The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
This episode of our new showThe 100 Year Thinkers brings together Chris Mayer and Ian Cassel for 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.
They explore why the edge in investing may increasingly come from judgment, presence, relationships, patience, and the ability to hold the right businesses through uncertainty.
Subscribe to the 100 Year Thinkers on Spotify
Subscribe to the 100 Year Thinkers on Apple
Topics Covered
Why being present with…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.