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Behind the Balance Sheet Podcast Transcripts

Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities · 70 episodes with transcripts

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.

Spoken has transcripts of 70 Behind the Balance Sheet episodes, with the speakers named. The newest listed here is from October 15, 2026.

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Every Behind the Balance Sheet transcript in one script

70 episodes of Behind the Balance Sheet have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

archive.sh
curl -s -H "x-api-key: YOUR_KEY" \
  https://spoken.md/podcasts/1581153925/episodes \
  | jq -r '.episodes[] | "\(.id) \(.title)"' \
  | while IFS=' ' read -r id title; do
      slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
      [ -f "${id}-${slug}.md" ] && continue
      curl -sf -H "x-api-key: YOUR_KEY" \
        -o "${id}-${slug}.md" \
        https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
      sleep 0.34
    done

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Latest Behind the Balance Sheet transcripts

#64 - The Value Disciple: Tobias Carlisle on Buffett's 3 best deals and why value will come back into favour

October 15, 2026

Stephen Clapham (0:02)

Hi, I'm Steve Clapham, and welcome to the Behind the Balance Sheet podcast, where we meet leading investors and commentators and educate ourselves about the world of investing and the world. Our mission is to remove some of the mystique around investing and improve our understanding of successful investors'…

Check out the school on our website, behindthebalancesheet.com, where you can also find the show notes to this podcast. And while you're there, don't forget, sign up for our popular and free weekly sub stack. Hit the sign up button on the top right of the homepage.

Tobias Carlisle (4:23)

Yeah, I grew up in a little country town where I didn't know that anybody could be an investor. It wasn't a job that anybody did. It's not really a job.

Stephen Clapham (4:34)

It's certainly not a job. We are mutual friends. Sure, operates.

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Any Behind the Balance Sheet episode comes back as Markdown with the speakers named, one credit each.

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