Podcast

Behind the Balance Sheet

Author: Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
Feed episode count: 66
Official site: https://www.behindthebalancesheet.com/podcasts
RSS: https://anchor.fm/s/5f616d54/podcast/rss
JSON: /v1/public/podcasts/behind-the-balance-sheet-4149344
Markdown: /podcast/behind-the-balance-sheet-4149344.md

Summary

We deconstruct the performance of world beating investors. A former Tiger Cub hedge fund partner interviews top hedge fund & long only managers & leading commentators. Past guests include John Armitage, Mario Gabelli & Bill Nygren. We explore how professionals analyse & value businesses, capital cycles, forensic accounting, pick stocks, construct portfolios, generate alpha & manage risk. For private investors, analysts, PMs & students who want serious financial education, sharper investing insights & to master equity research, fundamental analysis & value investing. https://bit.ly/btbspod

Episodes

May 21, 2026 · not_requested

#59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn

Duration seconds: 5252
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/59-The-Permabear---Jeremy-Grantham-on-why-he-expects-a-market-crash--navigating-bubbles-and-giving-away-1bn-e3jbvij

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Apr 16, 2026 · not_requested

#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries

Duration seconds: 3344
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/58-The-Chart-Guy---4tn-CIO-Michael-Cembalest-on-markets--AI-and-the-impending-rout-in-US-Treasuries-e3hsmmt

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Mar 22, 2026 · not_requested

#57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics

Duration seconds: 6527
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/57-The-Behavioural-Scientist---Rory-Sutherland-on-Marketing--What-Analysts-Miss-and-Behavioural-Economics-e3gbpk9

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Mar 13, 2026 · not_requested

#56 The Sculptor - Jonathan Tepper on 16 Stock Portfolios, Moats & Buying Oligopolies

Duration seconds: 3788
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/56-The-Sculptor---Jonathan-Tepper-on-16-Stock-Portfolios--Moats--Buying-Oligopolies-e3f8hl7

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Mar 13, 2026 · not_requested

#55 The Pugilist - Terry Smith on Quality, Valuation & Long‑Term Compounding

Duration seconds: 5092
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/55-The-Pugilist---Terry-Smith-on-Quality--Valuation--LongTerm-Compounding-e3dhn9k

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Dec 18, 2025 · not_requested

#54 The Innovation Fans - James Anderson & Morgan Samet on Finding the Next Ten‑Baggers

Duration seconds: 2933
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/54-The-Innovation-Fans---James-Anderson--Morgan-Samet-on-Finding-the-Next-TenBaggers-e3ca50p

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Nov 20, 2025 · not_requested

#53 The Plodder - Tom Gayner on Building Markel and the Art of Long‑Term Compounding

Duration seconds: 4608
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/53-The-Plodder---Tom-Gayner-on-Building-Markel-and-the-Art-of-LongTerm-Compounding-e3avmgb

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Oct 16, 2025 · not_requested

#52 The Traditionalist - Tim Guinness on Why Beating the Market is Easy

Duration seconds: 3547
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/52-The-Traditionalist---Tim-Guinness-on-Why-Beating-the-Market-is-Easy-e39f0f4

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Sep 18, 2025 · not_requested

#51 The Franchise Fan - Nick Train on Durable Franchises and 20‑Year Holding Periods

Duration seconds: 4764
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/51-The-Franchise-Fan---Nick-Train-on-Durable-Franchises-and-20Year-Holding-Periods-e3822od

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Aug 21, 2025 · not_requested

#50 The Art Lover - Christopher Tsai on Growth Investing, Tesla & Collecting Ai Weiwei

Duration seconds: 4675
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/50-The-Art-Lover---Christopher-Tsai-on-Growth-Investing--Tesla--Collecting-Ai-Weiwei-e366509

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Jul 17, 2025 · not_requested

#49 The $50bn Man - David Samra on Global Value & 20 Years of 4% Alpha

Duration seconds: 4947
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/49-The-50bn-Man---David-Samra-on-Global-Value--20-Years-of-4-Alpha-e35et06

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Jun 19, 2025 · not_requested

#48 The Independent Thinker - Dave Iben on Contrarian Value, Commodities & Emerging Markets

Duration seconds: 3778
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/48-The-Independent-Thinker---Dave-Iben-on-Contrarian-Value--Commodities--Emerging-Markets-e34c6m8

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May 15, 2025 · not_requested

#47 The Relentless Improver - Gary Channon on 15‑Stock Portfolios, Half Price Stocks & Designing a Process for Better Decisions

Duration seconds: 5088
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/47-The-Relentless-Improver---Gary-Channon-on-15Stock-Portfolios--Half-Price-Stocks--Designing-a-Process-for-Better-Decisions-e32o64i

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Apr 24, 2025 · not_requested

#46 The Numbers Lady - Jennifer Wallace on Cheap Quality, Turnarounds & a 7.8x 15 Year Track Record

Duration seconds: 3673
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/46-The-Numbers-Lady---Jennifer-Wallace-on-Cheap-Quality--Turnarounds--a-7-8x-15-Year-Track-Record-e31taf6

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Mar 20, 2025 · not_requested

#45 The Chess Master - George Michelakis on Long‑Short Investing, Lifestyle Recession & Man Plus Machine

Duration seconds: 4626
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/45-The-Chess-Master---George-Michelakis-on-LongShort-Investing--Lifestyle-Recession--Man-Plus-Machine-e308064

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Feb 20, 2025 · not_requested

#44 The Think Tank Manager - Dan Rasmussen on Private Equity, Base Rates & Evidence‑Based Investing

Duration seconds: 4336
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/44-The-Think-Tank-Manager---Dan-Rasmussen-on-Private-Equity--Base-Rates--EvidenceBased-Investing-e2v1vc3

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Jan 23, 2025 · not_requested

#43 The Growth Investor - Tom Slater on Scottish Mortgage, China & the Mag 7

Duration seconds: 4727
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/43-The-Growth-Investor---Tom-Slater-on-Scottish-Mortgage--China--the-Mag-7-e2tp9ru

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Dec 23, 2024 · not_requested

#42 The Credit Expert - Greg Peters on ZIRP’s Legacy, Bonds, Covenants, & Equity vs Credit Risk

Duration seconds: 4539
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/42-The-Credit-Expert---Greg-Peters-on-ZIRPs-Legacy--Bonds--Covenants---Equity-vs-Credit-Risk-e2sal4p

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Nov 22, 2024 · not_requested

#41 The Composer - Anthony Bolton on 28 Years of 19.5% Returns, Mistakes & Staying Humble

Duration seconds: 4840
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/41-The-Composer---Anthony-Bolton-on-28-Years-of-19-5-Returns--Mistakes--Staying-Humble-e2rc0s7

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Oct 17, 2024 · not_requested

#40 The Chronicler - Lionel Barber on Masa Son, SoftBank, the FT & Wirecard

Duration seconds: 3380
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/40-The-Chronicler---Lionel-Barber-on-Masa-Son--SoftBank--the-FT--Wirecard-e2pfvhd

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Sep 19, 2024 · not_requested

#39 The Optimizer - Bill Nygren on Modern Value Investing, the Mag 7 & Mistake Management

Duration seconds: 3980
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/39-The-Optimizer---Bill-Nygren-on-Modern-Value-Investing--the-Mag-7--Mistake-Management-e2oec5j

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Aug 15, 2024 · not_requested

#38 The Cyclist - Peter Oppenheimer on Market Cycles, Secular Shifts & the Future of Equity Returns

Duration seconds: 4397
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/38-The-Cyclist---Peter-Oppenheimer-on-Market-Cycles--Secular-Shifts--the-Future-of-Equity-Returns-e2malv0

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Jul 18, 2024 · not_requested

#37 The Analyst - John Armitage on 30 Years of Outperformance at Egerton Capital

Duration seconds: 3553
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/37-The-Analyst---John-Armitage-on-30-Years-of-Outperformance-at-Egerton-Capital-e2m4i97

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Jun 20, 2024 · not_requested

#36 The Runner - John Huber on Concentrated Value Investing, Capital Allocation & Revenue Growth Sweet Spots

Duration seconds: 4705
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/36-The-Runner---John-Huber-on-Concentrated-Value-Investing--Capital-Allocation--Revenue-Growth-Sweet-Spots-e2l2vbu

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May 26, 2024 · not_requested

E3 Carine Smith Ihenacho of Norges Bank IM

Duration seconds: 2892
Source: https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/E3-Carine-Smith-Ihenacho-of-Norges-Bank-IM-e2k1k3g

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