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Investing by the Books

Eddie Palmgren

Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with...

Episodes

20 of 91 episodes

#89 Matt Franz on Surely You're Joking, Mr. Feynman!

Matt Franz from Eagle Point Capital joins the podcast to share his investing lessons from Richard Feynman. Feynman was a curious adventurer,...

72:57Oct 20, 2026

#88 Ian Cassel: Stock Picker

Eddie speaks to the US-based microcap investor Ian Cassel about his new book – Stock Picker. Ian shares his personal journey of becoming a f...

74:47Sep 22, 2026

#87 Mark Wallace on Duveen: The Story of the Most Spectacular Art Dealer of All Time

Eddie’s guest is Mark Wallace, a UK-based investor at Rothschild & Co Wealth Management with 30+ years of experience. Mark has selected the...

40:47Aug 25, 2026

#86 Neeraj Khemlani & Matt Ankrum: The Coffee Can Investor

Eddie sits down with the author Neeraj Khemlani and the investor Matt Ankrum to break down their new book "The Coffee Can Investor". We expl...

78:32Jul 28, 2026

#85 Chris Mayer: The Investor’s Odyssey

We welcome back Chris Mayer to unpack his new book, The Investor’s Odyssey. How does it build upon the lessons of 100 Baggers? We dive into...

49:45Jun 30, 2026

#84 Tom Russo on Common Stocks and Uncommon Profits

Our guest for this episode is Thomas “Tom” Russo, a respected global value investor and the managing member of Gardner, Russo & Quinn in the...

88:29Jun 2, 2026

#83 Jeff Totten on Built from Scratch

Jeff Totten, founder and CEO of the US-based holding company Evergreen Services Group, is a thoughtful and driven entrepreneur with an inves...

53:36May 5, 2026

#82 Ehsan Ehsani: Finding Value in Numbers

This episode features Ehsan Ehsani, an investor at Crescendo Partners in New York and an adjunct professor at Columbia Business School. We d...

53:28Apr 7, 2026

#81 Andrew Hollingworth on 1929

The UK-based portfolio manager Andrew Hollingworth, founder of HollAnd Advisors, joins Eddie to discuss the book '1929' by Andrew Ross Sorki...

37:08Mar 10, 2026

#80 Rupal Bhansali: Non-Consensus Investing

Eddie has the pleasure of speaking to Rupal Bhansali, author of ‘Non-Consensus Investing’ and a seasoned investor with over 30 years of expe...

47:36Feb 10, 2026

#79 Ryan Bunn on The Art of Speculation

This episode features the US-based portfolio manager Ryan Bunn. We discuss Philip Carret's classic investment book 'The Art of Speculation',...

51:43Jan 13, 2026

#78 Ethan Everett: The Investment Philosophers

Our guest Ethan Everett is an investment analyst in the US and author of 'The Investment Philosophers'. We discuss the book, in which he con...

62:00Dec 16, 2025

#77 Ryan Floyd on A Time of Gifts

We are joined by the US investor Ryan Floyd from Barca Capital to discuss ‘A Time of Gifts' by Patrick Leigh Fermor. The book chronicles Fer...

59:26Nov 18, 2025

#76 Lars Stenlund on Driven by Curiosity

Lars Stenlund co-founded the Swedish firm Vitec Software in 1985. For 35 years, he served as its CEO, and since 2021, he is the Chairman. In...

59:04Oct 21, 2025

#75 Adnan Hadžiefendić & Oddbjørn Dybvad: The Compounders

Fund managers Adnan & Oddbjørn from REQ Capital discuss their brand new book, The Compounders. The book highlights the journeys of nine comp...

51:22Sep 18, 2025

#74 Stephen Penman: Financial Statement Analysis for Value Investing

In this episode, we have the pleasure of welcoming back Stephen Penman, professor emeritus of accounting and security analysis at Columbia B...

58:57Aug 26, 2025

#73 Klaus Kleinfeld: Leading to Thrive

Klaus Kleinfeld has been the global CEO of two Fortune 500 companies – Siemens and Alcoa. In this episode, we have the pleasure of discussin...

52:35Jul 29, 2025

#72 Alex Morris on Hit Refresh

Alex Morris, founder of TSOH Investment Research, shares his insights from Microsoft’s CEO Satya Nadella's book 'Hit Refresh.' We discuss th...

55:44Jun 24, 2025

#71 Lodewijk Petram: The World's First Stock Exchange

Economist and financial historian Lodewijk Petram discusses his book, "The World's First Stock Exchange," which focuses on the Dutch East In...

73:43May 27, 2025

#70 Laurence Endersen: The Compounder's Element

We are happy to have Laurence (Lar) Endersen on the podcast. Lar is an experienced and thoughtful investor based in Ireland, where he heads...

68:08Apr 29, 2025