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

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

Excess Returns
General Semantics
Warren Buffett
Apple
NVIDIA
Netflix
Behavioral Finance
S&P 500
Value Investing
Tech Industry
Artificial Intelligence
Copart
Equity Compass
Woodlock House Family Capital
Modern Portfolio Theory
Microcap Investing
Berkshire Hathaway
Investment Strategies
Monster Beverage
Growth Investing
Equity Markets

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 c... more

PublishesMonthlyEpisodes10Founded10 months ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

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

Latest Episodes

Robert Hagstrom joins Matt Zeigler and Bogumil Baranowski to revisit the 25th anniversary edition of The Warren Buffett Portfolio and explain why volatility is not the same as investment risk.

They discuss concentrated portfolios, active share, busi... more

On this episode of the 100 Year Thinkers, Chris Mayer and Matt Zeigler discuss long-term investing, 100-baggers, AI stocks, SpaceX valuation, founder-led companies, and why the best investments often come with brutal drawdowns. We also cover his new ... more

In this episode of The 100-Year Thinkers, Robert Hagstrom explains why modern portfolio theory pulled investors away from business analysis and toward portfolio math. In this episode, Hagstrom, Matt Zeigler and Bogumil Baranowski discuss Markowitz, b... more

This episode of 100 Year Thinkers brings together Chris Mayer and Ian Cassel for a deep discussion on long-term stock picking, microcap investing, business quality, AI disruption, management teams, and the behavioral skills that separate great invest... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Excess Returns
Excess ReturnsExcess Returns
The Acquirers Podcast
The Acquirers PodcastTobias Carlisle
Value Investing with Legends
Value Investing with LegendsColumbia Business School
Chai with Pabrai
Chai with PabraiMohnish Pabrai

Recent Guests

Robert Hagstrom
Author of The Warren Buffett Portfolio; Buffett expert
Equity Compass (CIO)
Episode: Warren Buffett Published His Whole Playbook | Robert Hagstrom on Why Only One Tenth of 1% Uses It
Ian Cassel
Founder of MicroCap Club; author/investor
MicroCap Club
Episode: The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
Chris Mayer
Author of 100 Baggers; investor
Woodlock House Family Capital
Episode: The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate

Hosts

Matt Ziegler
Co-host and primary host across several shows; associated with long-horizon investing discussions; affiliated with multiple networks.
Bogumil Baranowski
Co-host and interviewer; regular foil to guests with a focus on long-horizon investing and rigorous questioning.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#144
Sweden/Business/Investing
Apple Podcasts
#154
Netherlands/Business/Investing
Apple Podcasts
#171
Brazil/Business/Investing
Apple Podcasts
#229
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
Q: Chris, how do you assess whether a moat can survive AI-driven disruption?
You look at whether the moat is vertical and mission-critical, how the company uses AI in its core workflows, and whether proprietary data or processes create durable differentiation that rivals can't easily replicate.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

Long-horizon investing perspectives anchor this roundtable series, with seasoned investors dissecting how decadal timeframes shape stock selection, portfolio construction, and overarching market dynamics. Conversations consistently emphasize capital allocation discipline, durable moats, and the tension between growth hype and what truly compounds over decades. Across episodes, guests challenge conventional risk metrics, explore the role of AI, and compare business fundamentals to market narratives, all through a patient, long-term lens. This approach stands out for grounding debates in owner-earnings philosophy, historical context, and the idea that patience and discipline often drive outsized compounding over time.

Where can I find podcast stats for this podcast?

Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does this podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for this podcast?

Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does this podcast have?

To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. Excess Returns
2. The Acquirers Podcast
3. The Meb Faber Show - Better Investing
4. Value Investing with Legends
5. Chai with Pabrai

How many episodes of this podcast are there?

this podcast launched 10 months ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact this podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for this podcast?

Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for this podcast?

Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Robert Hagstrom
2. Ian Cassel
3. Chris Mayer

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days