Best stephen clapham Podcasts (2025)

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#70 Laurence Endersen: The Compounder's Element 1:08:08

11d ago1:08:08

1:08:08

We are happy to have Laurence (Lar) Endersen on the podcast. Lar is an experienced and thoughtful investor based in Ireland, where he heads his private investment firm Capstrive. Lar is also the author of books such as 'Pebbles of Perception'. We discuss his latest title – The Compounder's Element – a valuable and entertaining gem on long-term inve…

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#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…

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#69 David Marcus on How to Make a Few Billion Dollars 2:02:53

1M ago2:02:53

2:02:53

David Marcus is a US investor with decades of experience working for legends like Michael Price and Jan Stenbeck. We discuss Brad Jacob’s book How to Make a Few Billion Dollars and David’s fascinating journey as an investor and operator. For more info about the podcast, go to the episode page and make sure to follow us on X/Twitter. We love to hear…

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#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…

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#68 Phil Rosenzweig: The Halo Effect 1:11:47

2M ago1:11:47

1:11:47

Phil Rosenzweig has been a professor at IMD Business School in Lausanne, Switzerland, for about 30 years. We discuss Phil’s legendary book “The Halo Effect”, which debunks much of the classic management literature and explains how we tend to think that when a company performs well, the CEO is fantastic, the company has operational excellence, and t…

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#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…

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#67 Jaime Lester: Pause to Think 50:44

3M ago50:44

50:44

Jaime Lester is a hedge fund industry veteran who has worked at firms such as Steinhardt Partners and David Einhorn’s Greenlight Capital. He is also an adjunct professor at Columbia Business School and has managed his own investment fund for nine years. We discuss his book “Pause to Think,” which is a compilation of thirty-two mental models. Jaime …

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#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…

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#66 William Barnes: In Practise 1:02:46

4M ago1:02:46

1:02:46

Will Barnes is the co-founder of the primary research firm In Practise and joins us to discuss their new book “In Practise”. The book has eleven chapters, each featuring an in-depth interview with an experienced operator helping us to better understand successful companies like Spotify, Danaher, and Constellation Software. In Practise is the first …

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#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…

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#65 Asif Suria: The Event-Driven Edge in Investing 43:27

5M ago43:27

43:27

Asif Suria is an entrepreneur and investor in the US who focuses on a specific investing strategy that we haven’t talked about much in the podcast: event-driven investing or special situations. The title for this conversation is Asif’s book The Event-Driven Edge in Investing, in which he explains six different event-driven strategies, such as merge…

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#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…

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#64 Brett Gardner: Buffett's Early Investments 47:59

6M ago47:59

47:59

Brett Gardner is an investment analyst at the US-based investment partnership Discerene Group and, since about a week, a published author with his book Buffett’s Early Investments. The focus of our conversation is Brett's book, where he has uncovered a few of Buffett’s investments in the 1950s and 1960s that until now have been rather unknown. For …

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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…

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#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…

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#63 Simon Kold: On the Hunt for Great Companies 1:14:57

7M ago1:14:57

1:14:57

Simon Kold is the founder of the Denmark-based investment firm Kold Investments and was previously at Novo Holdings, one of the world’s largest investment organizations. Our conversation focuses on Simon’s upcoming book, On the Hunt for Great Companies, which details how to determine business quality. We cover the aspects we find the most interesti…

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#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…

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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 …

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#62 Moritz Sitte on The Clock of the Long Now 1:10:12

8M ago1:10:12

1:10:12

Moritz Sitte is the investor at Antheia AB, a private investment firm founded by Daniel Ek. Moritz has previously worked as an investment manager at Baillie Gifford in Edinburgh for twelve years. We speak about The Clock of the Long Now and discuss topics such as investment philosophy, reframing one’s state of mind, and balancing the long with the …

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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…

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#61 Stephen Clapham: The Smart Money Method 1:27:13

9M ago1:27:13

1:27:13

Stephen (Steve) Clapham is the founder of Behind the Balance Sheet, an investment research and investor training consultancy. He has 25 years of experience as an investment analyst and has been a partner and head of research at two multi-billion dollar hedge funds. We discuss his book, the Smart Money Method, how he trains finance professionals, an…

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#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…

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#60 Torbjörn Arenbo: Capital Allocation and Value Creation 57:03

10M ago57:03

57:03

Torbjörn Arenbo is the Chief Analyst and Head of Corporate Advisory Sweden at Danske Bank. He has 25 years of experience working as a corporate finance advisor, portfolio manager, and risk manager. Our conversation is centred around Torbjörn’s book Capital Allocation and Value Creation, published in 2023. For more info about the podcast, go to the …

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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

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#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…

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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

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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…

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#59 Chris Waller on We Are Bellingcat 1:11:24

11M ago1:11:24

1:11:24

Chris Waller is the Founder and Portfolio Manager of Plural Investing in New York. He previously worked in London at Goldman Sachs and holds an MBA from the Value Investing program at Columbia Business School. Our conversation is centred around the book “We Are Bellingcat” and covers how investors can deepen their research by better utilising open-…

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#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…

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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…

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Bonus Episode: Eddie's Highlights 19:23

11M ago19:23

19:23

This bonus episode features an interview with Eddie Palmgren – host of Investing by the Books – on Redeye Growth Day. Eddie shares some of his highlights and insights from the first three years of podcasting. The interviewer is Lars T. Andersson at Redeye. This interview was recorded on May 30, 2024. For more info about the podcast, go to the episo…

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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…

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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

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#58 Staffan Salén on The Salén Story 1:09:42

12M ago1:09:42

1:09:42

In this episode we are joined by Staffan Salén – one of Sweden’s most prominent business men. The Salén family has a strong heritage spanning more than one hundred years, where Staffan and his brother Erik represent the third generation. In a fun and engaging conversation, we talk about banana boats, long-term investments, and high-speed lessons. F…

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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…

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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…

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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…

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#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…

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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

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#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…

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#57 Pieter Slegers on The Art of Quality Investing 1:18:05

1y ago1:18:05

1:18:05

How to invest in the best companies in the world? This is the topic for our episode with Pieter Slegers – founder of the investment newsletter Compounding Quality and previously a professional investor in Belgium. The book we discuss is The Art of Quality Investing, a new but timeless title that Pieter has collaborated on with its author Luc Kroeze…

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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…

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#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…

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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…

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#56 JC de Swaan: Seeking Virtue in Finance 1:39:00

1y ago1:39:00

1:39:00

In today’s episode we are joined by JC de Swaan. De Swaan is a lecturer in the economics department at Princeton University, where he teaches courses on ethics in finance and Asian capital markets. He is also a Partner at Cornwall Capital, an investment fund based in New York City. In this episode, we learn about the ethical considerations that fin…

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#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…

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#55 Edward Chancellor: Capital Returns 45:07

1y ago45:07

45:07

In today’s episode, Christian Billinger, a London-based investor who has joined the podcast before, is speaking with none other than Edward Chancellor. Edward is an author, finance journalist, and former hedge fund investment strategist. The discussion is centered around Chancellor’s book Capital Returns. It covers capital cycle investing and how i…

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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…

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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.

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#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…

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