Podcast thumbnail for Behind the Balance Sheet

Behind the Balance Sheet

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by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

4.8(144 reviews)
69 episodes
Updated Bi-weekly
Accepts GuestsHas SponsorsLocation 🇬🇧
62

Podcast Authority

Beta
GoodBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality52
Social0
YouTube86
Engagement95

Podcast Overview

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

Language

🇺🇲

Publishing Since

8/9/2021

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62

Podcast Authority

Beta
GoodBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality52
Social0
YouTube86
Engagement95
7
Excellent Areas
3
Good Performance
9
Growth Opportunities
excellent
Episode Length
1h 13m
Performing excellently!
good
Show Notes Quality
3.0/5

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needs improvement
Publishing Consistency
Every 26 days

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Recent Episodes

Episode thumbnail for #61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.

July 16, 2026

#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.

Host Pimm Fox interviews Rich Pzena, founder of Pzena Investment Management, as he shares his deep value investing philosophy and strategies for building an $80 billion firm.

Episode thumbnail for #60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.

June 18, 2026

#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation.

Macro strategist James Aitken discusses global finance with host Steve, exploring Japan, inflation, gold, AI, and US equities, offering insights for resilient investing.

Episode thumbnail for #59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn

May 21, 2026

#59 The "Permabear" - Jeremy Grantham on why he expects a market crash, navigating bubbles and giving away $1bn

Host [Host Name] interviews Jeremy Grantham, renowned investor and "permabear," about his predictions of a market crash, navigating economic bubbles, and his philanthropic efforts.

69 total episodes available with 17 transcripts

Recent guests on Behind the Balance Sheet

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Rich Pzena

Guest

James Aitken

Guest

Jeremy Grantham

Guest

Rory Sutherland

Guest

Jonathan Tepper

Guest

Terry Smith

Guest

James Anderson

Guest

Morgan Samet

Guest

Tom Gayner

Guest

Tim Guinness

Guest

Nick Train

Guest

Christopher Tsai

Guest

Deep-dive analytics for Behind the Balance Sheet

Frequently asked questions

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What is 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

How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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