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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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Artwork for Behind the Balance Sheet

Latest Episodes

Tom Gayner is the CEO of Markel Group and has run its investment portfolio for 35 years, beating the index by an astonishing 1.5% pa. This makes him one of the most successful capital allocators in the US stockmarket, yet he is under the radar. He ex... more

Tim Guinness is the founder and Chairman of Guinness Global Investors. He has been in business 5 decades and has been managing money for 44 years. He has built up two firms, the first he sold and the second now runs $11bn. Age 77, he is still thinkin... more

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

Key Facts

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

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Recent Guests

Tom Gayner
CEO of Markel Group, regarded as an underrated capital allocator with a thoughtful long-term investment approach.
Markel Group
Episode: #53 The Plodder
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

Host

Steve Clapham
Host who aims to provide insights into the investment world and facilitate discussions with knowledgeable guests.

Reviews

4.8 out of 5 stars from 342 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 States3 months ago
  • Artisan

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

    Apple Podcasts
    5
    Gnome chopper
    United States5 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 States6 months ago
  • Superb podcast

    Superb podcast on investing with great guests and good discussion.

    Apple Podcasts
    5
    Frmasy
    United Kingdoma year 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.

Overall, the content is praised for being enlightening and educational, making it a valuable asset for anyone interested in investment.
The podcast is viewed as a must-listen resource for both seasoned investors and those new to the investing landscape.
Listeners appreciate the high-quality guests and insightful discussions within the investment domain.
Critics mention that the host sometimes talks too much, which detracts from the guests' input.
Many find the host's interview style effective in extracting valuable perspectives from guests.

Chart Rankings

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

Apple Podcasts
#79
United Kingdom/Business/Investing
Apple Podcasts
#241
United Kingdom/Business
Apple Podcasts
#64
Italy/Business/Investing
Apple Podcasts
#163
Italy/Business
Apple Podcasts
#205
Germany/Business/Investing
Apple Podcasts
#29
Mexico/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

#53 The Plodder
Q: How do you identify a company's reinvestment opportunities?
He indicates that the key lies in whether a company effectively reinvests its profits at handsome returns over time.
#53 The Plodder
Q: Did you always want to be an investor?
Tom shares that he grew up wanting resources and always enjoyed the commercial world, but did not know being an investor was the technical definition.
#52 The Traditionalist
Q: Is it difficult for active fund managers to outperform the index?
Tim insists it is not difficult for active managers to beat the index, particularly if they are thoughtful and deliberate in their stock selections.
#52 The Traditionalist
Q: Did you always want to be an investor?
Tim shares that he never particularly wanted to be an investment manager but had an early interest in investing due to his father's influence.
#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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
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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?

This podcast centers on the complexities of investing, aiming to demystify the field for both seasoned professionals and newcomers alike. It features in-depth conversations with a diverse array of investors and thought leaders, providing insights into various investment strategies and philosophies. Engaging discussions often revolve around value investing, long-term strategies, and the impact of market dynamics on investment decisions. Unique to this format, the show promotes not just educational content but also entertainment, delivering memorable anecdotes and reflections from guests who range from well-known figures to lesser-known experts, ensuring there are valuable lessons for all listeners.

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

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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?

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 Acquirers Podcast
4. Money Maze Podcast
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Behind the Balance Sheet are there?

Behind the Balance Sheet launched 4 years ago and published 60 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. Tom Gayner
2. Nick Train
3. Dave Iben
4. Gary Channon
5. Jennifer Wallace
6. Dan Rasmussen
7. Greg Peters
8. Anthony Bolton

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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