Talking Billions with Bogumil Baranowski cover image

The Compounders Hiding in Plain Sight | Joseph Shaposhnik on Finding Decade-Long Winners [Excess Returns Podcast]

Talking Billions with Bogumil Baranowski

00:00

Why Benchmark-Constrained Active Management Fails

Joseph criticizes managing to benchmarks, overconfidence, and low-conviction bets that dilute performance.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app