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Podcast

Behind the Balance Sheet

Stephen Clapham, a former hedge fund analyst, interviews top fund managers and investors about their craft and forensic stock analysis.

Mentions20
Episodes5
Latest episode16 Jul 2026
AGCO Corporation#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.-16 Jul 2026
Alphabet Inc.#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.-16 Jul 2026
Microsoft Corporation#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.-16 Jul 2026
Cisco Systems, Inc.#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.-16 Jul 2026
Rio Tinto Group#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. Listen · 18:25
+3Listen · 19:58Listen · 26:25Listen · 43:12
18 Jun 2026
BHP Group Limited#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. Listen · 18:25
+3Listen · 19:58Listen · 26:25Listen · 43:12
18 Jun 2026
Glencore plc#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.-18 Jun 2026
ExxonMobil Holdings Corporation#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. Listen · 26:2518 Jun 2026
Chevron Corporation#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. Listen · 26:2518 Jun 2026
Alphabet Inc.#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. Listen · 57:3518 Jun 2026
NVIDIA Corporation#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. Listen · 56:3518 Jun 2026
Prysmian S.p.A.#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. Listen · 43:2118 Jun 2026
Bloom Energy Corporation#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. Listen · 5:47
+11Listen · 7:46Listen · 8:54Listen · 10:10Listen · 13:55Listen · 15:57Listen · 17:17Listen · 18:18Listen · 20:16Listen · 21:52Listen · 26:25Listen · 29:42
18 Jun 2026
QuantumScape Corporation#59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn-21 May 2026
Microsoft Corporation#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries-16 Apr 2026
Amazon.com, Inc.#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries-16 Apr 2026
Alphabet Inc.#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries-16 Apr 2026
Meta Platforms, Inc.#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries-16 Apr 2026
NVIDIA Corporation#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries-16 Apr 2026
Costco Wholesale Corporation#57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics-22 Mar 2026