. She learned her tradefrom a series of luminaries, studying under Bruce Greenwald at Columbia, before g...
#45 The Chess Master - George Michelakis on Long‑Short Investing, Lifestyle Recession & Man Plus Machine
In his youth, George Michelakis, was a top 3 global under-20chess player. No surprise he is pretty good at investing too and runs a $2bn lon...
#44 The Think Tank Manager - Dan Rasmussen on Private Equity, Base Rates & Evidence‑Based Investing
Dan Rasmussen is the founder and CIO of Verdad Advisers, an unconventional quantitative investment boutique. In this conversation, Steve and...
#43 The Growth Investor - Tom Slater on Scottish Mortgage, China & the Mag 7
In this episode with Tom Slater of Baillie Gifford, managerof the £10bn Scottish Mortgage investment trust, we cover a lot of ground. Of cou...
#42 The Credit Expert - Greg Peters on ZIRP’s Legacy, Bonds, Covenants, & Equity vs Credit Risk
When it comes to credit, few people have better credentials than Greg Peters, co-CIO of PGIM, with AUM of $700bn. In this fascinating conver...
#41 The Composer - Anthony Bolton on 28 Years of 19.5% Returns, Mistakes & Staying Humble
Anthony Bolton is best known for Fidelity Special Situationsfund’s 19.5% pa returns, 6% above his benchmark, over a 28 year period. He was n...