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Behind the Balance Sheet

Stephen Clapham, Behind the Balance Sheet

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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 some you may not know. But we can learn from them all, whether you are one of our core audience of ...
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The weekly interview show where business & marketing leaders come to talk about the best practices in podcasting. You can listen to all our episodes and read our articles on https://ghapodcast.com/. Topics for the show include: B2B Marketing, B2B Podcasting, Podcasting, Podcast, B2B Lead Generation, Lead Gen, Backlink Generation, SEO Optimization
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Multibagger Nuggets

Kris Heyndrikx - From Growth To Value

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Step into the world of 'Multibagger Nuggets' - where we explore potential stock winners. Kris and his guests exchange ideas about growth investing, quality stocks, and the market. Kris, also known as From Growth To Value, interviews experts and shares his thoughts about the investing in general, portfolio management and life. Find the insights that could shape tomorrow’s market leaders. No crystal balls, just solid analysis and a bit of fun.
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re diving into the world of investment research and financial education with Stephen Clapham, founder of Behind the Balance Sheet. Stephen shares his journey from being a partner and head of r…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we explore the intersection of tax strategy and content marketing with Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of TaxElm. Mike shares his entrepreneurial journe…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re diving into the world of construction innovation with Todd Weyandt, host of Bridging the Gap Podcast and Director of Marketing at Graitec. Todd shares his journey from working in constructi…
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Dave Iben is the founder and CIO of Kopernik GlobalInvestors, a $6bn global value investment shop which prides itself on independent thought and is comfortable with contrarian positions. Steve invited Dave on the podcast because at a recent NewYork conference, Dave was cheerleading that value was back, and Steve wanted to discuss the rationale for …
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re diving into how personal finance education and smart wealth-building strategies can empower individuals at various life stages, featuring Zeke Guenthroth, co-founder of Asset Road and The F…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re diving into how financial coaching and entrepreneurship can empower the US military community, featuring Lacey Langford, host of the Milmo podcast and founder of Mil Money Con. Lacey shares…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re diving into how podcasting can fuel a purpose-driven business and create deep personal impact with Vicki Wusche, host of A Wealthy Life Podcast and founder of The Wealthy Life Project. Vick…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re diving into how niche B2B content can become a long-term growth engine with David Robison, host of The Electrical Building Design Show and CEO of Design Master Software. David breaks down h…
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Gary Channon is one of the UK’s better known valueinvestors. He runs a value fund, a closed-end fund and a private equity vehicle. He runs a highly concentrated portfolio. The top 5 positions are over 50%, and he holds no more than 15 stocks. I asked him on the podcast because he is really thoughtful about his process – he only buys stocks selling …
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re talking about what really makes a podcast resonate: being real. Our guest is Becky Fountain, a professional voice-over artist and founder of Becky Fountain Voiceovers, who knows how much yo…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re diving into the power of podcasting as a strategic content engine for niche B2B industries with Tony Mormino, host of HVAC TV and Director of Marketing at Air Control Concepts. Tony breaks …
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re diving into the world of corporate podcasting with Jacob Hollabaugh, host of PayPod and a professional podcast presenter for SoarPay. Jacob shares how he built credibility and connection in…
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Jennifer Wallace is a value investor. She learned her tradefrom a series of luminaries, studying under Bruce Greenwald at Columbia, before going to work for famed value investor Bob Bruce (who used to hang out with Warren Buffett). Today she is the CIO of Summit Street Capital Management, and only invests in high quality companies with modest lever…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re diving into the world of niche podcasting with Mike Richards, CEO of the Treasury Recruitment Company and host of the Treasury Career Corner. Mike shares how he turned a podcast in the hype…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. In this episode, Guillaume Jouvencel takes Pastor Joseph Spurgeon through a step-by-step process to bring his podcast, The Patriarchy Podcast, …
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Gurus, we’re creating meaningful results in podcasting as a strategic tool for B2B businesses with Michael Buzinski, CEO of Buzzworthy Integrated Marketing and an expert in B2B marketing. Michael breaks…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. If you're planning to launch a B2B podcast that actually drives results, this episode is your full blueprint. I walk you through the 6 essentia…
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In his youth, George Michelakis, was a top 3 global under-20chess player. No surprise he is pretty good at investing too and runs a $2bn long short equity hedge fund out of London. Since 2006, he has compounded capital at a rate of 5.35x vs 3.43k for the MSCI world, on net exposure of 30-45%. That’s an impressive record but astonishingly, he entere…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. If you’re not using YouTube for your podcast, you’re missing out on massive audience growth. In this episode, we break down why YouTube is the …
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. Joe Rogan’s podcast dominates the industry with 190 million downloads per month. But what are the key factors that led to its massive success? …
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. If you love podcasting but find the post-production process overwhelming, this episode is for you. Managing 40+ podcasts, I’ve mastered automat…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Guru, we’re talking about branding with Lorraine Carter, founder of Persona Design. She breaks down why branding isn’t just about a logo but about building a strategy that shapes how people see and conn…
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Dan Rasmussen is the founder and CIO of Verdad Advisers, an unconventional quantitative investment boutique. In this conversation, Steve and Dan agree that private equity and credit look highly risky for the next decade. They debate the value of forecasting, where they have very different views. They similarly disagree on forecast horizons, with Da…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. If you’re putting time into creating podcast episodes but struggling to get traction, this episode is for you. Today, I’ll show you how to turn…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. Over the last two years, I’ve personally analyzed over 1300 podcasts and spoken with 500+ podcasters to uncover what truly drives success in th…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Guru, we explore mindset, success habits, and the unconscious mind with Teri Holland, an NLP trainer, hypnotherapist, and podcasting expert. Teri explains how 95% of our actions are driven by the uncons…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) In this episode of Podcast Guru, we explore the dynamics of running a business and podcast as a couple, focusing on how to navigate challenges, maintain boundaries, and foster authentic connections. Zach Carlin and Audrina Blackb…
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In this episode with Tom Slater of Baillie Gifford, managerof the £10bn Scottish Mortgage investment trust, we cover a lot of ground. Of course, we discuss his current thoughts on China and the Mag 7, including why he has trimmed Nvidia but still likes Meta and his thoughts on Elon Musk. Tom explainshis investing philosophy, what growth managers do…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. After a career as a Corporate Banker and Senior Finance Consultant at PwC, I launched my own Corporate Treasury podca…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Devon Tilly, Host of The Art of Construction podcast and leader of the Art of Construction Master Facilitators. With years of experience in project management, Devon connects cutting-e…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Jack Sweeney, Host and Creator of the CFO Thought Leader podcast and Senior Contributor at Forbes. With decades of experience in business journalism, Jack shares the leadership stories…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Ron Nussbaum, Chief Executive Officer of BuilderComs and Host of the Construction Champions Podcast. With over 15 years of experience in construction and a dedication to driving innova…
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When it comes to credit, few people have better credentials than Greg Peters, co-CIO of PGIM, with AUM of $700bn. In this fascinating conversation, we discuss the differences between investing in equities and credit, the legacy of the zero interest rate period, why PGIM uses scenario based forecasting in preference to single point estimates, why co…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Tyler Campbell, Chief Executive Officer of Storybuilder and Podcast Host and Producer of the Construction Brothers Podcast. With a decade of experience in construction and a passion fo…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Daniel Stillman, Executive Coach and Host of The Conversation Factory podcast. With over a decade in the product design and innovation world, Daniel helps leaders drive change through …
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. After a career as a Corporate Banker and Senior Finance Consultant at PwC, I launched my own Corporate Treasury podca…
  continue reading
 
Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. After a career as a Corporate Banker and Senior Finance Consultant at PwC, I launched my own Corporate Treasury podca…
  continue reading
 
Anthony Bolton is best known for Fidelity Special Situationsfund’s 19.5% pa returns, 6% above his benchmark, over a 28 year period. He was not only a highly accomplished investor but was both revered and liked by his colleagues. Pragmatic, unfailingly courteous, courageous, and universally popular, he exhibits none of the arrogance that is sometime…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Hey there – I’m Guillaume Jouvencel, podcast strategist and founder of GHA Marketing. After a career as a Corporate Banker and Senior Finance Consultant at PwC, I launched my own Corporate Treasury podca…
  continue reading
 
Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Rob Alvarez, host of the Professor Game podcast and a gamification expert. He brings innovative strategies to boost engagement and loyalty through game-inspired solutions. Expect to le…
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Our guest today is Claybrin McMath, comedian and host of Welcome to the Poddy. He brings his sharp observational humor to film reviews, creating a blend of comedy and insightful discussions. Expect to learn: 1. How to leverage podcasting as a powerful marketing tool for business growth. 2. The benefits of creating content tailored to a specific aud…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Jason Becker, Host of the Arc Junkies Podcast and a passionate welding educator. With 23+ years in the industry, he's committed to closing the skills gap by teaching the next generatio…
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Today we have Brad Freeman as a guest. Some know him better under his moniker Stockmarket Nerd. He is very active on X and has a newsletter that covers small growth stocks, mega caps and a lot in between. Brad shares what he looks at in a stock he wants to own and comes up with a surprising name for the company that positively surprised him the mos…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Stacy Grinsfelder, a Freelance Writer, Window Restoration Educator, and Host of True Tales from Old Houses. She brings her deep expertise and passion for historical homes, sharing stor…
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Lionel Barber is the former editor of the Financial Timesand probably the only journalist on the planet to have interviewed Presidents Obama, Trump and Putin. Under his stewardship, the FT metamorphosed from a newspaper into a digital subscription business, and was sold to the Japanese company Nikkei for 44xearnings. And as editor, Barber fully bac…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Les Raymond, Manager and Trainer at Coreworks Fitness and host of The Mindful Movement Podcast. Les brings a wealth of knowledge on integrating mindfulness practices into daily life. E…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Chuck Jager, host of the Survival and Basic Badass Podcast. He brings his expertise in survival and preparedness, helping individuals and families stay ready for any crisis. Expect to …
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Peter Tessier, Host of The Insurance Podcast and President of Taycon Risk. He brings his innovative strategies to the insurance industry, helping individuals and businesses thrive. Exp…
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Look into the "3 Ways to Generate Leads With Your Podcast" E-book for free here on our website! (https://ghapodcast.com) Welcome to Podcast Gurus! Our guest today is Jim Hedger, an SEO expert and digital strategist known for his deep insights into search algorithms and commitment to ethical SEO practices. He also co-hosts the live weekly podcast We…
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Bill Nygren has been at Harris Associates for over 40 years and considers himself a value investor. Yet his portfolio has owned Netflix, Amazon and Meta recently, while Alphabet is his largest position. Bill explains his unusual but highly effective approach to value investing. Harris has also constructed a unique organisational methodology to hand…
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