You're listening to A Book with Legs, a podcast presented by Smead Capital Management.

At Smead Capital Management, we advise investors who fear stock market failure.

You can learn more at Smeadcap.com or by calling your financial advisor.

Welcome to a book with legs podcast. I'm Cole Smead. I'm the chief executive officer and a portfolio manager here at Smead Capital Management. At our firm, we are readers and book junkies.

It can be said that leaders are readers and we believe books provide us a great source of information

for filtering what is and isn't important for us as

investors. Investing is the last great liberal art and the best way to spend a lifetime of learning.

This podcast is for readers, thinkers, business-minded people, and investors who want to grow their

knowledge from great authors and their writing. Charlie Munger often talks about using

multiple mental models and analysis. Our aim for this

podcast is to help listeners test Munger's theory in business, markets, and people.

Hosting this episode alongside me is our chairman and chief investment officer, my co-host,

typically, my dad, Bill Smeen. Thanks for joining me.

Glad to be here. Awesome. Well, we're going to have just a ball of fun

like we have had before with the guests we're having on today. We are going to talk about a framework

for understanding the progress of technology and how that will pull up and forward many things in our

society. Mark Mills is joining us to talk about the cloud revolution, how the convergence of

new technologies will unleash the next economic boom and a roaring 2020s. Mark has published three

other books, including the bottomless well that we discussed with him in the early part of last

season of the podcast. Mark is a senior fellow at the Manhattan Institute and a faculty fellow

at Northwestern University's McCormick School of Engineering and Applied Science.

He is also a strategic partner with Montrose Lane and Energy Tech Venture Fund.

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