Behind the Balance Sheet
By Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
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Category: Investing
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Subscribers: 58
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Episodes: 64
Description
Learn how professional investors analyse businesses, generate alpha, & manage risk. Master equity research, fundamental analysis and value investing.
This investing podcast explores investing, valuation, capital cycles, & forensic accounting with the world’s best investors, titans like John Armitage, Mario Gabelli, & Bill Nygren.
For private investors, analysts, PMs & students who want serious financial education, sharper investing insights, & a clearer framework for stock selection, portfolio construction, & long-term success in equities.
Visit https://behindthebalancesheet.com/podcasts/
| Episode | Date |
|---|---|
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#57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics
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Mar 22, 2026 |
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#56 The Sculptor - Jonathan Tepper on 16 Stock Portfolios, Moats & Buying Oligopolies
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Mar 13, 2026 |
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#55 The Pugilist - Terry Smith on Quality, Valuation & Long‑Term Compounding
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Mar 13, 2026 |
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#54 The Innovation Fans - James Anderson & Morgan Samet on Finding the Next Ten‑Baggers
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Dec 18, 2025 |
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#53 The Plodder - Tom Gayner on Building Markel and the Art of Long‑Term Compounding
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Nov 20, 2025 |
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#52 The Traditionalist - Tim Guinness on Why Beating the Market is Easy
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Oct 16, 2025 |
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#51 The Franchise Fan - Nick Train on Durable Franchises and 20‑Year Holding Periods
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Sep 18, 2025 |
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#50 The Art Lover - Christopher Tsai on Growth Investing, Tesla & Collecting Ai Weiwei
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Aug 21, 2025 |
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#49 The $50bn Man - David Samra on Global Value & 20 Years of 4% Alpha
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Jul 17, 2025 |
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#48 The Independent Thinker - Dave Iben on Contrarian Value, Commodities & Emerging Markets
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Jun 19, 2025 |
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#47 The Relentless Improver - Gary Channon on 15‑Stock Portfolios, Half Price Stocks & Designing a Process for Better Decisions
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May 15, 2025 |
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#46 The Numbers Lady - Jennifer Wallace on Cheap Quality, Turnarounds & a 7.8x 15 Year Track Record
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Apr 24, 2025 |
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#45 The Chess Master - George Michelakis on Long‑Short Investing, Lifestyle Recession & Man Plus Machine
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Mar 20, 2025 |
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#44 The Think Tank Manager - Dan Rasmussen on Private Equity, Base Rates & Evidence‑Based Investing
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Feb 20, 2025 |
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#43 The Growth Investor - Tom Slater on Scottish Mortgage, China & the Mag 7
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Jan 23, 2025 |
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#42 The Credit Expert - Greg Peters on ZIRP’s Legacy, Bonds, Covenants, & Equity vs Credit Risk
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Dec 23, 2024 |
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#41 The Composer - Anthony Bolton on 28 Years of 19.5% Returns, Mistakes & Staying Humble
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Nov 22, 2024 |
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#40 The Chronicler - Lionel Barber on Masa Son, SoftBank, the FT & Wirecard
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Oct 17, 2024 |
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#39 The Optimizer - Bill Nygren on Modern Value Investing, the Mag 7 & Mistake Management
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Sep 19, 2024 |
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#38 The Cyclist - Peter Oppenheimer on Market Cycles, Secular Shifts & the Future of Equity Returns
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Aug 15, 2024 |
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#37 The Analyst - John Armitage on 30 Years of Outperformance at Egerton Capital
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Jul 18, 2024 |
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#36 The Runner - John Huber on Concentrated Value Investing, Capital Allocation & Revenue Growth Sweet Spots
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Jun 20, 2024 |
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E3 Carine Smith Ihenacho of Norges Bank IM
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May 26, 2024 |
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#35 The 100 Bagger Hunter - Chris Mayer on 100 Baggers, Long-Term Compounding & Family-Owned Stocks
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May 16, 2024 |
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#34 The Letter Reader - Lawrence Cunningham on Warren Buffett’s Letters, Berkshire Hathaway & Corporate Governance
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May 02, 2024 |
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#33 The Stoic - Peter Cowley on Angel Investing, Resilience & Lessons from Life and Loss
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Apr 18, 2024 |
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E2 Barry Norris explains why offshore wind economics are unsustainable.
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Apr 02, 2024 |
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#32 The “Do-Gooder” - Jonathan Ruffer on Inflation, Yen Upside & Why the Equity Bull Market May Soon be Over
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Mar 21, 2024 |
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E1 Emmanuel Lagarrigue explains the opportunity for KKR and private equity in the energy transition
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Mar 01, 2024 |
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Beyond the Balance Sheet Podcast Trailer
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Feb 22, 2024 |
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#31 The Justice Warrior - Sir Bill Browder on Hedge Fund Investing, the Magnitsky Act & Surviving a Hedge Fund Collapse
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Feb 15, 2024 |
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#30 The Japanophile - Grant Williams on Japan’s Opportunity, Bond Market Risks & Gold Investing
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Jan 18, 2024 |
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#29 The Plumber - James Aitken on Global Macro, Bond Markets & Financial System Risks
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Dec 14, 2023 |
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#28 The Continuous Learner - Sebastian Lyon on Multi-Asset Investing, Downside Protection & Gold
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Nov 16, 2023 |
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#27 The Handicapper - Bill Smead on Demographics, Out-of-Favour Stocks & Long-Term Value Investing
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Oct 19, 2023 |
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#26 The Pragmatist - Alec Cutler on Low‑Risk Global Value, Inflation & Grandma’s Investing Rules
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Sep 21, 2023 |
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#25 The Celebrity Investor - Guy Spier on Temperament, Glacier Stocks & Lunch with Warren Buffett
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Aug 17, 2023 |
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#24 The Family Office CIO - Beth Lilly on Research Process, Meeting Warren Buffett & Managing Family Fortunes
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Jul 20, 2023 |
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#23B The Best Selling Author Part 2 - William Green on Munger’s Verdict, Interviewing & Why Being a Bit Weird Helps
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Jun 15, 2023 |
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#23A The Best Selling Author Part 1 - William Green on Crafting a Classic & Lessons from Investing Legends
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May 18, 2023 |
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#22 The Octogenarian - Mario Gabelli on 50 Years of Value Investing, Industry Fieldwork & Staying Driven in his 80s
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Apr 20, 2023 |
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#21 The Economist - Gavyn Davies on Inflation, Markets, Streaming & Politics
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Apr 19, 2023 |
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#20 The Data Scientist - Tian Yang on the Age of Scarcity, Super Cycles & Tactical vs Fundamental Views
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Apr 19, 2023 |
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#19 The Value Investor - Chris Bloomstran on Valuing Berkshire, Writing 100 page Letters & Thinking in Decades
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Apr 19, 2023 |
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#18 The Distressed Damsel - Dominique Mielle on Distressed Debt, CLOs & Women in Hedge Funds
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Dec 30, 2022 |
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#17 The Writer - Vitaliy Katsenelson on Investing, Life Philosophy & a Scarcity Mindset
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Dec 15, 2022 |
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#16 The Podcast Host - Barry Ritholtz on Masters in Business, 70:30 Portfolios & 450+ Interviews
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Nov 17, 2022 |
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#15 The Short Seller - Carson Block on Finding Frauds, Europe’s Challenges & his Shorts Research Process
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Oct 20, 2022 |
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#14 The Coach - Sir Clive Woodward on Winning Cultures, 1% Gains & Building Elite Teams
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Sep 15, 2022 |
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#13 The Contrarian - Richard Oldfield on Cycles, the Madness of Index Trackers & Mastering Emotions
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Aug 18, 2022 |
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#12 The Value Architect - Chris Pavese on Left‑Brain/Right‑Brain Investing, Reading Widely & Concentrated Value
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Jul 21, 2022 |
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#11 The Investigator - Dan McCrum on Wirecard, Money Men & Six Years Chasing a €25bn Fraud
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Jun 16, 2022 |
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#10 Mr BRICs - Jim O’Neill on Emerging Markets, Manchester United & Central Banks Behind the Curve
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May 19, 2022 |
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#9 Two Capital Cyclists - Russell Napier & Jeremy Hosking on the Capital Cycle, Financial Repression & Protecting Wealth
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Apr 21, 2022 |
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#8 GREED & Fear - Chris Wood on Energy Stocks, The Fed’s Straightjacket & Long‑Term Equity Outlook
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Mar 17, 2022 |
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#7 A Scotsman and an Englishman - Dylan Grice & Rob Crenian on Markets, “Stupid” Winners & Calderwood’s Unconventional Strategy
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Feb 17, 2022 |
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#6 The Existentialist: Hugh Hendry on 30% in 2008, Cockroach Mandates & Seeing the World Differently
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Jan 20, 2022 |
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Bonus Episode - Financial Literacy
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Dec 19, 2021 |
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#5 The Pianist - Lucy Macdonald on Stock Picking, Leading Analyst Teams & Women in Fund Management
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Dec 16, 2021 |
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#4 The Not Quite Trillion Dollar Man - Quintin Price on Leadership at BlackRock, Active Management & the Importance of Hard Work
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Nov 17, 2021 |
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#3 Two UK Venture Leaders - Pete Davies & Spencer Crawley on Long‑Term VC, Academia Spin‑Outs & the New Tech Cycle
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Oct 20, 2021 |
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#2 The Risk Taker - Stuart Roden on the 5 Keys to a Successful Fund & Building a $10bn Hedge Fund at Lansdowne
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Sep 15, 2021 |
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#1 Two Titans - John Armitage & Brent Hoberman on Hedge Funds, Entrepreneurship & Two Very Different Paths to Investment Success
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Aug 19, 2021 |
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Podcast Trailer
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Aug 09, 2021 |