Best Behind The Balance Sheet Podcasts (2025)

1
#46 The Numbers Lady 1:01:13

15d ago1:01:13

1:01:13

Jennifer Wallace is a value investor. She learned her tradefrom a series of luminaries, studying under Bruce Greenwald at Columbia, before going to work for famed value investor Bob Bruce (who used to hang out with Warren Buffett). Today she is the CIO of Summit Street Capital Management, and only invests in high quality companies with modest lever…

1
A Pause in the Down 51:05

2M ago51:05

51:05

THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. A confluence of events caught my attention this week. Here’s what I noted: * The Chief Justice of the Supreme Court verbally intervened to defend the judiciary. * The Federal Reserve said they won’t raise rates if tariffs boost inflation, but they will cut th…

1
#45 The Chess Master 1:17:06

2M ago1:17:06

1:17:06

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 long short equity hedge fund out of London. Since 2006, he has compounded capital at a rate of 5.35x vs 3.43k for the MSCI world, on net exposure of 30-45%. That’s an impressive record but astonishingly, he entere…

1
#44 The Think Tank Manager 1:12:16

3M ago1:12:16

1:12:16

Dan Rasmussen is the founder and CIO of Verdad Advisers, an unconventional quantitative investment boutique. In this conversation, Steve and Dan agree that private equity and credit look highly risky for the next decade. They debate the value of forecasting, where they have very different views. They similarly disagree on forecast horizons, with Da…

1
#43 The Growth Investor 1:18:47

4M ago1:18:47

1:18:47

In this episode with Tom Slater of Baillie Gifford, managerof the £10bn Scottish Mortgage investment trust, we cover a lot of ground. Of course, we discuss his current thoughts on China and the Mag 7, including why he has trimmed Nvidia but still likes Meta and his thoughts on Elon Musk. Tom explainshis investing philosophy, what growth managers do…

1
China and Washington's Monetary/Fiscal Stand Off 57:24

4M ago57:24

57:24

THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. Today, I want to share a podcast, a China update, and discuss the D.C. fiscal/monetary standoff. Podcast Bill Bishop writes the Sinocism Substack. I find reading Bill’s missives helpful in keeping me on top of what is going on in China and wanted to hear his …

1
#42 The Credit Expert 1:15:39

5M ago1:15:39

1:15:39

When it comes to credit, few people have better credentials than Greg Peters, co-CIO of PGIM, with AUM of $700bn. In this fascinating conversation, we discuss the differences between investing in equities and credit, the legacy of the zero interest rate period, why PGIM uses scenario based forecasting in preference to single point estimates, why co…

1
A Conversation with Lt. Gen (Ret.) HR McMaster 48:33

5M ago48:33

48:33

THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. There are about 45,000 Russian casualties a month now in Ukraine. That equates to a rate of 540,000 soldiers per year or about 1% of Russia’s male, fighting-age population, thus the call to North Korea to supply troops. About 15% of Russia’s population died i…

1
#41 The Composer 1:20:40

6M ago1:20:40

1:20:40

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 not only a highly accomplished investor but was both revered and liked by his colleagues. Pragmatic, unfailingly courteous, courageous, and universally popular, he exhibits none of the arrogance that is sometime…

1
Multibagger Nuggets: Brad Freeman (Stockmarket Nerd) 1:05:14

6M ago1:05:14

1:05:14

Today we have Brad Freeman as a guest. Some know him better under his moniker Stockmarket Nerd. He is very active on X and has a newsletter that covers small growth stocks, mega caps and a lot in between. Brad shares what he looks at in a stock he wants to own and comes up with a surprising name for the company that positively surprised him the mos…

1
Global Shipping Tutorial 53:08

7M ago53:08

53:08

Happy Friday! This is a fun interesting conversation. I originally posted it last month but due to how Substack is set up only a portion of you were able to hear it. So I am re-posting now for broader distribution. As we may be on the cusp of another major trade war, this conversation could not be more timely. Hamish is the President of Starbulk Ca…

1
#40 The Chronicler 57:34

7M ago57:34

57:34

Lionel Barber is the former editor of the Financial Timesand probably the only journalist on the planet to have interviewed Presidents Obama, Trump and Putin. Under his stewardship, the FT metamorphosed from a newspaper into a digital subscription business, and was sold to the Japanese company Nikkei for 44xearnings. And as editor, Barber fully bac…

1
Debt, Balance Sheets and Original Thinking 50:37

7M ago50:37

50:37

Inside and outside at the same time. That is the key. Richard Koo THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. I read Richard Koo’s books years before I spoke to him, a conversation I share here. Richard is the first person I know to provide a comprehensive diagnosis for something evident across much of…

1
#39 The Optimizer 1:06:20

8M ago1:06:20

1:06:20

Bill Nygren has been at Harris Associates for over 40 years and considers himself a value investor. Yet his portfolio has owned Netflix, Amazon and Meta recently, while Alphabet is his largest position. Bill explains his unusual but highly effective approach to value investing. Harris has also constructed a unique organisational methodology to hand…

1
Brian Feroldi: Why Does The Stock Market Go Up? 1:04:10

8M ago1:04:10

1:04:10

In this episode, we have Brian Feroldi as a guest. He’s been passionate about investing for two decades, he’s an outstanding educator and author of the book 'Why Does The Stock Market Go Up?' On X, LinkedIn and YouTube, his more than 750,000 followers can level up their financial knowledge. Kris and Brian talk about Brian’s book, the importance of …

1
Talking Tesla with Bryce Smith of 10,000 Days Capital 1:16:26

9M ago1:16:26

1:16:26

Today, we talk with Bryce Smith. Bryce is an analyst at 10000 Days Capital and he has co-written a book on Tesla. We make a SWOT analysis of Tesla and talk about the future of this controversial company. We also look at why Bryce is bullish on another controversial company, RobinHood. For the best charts, data and AI insights about stocks, go to Fi…

1
#38 The Cyclist 1:13:17

9M ago1:13:17

1:13:17

Peter Oppenheimer is chief global equity strategist and head of Macro Research at Goldman Sachs in Europe and the author of two books on market cycles. His first book, the Long Good Buy is sub-titled Analysing Cycles in Markets. His follow-up book Any Happy Returns, is sub-titled Structural Changes and Super Cycles in Markets and looks at longer te…

1
Talking AI, tech and cybersecurity with Muji@Hhhypergrowth 57:10

10M ago57:10

57:10

Muji@Hhhypergrowth Today in the Multibagger Nuggets podcast, our guest is Muji from Hhhypergrowth. Muji has a deep understanding of technology and investing in tech stocks. He shares his ample knowledge about AI, cybersecurity, tech, software and, of course, investing. Enjoy the conversation!By Kris Heyndrikx - From Growth To Value

1
#37 The Analyst 59:13

10M ago59:13

59:13

John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital, celebrates its 30th anniversary this year. Inthis conversation, John explains how he started with $10m, and why you couldn’t do that today. He touches on his portfolio, talks about his approach to investing, explaining why he requ…

1
Behind Washington's China Pivot 22:05

10M ago22:05

22:05

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com China’s splendid isolation nurtured a particular Chinese self-perception. Chinese elites grew accustomed to the notion that China was unique—not just ‘a great civilization’ among others, but civilization itself. On China, Kissinger, 2011…

1
Questions and Answers 34:38

10M ago34:38

34:38

Your questions and my answers. About the 2022 crash, Nvidia, Tesla and much, much more!By Kris Heyndrikx - From Growth To Value

1
A Macroeconomic Internet "Bakery" 16:40

10M ago16:40

16:40

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com Oops…looks like I didn’t send out the link to the actual podcast. Sorry about that. Here you go! We know the internet is simultaneously a recent invention, integrated into every niche of our lives, and difficult to understand fully. I like to anchor theoretical …

1
Stephen Clapham: Behind The Balance Sheet 59:00

10M ago59:00

59:00

Today, we have a special guest joining us: Stephen Clapham. He’s the author of The Smart Money Method. Stephen Clapham has a background in accounting and worked as a sell-side analyst for investment banks, 2 multi-billion dollar funds and he offers professional training consultancy with Behind The Balance Sheet, where he uncovers aggressive and fra…

1
#36 The Runner 1:18:25

11M ago1:18:25

1:18:25

John Huber is an investor with a small fund managing his family assets and outside capital in a concentrated portfolio. John has written an excellent blog, Base Hit Investing, for many years, explaining his investing principles. We discuss these in this episode, including what John looks for in an investment, why he emphasises capital allocation ev…

1
Disrupting Health Care 1:03:42

11M ago1:03:42

1:03:42

Note to readers: I am offering a sale this week. I started these posts as an experiment three years ago. They have now grown into a conversation with thousands of unpaid subscribers and hundreds of paid ones. I am grateful for each subscription. A service that started at $75 now costs $700 a year. If I could offer a sliding scale based on need, I w…

1
Vitaliy Katsenelson: The Intellectual Investor Speaks 1:12:42

11M ago1:12:42

1:12:42

Vitaliy Katsenelson, The Intellectual Investor This one is a gem, I promise you! I had the honor of talking to Vitaliy Katsenelson. Normally, he is on a podcast break, but he made an exception for Multibagger Nuggets. Vitaliy is the author of books like Active Value Investing, The Little Book Of Sideway Markets and Soul In The Game. On his blog The…

1
Scanning for the Next War 17:32

11M ago17:32

17:32

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com Summary: * Keep an eye on Serbia. * No US easing. More below: Over the weekend, the hard-right made gains in European Parliamentary voting. Last week, Senator Tuberville (R. Alabama) said Putin “doesn’t want Ukraine.” That extreme rightwing leaders are gaining e…

1
AI and its implications for investing 39:57

11M ago39:57

39:57

Kris talks with Christian Martinez, who is an expert in applying AI to finance. Kris and Chris talk about the implications of AI on investing, how AI can be used by traders, how not using AI could be an advantage for long-term investors, quantum computing and much more. Christian shows you tomorrow’s investing reality today. For Finchat, you can ge…

1
What It Takes To Make A Movie 16:08

11M ago16:08

16:08

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com Man has always asked the question: what is it all about? J. Krishnamurti, 1969 Stories are intrinsic to being human, a survival mechanism. Some forms of story—poetry—can be created virtually for free and others—movie making—cost millions of dollars. But just bec…

1
How To Find Multibaggers? 42:27

11M ago42:27

42:27

Today, there's no guest but Kris talking. He explains how to recognize multibaggers and gives 15 characteristics and many examples of the past, the present, and, hopefully, the future. To try out Finchat, go here: https://finchat.io/?lmref=XWGHWQBy Kris Heyndrikx - From Growth To Value

1
Dave Ahern, the voice of reason 56:52

12M ago56:52

56:52

Today, a special guest joins us. Dave Ahern is the co-host of the long-running podcast The Investing For Beginners Podcast. Dave has a very interesting background. He started as a musician, climbed from waiter to general manager in the restaurant business, became a Wells Fargo banker and now teaches people about investing. Let's dive into this grea…

1
E3 Carine Smith Ihenacho of Norges Bank IM 48:12

12M ago48:12

48:12

Carine Smith Ihenacho is Chief Governance and Compliance Officer at Norges Bank Investment Management, the Norwegian wealth fund. It’s the largest single equity owner in the world and sets out to be the most transparent. She is therefore likely the most powerful person in the world of ESG. In our podcast episode, Huw van Steenis and I discussed: Ho…

1
An Entrepreneur's Path 17:00

12M ago17:00

17:00

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com “In spite of all the farmer’s work and worry, he can’t reach down to where the seed is slowly transmuted into summer. The earth bestows.” Rainer Maria Rilke, 1875-1926 The difference between the Soviet Union and the United States is the former repelled people an…

1
Talking AI with Alex of Ticker Symbol You 1:14:30

12M ago1:14:30

1:14:30

In this third episode of Multibagger Nuggets, I talk with Alex of the popular YouTube channel Ticker Symbol You, who worked on AI for MIT and Nasa. We talk about chips, AI and the future. For the Finchat discount, you can use this link: https://finchat.io/?lmref=XWGHWQ I get a commission from Finchat and you get a discount. That's a win-win. Try ou…

1
Of Sanctions and Shipping 8:53

12M ago8:53

8:53

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com We hear about sanctions all the time. Biden just put more on China. Do they matter? If so, in what way?J provides a framework to help us all understand. This is J’s second appearance. In our conversation last year, here, you can hear J’s background and how he cr…

1
#35 The 100 Bagger Hunter 57:33

12M ago57:33

57:33

Chris Mayer is the founder of Woodlock House Family Capital and the author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. He has written several other books and formerly wrote an investingnewsletter which led him to travel the world seeking investment ideas. Studying the universe of 100 Baggers has led Chris to a clear set of inv…

1
The Art of Quality Investing with Compounding Quality 48:20

1y ago48:20

48:20

Today, we have a special guest joining us: Peter Slegers, better known as Compounding Quality. He has over half a million followers and just published a book called The Art Of Quality Investing. Let's dive into this great conversation with a passionate investor, author, and teacher.By Kris Heyndrikx - From Growth To Value

1
#34 The Letter Reader 1:03:48

1y ago1:03:48

1:03:48

Lawrence Cunningham is the author of 20 books; an academic with over 60 publications; a legal expert; an accounting expert; a governance expert; a director on 3 quoted company boards; and a company adviser. His most famous book is the Essays of Warren Buffett in which he extracts sections from the sage’s letters over decades and orders them by subj…

1
DEEP Insight In Mercado Libre and Nubank with Fede Sandler 1:10:15

1y ago1:10:15

1:10:15

For this first episode, we have a special guest joining us: Federico Sandler. Federico is an expert on Mercado Libre and Nubank, as he was the former Investor Relations Officer of both for 6 years at MELI and took NU through the IPO. Dive into the conversation that shows Federico's deep knowledge about these two companies. If you want 80% of what a…

1
The Spy Writing About Spies - David McCloskey 57:57

1y ago57:57

57:57

Send us a Text Message. David is former CIA and the author of Damascus Station and Moscow X. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If you would like to discuss this with other subscribers or …

1
#33 The Stoic 52:07

1y ago52:07

52:07

Peter Cowley is a successful angel investor. But it was histragic private life which prompted this interview. Two of his three children lost to suicide; their mother died unexpectedly; his sister lost to alcoholism; his brother died aged 21 from cancer; two decades in recovery from alcoholism; and he has now been diagnosedwith terminal Stage 4c can…

1
E2 Barry Norris explains why offshore wind economics are unsustainable. 57:14

1y ago57:14

57:14

Steve Clapham and climate finance expert Huw van Steenis talk to Barry Norris, climate sceptic and founder and CIO of Argonaut Capital. Barry explains why he believes the economics of offshore wind are unsound. He likens wind and solar to unreliableworkers and thinks nuclear and fossil fuel generation are the reliable workers. You can't have a fact…

1
Making Sense of Tech - Barton Hooper, Director of Equity Research at Weitz Investments 32:51

1y ago32:51

32:51

Send us a Text Message. Barton is trained as an accountant and equity investor. We all know how much tech is driving the stock market. He sheds light on how to make sense of what is going on. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Suppo…

1
#32 The “Do-Gooder” 58:41

1y ago58:41

58:41

Jonathan Ruffer is the founder of the eponymous assetmanagement firm, a bold and successful investor (a combination unusual to survive, let alone thrive) and considers himself a financial historian. He remains the figurehead of the firm although has stepped back somewhat from the daily combat with markets. In this episode, he explains why he thinks…

1
E1 Emmanuel Lagarrigue explains the opportunity for KKR and private equity in the energy transition 53:22

1y ago53:22

53:22

Emmanuel Lagarrigue is the Co-Head of Climate at KKR and in this fascinating discussion, he explains why he joined the firm and what they are seeking to achieve in financing the energy transition. He explains how KKR sees a gap in the huge $7tn pa investment needed to fund the transition between the early stage investments and the mature infrastruc…

1
Update on the US Congress with Congressman Jim Himes 33:44

1y ago33:44

33:44

Send us a Text Message. Jim returns to the show to share his perspective on Ukraine, the border and the November election. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If you would like to discuss t…

1
Beyond the Balance Sheet Podcast Trailer 5:33

1y ago5:33

5:33

Explaining what to expect from a new series of podcasts focusing on the investment opportunities (and risks) in the energy transition. With co-host, climate finance expert Huw van Steenis. Sign up for the newsletter.

1
#31 The Justice Warrior 1:04:12

1y ago1:04:12

1:04:12

Bill Browder is a human rights activist who championed the Magnitsky Act, signed into law by President Obama. It not only sanctions Russians, but others around the world. Similar legislation is now in place in over 30 countries. He is also a bestselling author and former hedge fund manager. In this episode, we talk about his career, about how he co…

1
China Economic Update with Jason Bedford 36:00

1+ y ago36:00

36:00

Send us a Text Message. Jason is an accountant, fluent Chinese speaker and Wall Street veteran. I always learn from my talks with Jason and I think you will too. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public …

1
Losing a Child - Ivan Maisel 31:09

1+ y ago31:09

31:09

Send us a Text Message. Ivan is a renowned college sports journalist and the father of three, one of whom took his own life. It's a terrifying story and one we all need to hear. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. T…

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Behind The Balance Sheet Podcasts

Podcasts Worth a Listen