The 100 Year Thinkers: Long-Term Compounding in a Short-Term World
by Excess Returns · 12 episodes
BusinessInvesting
In a world where most investors think in quarters, The 100 Year Thinkers offers insights from investors who think in decades. Hosted by Matt Ziegler and Bogumil Baranowski and featuring Robert Hagstrom, and Chris Mayer, this monthly roundtable will tackle many of the issues all of us face as investors, but look at them through the lens of investors who operate over very long time frames. We will cover a wide range of topics ranging from stock selection to portfolio construction to the economy and behavioral finance, but we will do it by focusing on what matters over the long-term.
Latest episodes
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1 h 13
Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI
Chris Davis and Robert Hagstrom explore the tension between holding great businesses and keeping a winning stock from becoming too much portfolio risk. Why do two investors who bel…
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1 h 02
Buffett's Mistakes Had One Cause | The 100 Year Thinkers on the Hardest Part of Holding Forever
Chris Mayer and Robert Hagstrom join Matt Zeigler on 100 Year Thinkers to explore how investors can identify great businesses, hold them through volatility, and let compounding wor…
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1 h 07
Warren Buffett Published His Whole Playbook | Robert Hagstrom on Why Only One Tenth of 1% Uses It
Robert Hagstrom joins Matt Zeigler and Bogumil Baranowski to revisit the 25th anniversary edition of The Warren Buffett Portfolio and explain why volatility is not the same as inve…
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58 min
Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated
On this episode of the 100 Year Thinkers, Chris Mayer and Matt Zeigler discuss long-term investing, 100-baggers, AI stocks, SpaceX valuation, founder-led companies, and why the bes…
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1 h 06
The Problem With Modern Portfolio Theory | Robert Hagstrom on How Comfort Trumped Returns
In this episode of The 100-Year Thinkers, Robert Hagstrom explains why modern portfolio theory pulled investors away from business analysis and toward portfolio math. In this episo…
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1 h 16
The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
This episode of 100 Year Thinkers brings together Chris Mayer and Ian Cassel for a deep discussion on long-term stock picking, microcap investing, business quality, AI disruption,…
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1 h 11
46 Stocks Created Half of All Market Wealth | Chris Mayer and Robert Hagstrom on the Outliers that Break Base…
In this episode of the 100 Year Thinkers, Robert Hagstrom and Chris Mayer explore how investors should think about base rates, extreme outcomes, and the realities of long-term weal…
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1 h 15
This Hasn’t Happened Since 1999 | The 100 Year Thinkers on Why Safe Stocks Have Become Dangerous
In this episode of the 100 Year Thinkers, Matt Zeigler and Bogumil Baranowski continue their conversation with Robert Hagstrom and Chris Mayer, diving deeper into general semantics…
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1 h 14
The Labels That Destroy Returns | Chris Mayer and Robert Hagstrom on How Language Misleads Markets
When Robert Hagstrom and Chris Mayer sit down together, the conversation goes far beyond stock picking. Join them, along with Matt Zeigler and Bogumil Baranowski to explore how inv…
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1 h 12
The Wall Street Labels That Trap You: Chris Mayer & Robert Hagstrom on How Language Misleads Markets
In this episode, Robert Hagstrom , Chris Mayer , Bogumil Baranowski and Matt Zeigler return for a wide-ranging conversation on how great investors really think. Rather than focusin…
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1 h 02
The Elusive Search for the Perfect Business | Chris Mayer and Robert Hagstrom
This episode of The 100 Year Thinkers brings together Robert Hagstrom, Chris Mayer, and Bogumil Baranowski for a deep conversation on what makes a great business, why long-term inv…
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59 min
The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders
In a world that moves tick by tick and quarter by quarter, The 100-Year Thinkers zooms out to explore what it really means to invest with patience, discipline, and perspective.In t…