Northwest Contrarian - William Smead, Smead Capital Management

Valuewalk's ValueTalks - A podcast by ValueWalk

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Hello Listeners, Today is a very special episode with William Smead. He is the CEO and CIO of Smead Capital Management. This episode is filled with great nuggets on the approach of investing and what he looks for in investments. We also discuss his recent newsletter, "Confusing Brains with a Bull Market". ​1:41 How did you get started in the investment profession and why did you choose this career path? 2:39 What interested you the most about this profession? 3:35 If you were going to do this today, would you still do it? 22:10 Can you quickly go over your report, “Confusing Brains with Bull Markets”? 38:03 What do you expect coming 2018? 41:18 How do you define and manage risk? 51:47 Quickly, what are your thoughts on cryptocurrency and bitcoin? 53:27 What are your favorite books? 54:03 Where can people find more information on you and your writing? Enjoy and thanks for the listen!