Behind the Balance Sheet
Unlocking Investment Insights with Industry Experts and Stories.
Behind the Balance Sheet
Unlocking Investment Insights with Industry Experts and Stories.
About Behind the Balance Sheet
Unlocking Investment Insights with Industry Experts and Stories.
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.
Why Join Behind the Balance Sheet as a Guest
Finance-Focused Audience Reach
You reach a mix of professional investors, finance students, and private investors across top podcast platforms.
Case-Based Interview Format
You'll dive into real-world investing stories in a thoughtful, dialogue-driven format that values nuance and insight.
Featured with Industry Leaders
You join a guest roster that includes bestselling authors, economists, and respected fund managers.
Apple & Spotify Distribution
Your episode will be published across major podcast platforms, reaching listeners where they already tune in.
Episode Angles & Guest Pitches
Lessons from Investment Wins & Losses
Explore the why behind your best and worst investments.
Thematic Investing & Sector Shifts
Break down where you see opportunity-energy, tech, or beyond.
Data-Driven Investment Strategy
Share how data, models, or research shape your decisions.
Career Stories from the Front Lines
Reflect on your path-what shaped you as an investor.
How You'd Contribute to the Show
Audience Takeaways
Your episode helps listeners sharpen their investment thinking through real-world lessons and expert perspective.
Hot Topics
Why Trust Me
The Ideal Guest
You're a great fit if you're an investor, economist, finance author, or analyst with a story to tell and lessons to share-especially if you've learned through wins and losses.
Recent Episodes
#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries
Behind the Balance Sheet • Apr 16, 2026
#57 The Behavioural Scientist - Rory Sutherland on Marketing, What Analysts Miss and Behavioural Economics
Behind the Balance Sheet • Mar 22, 2026
#56 The Sculptor - Jonathan Tepper on 16 Stock Portfolios, Moats & Buying Oligopolies
Behind the Balance Sheet • Mar 13, 2026
#55 The Pugilist - Terry Smith on Quality, Valuation & Long?Term Compounding
Behind the Balance Sheet • Mar 13, 2026
#54 The Innovation Fans - James Anderson & Morgan Samet on Finding the Next Ten?Baggers
Behind the Balance Sheet • Dec 18, 2025
#53 The Plodder - Tom Gayner on Building Markel and the Art of Long?Term Compounding
Behind the Balance Sheet • Nov 20, 2025
#52 The Traditionalist - Tim Guinness on Why Beating the Market is Easy
Behind the Balance Sheet • Oct 16, 2025
#51 The Franchise Fan - Nick Train on Durable Franchises and 20?Year Holding Periods
Behind the Balance Sheet • Sep 18, 2025
#50 The Art Lover - Christopher Tsai on Growth Investing, Tesla & Collecting Ai Weiwei
Behind the Balance Sheet • Aug 21, 2025
#49 The $50bn Man - David Samra on Global Value & 20 Years of 4% Alpha
Behind the Balance Sheet • Jul 17, 2025
#48 The Independent Thinker - Dave Iben on Contrarian Value, Commodities & Emerging Markets
Behind the Balance Sheet • Jun 19, 2025
#47 The Relentless Improver - Gary Channon on 15?Stock Portfolios, Half Price Stocks & Designing a Process for Better Decisions
Behind the Balance Sheet • May 15, 2025
#46 The Numbers Lady - Jennifer Wallace on Cheap Quality, Turnarounds & a 7.8x 15 Year Track Record
Behind the Balance Sheet • Apr 24, 2025
#45 The Chess Master - George Michelakis on Long?Short Investing, Lifestyle Recession & Man Plus Machine
Behind the Balance Sheet • Mar 20, 2025
#44 The Think Tank Manager - Dan Rasmussen on Private Equity, Base Rates & Evidence?Based Investing
Behind the Balance Sheet • Feb 20, 2025
#43 The Growth Investor - Tom Slater on Scottish Mortgage, China & the Mag 7
Behind the Balance Sheet • Jan 23, 2025
#42 The Credit Expert - Greg Peters on ZIRP’s Legacy, Bonds, Covenants, & Equity vs Credit Risk
Behind the Balance Sheet • Dec 23, 2024
#41 The Composer - Anthony Bolton on 28 Years of 19.5% Returns, Mistakes & Staying Humble
Behind the Balance Sheet • Nov 22, 2024
#40 The Chronicler - Lionel Barber on Masa Son, SoftBank, the FT & Wirecard
Behind the Balance Sheet • Oct 17, 2024
#39 The Optimizer - Bill Nygren on Modern Value Investing, the Mag 7 & Mistake Management
Behind the Balance Sheet • Sep 19, 2024
#38 The Cyclist - Peter Oppenheimer on Market Cycles, Secular Shifts & the Future of Equity Returns
Behind the Balance Sheet • Aug 15, 2024
#37 The Analyst - John Armitage on 30 Years of Outperformance at Egerton Capital
Behind the Balance Sheet • Jul 18, 2024
#36 The Runner - John Huber on Concentrated Value Investing, Capital Allocation & Revenue Growth Sweet Spots
Behind the Balance Sheet • Jun 20, 2024
E3 Carine Smith Ihenacho of Norges Bank IM
Behind the Balance Sheet • May 26, 2024
#35 The 100 Bagger Hunter - Chris Mayer on 100 Baggers, Long-Term Compounding & Family-Owned Stocks
Behind the Balance Sheet • May 16, 2024
#34 The Letter Reader - Lawrence Cunningham on Warren Buffett’s Letters, Berkshire Hathaway & Corporate Governance
Behind the Balance Sheet • May 2, 2024
#33 The Stoic - Peter Cowley on Angel Investing, Resilience & Lessons from Life and Loss
Behind the Balance Sheet • Apr 18, 2024
E2 Barry Norris explains why offshore wind economics are unsustainable.
Behind the Balance Sheet • Apr 2, 2024
#32 The “Do-Gooder” - Jonathan Ruffer on Inflation, Yen Upside & Why the Equity Bull Market May Soon be Over
Behind the Balance Sheet • Mar 21, 2024
E1 Emmanuel Lagarrigue explains the opportunity for KKR and private equity in the energy transition
Behind the Balance Sheet • Mar 1, 2024
Beyond the Balance Sheet Podcast Trailer
Behind the Balance Sheet • Feb 22, 2024
#31 The Justice Warrior - Sir Bill Browder on Hedge Fund Investing, the Magnitsky Act & Surviving a Hedge Fund Collapse
Behind the Balance Sheet • Feb 15, 2024
#30 The Japanophile - Grant Williams on Japan’s Opportunity, Bond Market Risks & Gold Investing
Behind the Balance Sheet • Jan 18, 2024
#29 The Plumber - James Aitken on Global Macro, Bond Markets & Financial System Risks
Behind the Balance Sheet • Dec 14, 2023
#28 The Continuous Learner - Sebastian Lyon on Multi-Asset Investing, Downside Protection & Gold
Behind the Balance Sheet • Nov 16, 2023
#27 The Handicapper - Bill Smead on Demographics, Out-of-Favour Stocks & Long-Term Value Investing
Behind the Balance Sheet • Oct 19, 2023
#26 The Pragmatist - Alec Cutler on Low?Risk Global Value, Inflation & Grandma’s Investing Rules
Behind the Balance Sheet • Sep 21, 2023
#25 The Celebrity Investor - Guy Spier on Temperament, Glacier Stocks & Lunch with Warren Buffett
Behind the Balance Sheet • Aug 17, 2023
#24 The Family Office CIO - Beth Lilly on Research Process, Meeting Warren Buffett & Managing Family Fortunes
Behind the Balance Sheet • Jul 20, 2023
#23B The Best Selling Author Part 2 - William Green on Munger’s Verdict, Interviewing & Why Being a Bit Weird Helps
Behind the Balance Sheet • Jun 15, 2023
#23A The Best Selling Author Part 1 - William Green on Crafting a Classic & Lessons from Investing Legends
Behind the Balance Sheet • May 18, 2023
#22 The Octogenarian - Mario Gabelli on 50 Years of Value Investing, Industry Fieldwork & Staying Driven in his 80s
Behind the Balance Sheet • Apr 20, 2023
#21 The Economist - Gavyn Davies on Inflation, Markets, Streaming & Politics
Behind the Balance Sheet • Apr 19, 2023
#20 The Data Scientist - Tian Yang on the Age of Scarcity, Super Cycles & Tactical vs Fundamental Views
Behind the Balance Sheet • Apr 19, 2023
#19 The Value Investor - Chris Bloomstran on Valuing Berkshire, Writing 100 page Letters & Thinking in Decades
Behind the Balance Sheet • Apr 19, 2023
#18 The Distressed Damsel - Dominique Mielle on Distressed Debt, CLOs & Women in Hedge Funds
Behind the Balance Sheet • Dec 30, 2022
#17 The Writer - Vitaliy Katsenelson on Investing, Life Philosophy & a Scarcity Mindset
Behind the Balance Sheet • Dec 15, 2022
#16 The Podcast Host - Barry Ritholtz on Masters in Business, 70:30 Portfolios & 450+ Interviews
Behind the Balance Sheet • Nov 17, 2022
#15 The Short Seller - Carson Block on Finding Frauds, Europe’s Challenges & his Shorts Research Process
Behind the Balance Sheet • Oct 20, 2022
#14 The Coach - Sir Clive Woodward on Winning Cultures, 1% Gains & Building Elite Teams
Behind the Balance Sheet • Sep 15, 2022
#13 The Contrarian - Richard Oldfield on Cycles, the Madness of Index Trackers & Mastering Emotions
Behind the Balance Sheet • Aug 18, 2022
#12 The Value Architect - Chris Pavese on Left?Brain/Right?Brain Investing, Reading Widely & Concentrated Value
Behind the Balance Sheet • Jul 21, 2022
#11 The Investigator - Dan McCrum on Wirecard, Money Men & Six Years Chasing a €25bn Fraud
Behind the Balance Sheet • Jun 16, 2022
#10 Mr BRICs - Jim O’Neill on Emerging Markets, Manchester United & Central Banks Behind the Curve
Behind the Balance Sheet • May 19, 2022
#9 Two Capital Cyclists - Russell Napier & Jeremy Hosking on the Capital Cycle, Financial Repression & Protecting Wealth
Behind the Balance Sheet • Apr 21, 2022
#8 GREED & Fear - Chris Wood on Energy Stocks, The Fed’s Straightjacket & Long?Term Equity Outlook
Behind the Balance Sheet • Mar 17, 2022
#7 A Scotsman and an Englishman - Dylan Grice & Rob Crenian on Markets, “Stupid” Winners & Calderwood’s Unconventional Strategy
Behind the Balance Sheet • Feb 17, 2022
#6 The Existentialist: Hugh Hendry on 30% in 2008, Cockroach Mandates & Seeing the World Differently
Behind the Balance Sheet • Jan 20, 2022
Bonus Episode - Financial Literacy
Behind the Balance Sheet • Dec 19, 2021
#5 The Pianist - Lucy Macdonald on Stock Picking, Leading Analyst Teams & Women in Fund Management
Behind the Balance Sheet • Dec 16, 2021
#4 The Not Quite Trillion Dollar Man - Quintin Price on Leadership at BlackRock, Active Management & the Importance of Hard Work
Behind the Balance Sheet • Nov 17, 2021
#3 Two UK Venture Leaders - Pete Davies & Spencer Crawley on Long?Term VC, Academia Spin?Outs & the New Tech Cycle
Behind the Balance Sheet • Oct 20, 2021
#2 The Risk Taker - Stuart Roden on the 5 Keys to a Successful Fund & Building a $10bn Hedge Fund at Lansdowne
Behind the Balance Sheet • Sep 15, 2021
#1 Two Titans - John Armitage & Brent Hoberman on Hedge Funds, Entrepreneurship & Two Very Different Paths to Investment Success
Behind the Balance Sheet • Aug 19, 2021
Podcast Trailer
Behind the Balance Sheet • Aug 9, 2021
Podcast Topics
What You'll Talk About on This Show:
Social Media
Other Podcasts
Be Our Next Guest
We're booking guests to discuss investment podcast, finance education, private equity. Remote recordings, Available Weekdays only. If you bring practical stories and clear takeaways, let's talk.
Free for podcast interviews
Studio-quality video & audio
Will promote episodes to their audience
Available Weekdays only
Connect with Behind the Balance Sheet
Join the platform connecting top podcasts with expert guests