Chris Mayer and Robert Hagstrom on Finding the Perfect Business | Excess Returns Pod: The Hidden Compounder Blueprint
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...
21 Nov 20251h 2min
Third Anniversary Episode: It's Not About the Money: Three Years of Wisdom on Wealth and Life
Guest Host: Dave Specht, senior fellow at the Drucker School of Management, two-time author, and creator of the Generational Wealth Masterclass with Jay Hughes, turns the tables to interview Bogumil u...
19 Nov 20251h 11min
Robert Karas: Beyond Returns: What Buffett’s Early Partnership Letters Really Teach Us
Robert Karas is a Partner and Chief Investment Officer at Bank Gutmann in Vienna, Austria's oldest private bank, where he oversees investment strategies for ultra-high-net-worth clients. Robert is a s...
17 Nov 20251h 8min
Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | Value: After Hours S07 E39
Please enjoy my recent appearance on Value: After Hours with Tobias Carlisle and Jake Taylor. One of my favorite interviews this season. A real weekend treat if you missed it!Guest: Bogumil Baranowski...
14 Nov 20251h 1min
Rupert Mitchell: Are We Extrapolating Wrong Again? | A Macro Veteran on Chinese EVs, AI Hype, and Why Things Are Never as Good or Bad as They Seem
Rupert Mitchell is a capital markets veteran with 30 years of institutional experience across three continents who now runs Blind Squirrel Macro, combining mythology, storytelling, and contrarian thin...
10 Nov 202559min
Daniel Rupp: The Contrarian's Guide to Asian Markets, From Peace Corps to Portfolio Manager, Learning from Hong Kong’s Worst Day Since Tiananmen & More
The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter stock analysis. Code BILLIONS gets you an extended trial + 10% off.Daniel Rupp is the foun...
3 Nov 20251h 3min
Scott Britton: What Happens After You Sell Your Company? The Journey Beyond the Exit — Why External Success Doesn't Guarantee Fulfillment and What Actually Does
Scott Britton is an award-winning entrepreneur who sold his startup Troops to Salesforce, discovered fulfillment's limitations through external success, and now leads Conscious Talent while hosting Ev...
27 Okt 202559min
Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking | Excess Returns Pod
I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler. We sat down with the one and only Tobias Carlisle — investor, author, podcast host, and all-around fascinating min...
24 Okt 20251h 5min
