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

By Excess Returns

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Category: Investing

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Episodes: 12

Description

 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.

Episode Date
Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI
Oct 09, 2026
Buffett's Mistakes Had One Cause | The 100 Year Thinkers on the Hardest Part of Holding Forever
Sep 06, 2026
Warren Buffett Published His Whole Playbook | Robert Hagstrom on Why Only One Tenth of 1% Uses It
Jul 27, 2026
Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated
Jun 26, 2026
The Problem With Modern Portfolio Theory | Robert Hagstrom on How Comfort Trumped Returns
May 29, 2026
The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
May 04, 2026
46 Stocks Created Half of All Market Wealth | Chris Mayer and Robert Hagstrom on the Outliers that Break Base Rates
Mar 23, 2026
This Hasn’t Happened Since 1999 | The 100 Year Thinkers on Why Safe Stocks Have Become Dangerous
Feb 21, 2026
The Labels That Destroy Returns | Chris Mayer and Robert Hagstrom on How Language Misleads Markets
Jan 23, 2026
The Wall Street Labels That Trap You: Chris Mayer & Robert Hagstrom on How Language Misleads Markets
Dec 15, 2025
The Elusive Search for the Perfect Business | Chris Mayer and Robert Hagstrom
Nov 13, 2025
The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders
Oct 13, 2025