Patience Premium and Long-Horizon Arbitrage

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.

Subscribe on Spotify

⁠⁠https://open.spotify.com/show/5IsVVM27KWP6SUW6KN2ife⁠⁠

Subscribe on Apple Podcasts

⁠⁠https://podcasts.apple.com/us/podcast/the-100-year-thinkers-long-term-compounding-in-a-short-term-world/id1845466003⁠⁠

Subscribe on YouTube

⁠⁠https://youtube.com/@excessreturns⁠