Behind the Balance Sheet
Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | EquitiesWe deconstruct the performance of world beating investors. A former Tiger Cub hedge fund partner interviews top hedge fund & long only managers & leading commentators. Past guests include John Armitage, Mario Gabelli & Bill Nygren. We explore how professionals analyse & value businesses, capital cycles, forensic accounting, pick stocks, construct portfolios, generate alpha & manage risk. For priva... more
| Publishes | Monthly | Episodes | 68 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to this Podcast
Latest Episodes
Rich Pzena, founder of $80bn AUM Pzena Investment Management, explains his value investing philosophy and how he built a deep value franchise by buying good businesses when they are deeply out of favour.
He talks through recreating Benjamin Graham’... more
James Aitken, macro strategist to the world’s largest and most successful investors, takes Steve on a tour of the keythemes in global finance today. You will learn why James is interested in Japan, his views on the new Fed Chair and why inflationary ... more
Jeremy Grantham is known as a permabear and an expert on bubbles so you should not be surprised that he sees an AI-induced bubble today and thinks the market will fall by 50%. He points out that at peaks you always have high multiples applied to abno... more
Michael Cembalest chairs the Market and Investment Strategy group at JP Morgan Asset and Wealth Management and effectively oversees $4tn AUM. He is responsible for market and investment insights across the asset management business and has produced t... more
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Reviews
- A Real Treat
A thoroughly engaging financial podcast, with sharp insights and a presenter who clearly knows his stuff. It’s interesting, well put together, and the kind of show that makes you feel mildly clever for listening to it.
Apple Podcasts5Sweaty Betty
Australiaa month ago - Investors should listen to BBS
Fascinating conversations with interesting investors. Stephen
is a good interviewer who knows his stuff.
Apple Podcasts5RMC token
Canadaa month ago - Must-listen for investors
Original & informative content with impressive & experienced guests.
Apple Podcasts5globlog
United Kingdom2 months ago - Excellent
Excellent as always and fantastic guest - haven’t read the book yet but I will . Beginning to notice a correlation between age and outlook - maybe some unconscious bias . Nevertheless so gems from Mr G .
Apple Podcasts5stubiejUnited Kingdom3 months ago - Good content but…
Steve gets great guests but his voice and accent are highly irritating
Apple Podcasts3USexpat1United Kingdom3 months ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #66 | United Kingdom/Business/Investing |
Apple Podcasts | #190 | Canada/Business/Investing |
Apple Podcasts | #218 | United Kingdom/Business |
Apple Podcasts | #140 |  France/Business/Investing |
Apple Podcasts | #237 |  Germany/Business/Investing |
Apple Podcasts | #47 |  United Arab Emirates/Business/Investing |
Talking Points
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Audience Metrics
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Frequently Asked Questions About Behind the Balance Sheet
What is Behind the Balance Sheet about and what kind of topics does it cover?
A rigorous investing show that features deep-dive conversations with seasoned market practitioners and thought leaders. Episodes consistently cover macro forces, valuation, capital allocation, and behavioral finance, with guests who bring long histories of stock picking, portfolio construction, and risk management. Notable is the host's focus on thorough, technically grounded questions that extract actionable investing takeaways, and the mix of public-market and private-market perspectives from high-profile investors. The format tends to attract professionals seeking educational, alpha-oriented insights and a clear, process-driven view of investing. A unique strength is its blend of valuation rigor, practical portfolio experience, and candi... more
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How many listeners does Behind the Balance Sheet get?
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What are the audience demographics for Behind the Balance Sheet?
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How many subscribers and views does Behind the Balance Sheet have?
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Which podcasts are similar to Behind the Balance Sheet?
These podcasts share a similar audience with Behind the Balance Sheet:
1. Value Investing with Legends
2. The Acquirers Podcast
3. Excess Returns
4. Yet Another Value Podcast
5. Capital Allocators – Inside the Institutional Investment Industry
How many episodes of Behind the Balance Sheet are there?
Behind the Balance Sheet launched 5 years ago and published 68 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Behind the Balance Sheet?
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Where can I see ratings and reviews for Behind the Balance Sheet?
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What guests have appeared on Behind the Balance Sheet?
Recent guests on Behind the Balance Sheet include:
1. Rich Pzena
2. James Aitken
3. Jeremy Grantham
4. Michael Cembalest
5. Rory Sutherland
6. Jonathan Tepper
7. Terry Smith
8. Tom Gayner
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.