100 Year Thinkers, Ep. 5 | Chris Mayer & Robert Hagstrom on Why Safe Stocks Have Become Dangerous
Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legenda...
27 Helmi 1h 15min
Unfiltered: Coffee w/ Bogumil, Monthly Q&A w/ the Audience (February 2026)
Find me on Substack!Questions from the Talking Billions CommunityThe second installment of my monthly listener Q&A — raw, unscripted, and as close to a one-on-one conversation as you'll get without pi...
25 Helmi 41min
Richard Oldfield: Simple But Not Easy — What It Really Takes to Invest Well
Find me on Substack.Richard Oldfield, founder of Oldfield Partners and author of the investing classic Simple, but Not Easy, is a four-decade veteran of markets whose career arc from Warburg and Mercu...
23 Helmi 1h 9min
Guy Spier: What Really Counts in Life — Beyond Wealth and Returns
Spend an hour this weekend with one of the kindest and most generous people — an accomplished investor and a truly remarkable mind (Original Release: Jan 30, 2023).Guy Spier is a good friend, an inspi...
20 Helmi 1h 17min
Spencer Jakab: What Wall Street Doesn't Want You to Know & Why You're Probably a Worse Investor Than You Think - Award-winning financial journalist shares lessons
Spencer Jakab is an award-winning Wall Street Journal investing columnist with 30 years of finance experience who transformed from emerging markets research director into a financial journalist exposi...
16 Helmi 1h 14min
Tobias Carlisle: Warren Buffett as Warrior: What Sun Tzu Teaches Us: 13 Laws of Strategic Advantage Behind Buffett's Success
Find me on Substack!Tobias Carlisle is founder and portfolio manager of Acquirer’s Funds managing two deep value ETFs, acclaimed author of five investment books including his newest Soldier of Fortune...
9 Helmi 1h 21min
Drew Cohen: Deep Research Method for Uncovering Hidden Moats: Reading Decades of Company History to Find What Others Miss
Drew Cohen is the founder of Speedwell Research and a portfolio manager at Davidson Kahn Capital Management, who uncovers competitive advantages by reading entire company histories spanning decades of...
2 Helmi 1h 8min
100 Year Thinkers, Ep. 4 | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns
Scroll down, and find the earlier 3 episodes of 100 Year Thinkers.Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 1...
30 Tammi 1h 14min
