A Book with Legs

Smead Capital Management

In each episode, we explore value investing through an entirely unique lens, bringing in authors to discuss books that have directly or indirectly influenced the decisions the Smead Capital Management team has made on their investments in stocks and equities. The podcast is for the curious-minded looking for worldly wisdom. Investing is the last great liberal art, and the team at Smead wants to learn as much as they can. Any level of investor, business person, or thinker, whether personally or professionally, will be intrigued and engaged by these discussions.

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A Book with Legs

Episodes (119)

Mon Mar 2nd Tom Griffiths - Laws of Thought: The Quest for a Mathematical Theory of the Mind
Feb 16th Amy Gamerman - The Crazies
Feb 2nd Tim Wu - The Age of Extraction

A Book with Legs

Mar 2, 2026
1 hour
193 MB

What is the divine, and what can the distinctions between AI learning and human cognition reveal about it? These concepts are explored in the latest episode of A Book with Legs, where value investor Cole Smead, CEO and Portfolio Manager of Smead Capital Management, is joined by author and professor Tom Griffiths to discuss his book, “The Laws of Thought: The Quest for a Mathematical Theory of the Mind.” The two discuss the history of attempts to understand human behavior through a mathematical lens and engage in thought-provoking conversation on the differences between machine and human learning.

A Book with Legs

Tom Griffiths - Laws of Thought: The Quest for a Mathematical Theory of the Mind

Smead Capital Management

00:00 -01:24:07