Seth Cogswell
Investment manager and founder associated with Run (Ron) who focuses on active equity strategies and commentary on market concentration, private credit, and contrarian portfolio construction.
Best podcasts with Seth Cogswell
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Mar 31, 2026 • 52min
Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns
Seth Cogswell, investment manager and founder of Run, builds active equity strategies focused on contrarian, mid-cap quality names. He warns about concentration risk, private credit mark-to-model dangers, and liquidity mismatches. Expect crisp takes on why buying what others ignore can beat crowded indexes and how AI and market hype can mask real vulnerabilities.
