Behind the Balance Sheet

Publicly listed emails

info@behindthebalancesheet.com

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

October 15, 2026

Tobias Carlisle is one of the best-known advocatesof deep value investing, author of several investing books and host of a great investing podcast which he produces live on YouTube. We talk about how he got into investing, having been a lawyer, why people worry too much about value traps but not enough about quality traps and how the podcast has influenced his thinking. We discuss his latest book, which includes an examination of what he regards as Buffett’s three best deals and why he has mo...

#63 - The Fool: David Gardner explains his philosophy of buying stocks at high valuations after they have gone up a lot

September 17, 2026

David Gardner is the co-founder of The Motley Fool and author of Rule Breaker Investing. He has built an amazing investing record by questioning conventional wisdom and applying his own logic to research. He operates on a principle similar to the VC community where he looks for innovative leaders, buys the stocks when people think they are expensive and after they have gone up. This reverse logic approach has generated huge returns for him and his readers thanks to two 1000-baggers in Nvidia ...

#62 - The Gentleman Activist: Alex Roepers explains how he extracts better stock performance from overlooked mid-caps

August 20, 2026

Alex Roepers is a concentrated deep value investor who takes a behind the scenes activist approach. Here he explains the strategy which he has exploited over the past near-35 years to outperform the S&P by delivering a 12.3% pa or a 48x return net of fees. We discuss his journey from the corporate to the investing world and his playbook for constructive activism, including how he interacts with management teams. Alex explains how he evaluates management quality, capital allocation and ope...

Charles Payne's Unstoppable Prosperity Podcast · Medium booking difficulty · 1,000 - 10,000 listeners

Value Hive Podcast · Medium booking difficulty · 1,000 - 10,000 listeners

Market Call · High booking difficulty · 1,000 - 10,000 listeners

The Business Brew · Medium booking difficulty · 1,000 - 10,000 listeners

The Price-to-Value Podcast with Southeastern Asset Management · High booking difficulty · 1,000 - 10,000 listeners

How do I get in touch with Behind the Balance Sheet?

Behind the Balance Sheet is hosted by Stephen Clapham. Its publicly listed email is info@behindthebalancesheet.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Behind the Balance Sheet?

The publicly listed email for Behind the Balance Sheet: info@behindthebalancesheet.com.

How many listeners does Behind the Balance Sheet have?

Podseeker estimates Behind the Balance Sheet reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Behind the Balance Sheet?

Behind the Balance Sheet typically books industry leaders. Typical guest background: Senior hedge fund or long-only investment managers, activist investors, macro strategists, asset-management founders, forensic accounting experts, and established finance authors or commentators with a distinctive investment framework and substantial professional track record. Common among recent guests: Founding or leading a major investment firm; Managing substantial assets or advising significant institutional investors; Demonstrating a long-term investment or market-analysis track record. Recent guests include David Gardner, Alex Roepers, and Rich Pzena.

How hard is it to get booked on Behind the Balance Sheet?

High. It mostly books established leaders in its field.

What topics does Behind the Balance Sheet cover?

Recent episodes cover Business, Investing, Value Investing, Forensic Accounting, and Portfolio Management. Pitch an idea tied to one of these topics and mention a recent episode.