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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.

Mentions13
Episodes1
Latest episode18 Jun 2026
ExxonMobil Holdings Corporation#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
Chevron Corporation#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
Space Exploration Technologies Corp.#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
Alphabet Inc.#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
NVIDIA Corporation#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
Prysmian S.p.A.#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
Bloom Energy Corporation#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
Glencore plc#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
Rio Tinto Group#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
BHP Group Limited#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
Micron Technology, Inc.#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
Samsung Electronics Co., Ltd.#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026
SK hynix Inc.#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.18 Jun 2026