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Talking Billions with Bogumil BaranowskiAuthor: Bogumil Baranowski
EVERY MONDAY A NEW EPISODE. I READ ALL MY EMAILS - contact form on my website - www.bogumilbaranowski.com. TELL ME YOUR STORY. Im Bogumil Baranowski, an author, a TEDx speaker, an investor, and an investment advisor to families and individuals. Intimate conversations about money, wealth, and living a rich and fulfilling life. We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all money: how to make it, save it, keep it, but our conversations lead us to an even bigger question what it means to live a rich life beyond money. NOT INVESTMENT ADVICE. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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100 Year Thinkers, Ep. 4 | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns
Thursday, 29 January, 2026
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 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we’ve been wanting to have—and we think you’ll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions. 🎧I’m excited to share this episode with you—it’s reposted here with permission and blessing from both Matt and Jack. Don’t miss it! And follow their work, links below.The 100 Year Thinkers: Long-Term Compounding in a Short-Term WorldChris’ New Bookhttps://shop.generalsemantics.org/pro...Robert’s Book: Investing: The Last Liberal Arthttps://www.amazon.com/Investing-Libe...When Robert Hagstrom and Chris Mayer sit down together, the conversation goes far beyond stock picking. Join them, along with Matt Zeigler and Bogumil Baranowski to explore how investors think, how language shapes decision making, and why many of the debates dominating today’s markets miss the deeper point. Drawing on ideas from general semantics, mental models, and long-term capital compounding, the discussion reframes market concentration, AI, valuation, and risk through a more durable lens built for long-horizon investors.Topics covered in this episodeWhy high valuation multiples are not automatically a sign of overvaluationWhat return on invested capital really tells you about long-term compoundingThe difference between describing a business and understanding the business itselfMarket concentration, index construction, and why benchmarks can mislead investorsThe idea of time binding and what investors can learn from history without overfitting itMap versus territory and how financial statements can obscure underlying business realityAI investing, capital allocation, and separating durable businesses from speculative narrativesWhy many valuation debates are really disagreements about time horizonHow language, labels, and mental shortcuts create overconfidence in investingWhat it takes for a company to compound capital over decades, not yearsPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
