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Investing by the Books

by Redeye AB

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Latest episodes

#89 Matt Franz on Surely You're Joking, Mr. Feynman!

October 20, 2026 · 1 hr 13 min

Matt Franz from Eagle Point Capital joins the podcast to share his investing lessons from Richard Feynman. Feynman was a curious adventurer, who won the Nobel Prize for Physics in 1965, but probably also would’ve been a great…
#88 Ian Cassel: Stock Picker

September 22, 2026 · 1 hr 15 min

Eddie speaks to the US-based microcap investor Ian Cassel about his new book – Stock Picker. Ian shares his personal journey of becoming a full-time private investor and his lessons from 25+ years of investing in tiny, often overlooked…
#87 Mark Wallace on Duveen: The Story of the Most Spectacular Art Dealer of All Time

August 25, 2026 · 41 min

Eddie’s guest in this episode is Mark Wallace, a UK-based investor at Rothschild & Co Wealth Management with 30+ years of experience. Mark has selected the 1952 biography “Duveen: The Story of the Most Spectacular Art Dealer of All Time”…
#86 Neeraj Khemlani & Matt Ankrum: The Coffee Can Investor

July 28, 2026 · 1 hr 19 min

Eddie sits down with the author Neeraj Khemlani and the investor Matt Ankrum to break down their new book "The Coffee Can Investor". We explore Matt’s strategy of actively passive investing and his search for 100-baggers, as he is building…
#85 Chris Mayer: The Investor’s Odyssey

June 30, 2026 · 50 min

We welcome back Chris Mayer to unpack his new book, The Investor’s Odyssey. How does it build upon the lessons of 100 Baggers? We dive into the realities of brutal stock drawdowns, the mechanics of compounders, and how Chris is leveraging…

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#84 Tom Russo on Common Stocks and Uncommon Profits

June 2, 2026 · 1 hr 28 min

Our guest for this episode is Thomas “Tom” Russo, a respected global value investor and the managing member of Gardner, Russo & Quinn in the US. Tom has over 40 years of track record as a professional investor and is known for his focus on…
#83 Jeff Totten on Built from Scratch

May 5, 2026 · 54 min

Jeff Totten, founder and CEO of the US-based holding company Evergreen Services Group, is a thoughtful and driven entrepreneur with an investor mindset. We discuss 'Built from Scratch', written by the founders of Home Depot, which offers…
#82 Ehsan Ehsani: Finding Value in Numbers

April 7, 2026 · 53 min

This episode features Ehsan Ehsani, an investor at Crescendo Partners in New York and an adjunct professor at Columbia Business School. We discuss his book 'Finding Value in Numbers’, in which Ehsan emphasizes the importance of building a…
#81 Andrew Hollingworth on 1929

March 10, 2026 · 37 min

The UK-based portfolio manager Andrew Hollingworth, founder of HollAnd Advisors, joins Eddie to discuss the book '1929' by Andrew Ross Sorkin. The conversation covers parallels to the 2008 financial crisis, how Andrew deals with market…
#80 Rupal Bhansali: Non-Consensus Investing

February 10, 2026 · 48 min

Eddie has the pleasure of speaking to Rupal Bhansali, author of ‘Non-Consensus Investing’ and a seasoned investor with over 30 years of experience. We discuss her journey from growing up in a stockbroker's family in India to becoming a CIO…
#79 Ryan Bunn on The Art of Speculation

January 13, 2026 · 52 min

This episode features the US-based portfolio manager Ryan Bunn. We discuss Philip Carret's classic investment book 'The Art of Speculation', which influenced later legends like Warren Buffett and Philip Fisher. We conclude that Carret’s…
#78 Ethan Everett: The Investment Philosophers

December 16, 2025 · 1 hr 2 min

Our guest Ethan Everett is an investment analyst in the US and author of 'The Investment Philosophers'. We discuss the book, in which he connects philosophical ideas from thirteen thinkers, including Spinoza, Hume, and Kierkegaard, to…

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About the show

Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Host: Eddie Palmgren. Producer: Eddie S. Ahlgren Twitter: @IB_Redeye