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

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

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 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...

The Wall Street Labels That Trap You: Chris Mayer & Robert Hagstrom on How Language Misleads Markets

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 focusing on formulas, facto...