The 100 Year Thinkers: Long-Term Compounding in a Short-Term World

The 100 Year Thinkers: Long-Term Compounding in a Short-Term World

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.
The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
The 100 Year Thinkers: Long-Term Compounding in a Short-Term WorldMay 04, 202601:16:27

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, management teams, an...

46 Stocks Created Half of All Market Wealth | Chris Mayer and Robert Hagstrom on the Outliers that Break Base Rates
The 100 Year Thinkers: Long-Term Compounding in a Short-Term WorldMarch 23, 202601:11:45

46 Stocks Created Half of All Market Wealth | Chris Mayer and Robert Hagstrom on the Outliers that Break Base Rates

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 wealth creation in marke...

This Hasn’t Happened Since 1999 | The 100 Year Thinkers on Why Safe Stocks Have Become Dangerous
The 100 Year Thinkers: Long-Term Compounding in a Short-Term WorldFebruary 21, 202601:15:39

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 and what it means f...

The Labels That Destroy Returns | Chris Mayer and Robert Hagstrom on How Language Misleads Markets
The 100 Year Thinkers: Long-Term Compounding in a Short-Term WorldJanuary 23, 202601:14:17

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 investors think, how la...