Behind the Balance Sheet
Hosted by [Host Name] · Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
4.8from 202 ratings
- 72
- Episodes
- 36
- Transcribed
- 202
- Ratings
- Monthly
- Cadence
- 2021
- First episode
- 247K
- YouTube views
About Behind the Balance Sheet
We 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 private investors, analysts, PMs & students who want serious financial education, sharper investing insights & to master equity research, fundamental analysis & value investing. https://bit.ly/btbspod
- Publisher
- Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 9 Aug 2021
- Latest episode
- 15 Oct 2026
Latest episodes
36 of 72 episodes have a transcript.
15 Oct 2026TRANSCRIPT
#64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour
17 Sept 2026TRANSCRIPT
#63 - The Fool: David Gardner explains his philosophy of buying stocks at high valuations after they have gone up a lot
20 Aug 2026TRANSCRIPT
#62 - The Gentleman Activist: Alex Roepers explains how he extracts better stock performance from overlooked mid-caps
Inside a recent episode
#64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour
Published 15 Oct 2026 · Transcript excerpt
[…] Or they're cyclical businesses or there are lots of different types of businesses out there and you need to understand what it is that you're engaging with. And then that dictates what is an appropriate valuation, what sort of discount you require to consider one of those positions. […]
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See plansWho has been a guest on Behind the Balance Sheet
Names identified in recent episode analyses. Showing up to five guests.
- Tobias Carlisle
- David Gardner
- Alex Roepers
- Rich Pzena
- James Aitken
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 246,544
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.8 / 5
- 53 ratings
- Spotify
- 4.8 / 5
- 149 ratings
Podcast Authority Score: 62 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 52
- Social presence
- 0
- YouTube
- 86
- Engagement
- 95
Contact Behind the Balance Sheet
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Behind the Balance Sheet
Who hosts Behind the Balance Sheet?
[Host Name] host the show. Published by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does Behind the Balance Sheet take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
36 of 72 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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