{"podcast":{"title":"Behind the Balance Sheet","slug":"behind-the-balance-sheet-4149344","podcast_index_feed_id":4149344,"rss_url":"https://anchor.fm/s/5f616d54/podcast/rss","website_url":"https://www.behindthebalancesheet.com/podcasts","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/15902205/15902205-1655063157556-0a40669aa7a08.jpg","author":"Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities","episode_count":66,"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","last_synced_at":null,"page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344"},"episodes":[{"title":"#59 The \"Permabear\" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn","slug":"59-the-permabear-jeremy-grantham-on-why-he-expects-a-market-crash-navigating-bubbles-and-giving-away-1bn","published_at":"2026-05-21T04:33:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/59-the-permabear-jeremy-grantham-on-why-he-expects-a-market-crash-navigating-bubbles-and-giving-away-1bn","url":"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","duration_seconds":5252,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/59-the-permabear-jeremy-grantham-on-why-he-expects-a-market-crash-navigating-bubbles-and-giving-away-1bn/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/59-the-permabear-jeremy-grantham-on-why-he-expects-a-market-crash-navigating-bubbles-and-giving-away-1bn.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries","slug":"58-the-chart-guy-4tn-cio-michael-cembalest-on-markets-ai-and-the-impending-rout-in-us-treasuries","published_at":"2026-04-16T05:12:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/58-the-chart-guy-4tn-cio-michael-cembalest-on-markets-ai-and-the-impending-rout-in-us-treasuries","url":"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","duration_seconds":3344,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/58-the-chart-guy-4tn-cio-michael-cembalest-on-markets-ai-and-the-impending-rout-in-us-treasuries/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/58-the-chart-guy-4tn-cio-michael-cembalest-on-markets-ai-and-the-impending-rout-in-us-treasuries.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics","slug":"57-the-behavioural-scientist-rory-sutherland-on-marketing-what-analysts-miss-and-behavioural-economics","published_at":"2026-03-22T22:29:47+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/57-the-behavioural-scientist-rory-sutherland-on-marketing-what-analysts-miss-and-behavioural-economics","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/57-The-Behavioural-Scientist---Rory-Sutherland-on-Marketing--What-Analysts-Miss-and-Behavioural-Economics-e3gbpk9","duration_seconds":6527,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/57-the-behavioural-scientist-rory-sutherland-on-marketing-what-analysts-miss-and-behavioural-economics/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/57-the-behavioural-scientist-rory-sutherland-on-marketing-what-analysts-miss-and-behavioural-economics.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#56 The Sculptor - Jonathan Tepper on 16 Stock Portfolios, Moats & Buying Oligopolies","slug":"56-the-sculptor-jonathan-tepper-on-16-stock-portfolios-moats-buying-oligopolies","published_at":"2026-03-13T08:02:57+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/56-the-sculptor-jonathan-tepper-on-16-stock-portfolios-moats-buying-oligopolies","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/56-The-Sculptor---Jonathan-Tepper-on-16-Stock-Portfolios--Moats--Buying-Oligopolies-e3f8hl7","duration_seconds":3788,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/56-the-sculptor-jonathan-tepper-on-16-stock-portfolios-moats-buying-oligopolies/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/56-the-sculptor-jonathan-tepper-on-16-stock-portfolios-moats-buying-oligopolies.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#55 The Pugilist - Terry Smith on Quality, Valuation & Long‑Term Compounding","slug":"55-the-pugilist-terry-smith-on-quality-valuation-long-term-compounding","published_at":"2026-03-13T08:01:54+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/55-the-pugilist-terry-smith-on-quality-valuation-long-term-compounding","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/55-The-Pugilist---Terry-Smith-on-Quality--Valuation--LongTerm-Compounding-e3dhn9k","duration_seconds":5092,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/55-the-pugilist-terry-smith-on-quality-valuation-long-term-compounding/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/55-the-pugilist-terry-smith-on-quality-valuation-long-term-compounding.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#54 The Innovation Fans - James Anderson & Morgan Samet on Finding the Next Ten‑Baggers","slug":"54-the-innovation-fans-james-anderson-morgan-samet-on-finding-the-next-ten-baggers","published_at":"2025-12-18T04:34:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/54-the-innovation-fans-james-anderson-morgan-samet-on-finding-the-next-ten-baggers","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/54-The-Innovation-Fans---James-Anderson--Morgan-Samet-on-Finding-the-Next-TenBaggers-e3ca50p","duration_seconds":2933,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/54-the-innovation-fans-james-anderson-morgan-samet-on-finding-the-next-ten-baggers/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/54-the-innovation-fans-james-anderson-morgan-samet-on-finding-the-next-ten-baggers.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#53 The Plodder - Tom Gayner on Building Markel and the Art of Long‑Term Compounding","slug":"53-the-plodder-tom-gayner-on-building-markel-and-the-art-of-long-term-compounding","published_at":"2025-11-20T04:42:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/53-the-plodder-tom-gayner-on-building-markel-and-the-art-of-long-term-compounding","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/53-The-Plodder---Tom-Gayner-on-Building-Markel-and-the-Art-of-LongTerm-Compounding-e3avmgb","duration_seconds":4608,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/53-the-plodder-tom-gayner-on-building-markel-and-the-art-of-long-term-compounding/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/53-the-plodder-tom-gayner-on-building-markel-and-the-art-of-long-term-compounding.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#52 The Traditionalist - Tim Guinness on Why Beating the Market is Easy","slug":"52-the-traditionalist-tim-guinness-on-why-beating-the-market-is-easy","published_at":"2025-10-16T03:22:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/52-the-traditionalist-tim-guinness-on-why-beating-the-market-is-easy","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/52-The-Traditionalist---Tim-Guinness-on-Why-Beating-the-Market-is-Easy-e39f0f4","duration_seconds":3547,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/52-the-traditionalist-tim-guinness-on-why-beating-the-market-is-easy/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/52-the-traditionalist-tim-guinness-on-why-beating-the-market-is-easy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#51 The Franchise Fan - Nick Train on Durable Franchises and 20‑Year Holding Periods","slug":"51-the-franchise-fan-nick-train-on-durable-franchises-and-20-year-holding-periods","published_at":"2025-09-18T03:37:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/51-the-franchise-fan-nick-train-on-durable-franchises-and-20-year-holding-periods","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/51-The-Franchise-Fan---Nick-Train-on-Durable-Franchises-and-20Year-Holding-Periods-e3822od","duration_seconds":4764,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/51-the-franchise-fan-nick-train-on-durable-franchises-and-20-year-holding-periods/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/51-the-franchise-fan-nick-train-on-durable-franchises-and-20-year-holding-periods.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#50 The Art Lover - Christopher Tsai on Growth Investing, Tesla & Collecting Ai Weiwei","slug":"50-the-art-lover-christopher-tsai-on-growth-investing-tesla-collecting-ai-weiwei","published_at":"2025-08-21T03:50:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/50-the-art-lover-christopher-tsai-on-growth-investing-tesla-collecting-ai-weiwei","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/50-The-Art-Lover---Christopher-Tsai-on-Growth-Investing--Tesla--Collecting-Ai-Weiwei-e366509","duration_seconds":4675,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/50-the-art-lover-christopher-tsai-on-growth-investing-tesla-collecting-ai-weiwei/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/50-the-art-lover-christopher-tsai-on-growth-investing-tesla-collecting-ai-weiwei.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#49 The $50bn Man - David Samra on Global Value & 20 Years of 4% Alpha","slug":"49-the-50bn-man-david-samra-on-global-value-20-years-of-4-alpha","published_at":"2025-07-17T03:50:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/49-the-50bn-man-david-samra-on-global-value-20-years-of-4-alpha","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/49-The-50bn-Man---David-Samra-on-Global-Value--20-Years-of-4-Alpha-e35et06","duration_seconds":4947,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/49-the-50bn-man-david-samra-on-global-value-20-years-of-4-alpha/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/49-the-50bn-man-david-samra-on-global-value-20-years-of-4-alpha.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#48 The Independent Thinker - Dave Iben on Contrarian Value, Commodities & Emerging Markets","slug":"48-the-independent-thinker-dave-iben-on-contrarian-value-commodities-emerging-markets","published_at":"2025-06-19T03:18:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/48-the-independent-thinker-dave-iben-on-contrarian-value-commodities-emerging-markets","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/48-The-Independent-Thinker---Dave-Iben-on-Contrarian-Value--Commodities--Emerging-Markets-e34c6m8","duration_seconds":3778,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/48-the-independent-thinker-dave-iben-on-contrarian-value-commodities-emerging-markets/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/48-the-independent-thinker-dave-iben-on-contrarian-value-commodities-emerging-markets.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#47 The Relentless Improver - Gary Channon on 15‑Stock Portfolios, Half Price Stocks & Designing a Process for Better Decisions","slug":"47-the-relentless-improver-gary-channon-on-15-stock-portfolios-half-price-stocks-designing-a-process-for-better-decisions","published_at":"2025-05-15T03:45:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/47-the-relentless-improver-gary-channon-on-15-stock-portfolios-half-price-stocks-designing-a-process-for-better-decisions","url":"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","duration_seconds":5088,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/47-the-relentless-improver-gary-channon-on-15-stock-portfolios-half-price-stocks-designing-a-process-for-better-decisions/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/47-the-relentless-improver-gary-channon-on-15-stock-portfolios-half-price-stocks-designing-a-process-for-better-decisions.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#46 The Numbers Lady - Jennifer Wallace on Cheap Quality, Turnarounds & a 7.8x 15 Year Track Record","slug":"46-the-numbers-lady-jennifer-wallace-on-cheap-quality-turnarounds-a-7-8x-15-year-track-record","published_at":"2025-04-24T02:25:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/46-the-numbers-lady-jennifer-wallace-on-cheap-quality-turnarounds-a-7-8x-15-year-track-record","url":"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","duration_seconds":3673,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/46-the-numbers-lady-jennifer-wallace-on-cheap-quality-turnarounds-a-7-8x-15-year-track-record/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/46-the-numbers-lady-jennifer-wallace-on-cheap-quality-turnarounds-a-7-8x-15-year-track-record.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#45 The Chess Master - George Michelakis on Long‑Short Investing, Lifestyle Recession & Man Plus Machine","slug":"45-the-chess-master-george-michelakis-on-long-short-investing-lifestyle-recession-man-plus-machine","published_at":"2025-03-20T05:16:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/45-the-chess-master-george-michelakis-on-long-short-investing-lifestyle-recession-man-plus-machine","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/45-The-Chess-Master---George-Michelakis-on-LongShort-Investing--Lifestyle-Recession--Man-Plus-Machine-e308064","duration_seconds":4626,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/45-the-chess-master-george-michelakis-on-long-short-investing-lifestyle-recession-man-plus-machine/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/45-the-chess-master-george-michelakis-on-long-short-investing-lifestyle-recession-man-plus-machine.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#44 The Think Tank Manager - Dan Rasmussen on Private Equity, Base Rates & Evidence‑Based Investing","slug":"44-the-think-tank-manager-dan-rasmussen-on-private-equity-base-rates-evidence-based-investing","published_at":"2025-02-20T05:32:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/44-the-think-tank-manager-dan-rasmussen-on-private-equity-base-rates-evidence-based-investing","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/44-The-Think-Tank-Manager---Dan-Rasmussen-on-Private-Equity--Base-Rates--EvidenceBased-Investing-e2v1vc3","duration_seconds":4336,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/44-the-think-tank-manager-dan-rasmussen-on-private-equity-base-rates-evidence-based-investing/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/44-the-think-tank-manager-dan-rasmussen-on-private-equity-base-rates-evidence-based-investing.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#43 The Growth Investor - Tom Slater on Scottish Mortgage, China & the Mag 7","slug":"43-the-growth-investor-tom-slater-on-scottish-mortgage-china-the-mag-7","published_at":"2025-01-23T05:35:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/43-the-growth-investor-tom-slater-on-scottish-mortgage-china-the-mag-7","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/43-The-Growth-Investor---Tom-Slater-on-Scottish-Mortgage--China--the-Mag-7-e2tp9ru","duration_seconds":4727,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/43-the-growth-investor-tom-slater-on-scottish-mortgage-china-the-mag-7/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/43-the-growth-investor-tom-slater-on-scottish-mortgage-china-the-mag-7.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#42 The Credit Expert - Greg Peters on ZIRP’s Legacy, Bonds, Covenants, & Equity vs Credit Risk","slug":"42-the-credit-expert-greg-peters-on-zirp-s-legacy-bonds-covenants-equity-vs-credit-risk","published_at":"2024-12-23T08:52:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/42-the-credit-expert-greg-peters-on-zirp-s-legacy-bonds-covenants-equity-vs-credit-risk","url":"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","duration_seconds":4539,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/42-the-credit-expert-greg-peters-on-zirp-s-legacy-bonds-covenants-equity-vs-credit-risk/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/42-the-credit-expert-greg-peters-on-zirp-s-legacy-bonds-covenants-equity-vs-credit-risk.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#41 The Composer - Anthony Bolton on 28 Years of 19.5% Returns, Mistakes & Staying Humble","slug":"41-the-composer-anthony-bolton-on-28-years-of-19-5-returns-mistakes-staying-humble","published_at":"2024-11-22T17:30:36+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/41-the-composer-anthony-bolton-on-28-years-of-19-5-returns-mistakes-staying-humble","url":"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","duration_seconds":4840,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/41-the-composer-anthony-bolton-on-28-years-of-19-5-returns-mistakes-staying-humble/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/41-the-composer-anthony-bolton-on-28-years-of-19-5-returns-mistakes-staying-humble.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#40 The Chronicler - Lionel Barber on Masa Son, SoftBank, the FT & Wirecard","slug":"40-the-chronicler-lionel-barber-on-masa-son-softbank-the-ft-wirecard","published_at":"2024-10-17T05:48:40+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/40-the-chronicler-lionel-barber-on-masa-son-softbank-the-ft-wirecard","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/40-The-Chronicler---Lionel-Barber-on-Masa-Son--SoftBank--the-FT--Wirecard-e2pfvhd","duration_seconds":3380,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/40-the-chronicler-lionel-barber-on-masa-son-softbank-the-ft-wirecard/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/40-the-chronicler-lionel-barber-on-masa-son-softbank-the-ft-wirecard.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#39 The Optimizer - Bill Nygren on Modern Value Investing, the Mag 7 & Mistake Management","slug":"39-the-optimizer-bill-nygren-on-modern-value-investing-the-mag-7-mistake-management","published_at":"2024-09-19T04:34:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/39-the-optimizer-bill-nygren-on-modern-value-investing-the-mag-7-mistake-management","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/39-The-Optimizer---Bill-Nygren-on-Modern-Value-Investing--the-Mag-7--Mistake-Management-e2oec5j","duration_seconds":3980,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/39-the-optimizer-bill-nygren-on-modern-value-investing-the-mag-7-mistake-management/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/39-the-optimizer-bill-nygren-on-modern-value-investing-the-mag-7-mistake-management.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#38 The Cyclist - Peter Oppenheimer on Market Cycles, Secular Shifts & the Future of Equity Returns","slug":"38-the-cyclist-peter-oppenheimer-on-market-cycles-secular-shifts-the-future-of-equity-returns","published_at":"2024-08-15T03:46:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/38-the-cyclist-peter-oppenheimer-on-market-cycles-secular-shifts-the-future-of-equity-returns","url":"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","duration_seconds":4397,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/38-the-cyclist-peter-oppenheimer-on-market-cycles-secular-shifts-the-future-of-equity-returns/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/38-the-cyclist-peter-oppenheimer-on-market-cycles-secular-shifts-the-future-of-equity-returns.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#37 The Analyst - John Armitage on 30 Years of Outperformance at Egerton Capital","slug":"37-the-analyst-john-armitage-on-30-years-of-outperformance-at-egerton-capital","published_at":"2024-07-18T04:23:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/37-the-analyst-john-armitage-on-30-years-of-outperformance-at-egerton-capital","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/37-The-Analyst---John-Armitage-on-30-Years-of-Outperformance-at-Egerton-Capital-e2m4i97","duration_seconds":3553,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/37-the-analyst-john-armitage-on-30-years-of-outperformance-at-egerton-capital/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/37-the-analyst-john-armitage-on-30-years-of-outperformance-at-egerton-capital.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"#36 The Runner - John Huber on Concentrated Value Investing, Capital Allocation & Revenue Growth Sweet Spots","slug":"36-the-runner-john-huber-on-concentrated-value-investing-capital-allocation-revenue-growth-sweet-spots","published_at":"2024-06-20T04:40:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/36-the-runner-john-huber-on-concentrated-value-investing-capital-allocation-revenue-growth-sweet-spots","url":"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","duration_seconds":4705,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/36-the-runner-john-huber-on-concentrated-value-investing-capital-allocation-revenue-growth-sweet-spots/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/36-the-runner-john-huber-on-concentrated-value-investing-capital-allocation-revenue-growth-sweet-spots.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]},{"title":"E3 Carine Smith Ihenacho of Norges Bank IM","slug":"e3-carine-smith-ihenacho-of-norges-bank-im","published_at":"2024-05-26T07:29:00+00:00","page_url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/e3-carine-smith-ihenacho-of-norges-bank-im","url":"https://podcasters.spotify.com/pod/show/stephen-clapham1/episodes/E3-Carine-Smith-Ihenacho-of-Norges-Bank-IM-e2k1k3g","duration_seconds":2892,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/behind-the-balance-sheet-4149344/episodes/e3-carine-smith-ihenacho-of-norges-bank-im/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/behind-the-balance-sheet-4149344/e3-carine-smith-ihenacho-of-norges-bank-im.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}]}