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Excess Returns

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

1 tim 13 min•15 december 2025

In this episode of our new show The 100 Year Thinkers, Robert Hagstrom, Chris Mayer, Bogumil Baranowki and Matt Zeigler explain how investors get trapped by labels, abstractions, and simplistic models, and why breaking free with better mental models, language, and long-term thinking is a real edge in markets.

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Fler avsnitt av Excess Returns

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The 100 Year Thinkers: Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated

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We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong

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Finding Quality Growth in Emerging Markets with Ian Smith

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