Adam Mead: 850 Pages Of Berkshire: What The Numbers Don't Tell You | Why Trust, Conviction, And Liability Management Matter More Than Spreadsheets
Adam Mead is a professional investor, CEO of Mead Capital Management, and author of the 850-page second edition of The Complete Financial History of Berkshire Hathaway — one of the most exhaustive chr...
27 Huhti 1h 6min
We Asked Chris Bloomstran Why He Won’t Own the S&P 500 At These Levels — And What He Does Instead
I joined Justin Carbonneau for one more special episode of Excess Returns.We spoke with Chris Bloomstran soon after his famous annual letter release, and right before the Berkshire meeting in Omaha.Av...
24 Huhti 1h 8min
Ethan Starr: What 250 Billionaires Taught Him About Success and Failure, The Human Stories Behind America's Biggest Fortunes
Ethan Starr is a researcher and author of Billionaire Trivia, who spent years studying over 250 American billionaires, uncovering the surprising personal stories, pivotal moments, and unconventional p...
20 Huhti 58min
Lupin Rahman, PhD: What Sovereign Debt Reveals About the World, Can You Trust a Government to Pay You Back? Why the Risk-Free Rate Is Not Risk-Free — Inside the Mind of a Sovereign Debt Investor
Lupin Rahman, PhD, is a senior macroeconomist, sovereign debt specialist, and former head of sovereign credit and emerging markets portfolio manager at PIMCO, with over 25 years of experience across t...
13 Huhti 1h 1min
Kevin Koharki, PhD: What Stock-Based Compensation Really Costs -- The Billions That Never Show Up on the Books
Kevin Koharki, MBA, PhD, is the founder of CAE Consulting (Capital Allocation Enhancement), associate professor of accounting at Purdue University, and expert financial analyst with a 20-year career —...
6 Huhti 1h 14min
Ryan Bunn: Why the Best Investors Think Like Collectors, Not Traders, What a 99-Year-Old Investor Taught Warren Buffett & The Mindset That Builds Generational Wealth
Ryan Bunn is the lead portfolio manager at Reference Equity in Denver, a Northwestern-trained engineer and Kellogg MBA with 15+ years of global equity experience who implements a first-principles qual...
30 Maalis 1h 19min
100 Year Thinkers, Ep. 6 | Chris Mayer & Robert Hagstrom: Most Stocks Don’t Matter & The Outliers That Break Base Rates
This episode brings together Robert Hagstrom and Chris Mayer to explore how investors should think about base rates, extreme outcomes, and the realities of long-term wealth creation in markets. Drawin...
28 Maalis 1h 11min
Unfiltered: Coffee w/ Bogumil, Monthly Q&A w/ the Audience (March 2026)
What kind of money are we talking about? The why behind the holdings? A podcast production secret --- and so much more! Enjoy!In this third edition of Unfiltered, I talk about the one question I alway...
25 Maalis 53min
