http://www.smeadcap.com/Podcasts/tabid/2105/Default.aspx en-us Copyright 2009 Smead Capital Management. All Rights Reserved. Smead Capital Management's Missives Audio Podcast Smead Capital Management Smead Capital Management's Missives Audio Podcast allows listeners to hear from SCM's portfolio managers and investment professionals on demand and anywhere in the world. These missives are aimed at helping investors understand the mindset and process at Smead Capital Management. Smead Capital Management's Investors Podcast allows listeners to hear from SCM's portfolio managers and investment professionals on demand and anywhere in the world. The missives, newsletters and other communications are aimed at helping investors understand the mindset and process at Smead Capital Management. nomoney,portfolio,investment,management,asset,stocks,market,equities,large,cap,value,investing,Warren,Buffett,Benjamin,Graham,Peter,Lynch,Bill,Miller,John,Templetoninfo@smeadcap.comSmead Capital Management Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/2011-04-05.mp3 Tue, 05 Apr 2011 10:00:00 GMT 6:07 Joy Global, Caterpillar, China, Pharmaceuticals, Amgen, Bristol-Myers Squibb, Mylan Laboratories info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/2011-03-29.mp3 Tue, 29 Mar 2011 10:00:00 GMT 6:07 BHP Billiton, Caterpillar, China, Joy Global, Rio Rinto, Y2K info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/2011-03-01.mp3 Tue, 01 Mar 2011 10:00:00 GMT 6:08 Ben Inker, Buffett, RS Investment, Starbucks info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/2011-02-10.mp3 Tue, 10 Feb 2011 10:00:00 GMT 5:52 China, Credit Default Swaps, Recession info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/2011-01-11.mp3 Tue, 11 Jan 2011 10:00:00 GMT 6:07 China, Commodities, housing bubble, Inflation, stagflation, Volcker info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/2011-01-04.mp3 Tue, 04 Jan 2011 10:00:00 GMT 6:07 BRIC Trade, China, Commodity index, Gold info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/December-14-2010.mp3 Tue, 14 Dec 2010 10:00:00 GMT 6:07 Bill Smead, China, Dangdang, IPO, Tech, BRIC Trade info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/October-05-2010.mp3 Tue, 05 Oct 2010 10:00:00 GMT 6:07 Bill Smead, PIMCO, Bill Gross, Ken Fisher, New Normal info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/September-21-2010.mp3 Tue, 21 Sep 2010 10:00:00 GMT 6:07 Bill Smead, Smead Capital Management, GEICO, Randy Johnson, Dividencs info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/September-14-2010.mp3 Tue, 14 Sep 2010 10:00:00 GMT 6:07 Bill Smead, Smead Capital Management, Consumer Discretionary, DIS, duration, JWN, moats, SBUX info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/September-07-2010.mp3 Tue, 07 Sep 2010 10:00:00 GMT 6:07 Bill Smead, Smead Capital Management, Oil, Peak Oil Theory info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/August-31-2010.mp3 Tue, 31 Aug 2010 10:00:00 GMT 6:07 Bill Smead, Smead Capital Management, AIDS info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/August-24-2010.mp3 Tue, 24 Aug 2010 10:00:00 GMT 6:07 Bill Smead, Smead Capital Management, Jeremy Siegel, Wall Street Journal, Bond Bubble info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/August-03-2010.mp3 Tue, 03 Aug 2010 10:00:00 GMT 6:07 Bill Smead, Smead Capital Management, American Funds, Investment News, Jessica Toonkel, Merck info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/July-27-2010.mp3 Tue, 27 Jul 2010 10:00:00 GMT 6:07 Bill Smead, S and P 500, Lazlo Byrini, correlation, stocks info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/July-13-2010.mp3 Tue, 13 Jul 2010 10:00:00 GMT 6:07 Bill Smead, S and P 500 info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/June-02-2010.mp3 Tue, 02 Jun 2010 10:00:00 GMT 6:07 S and P 500, Dow Jones, Bill Smead, MSFT info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/June-29-2010.mp3 Tue, 29 Jun 2010 10:00:00 GMT 6:07 S and P 500, Dow Jones, Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/February-23-2010.mp3 Tue, 23 Feb 2010 10:00:00 GMT 6:07 Amgen, Berkshire Hathaway, Burlington Northern, Mark Hulbert, Merck, Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/February-16-2010.mp3 Tue, 16 Feb 2010 10:00:00 GMT 6:07 Chamber of Commerce, China, declinism, Hank Paulson, Joel Kotkin, Warren Buffett, Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/February-02-2010.mp3 Tue, 02 Feb 2010 10:00:00 GMT 6:07 Bear Market Rally, economic growth, reset, Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/January-26-2010.mp3 Tue, 26 Jan 2010 10:00:00 GMT 6:07 EBAY, JWN, KO, MCD, MSFT, PG, SLM, WMT, Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/January-19-2010.mp3 Tue, 19 Jan 2010 10:00:00 GMT 6:07 EBAY, JWN, KO, MCD, MSFT, PayPal, PG, SLM, WMT, Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/January-12-2010.mp3 Tue, 12 Jan 2010 10:00:00 GMT 6:07 Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/January-05-2010.mp3 Tue, 05 Jan 2010 10:00:00 GMT 6:07 Apple, CGMFX, Dodge and Cox, DODGX, Focused Fund, Heebner, Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/December-22-2009.mp3 Tue, 22 Dec 2009 10:00:00 GMT 6:07 Bill Smead, Gold, Silver info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/December-15-2009.mp3 Tue, 15 Dec 2009 10:00:00 GMT 6:07 Comcast, Disney, EBAY, moats, PayPal, Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/December-08-2009.mp3 Tue, 08 Dec 2009 10:00:00 GMT 6:07 Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/December-01-2009.mp3 Tue, 01 Dec 2009 10:00:00 GMT 6:07 Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/November-24-2009.mp3 Tue, 24 Nov 2009 10:00:00 GMT 6:07 Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/November-17-2009.mp3 Tue, 17 Nov 2009 10:00:00 GMT 6:07 Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Chief Investment Officer William Smead http://www.smeadcapfiles.com/podcasts/missives/November-10-2009.mp3 Tue, 10 Nov 2009 10:00:00 GMT 6:07 Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive explainging to investors what is being shared in the markets. Chief Investment Officer William Smead writes this missive explainging to investors what is being shared in the markets. http://www.smeadcapfiles.com/podcasts/missives/November-03-2009.mp3 Tue, 03 Nov 2009 10:00:00 GMT 6:07 Bill Smead, info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is. Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is. http://www.smeadcapfiles.com/podcasts/missives/October-08-2009.mp3 Thu, 08 Oct 2009 10:00:00 GMT 6:07 Bill Smead, 1982, 2009, info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is. Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is. http://www.smeadcapfiles.com/podcasts/missives/September-24-2009.mp3 Thu, 24 Sep 2009 10:00:00 GMT 3:54 Bill Smead, Cult Stocks info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to explain to investors how unloved this bull market is. Chief Investment Officer William Smead writes this missive to explain to investors how unloved this bull market is http://www.smeadcapfiles.com/podcasts/missives/September-17-2009.mp3 Thu, 17 Sep 2009 10:00:00 GMT 6:26 Bill Smead, Lazlo Birinyi, NYSE info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to explain the continued enthusiasm for oil. Chief Investment Officer William Smead writes this missive to explain the continued enthusiasm for oil. http://www.smeadcapfiles.com/podcasts/missives/September-9-2009.mp3 Wed, 09 Sep 2009 10:00:00 GMT 6:23 Bill Smead, Boone Pickens, Jimmy Carter, Michael Lynch, New York Times, Oil info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to explain the contradiction between professional and individual investors. Chief Investment Officer William Smead writes this missive to explain the contradiction between professional and individual investorss. http://www.smeadcapfiles.com/podcasts/missives/September-3-2009.mp3 Thu, 03 Sep 2009 10:00:00 GMT 5:23 Bill Smead, Individual Investor Polls info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to present some interesting information heard in the recent weeks. Chief Investment Officer William Smead writes this missive to present some interesting information heard in the recent weeks. http://www.smeadcapfiles.com/podcasts/missives/August-25-2009.mp3 Tue, 25 Aug 2009 10:00:00 GMT 5:17 Ben Inker, Bill Smead, consumer staples, Healthcare, Morningstar, Wide Moat info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to show some reasons why the market may need to take a breather. Chief Investment Officer William Smead writes this missive to show some reasons why the market may need to take a breather. http://www.smeadcapfiles.com/podcasts/missives/August-19-2009.mp3 Mon, 19 Aug 2009 10:00:00 GMT 4:44 Bill Smead info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to show the bifurcation present in the S and P 500 Index today. Chief Investment Officer William Smead writes this missive to show the bifurcation present in the S and P 500 Index today. http://www.smeadcapfiles.com/podcasts/missives/August-11-2009.mp3 Tue, 11 Aug 2009 10:00:00 GMT 6:03 Brian Belski, BRIC Trade, Jimmy Rogers, Pharmaceuticals, Robert Rodriguez, Warren Buffett info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to talk about the possible myth of the disappearance of the consumer for some time to come. Chief Investment Officer William Smead writes this missive to talk about the possible myth of the disappearance of the consumer for some time to come. http://www.smeadcapfiles.com/podcasts/missives/July-29-2009.mp3 Wed, 29 Jul 2009 10:00:00 GMT 6:03 Bill Gross, BRIC Trade, Emerging Markets, Jeremy Grantham, Mark Mobius, Tobias Levkovich info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to show investors what he believes are the best opportunities in the next bull market. Chief Investment Officer William Smead writes this missive to show investors what he believes are the best opportunities in the next bull market. http://www.smeadcapfiles.com/podcasts/missives/July-22-2009.mp3 Wed, 22 Jul 2009 10:00:00 GMT 5:35 consumer staples, Emerging Markets, Financials, Oil, Pharmaceuticals, Ronald Reagan, Tech Stocks info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to show investors the opportunity for healthcare across the world. Chief Investment Officer William Smead writes this missive to show investors the opportunity for healthcare across the world. http://www.smeadcapfiles.com/podcasts/missives/July-14-2009.mp3 Tue, 14 Jul 2009 10:00:00 GMT 4:38 BRIC Trade, Emerging Markets, Pharmaceuticals, Warren Buffett info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to help investors understand the reflation trade. Chief Investment Officer William Smead writes this missive to help investors understand the reflation trade. http://www.smeadcapfiles.com/podcasts/missives/July-07-2009.mp3 Tue, 07 Jul 2009 10:00:00 GMT 5:25 balance sheet, strong moat, Oil, Commoditites info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to help investors understand the process of long-term wealth creation. Chief Investment Officer William Smead writes this missive to help investors understand the process of long-term wealth creation http://www.smeadcapfiles.com/podcasts/missives/June-29-2009.mp3 Mon, 29 Jun 2009 10:00:00 GMT 7:48 balance sheet, strong moat, Warren Buffett info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to talk about what companies the market has been placing a premium on in relation to what normally has a premium attached to it. Chief Investment Officer William Smead writes this missive to talk about what companies the market has been placing a premium on in relation to what normally has a premium attached to it. http://www.smeadcapfiles.com/podcasts/missives/June-23-2009.mp3 Tue, 23 Jun 2009 10:00:00 GMT 4:25 Basic Materials, Bill Smead, Brazil, BRIC Trade, China, India, Oil, Retail, Russia info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to talk about what he believes the likely hood of high inflation will be. Chief Investment Officer William Smead writes this missive to talk about what he believes the likely hood of high inflation will be. http://www.smeadcapfiles.com/podcasts/missives/June-18-2009.mp3 Thu, 18 Jun 2009 10:00:00 GMT 6:16 Barack Obama, Ben Bernanke, U.S. Federal Reserve, Inflation info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to bring Austin Powers into the fold of the peak oil theory. Chief Investment Officer William Smead writes this missive to bring Austin Powers into the fold of the peak oil theory. http://www.smeadcapfiles.com/podcasts/missives/June-12-2009.mp3 Fri, 12 Jun 2009 10:00:00 GMT 6:16 Barack Obama, Oil, China, India info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to give them reinforcement from Jeremy Grantham of GMO. Chief Investment Officer William Smead writes this missive to give them reinforcement from Jeremy Grantham of GMO. http://www.smeadcapfiles.com/podcasts/missives/June-08-2009.mp3 Mon, 08 Jun 2009 10:00:00 GMT 6:55 balance sheet, Bill Smead, free cash flow, Jeremy Grantham, strong moat info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to help readers understand who real bull and real bears are. Chief Investment Officer William Smead writes this missive to help readers understand who real bull and real bears are. http://www.smeadcapfiles.com/podcasts/missives/June-03-2009.mp3 Wed, 03 Jun 2009 10:00:00 GMT 4:35 Basic Materials, David Tice, Gold, Jim Cramer, Jimmy Rogers, Marc Faber, Nouriel Roubini, Oil, Peter Lynch info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive look at the hype and hysteria surrounding gold in today's markets. Chief Investment Officer William Smead writes this missive look at the hype and hysteria surrounding gold in today's markets. http://www.smeadcapfiles.com/podcasts/missives/May-28-2009.mp3 Thu, 28 May 2009 10:00:00 GMT 4:10 Bill Smead, Oil, Gold, Bloomberg info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to bring to light what horses and manure can teach us about the future of the energy sector. Chief Investment Officer William Smead writes this missive to bring to light what horses and manure can teach us about the future of the energy sector. http://www.smeadcapfiles.com/podcasts/missives/May-26-2009.mp3 Tue, 26 May 2009 10:00:00 GMT 4:10 Barack Obama, Bill Smead, Oil info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to explain what policy makers do and how it affects people's minds for years to come. Chief Investment Officer William Smead writes this missive to explain what policy makers do and how it affects people's minds for years to come. http://www.smeadcapfiles.com/podcasts/missives/May-21-2009.mp3 Thu, 21 May 2009 10:00:00 GMT 3:33 Alan Greenspan, Barnie Frank, Bill Smead, Great Depression, Inflation, Nouriel Roubini, Paul Volcker info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Presents Bull Market Stew Under a New Presidential Administration. Chief Investment Officer William Smead Presents Bull Market Stew Under a New Presidential Administration. http://www.smeadcapfiles.com/podcasts/BMS-Roadshow.mp3 Tue, 28 Apr 2009 10:00:00 GMT 11:31 Barack Obama, Generational Opportunity, Jim Cramer, Large Cap Value, Nouriel Roubini info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive to explain what wonderful businessesses there in our everyday lives that we may look past. Chief Investment Officer William Smead writes this missive to explain what wonderful businessesses there in our everyday lives that we may look past. http://www.smeadcapfiles.com/podcasts/May-13-2009.mp3 Wed, 13 May 2009 10:00:00 GMT 4:06 Peter Lynch, Bill Smead, Telecommunications, Home Improvement, info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive looking to the silver lining of Berkshire Hathaway's 2009 Shareholder Meeting and what we can learn from from the Oracle of Omaha. Chief Investment Officer William Smead writes this missive looking to the silver lining of Berkshire Hathaway's 2009 Shareholder Meeting and what we can learn from from the Oracle of Omaha. http://www.smeadcapfiles.com/podcasts/May-04-2009.mp3 Mon, 04 May 2009 10:00:00 GMT 5:36 Berkshire Hathaway, Bill Smead, Charlie Munger, Mike Milken, US Bank, Warren Buffett, Wells Fargo info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missive about what he believes are the qualities of wonderful companies. Chief Investment Officer William Smead writes this missive about what he believes are the qualities of wonderful companies. http://www.smeadcapfiles.com/podcasts/apr-30-2009.mp3 Thu, 30 Apr 2009 10:00:00 GMT 3:15 Baby Boomers, Barack Obama, Bill Smead, Pharmaceuticals info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missives bring to light the distortion in the market taking place with pharmaceutical companies. Chief Investment Officer William Smead writes this missives bring to light the distortion in the market taking place with pharmaceutical companies. http://www.smeadcapfiles.com/podcasts/apr-22-2009.mp3 Wed, 22 Apr 2009 10:00:00 GMT 4:58 Baby Boomers, Barack Obama, Bill Smead, Pharmaceuticals info@smeadcap.com (Smead Capital Management)no Smead Capital Management This Quarterly Newsletters talks investors through how abusive the investment markets have been despite their well tempered demeanor. This Quarterly Newsletters talks investors through how abusive the investment markets have been despite their well tempered demeanor. http://www.smeadcapfiles.com/podcasts/1q-2009.mp3 Mon, 20 Apr 2009 10:00:00 GMT 12:23 General Electric, American Association of Individual Investors, BRIC Trade, Residential Real Estate, Tech Stocks, recession, depression, Value Investing, Large Cap Stocks info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missives explaining how Noah's work and his as a blue chip money manager are very similar. Chief Investment Officer William Smead writes this missives explaining how Noah's work and his as a blue chip money manager are very similar. http://www.smeadcapfiles.com/podcasts/apr-06-2009.mp3 Mon, 06 Apr 2009 10:00:00 GMT 4:31 Bill Smead, Next Great U.S. Stock Market, Bear Market, Financials info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missives pondering the what ifs that are out there for investors. Chief Investment Officer William Smead writes this missives pondering the what ifs that are out there for investors. http://www.smeadcapfiles.com/podcasts/apr-02-2009.mp3 Thu, 02 Apr 2009 10:00:00 GMT 3:28 Bill Smead, China, Gold, India, Money Market Funds, Pharmaceuticals, Warren Buffett info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this missives explaining how our economy is resetting back to trend of personal savings which makes the circumstances difficult. Chief Investment Officer William Smead writes this missives explaining how our economy is resetting back to trend of personal savings which makes the circumstances difficult. http://www.smeadcapfiles.com/podcasts/mar-30-2009.mp3 Mon, 30 Mar 2009 10:00:00 GMT 5:31 Auto Bailout, Bill Smead, Consumer Discretionary, Next Great U.S. Stock Market, Pharmaceuticals info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead talks about the good news to that you hear around major market bottoms. Chief Investment Officer William Smead talks about the good news to that you hear around major market bottoms. http://www.smeadcapfiles.com/podcasts/mar-26-2009.mp3 Fri, 27 Mar 2009 10:00:00 GMT 3:53 1974, Bear Market, Bill Smead, Commodities, Fear Trade, Great Depression, Oil, Russell Napier info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this Missive to show baby boomers the many positives amongs the misery of cheaper asset prices. Chief Investment Officer William Smead writes this Missive to show baby boomers the many positives amongs the misery of cheaper asset prices. http://www.smeadcapfiles.com/podcasts/mar-24-2009.mp3 Tue, 24 Mar 2009 10:00:00 GMT 4:06 Bill Smead, Baby Boomers, Great Depression, Jim O'Shaughnessy, World War I, World War II info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this Missive explaining the frustration and learning process currently in the investment markets aren't that dissimilar from most people's first year in college. Chief Investment Officer William Smead writes this Missive explaining the frustration and learning process currently in the investment markets aren't that dissimilar from most people's first year in college. http://www.smeadcapfiles.com/podcasts/mar-20-2009.mp3 Fri, 20 Mar 2009 10:00:00 GMT 5:17 Bill Smead, Fear Trade, Money Market Funds, Nouriel Roubini, Tech Stocks, Treasuries, Smead Capital Management, Whitman College info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this Missive addressing the investor silence amid last week's strong stock market performance. Chief Investment Officer William Smead writes this Missive addressing the investor silence amid last week's strong stock market performance. http://www.smeadcapfiles.com/podcasts/mar-16-2009.mp3 Mon, 16 Mar 2009 10:00:00 GMT 3:49 Fear Trade, Financials, Money Market Funds, Next Great U.S. Stock Market, Pharmaceuticals info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this Missive addressing the number of people that agree that the stock market is no place to be and how that has proven to serve them in the past. Chief Investment Officer William Smead writes this Missive addressing the number of people that agree that the stock market is no place to be and how that has proven to serve them in the past. http://www.smeadcapfiles.com/podcasts/mar-09-2009.mp3 Mon, 09 Mar 2009 10:00:00 GMT 7:34 Andy Grove, Bill Smead, BRIC Trade, Smead Capital ManagementEmerging Markets, Fear Trade, Gold, Henry Blodget, Jimmy Rogers, Marc Faber, Money Market Funds, Nouriel Roubini, Oil, T. Boone Pickens, Tech Stocks, Treasuries, Well-Known Fact info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead writes this Missive explaining how people that are making the normally rewarding decisions are instead being punished in the stock market. Chief Investment Officer William Smead writes this Missive explaining how people that are making the normally rewarding decisions are instead being punished in the stock market. http://www.smeadcapfiles.com/podcasts/mar-05-2009.mp3 Thu, 05 Mar 2009 10:00:00 GMT 5:39 balance sheet, Individual Investor Polls, Savings and Loan Crisis, Tech Bubble info@smeadcap.com (Smead Capital Management)no Smead Capital Management Smead Capital Management believes right at the time when everyone says buy and hold is dead is the best time to to be long-term holders of high quality investments. Smead Capital Management believes right at the time when everyone says buy and hold is dead is the best time to to be long-term holders of high quality investments. http://www.smeadcapfiles.com/podcasts/4q-2008.mp3 Mon, 02 Feb 2009 10:00:00 GMT 7:55 Jim Cramer, Marc Faber, TV, Blue Chip Stocks, Equities, Warren Buffett, Value Investing, Large Cap Stocks info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead Presents Outlook 2009: "The King is Dead, Long Live the King." Mr. Smead recaps on 2008 as well as shares Smead Capital Management's predictions for 2009. Chief Investment Officer William Smead Presents Outlook 2009: "The King is Dead, Long Live the King." Mr. Smead recaps on 2008 as well as shares Smead Capital Management's predictions for 2009. http://www.smeadcapfiles.com/podcasts/outlook2009.mp3 Thu, 22 Jan 2009 10:00:00 GMT 40:09 Investments, Equities, Investment Adviser, Money Management, Investment Management, Portfolio Management info@smeadcap.com (Smead Capital Management)no Smead Capital Management Chief Investment Officer William Smead presents this Roadshow Event and why Smead Capital Management believes their is a huge opportunity since the pillage of the tech wrecks. Filmed Sept 14th, 2007 at Union Square in Seattle, WA. Chief Investment Officer William Smead presents this Roadshow Event and why Smead Capital Management believes their is a huge opportunity since the pillage of the tech wrecks. Filmed Sept 14th, 2007 at Union Square in Seattle, WA. http://www.smeadcapfiles.com/SMEAD-SCM-001-Audio.mp3 Fri, 14 Sep 2007 11:10:46 GMT 49:55 Large Cap Growth, Investments, Equities, Investment Adviser, Money Management, Investment Management, Portfolio Management info@smeadcap.com (Smead Capital Management)no {pca-d8a47ee4d44353b9efc7ce7c6d8dafd2}