Ryan Bunn
Lead portfolio manager at Reference Equity with a Northwestern engineering background and a Kellogg MBA, known for a quality-value investing philosophy focused on businesses in non-competitive situations and extensive global equity experience.
Best podcasts with Ryan Bunn
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13 snips
Jan 13, 2026 • 52min
#79 Ryan Bunn on The Art of Speculation
Ryan Bunn, a seasoned portfolio manager and founder of Reference Equity, dives into the timeless wisdom of Philip Carret's classic, 'The Art of Speculation'. He highlights Carret’s influential ideas on investing, emphasizing his principles of diversification and the importance of understanding market cycles. Bunn also reflects on the evolution of speculation and investing, sharing his top three commandments for modern investors. With insights that still resonate today, Bunn connects Carret's philosophy to the investment strategies of legends like Warren Buffett.
Mar 30, 2026 • 1h 19min
Ryan Bunn: Why the Best Investors Think Like Collectors, Not Traders, What a 99-Year-Old Investor Taught Warren Buffett & The Mindset That Builds Generational Wealth
Ryan Bunn, lead portfolio manager at Reference Equity with an engineering degree and Kellogg MBA, shares his quality-value, collector mindset. He discusses learning investing in childhood, experiments from NFTs to global due diligence, the importance of non-competitive businesses, Philip Carret’s influence on idea compounding, and building generational wealth through a permanent capital approach.
