Chris Mayer: What’s Harder Than Surviving a Crash: Practical Lessons from 100-Baggers

https://is1-ssl.mzstatic.com/image/thumb/Podcasts122/v4/8c/54/57/8c5457ca-d877-1a20-3e00-6eb921c69a7d/mza_8429136131105742411.jpg/600x600bb.jpg

Talking Billions with Bogumil Baranowski

Bogumil Baranowski

241 episodes

3 days ago

EVERY MONDAY A NEW EPISODE. I READ ALL MY EMAILS - contact form on my website - www.bogumilbaranowski.com. TELL ME YOUR STORY. I’m 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.

Investing

Business

RSS

All content for Talking Billions with Bogumil Baranowski is the property of Bogumil Baranowski and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/31481317/31481317-1669224125075-007cf26437884.jpg

Chris Mayer: What’s Harder Than Surviving a Crash: Practical Lessons from 100-Baggers

Talking Billions with Bogumil Baranowski

54 minutes 43 seconds

2 months ago

Chris Mayer: What’s Harder Than Surviving a Crash: Practical Lessons from 100-Baggers

Three years' worth of interviews with Chris Mayer, which Bogumil and Matt recorded, condensed into a one-hour BONUS episode.

The episode originally aired on Excess Returns Podcast, and it is reposted here with permission from the podcast hosts. Enjoy!In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chris Mayer. From the brutal patience required to ride out dead money periods to why the lack of a catalyst might be a feature, not a bug—this episode is packed with timeless investing wisdom. Whether you're chasing a hundred bagger or trying to hold through volatility, Mayer’s philosophy will challenge and inspire you.
🔑 Topics Covered:
* Why “dead money” is often harder than drawdowns
* The real challenge of holding long-term winners
* The myth of catalysts and the power of compounding
* How great businesses reveal their edge over time
* The emotional toll of patience—and how to cultivate it
* Aligning capital with the right investor mindset
* What Buffett’s evolution teaches us about reinvestment risk
* Why most investors can’t handle uncertainty—and how that creates opportunity
* How great investors and great CEOs think in decades, not quarters
⏱️ Timestamps:
00:00 Intro + Episode Setup
02:07 Dead Money vs. Drawdowns
10:00 Waiting Without a Catalyst
18:15 The Real Test of Holding
25:00 Aligning with Long-Term Capital
35:00 Buffett and Value Investing 2.0
44:00 Management and Short-Term Thinking
50:00 The True Meaning of Patience
54:18 Outro + Closing Thoughts

Podcast Program – Disclosure Statement

Blue 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.