Apr 16, 2026
#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries
55 minutes
Podcast · Inglés
Behind the Balance Sheet
Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
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.
Episodes
Ordered by publication date.
Mar 19, 2026
#57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics
1 hour 48 minutes
Feb 19, 2026
#56 The Sculptor - Jonathan Tepper on 16-Stock Portfolios, Moats & Buying Oligopolies
1 hour 3 minutes
Feb 19, 2026
#56 The Sculptor
1 hour 1 minute
Jan 15, 2026
#55 The Pugilist
1 hour 24 minutes
Dec 18, 2025
#54 The Innovation Fans
48 minutes
Nov 20, 2025
#53 The Plodder
1 hour 16 minutes
Oct 16, 2025
#52 The Traditionalist
59 minutes
Sep 18, 2025
#51 The Franchise Fan
1 hour 19 minutes
Sep 18, 2025
#51 The Franchise Fan
1 hour 29 minutes
Sep 18, 2025
#51 The Franchise Fan
1 hour 30 minutes
Aug 21, 2025
#50 The Art Lover
1 hour 17 minutes
Aug 21, 2025
#50 The Art Lover
1 hour 17 minutes
Jul 17, 2025
#49 The $50bn Man
1 hour 22 minutes
Jun 19, 2025
#48 The Independent Thinker
1 hour 2 minutes
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