About the event:

Join CFA South Florida for:
Manias in American CapEx Cycles: From Railroads to AI

In his most recent presentation, Cole examines past investment manias including the Railway Mania of the 1880s, the Internet Mania, Drill Baby Drill of the 2010s and today’s AI Hyper-Scaling Mania. He will walk the audience through factors like stock returns, leverage, economic outcomes and the legacy of these capex cycles.

About the speaker:

Cole Smead, CFA is Chief Executive Officer and Portfolio Manager at Smead Capital Management, where he oversees all activities of the firm. He is the final decision maker for all investment decisions in the firm’s international equity portfolios. Cole has been with the firm since its founding in 2007. Prior to joining Smead Capital Management, he was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. He is a member of the CFA Institute.

Cole is an avid reader. He hosts the firm’s podcast, A Book With Legs, and has appeared on several media outlets including Bloomberg and CNBC.