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Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and som... more

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Latest Episodes

Nick Train is a seriously thoughtful growth investor with a highly impressive 40 year track record. He invests in eternal franchises and takes a 20 year view. He says his ideal holding period is forever. He was early to recognise that high quality co... more

Christopher Tsai is a deeply thoughtful growth investor. He became one of the foremost collectors of the works of Ai Weiwei, recognising their implicit value and deeply studying the artist. His concentrated portfolio reflects his attraction to growth... more

David Samra has been in the investment business for over 30years. He specialises in international value and has beaten his index by over 4% pa for over 20 years, in a period when traditional value has been doing poorly.

That may be why his fund, wh... more

Dave Iben is the founder and CIO of Kopernik GlobalInvestors, a $6bn global value investment shop which prides itself on independent thought and is comfortable with contrarian positions.

Steve invited Dave on the podcast because at a recent NewYork ... more

Key Facts

Accepts Guests
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Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Nick Train
Renowned UK investor with a long-term value investment strategy
Lindsell Train Ltd
Episode: #51 The Franchise Fan
Dave Iben
Value investor with over 40 years of experience.
Kopernik Asset Management
Episode: #48 The Independent Thinker
Gary Channon
Run a value fund and private equity vehicle, known for his thoughtful investment process and focus on intrinsic value.
Phoenix Partners
Episode: #47 The Relentless Improver
Jennifer Wallace
Value investor and portfolio manager
Summit Street Capital
Episode: #46 The Numbers Lady
Dan Rasmussen
Founder of Pont's Shop Verdad Advisers and author of The Humble Investor
Verdad Advisers
Episode: #44 The Think Tank Manager
Greg Peters
Co-CIO of PGIM, a leading global investment manager
PGIM
Episode: #42 The Credit Expert
Anthony Bolton
A legendary investor and classical music composer known for his exceptional investment track record and author of 'Investing Against the Tide'.
Fidelity
Episode: #41 The Composer
Bill Nygren
Portfolio manager for the Oakmark Fund
Harris Associates
Episode: #39 The Optimizer
Peter Oppenheimer
Chief Global Equity Strategist and Head of Macro Research at Goldman Sachs in Europe
Goldman Sachs
Episode: #38 The Cyclist

Hosts

Stephen Clapham
Host and expert in investment analysis, known for insightful interviews and discussions about finance.
(Unnamed Host)
Host known for engaging conversations related to financial markets and investing strategies.

Reviews

4.8 out of 5 stars from 328 ratings
  • Illuminating

    The Tsai name is well known in investing. Wasn’t sure what the conversation would be about but was pleasantly surprised and thoroughly enjoyed the discussion.

    Apple Podcasts
    5
    Gnome chopper
    United States8 days ago
  • Artisan

    Quite interesting podcast with David Samra. Full of fascinating insights from a very successful fund manager.

    Apple Podcasts
    5
    Gnome chopper
    United States2 months ago
  • Copernicus

    Terrific podcast with David Ibsen. He has always been a unique and interesting voice in investing. Top notch conversation.

    Apple Podcasts
    5
    Gnome chopper
    United States3 months ago
  • Superb podcast

    Superb podcast on investing with great guests and good discussion.

    Apple Podcasts
    5
    Frmasy
    United Kingdom10 months ago
  • Terrific

    Beyond excellent podcast with Mario Gabelli. He is a remarkably knowledgeable investor and marketer. Just a fun and extraordinarily edifying podcast! Amazing

    Apple Podcasts
    5
    Gnome chopper
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host is praised for fostering a relaxed and engaging atmosphere where guests can share valuable knowledge freely.
Listeners appreciate the thoughtful insights provided by experienced guests, leading to high praise for the quality of discussions.
Some criticism exists regarding the host's talking time compared to guests, suggesting opportunities for improvement in facilitating discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#48
United Kingdom/Business/Investing
Apple Podcasts
#155
United Kingdom/Business
Apple Podcasts
#236
Canada/Business/Investing
Apple Podcasts
#167
France/Business/Investing
Apple Podcasts
#209
Italy/Business/Investing
Apple Podcasts
#28
Ireland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

#51 The Franchise Fan
Q: What is your perspective on the use of capital allocation in companies you invest in?
Nick discusses the significance of company executives allocating capital wisely and how poor decisions can impact share value.
#51 The Franchise Fan
Q: What are the drawbacks of concentrating your portfolio on 25 to 30 stocks?
Train acknowledges the risks of being too concentrated but expresses trust in highly predictable business models to sleep soundly at night.
#51 The Franchise Fan
Q: How do you assess whether the margin is going to be the same in 20 years' time?
Nick outlines the importance of tracking the contemporary validation of a franchise and assessing its allure based on user engagement metrics.
#51 The Franchise Fan
Q: Did you always want to be an investor?
Nick Train explains that he developed an interest in investing after recognizing the opportunity to leverage his history degree in a remunerative way.
#49 The $50bn Man
Q: How do you gauge now's the time to buy into a position?
We look for businesses that, despite their problems, meet our hurdle rates for investment, focusing on buying good businesses at undervalued prices over the long term.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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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 financial podcast providing insights on investing strategies and experiences of notable investors and commentators. Key topics include value investing, market dynamics, and personal philosophies behind investment decisions. The conversations illuminate the challenges and intricacies of managing capital, making it a resource for professional investors as well as those new to finance. Unique for its blend of high-profile guests and lesser-known yet experienced voices, the series aims to demystify the investment process and empower listeners with knowledge about both investments and broader market trends.

Where can I find podcast stats for Behind the Balance Sheet?

Rephonic provides a wide range of podcast stats for Behind the Balance Sheet. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Behind the Balance Sheet and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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?

To see how many followers or subscribers Behind the Balance Sheet has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Yet Another Value Podcast
3. The Business Brew
4. The Acquirers Podcast
5. Money Maze Podcast

How many episodes of Behind the Balance Sheet are there?

Behind the Balance Sheet launched 4 years ago and published 58 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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. Nick Train
2. Dave Iben
3. Gary Channon
4. Jennifer Wallace
5. Dan Rasmussen
6. Greg Peters
7. Anthony Bolton
8. Bill Nygren

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.

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