Collaborations

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.

Apr 24 • Bogumil Baranowski

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…

Mar 28 • Bogumil Baranowski

Vitaliy Katsenelson on Investing Amid Extreme Uncertainty: Survival First. Returns Second

I join Matt Zeigler for one more special episode of Excess Returns.

Mar 13 • Bogumil Baranowski

The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose -- Excess Returns Pod

I join Matt Zeigler for one more special episode of Excess Returns.

Mar 6 • Bogumil Baranowski

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…

Feb 27 • Bogumil Baranowski

100 Year Thinkers, Ep. 4 | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns

Jan 30 • Bogumil Baranowski

Excess Returns Pod: 10 Cents on the Dollar | Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers

Two episodes with Gary this week: AI & A Warner Brothers Case Study, enjoy!

Jan 24 • Bogumil Baranowski

Excess Returns Pod: 4% of Stocks. 100% of Wealth | Gautam Baid on the Brutal Math of Compounding

I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler.

Jan 9 • Bogumil Baranowski

The 100 Year Thinkers | Chris Mayer & Robert Hagstrom on the Dangers of Abstraction

The Third Episode in the New Series on Excess Returns

Dec 19, 2025 • Bogumil Baranowski

Excess Returns Pod: The Hidden Compounder Blueprint | Chris Mayer and Robert Hagstrom on Finding the Perfect Business

Episode 2 of 100 Year Thinkers on Excess Returns

Nov 21, 2025 • Bogumil Baranowski

Excess Returns Pod: Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking

I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler.

Oct 24, 2025 • Bogumil Baranowski

Excess Returns Pod: Robert Hagstrom & Chris Mayer -- With the Concentrated Momentum Driven Almost Unbeatable Major Indices, What Does It…

Excess Returns Podcast 100-Year Thinkers Edition

Oct 17, 2025 • Bogumil Baranowski

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