Behind the Balance Sheet
By Stephen Clapham, Behind the Balance Sheet
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 some you may not know. But we can learn from them all, whether you are one of our core audience of professional investors, a student looking to enter the industry or a private investor.
Our goal is to inform, educate, entertain and make you a better investor.
We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of professional investors, a student looking to enter the industry or a private investor.
Latest episode
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#40 The Chronicler
Lionel Barber is the former editor of the Financial Times and probably the only journalist on the planet to have interviewed Presidents Obama, Trump and Putin. Under his stewardship, the FT metamorphosed from a newspaper into a digital subscription … -
#39 The Optimizer
Bill Nygren has been at Harris Associates for over 40 years and considers himself a value investor. Yet his portfolio has owned Netflix, Amazon and Meta recently, while Alphabet is his largest position. Bill explains his unusual but highly e… -
#38 The Cyclist
Peter Oppenheimer is chief global equity strategist and head of Macro Research at Goldman Sachs in Europe and the author of two books on market cycles. His first book, the Long Good Buy is sub-title… -
#37 The Analyst
John Armitage is a giant in the hedge fund world and in the world of investing more broadly. His firm, Egerton Capital, celebrates its 30th anniversary this year. In this conversation, John explains how he star… -
#36 The Runner
John Huber is an investor with a small fund managing his family assets and outside capital in a concentrated portfolio. John has written an excellent blog, Base Hit Investing, for many years,… -
E3 Carine Smith Ihenacho of Norges Bank IM
Carine Smith Ihenacho is Chief Governance and Compliance Officer at Norges Bank Investment Management, the Norwegian wealth fund. It’s the largest single equity owner in the world and sets out to be the most transparent. She is therefore lik… -
#35 The 100 Bagger Hunter
Chris Mayer is the founder of Woodlock House Family Capital and the author of 100 Baggers: Stocks that Return 100-to-1 and How to Find Them. He has written several other books and formerly wrote an investing new… -
#34 The Letter Reader
Lawrence Cunningham is the author of 20 books; an academic with over 60 publications; a legal expert; an accounting expert; a governance expert; a director on 3 quoted company boards; and a company adviser. … -
#33 The Stoic
Peter Cowley is a successful angel investor. But it was his tragic private life which prompted this interview. Two of his three children lost to suicide; their mother died unexpectedly; his sister lost to alcoholism; his brother died aged 2… -
E2 Barry Norris explains why offshore wind economics are unsustainable.
Steve Clapham and climate finance expert Huw van Steenis talk to Barry Norris, climate sceptic and founder and CIO of Argonaut Capital. Barry explains why he believes the economics of offshore wind are unsound. He likens wind and solar to unreliable…
