Chris Mayer and Ian Cassel on the Edge AI Can’t Replicate

I was recently on the Excess Returns podcast alongside Chris Mayer, author of 100-Baggers. In this episode, Chris and I have a deep discussion on long-term stock picking, microcap investing, business quality, AI disruption, management teams, and the behavioral skills that separate great investors from great analysts. We explore why the edge in investing may increasingly come from judgment, presence, relationships, patience, and the ability to hold the right businesses through uncertainty.

You can listen to it on Spotify, Apple, and YouTube below:

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