RWH070: HUNTING FOR HIDDEN TREASURES

W/ CHRISTOPHER BEGG

RWH070: HUNTING FOR HIDDEN TREASURES W/ CHRISTOPHER BEGG

25 July 2026

In this episode, William Green chats with Christopher Begg, a renowned hedge fund manager who is the CEO & CIO of East Coast Asset Management. Chris is also an adjunct professor at Columbia Business School, where he teaches the prestigious Security Analysis course that Ben Graham taught to Warren Buffett in 1951. Here, Chris shares rich insights about Tesla, Alphabet, SpaceX, Constellation Software, & the art of discovering great investments hidden in plain sight.

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IN THIS EPISODE, YOU’LL LEARN:

  • How writing helps Chris Begg to “compress complexity into essence”
  • How to succeed by slowing down, training your attention, & going deep
  • Why he focuses on great businesses with 8 layers of competitive advantage
  • How Alphabet embodies everything he seeks in a long-duration compounder
  • How fears of AI disruption created enticing bargains among software stocks
  • What he learned from Buffett & Munger about the power of deserved trust
  • What ancient cathedrals can teach investors about businesses that endure
  • Why he steered clear of Elon Musk, then changed his mind & bet big on Tesla
  • What investors don’t yet see about the emerging capabilities of SpaceX
  • Why he reveres right-brained investment giants like Bill Miller & Nick Sleep
  • How Chris structures his life to create enduring value
  • How to prosper mightily without engaging in “extractive short-termism”
  • How a magical experience with his son reveals the true meaning of wealth

Disclosure: This episode and the resources on this page are for informational and educational purposes only and do not constitute financial, investment, tax, or legal advice. For full disclosures, see link.

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

[00:00:00] Intro: You are listening to the Richer, Wiser, Happier Podcast, where your host William Green, interviews the world’s greatest investors and explores how to win in markets and life. This show is not investment advice and is intended for informational and entertainment purposes only. All opinions expressed by hosts and guests are solely their own, and they may have investments in the securities discussed. Now for your host, William Green.

[00:00:40] William Green: Hi there. This is William Green, host of the Richer, Wiser, Happier podcast. Before I welcome today’s very special guest, I wanted to share some news that I’m really excited about. Later this year, I’ll launch a new, Richer, Wiser, Happier Masterclass for a small, very intimate group of 22 people who’d like to study with me over the course of a year.

[00:01:01] William Green: We’ll meet once a month over Zoom to discuss the most important themes in my book Richer, Wiser, Happier. And I’ll also talk about how my thinking on these subjects continues to evolve, drawing on lessons from hundreds of hours of interviews that I’ve conducted with many of the world’s greatest investors. Members of the Masterclass Group will also be invited to join me at two unique in-person events, starting with a two day gathering in New York later this fall. My goal in forming the masterclass is to create a year long journey of exploration for people who are deeply interested in building lives that are truly Richer, Wiser and Happier.

[00:01:36] William Green: If this idea appeals to you, please email my friend and fellow podcast host Kyle Grieve, who’s in charge of the waitlist, and he can share details with you about prices and dates and the like. His email address is Kyle, that’s kyle@theinvestorspodcast.com. I should also mention this will be the third year in a row that I’ve hosted a Richer, Wiser, Happier Masterclass. The first two groups included an amazingly accomplished selection of people from many countries around the world, including some hugely successful hedge fund and mutual fund managers, various asset allocators, wealth advisors, managers of family offices, a management consultant, a doctor, several CEOs and entrepreneurs, and a renowned physicist turned quant fund manager.

[00:02:24] William Green: Part of the beauty of the masterclass lies in the very strong relationships forged between its members, many of whom have become really good friends. If you like the idea of studying with me and this extraordinary group of keen investors and passionate learners, please email kyle@theinvestorspodcast.com. And if the stars align, I’d love to see you later this year when the masterclass begins. Thanks so much.

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