Shows
Talking Billions with Bogumil Baranowski100 Year Thinkers, Ep. 4 | Chris Mayer & Robert Hagstrom on the Labels That Destroy ReturnsScroll down, and find the earlier 3 episodes of 100 Year Thinkers.Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we’ve been wanting to have—and we think you’ll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions. 🎧I’m excited to share th...
2026-01-301h 14Talking Billions with Bogumil BaranowskiBogumil Baranowski: Infinite Investing & Forgotten Money on Ritavan's Part Maven, Part Maverick PodcastA wonderful discussion on Ritavan's podcast. Reposted here with full credit to him. Check out his show -- Part Maven, Part Maverick.I open with a story of a very memorable chance encounter with the billionaire investor and founder, Ken Langone, in my early years in New York City. We talk about trust, money, compounding, and so much more. Tune in this weekend!Bogumil Baranowski has spent two decades managing wealth for families. He speaks about how there are a thousand ways to make money, a thousand ways to live a happy life...
2025-12-131h 07Talking Billions with Bogumil BaranowskiIt's Really Not About the Money: Bogumil Baranowski on Patient Capital, Compounding Wisdom, and Authentic Investing - Value CVille PodcastMy appearance on Value CVille Podcast with Jeff Henriksen and Donnie Sattar.This episode explores the intersection of investing and philosophy, focusing on the role of AI in investment decision-making, the importance of understanding value beyond just financial metrics, and the emotional journey of investing.https://www.valuecville.com/podcastFull credit goes to two wonderful host: Jeff Henriksen and Donnie Sattar.Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show...
2025-12-051h 28Talking Billions with Bogumil BaranowskiChris Mayer and Robert Hagstrom on Finding the Perfect Business | Excess Returns Pod: The Hidden Compounder BlueprintMatt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we’ve been wanting to have—and we think you’ll find it as valuable as we did.Available now on Excess Returns Podcast and Talking Billions. 🎧I’m excited to share this episode with you—it’s reposted here with permission and blessing fr...
2025-11-211h 02Talking Billions with Bogumil BaranowskiThird Anniversary Episode: It's Not About the Money: Three Years of Wisdom on Wealth and LifeGuest Host: Dave Specht, senior fellow at the Drucker School of Management, two-time author, and creator of the Generational Wealth Masterclass with Jay Hughes, turns the tables to interview Bogumil using audience-submitted questions.Key Ideas:It’s Not About the Money - Despite the focus on investing and wealth management, Bogumil emphasizes that money is merely a language or gesture representing deeper human values and connections. The true value lies in human relationships, creation, and purpose.Investing as a Lifelong Pursuit - Successful investing requires consistency, patience, and a long-term perspective. Many people id...
2025-11-191h 11Talking Billions with Bogumil BaranowskiRobert Karas: Beyond Returns: What Buffett’s Early Partnership Letters Really Teach UsRobert Karas is a Partner and Chief Investment Officer at Bank Gutmann in Vienna, Austria's oldest private bank, where he oversees investment strategies for ultra-high-net-worth clients. Robert is a seasoned investor on a lifelong journey known for his thoughtful investment philosophy and engaging market insights.3:00 - Robert describes the 1960s "paperwork crisis" when Wall Street trading volumes exploded and people physically schlepped suitcases of stock certificates along Wall Street, requiring the establishment of the Depository Trust Company in 1973.5:20 - Bogumil shares his vivid memory of holding physical account statements from decades ago, witnessing the literal...
2025-11-171h 08Talking Billions with Bogumil BaranowskiBogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | Value: After Hours S07 E39Please enjoy my recent appearance on Value: After Hours with Tobias Carlisle and Jake Taylor. One of my favorite interviews this season. A real weekend treat if you missed it!Guest: Bogumil Baranowski, founder of Blue Infinitas Capital, LLC, host of Talking Billions podcast, author of "Money, Life, Family," and investment professional with 20 years of experience managing multi-generational family wealth.This episode was originally aired on Value: After Hours on 11/4/2025; it's reposted here with the kind permission of the hosts.Value: After Hours is a podcast about value investing, Fintwit, and all things...
2025-11-141h 01Talking Billions with Bogumil BaranowskiTobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking | Excess Returns PodI had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler. We sat down with the one and only Tobias Carlisle — investor, author, podcast host, and all-around fascinating mind whose writing and ideas have influenced my thinking at various times.He discusses his new book, which made me see Buffett’s investment approach in an entirely new light — and you’re about to discover why. I highly recommend both this episode and Toby’s book.In this episode of Excess Returns, we sit down with Tobias Carlisle, founder and portfolio manager at the Acquir...
2025-10-241h 05Talking Billions with Bogumil BaranowskiRobert Hagstrom & Chris Mayer -- With the Concentrated Momentum Driven Almost Unbeatable Major Indices, What Does It Really Take These Days to Outperform the Market | Excess Returns PodMatt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we’ve been wanting to have—and we think you’ll find it as valuable as we did.I’m excited to share this episode with you—it’s reposted here with permission and blessing from both Matt and Jack. Don’t miss it! And...
2025-10-1758 minTalking Billions with Bogumil BaranowskiBogumil Baranowski on the Expensive Truth About Cheap Investments | Excess Returns Pod: You're Missing 100x ReturnsMy appearance on Excess Returns with Matt Zeigler as the host.I recently had the pleasure of joining my good friend Matt Zeigler on the Excess Returns podcast. Jack Forehand, the creative force behind the show, did an exceptional job editing and producing the episode. Jack has been instrumental in many improvements to Talking Billions over the years, and I’m grateful to both him and Matt for this opportunity.We dove deep into my recent article, “Expensive Truth about Cheap Investments,” which caught the attention of major publications like the WSJ and sparked considerable discus...
2025-10-101h 08Talking Billions with Bogumil BaranowskiBogumil Baranowski: The 5 Most Influential People Who Shaped His Life, Money & Purpose | People are Everything with Julia DuthieOne of my favorite interviews I gave lately, take a moment and check it out. Julia is a very gifted, thoughtful host, and it's a very personal, intimate conversation. I have a feeling you'll like it. Enjoy!https://peopleareeverything.co.uk/The Episode originally aired on People are Everything with Julia Duthie -- Full credit to Julia and her team for a wonderful conversation, find her podcast and follow for some incredible content, and here is the episode with me, your host, answering questions for a change (instead of asking them). Reposted here with her...
2025-10-031h 26Talking Billions with Bogumil BaranowskiChris Mayer: What’s Harder Than Surviving a Crash: Practical Lessons from 100-BaggersThree years' worth of interviews with Chris Mayer, which Bogumil and Matt recorded, condensed into a one-hour BONUS episode. The episode originally aired on Excess Returns Podcast, and it is reposted here with permission from the podcast hosts. Enjoy!In this special episode, Matt Zeigler and Bogumil Baranowski take you on a deep-dive mixtape journey through the best moments from their past three years of conversations with author and investor Chris Mayer. From the brutal patience required to ride out dead money periods to why the lack of a catalyst might be a feature, not a bug—th...
2025-08-2954 minTalking Billions with Bogumil BaranowskiBuffett Does It. Most Value Investors Don’t | Robert Hagstrom on the Real Key to Compounding [Excess Returns Podcast]Matt Zeigler and Bogumil Baranowski join Robert Hagstrom for a very special hour-long discussion. The episode originally appeared on Excess Returns Podcast, and it is reposted here with permission from the podcast hosts. Enjoy!Legendary investor and author Robert Hagstrom joins Excess Returns to explore timeless investing principles—and how they’ve evolved in today’s market. In this wide-ranging conversation, Robert shares stories from working with Bill Miller, insights on Warren Buffett’s approach, and the philosophical foundations of long-term investing. He also issues a stark warning about the rising popularity of private equity f...
2025-06-281h 16Talking Billions with Bogumil Baranowski20,000 Watched in Silence. Then Buffett Dropped the Bombshell. | What It Means for Berkshire - Excess Returns Episode with Matt Zeigler and Bogumil BaranowskiThis episode aired on Excess Returns; full credit goes to Matt Zeigler and Jack Forehand, and all of the guests listed below -- it's reposted here with Matt and Jack's permission. In this special episode of Excess Returns, Matt Zeigler is joined by Bogumil Baranowski to reflect on one of the most emotional and historic moments in financial history: Warren Buffett’s surprise announcement at the 2024 Berkshire Hathaway Annual Meeting. With commentary from voices who were in the room—and some who weren’t—we explore what it felt like, what it meant, and what comes next for Berk...
2025-06-141h 09Talking Billions with Bogumil BaranowskiGuy Spier: The Irrecoverable Error | Risk, Ruin, and the Rules of Wealth | Practical LessonsThis episode originally aired on Excess Returns on 4/28/2025. Enjoy!In this episode, Matt Zeigler and Bogumil Baranowski dive deep into the timeless investing wisdom of Guy Spier. Drawing from Spier’s interviews on both Excess Returns and Talking Billions, they explore crucial ideas about investing, risk, decision-making, and living a meaningful life. From understanding why letting your winners run can enhance returns to redefining true success, this episode is packed with practical insights for both investors and anyone seeking a richer, more thoughtful life.Topics Covered:Why holding your winners can be essential to lo...
2025-05-041h 06Talking Billions with Bogumil BaranowskiThe Dark Side of Value Investing: Practical Lessons from Aswath Damodaran, Excess Returns PodcastThis is an episode of the Excess Returns Podcast with Matt Zeigler and me. We go over the highlights from our two interviews with Professor Aswath Damodaran.Lots of wisdom in one full hour, enjoy!Join Matt Zeigler and Bogumil Baranowski as they play our favorite clips from both the Excess Returns and Talking Billions podcast interviews with Aswath Damodaran. This conversation unpacks Damodaran’s timeless insights on navigating uncertainty, embracing the process of investing, and finding comfort in a volatile market. From the ritualistic allure of the Berkshire Hathaway meeting to the pitfalls of fa...
2025-04-261h 08Talking Billions with Bogumil BaranowskiThe Art of Quality in Investing with Bogumil BaranowskiThis is my appearance on The Art of Quality in Investing Podcast with John Candeto and Paul Higgins. Enjoy!The Art of Quality Podcast --- This podcast explores the lived experience of those with a deep familiarity with the stories and patterns of quality across business, entrepreneurship, investing and the arts. We have learned like the stoics, stories carry most of the wisdom.Bogumil Baranowski is the founder of Blue Infinitas Capital, author of three investing books, including Money, Life, and Family, and host of the globally followed Talking Billions podcast.Trained in the Buff...
2025-04-191h 05Talking Billions with Bogumil BaranowskiA 5-Minute Recap: Samantha McLemore: Big Money, Big MovesIf you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you! Here you will find the audio version of my this week's articles, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil...
2025-04-1905 minTalking Billions with Bogumil BaranowskiFrom a Dentist's Chair to a Pilot's Seat: Lessons in Navigating Market UncertaintyIf you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you! Here you will find the audio version of my this week's article, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil...
2025-04-1811 minTalking Billions with Bogumil Baranowski100 Baggers Leave Fingerprints | Chris Mayer Wrote the Book and Tells You How to Find Them (Excess Returns Podcast)FULL BONUS EPISODE: This is the Excess Returns Podcast episode -- please look up all their wonderful content, and listen to it here in case you missed it. It's with Chris Mayer, Matt Zeigler, and me. It's been one of the highlights of my recording year. Tune in and enjoy!In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers: Stocks That Return 100-to-1 and How to Find Them, former editor of influential newsletters, and co-founder of Woodlock...
2025-04-121h 01Talking Billions with Bogumil BaranowskiBONUS: Chris Mayer (100-Baggers): 3 Podcasts & 3 Books in 10 MinutesA stormy week is behind us; here are some calm and wise words that you might appreciate this weekend.I distilled my 3 long podcast interviews with Chris Mayer (100-baggers) and 3 of his books into this 10-minute recap. Enjoy!If you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you! FIND the full article covering the same idea on my Substack https://bogumilbaranowski.substack...
2025-04-1112 minTalking Billions with Bogumil BaranowskiMarket Turbulence, Back to the Future & Finding Value in the “President's Day” SaleIf you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you! Here you will find the audio version of my this week's article, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil...
2025-04-1008 minTalking Billions with Bogumil BaranowskiThe Art of Deploying New Capital: Finding Balance Between Opportunity and PatienceIf you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you! Here you will find the audio version of my this week's article, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything.Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil...
2025-04-0407 minTalking Billions with Bogumil BaranowskiThe Psychology of Portfolio Fluctuations: Understanding Investor EmotionsHere is another recording of my article. Enjoy! They've been such a hit that I decided to read to you again.If you want to drop me a line, share your thoughts, or connect over Zoom, here is my email bogumil AT talkingbillions.co (not com). I read and answer all my emails; just give me a day or two! Thank you! BogumilFind the text of the article on my Substack: https://bogumilbaranowski.substack.com/p/the-psychology-of-portfolio-fluctuationsI mention Byron Tully in the episode, and I recommend his...
2025-03-1407 minTalking Billions with Bogumil BaranowskiStorm in a Glass or Broken Glass in a Storm: Navigating Market TurbulenceThis is a very timely post (only 3 minutes). If you haven't read it yet, enjoy it here. And I hope my calming voice will help you as you are navigating the markets in the last few weeks.If you want to drop me a line, share your thoughts, or connect over Zoom, here is my email bogumil AT talkingbillions.co (not com). I read and answer all my emails; just give me a day or two! Thank you! BogumilFind the text of the article on my Substack: https://bogumilbaranowski.substack...
2025-03-1203 minTalking Billions with Bogumil BaranowskiMy Annual VALUEx Journey: The Magical Train Ride to KlostersHappy Weekend! Since so many of you asked, here is the audio version of my this week's article with some bonus content, and announcement, take a listen -- you'll hear details in the episode, but here is my email bogumil AT talkingbillions.co (not com), if you are interested in a 1 on 1 Zoom call with me or joining an intimate virtual meet & greet let know or if you just feel compelled to write to me, please do! I read and answer all my email, just give me a day or two! Thank you! Bogumil...
2025-03-0810 minTalking Billions with Bogumil BaranowskiAnne-Laure Le Cunff: Tiny Experiments: How to Live Freely in a Goal-Obsessed World[Excited to connect with you! If you'd like to schedule a personal 1-on-1 Zoom conversation with me, the host, simply email bogumil@talkingbillions.co (that's .co, not .com). Looking forward to our conversation!]Anne-Laure Le Cunff is an award-winning neuroscientist and entrepreneur. She is the founder of Ness Labs, where her weekly newsletter is read by more than 100,000 curious minds. Her research at King’s College London focuses on the psychology and neuroscience of lifelong learning, curiosity, and adaptability. Her book, Tiny Experiments, is a transformative guide for living a more experimental life, turning uncertainty in...
2025-03-031h 00Talking Billions with Bogumil BaranowskiOliver Burkeman: Meditations for Mortals: Four Weeks to Embrace Your Limitations and Make Time for What Counts[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE]My guest today is Oliver Burkeman, he is the New York Times and UK Sunday Times bestselling author Four Thousand Weeks, and of the newly released Meditations for Mortals: Four Weeks to Embrace Your Limitations and Make Time for What Counts. He writes about productivity, mortality, the power of limits and building a meaningful life in an age of...
2025-02-241h 07Talking Billions with Bogumil BaranowskiBrendan Hughes: Markets in Chaos, Take Two - Discussing Some of the Most Important Investing and Economic Topics Of the DecadeMy guest today is Brendan Hughes, he is an investor, an analyst, and an author.
Brendan has more than a decade of industry experience in investments and public finance. For the last several years, Brendan has worked for Lafayette Investments, where he manages a portion of the $800 million in assets under management, primarily for high-net-worth individuals.
Brendan is the author of two books: Markets in Chaos: A History of Market Crises Around the World and The Wandering Investor.
Brendan is a Chartered Financial Analyst (CFA) charterholder. He has served on various boards and...
2025-02-031h 32Talking Billions with Bogumil BaranowskiDr. Gautam Gulati: Designing Health, Purpose, and Longevity: Prescribing Stories Instead of PillsNO ADVICE OF ANY KIND.
My guest today is Dr. Gautam Gulati, known to most as Dr. G.
He is a visionary health artist who designs luxury spaces that embody health and longevity.
As the founder of The Well Home, he envisions and transforms homes into wellness sanctuaries that promote health and prevent disease.
With over 25 years of experience, Dr. G has significantly impacted global brands by challenging the status quo and inspiring innovation.
Dubbed "the Rick Rubin of audio storytelling," he captivates audiences with his award-winning audio docuseries...
2025-01-061h 09Talking Billions with Bogumil BaranowskiAdam Bruderly: From 9/11 to Intentional Living: Redefining Success and Flourishing in LifeMy guest today is Adam Bruderly, he is a coach for executives, families, and entrepreneurs who want more than just success—they want to flourish. His approach is grounded in four key pillars of wellness: physical, mental, financial, and spiritual. Adam's life changed forever at 9:03 AM on 9/11, a pivotal moment that redefined his purpose and set him on a mission to help others live with intention and fulfillment.
https://www.linkedin.com/in/adam-bruderly-bcc®-a31a2755/
https://www.journey-wealth.com/
Summary
In this conversation, Adam Bruderly shares his transformative journey following the...
2024-12-301h 25Talking Billions with Bogumil BaranowskiA Fireside Chat with the Host: Bogumil Answers John Candeto’s QuestionsThe Infinite Game of Family Wealth Investing
Guest host: John Candeto is the Founder and Managing Partner of the Phronesis Fund. Co-Founder of JoinWDA (Workforce Data Alliance).
Summary
In this conversation, Bogumil Baranowski and John Candeto explore the intricacies of family wealth investing, drawing lessons from the book 'Brewster's Millions'. They discuss the unique nature of investing family fortunes, the importance of stewardship, and the long-term perspective required to preserve wealth across generations.
The conversation emphasizes the respect that capital requires and the strategies families can employ to ensure their wealth...
2024-12-181h 18Talking Billions with Bogumil BaranowskiMichael W. Sonnenfeldt, the Founder & Chairman of TIGER 21: Think Bigger: Winning Strategies from Successful EntrepreneursMichael W. Sonnenfeldt is the Founder & Chairman of TIGER 21, the premier peer membership organization for high-net-worth wealth creators and preservers, and author of Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs. He is a serial entrepreneur, philanthropist, and political thought leader. Through his private investment company, MUUS & Company, he has holdings in alternative energy technologies. In 1980, he led the Harborside Financial Center transformation in New Jersey, the largest U.S. commercial renovation at the time.
Summary
In this conversation, Michael Sonnenfeld, founder of Tiger 21, shares insights on the journey from entrepreneurship to investment, emphasizing...
2024-12-161h 12Talking Billions with Bogumil BaranowskiSimon Kold: On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and DurabilitySimon Kold is the founder of Kold Investments, a Copenhagen-based investment firm. He was previously at Novo Holdings, one of the world’s largest investment organizations. His investment experience spans both public and private markets. Simon is one of the few fund managers who also has a degree in theology and had a stint in stand-up comedy.
His book, On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability, was published by Wiley in late October.
Summary
In this conversation, Simon Kold, founder of Kold Investments, shares his unique journey from stand-up comedy and theology to...
2024-12-111h 13Talking Billions with Bogumil BaranowskiBarrett Brooks: Good Work, A Life Well-Lived, Impact At Scale & MoreMy guest today is Barrett Brooks, he helps founders of mission-driven companies grow into CEOs capable of making an impact at scale. He is an executive coach, host of a popular podcast, Good Work, and author of a weekly newsletter on leading well.
Summary
Barrett Brooks believes business can be a powerful force for good under the right leadership. He’s dedicated his career to helping people reach their potential and then apply that potential to solving hard but important societal problems.
Barrett has found a servant’s heart, altruistic mindset, and a high...
2024-11-251h 15Talking Billions with Bogumil BaranowskiNavigating Generational Wealth with Bogumil Baranowski on Justin Castelli's LifeDesign+ PodcastBONUS EPISODE!
Full Credit for this episode goes to Justin Castelli, a fellow curious mind, podcaster, and an all around passionate, kind, human being.
Justin Castelli: I had the opportunity to return the favor and Bogumil Baranowski on LifeDesign+ after appearing on his podcast, Talking Billions.
It was fun to turn the tables on Bogumil, who is a phenomenal podcast host and learn more about his story, how he is living his authentic life helping families create and manage generational wealth, and more.
Find the original episode here: https://www.justincastelli...
2024-11-091h 23Talking Billions with Bogumil BaranowskiBogumil Baranowski on Motley Fool Australia with Edward VeselyA wonderful discussion with a very thoughtful host and a good friend.
This interview was conducted by Senior Investment Advisor Edward Vesely at The Motley Fool Australia, a company whose approach to investing prioritizes buying and holding quality stocks for long periods of time, focusing on business fundamentals rather than on stocks’ short-term price changes. This interview is reproduced here with The Motley Fool’s permission, and full credit goes to them.
Bogumil Baranowski discusses long-term investing and the generation of wealth beyond one's own lifetime. He emphasizes the importance of viewing stocks as small piec...
2024-10-111h 04Talking Billions with Bogumil BaranowskiA Fireside Chat with the Host: Bogumil answers Jeff Gilbert’s questionsJeff Gilbert takes over Talking Billions today and asks me questions. He is a master storyteller, forensic accountant, investor, and a good friend. Scroll down, search, and find my earlier conversation with him on the show.
Jeff Gilbert, CPA is an Executive Director of Investigations where he specializes in forensic auditing. Drawing upon personal experience and using real-life case studies, he teaches at the Asper School of Business and with the Chartered Professional Accountants program. Jeff also mentors entrepreneurs and provides strategic advice to assist them in achieving their goals. He manages his own investment portfolio with...
2024-10-041h 26Talking Billions with Bogumil BaranowskiThe 100th Episode of Talking BillionsToday, I answer your questions!
Welcome to the 100th Episode of Talking Billions. I am answering your questions about money, life, family, wealth, investing, and even my coffee-drinking habits. At the end of the episode, I reveal two big announcements: 1) an exciting project I’m working on, 2) a secret search that one of my fans embarked on — tune in, listen till the end, and maybe you can help with the latter!
As always, if you like the show, and this episode in particular, please share it with a friend or a family member who would enjo...
2024-09-021h 03Talking Billions with Bogumil BaranowskiA Fireside Chat with the Host: Bogumil answers John Rotonti’s questionsWe talk about why I invest and why I invest in my own particular way for a unique type of clients... John asks some superb questions, the topics get serious, but we have some laughs, too!
My guest host today is John Rotonti — as I shared before, in my mind, John, is a very diligent, thoughtful, deliberate stock analyst with a great gift for teaching others the necessary skills to analyze and evaluate businesses. He is kind, generous, and always so much fun to talk to, so no wonder that I keep inviting him back to show wi...
2024-08-041h 32Talking Billions with Bogumil BaranowskiA Fireside Chat with the Host: Bogumil answers Christian Billinger’s questionsWe talk about managing family fortunes with an infinite investment horizon.
It’s a Fireside with the host today; Christian Billinger is asking questions, and I’m answering. You need to look up earlier editions with Matt Zeigler, who started this new Talking Billions tradition, and Matthew Stafford. I’ll also mention that the next Fireside chat will be hosted by none other than John Rotonti, who recently gave the Ultimate Stockpicking Masterclass on Talking Billions. John and Matt have their podcast — please look them up as well, I could listen to both all day any day.
Christian and I attended...
2024-07-182h 02
Talking Billions with Bogumil BaranowskiThe One Percent Show with Vishal Khandelwal: Bogumil Baranowski on Building Generational Wealth and Playing the Infinite Game of InvestingI had the pleasure and honor of being Vishal’s guest on his wonderful show, The One Percent Show. Please find his show on Apple Podcast, Spotify, and YouTube, all links and credits below. Vishal was a guest on Talking Billions earlier this year; please look up his episode.
Vishal Khandelwal:
I talk to Bogumil Baranowski, a seasoned investor, insightful author, and a thought leader in the field of finance and investing. Bogumil is a published author of three books: Outsmarting the Crowd, Money, Life, Family, and Crisis Investing. He is also a Founder and Host of the popular investing po...
2024-07-032h 40Talking Billions with Bogumil BaranowskiInvesting with an Infinite Time Horizon with Bogumil Baranowski, Founder of Blue Infinitas Capital on the Compounders PodcastI was a guest on Ben Claremon’s the Compounders Podcast — here is the episode, and episode notes. Thank you so much, Ben!
My guest on the show today is Bogumil Baranowski: author, podcast host and the Founder of Blue Infinitas Capital. Many people may know Bogumil for his excellent podcast, Talking Billions. However, as I turned the microphone around on Bogumil, I was interested in learning about his investment philosophy and approach. In this in-depth conversation, we covered:
The founding inspiration for Blue Infinitas Capital;
What types of clients he hopes to attract to his new firm
The types of c...
2024-06-261h 12
Talking Billions with Bogumil BaranowskiThe Intentional Investor #4: Bogumil Baranowski with Matt Zeigler on the Epsilon Theory PodcastA wide-ranging discussion about money, wealth, investing, inherited wealth, books, curiosity, ideas, and more! Full Credit to Matt Zeigler, his Intentional Investor on Epsilon Theory Podcast. Thank you, Matt!
In this episode of The Intentional Investor, host Matt Zeigler is joined by Bogumil Baranowski to discuss the power of investing with a multi-generational mindset. Baranowski shares his personal journey from growing up in communist Poland to discovering the transformative potential of free market economies and property rights. We also discuss the importance of viewing wealth as a tree that can be planted, nurtured, and enjoyed by future generations and explore...
2024-05-161h 12Talking Billions with Bogumil BaranowskiA Fireside Chat with the Host: Bogumil answers Matthew Stafford’s questionsBefore I tell you about this week’s bonus episode, here is a quick announcement: this episode will air on Wednesday, May 1, a day before my arrival in Omaha for Buffett’s Berkshire Meeting. If you are in Omaha and see me, please say hello; I’d love to meet you and hear more about you. Even if you aren’t coming to Omaha but feel inspired to share something with me, head to my website, bogumilbaranowski.com, and send me a message.
This is the second Fireside Chat, during which my guest host asks me questions, and you...
2024-05-011h 10
Talking Billions with Bogumil BaranowskiA Fireside Chat with the Host: Bogumil answers Matt Zeigler’s questionsMy recent podcast guest and a good friend took over the show and asked me some incredibly thoughtful questions -- what followed was a lovely discussion.
Matt is one of those multi-faceted individuals that I feel blessed to have in my life that no simple bio can describe, but it doesn’t have to.
He reads, writes, loves music, he is passionate about finance and family wealth, and has an endless curiosity that he expresses in many ways — his Cultish Creative blog is one of those places, you have to look it up.
He is a seasoned podcaster himself with...
2024-02-221h 32
Talking Billions with Bogumil BaranowskiSean DeLaney: Masterpiece in Progress: A Daily Guide to a Life Well CraftedExecutive Life Coach for CEOs, Investors, Pro Athletes; Author, Podcast Host
I discovered Sean through a few mutual friends; I got to learn more about his work through his wonderful book that I started one evening, and I could barely put it down.
It’s called **Masterpiece in Progress: A Daily Guide to a Life Well Crafted — it’s choke full of ideas, mental models, advice. It consists of 365 daily motivational passages. In one of them, Sean writes that life is full of teachers if you know where to look. I couldn’t agree more. I feel like everyone has a st...
2023-12-111h 26
Talking Billions with Bogumil Baranowski1st Anniversary | 60th Episode: Mary Buffett & Chloe Lin: Buffettology Books & MoreBest-Selling Author, International Speaker, Top Finance Expert
We have two guests today, Mary Buffett, and Chloe Lin.
Mary Buffett is a best-selling author, international speaker, entrepreneur, political and environmental activist.
Chloe Lin is an international speaker, investor, and president of Buffett Online School in Japan.
Ms. Buffett’s first book Buffettology, co-written with David Clark in 1997, was an immediate New York Times and Business Week best-seller. Since that time, all seven of Ms. Buffett’s books have been best-sellers.
Ms. Buffett appears regularly on television as one of the top finance experts in America.
She has appeared around the worl...
2023-11-2747 minTalking Billions with Bogumil BaranowskiHraday Jhala’s Worldly Wisdom with Bogumil Baranowski: Talking about Investing with a 15-year old Investing EnthusiastHraday Jhala, a 15-year old Singapore-based investing enthusiast, author, and podcast host sits down with me, Bogumil Baranowski for a two hour conversation.
Hello everyone, and thank you for tuning in. This episode is a bit different. As you might have noticed, now, and then I share here interviews that I give on other podcasts with full credit to the hosts, and with their permission.
This is an interview I gave in late August 2023. The host is Hraday Jhala, a 15 year old investing enthusiast based in Singapore. I had a rare opportunity to read an...
2023-09-302h 07
Talking Billions with Bogumil BaranowskiMatthew Turner: Beyond the Pale: A Fable about Escaping the Hustle and Finding YourselfMatthew Turner is a British author who wrote his latest book, ‘Beyond The Pale’ on the back of interviewing hundreds of successful entrepreneurs, authors, investors, and thought-leaders.
As well as writing his own books, Matthew ghostwrites both articles and books for other successful entrepreneurs and thought-leaders, in-between spending time with his two children.
Today:
We talked about Matthew's book "Beyond the Pale," including its inception, the meaning behind the title, and the symbolic mountain lake on the cover.
Matthew shared insights on the hero's journey in his book, exploring personal transformation, business success, and a rediscovery of
vision.
W...
2023-08-2154 min
Talking Billions with Bogumil BaranowskiInvesting the Templeton Way with Bogumil Baranowski: Crisis Investing and MoreCredit: Investing the Templeton Way with Lauren Templeton and Scott Phillips -- please find and follow their podcast on your preferred platform.
In this episode, we are joined by Bogumil Baranowski to talk about stock investing, managing generational wealth, his investment philosophy, ways to become a better investor, and how to change your environment and think differently as an investor. Bogumil is a founding partner of Sicart Associates LLC, a boutique investment firm catering to families and entrepreneurs on both sides of the Atlantic and the Pacific. He is the author of Outsmarting the Crowd: A Value...
2023-08-111h 08
Talking Billions with Bogumil BaranowskiHow To Navigate The Stock Market: Insights From Bogumil Baranowski & Chloe Lin, Arigato InvestorMy interview with Chloe Lin, Arigato Investor, President of Buffett Online School Japan, Investor, Speaker, 200K TikTok
Chloe is an international speaker and has been invited to travel around the world including places like Japan, China, Hong Kong, Malaysia, Taiwan, Vietnam, and many other countries.
She also heads the Buffett Online School in Japan and has also been featured in Singapore’s official Chinese newspaper Lian He Zao Bao sharing her experience on how to invest safely as a female investor, and how to achieve consistent results from the stock market.
Together with her...
2023-07-231h 16
Talking Billions with Bogumil BaranowskiByron Tully: Old Money, New Woman: How To Manage Your Money and Your Life - Secrets of America's Upper ClassMy guest today is Byron Tully, it’s his second time on Talking Billions. I had the pleasure of having lunch with Byron in a Parisian brasserie not long ago. We had a delightful conversation on many of the topics we are both passionate about.
Byron is the author of The Old Money Book - How To Live Better While Spending Less - Secrets of America's Upper Class. He's also written The Old Money Guide To Marriage, Old Money Style, and Old Money - New Woman.
The Old Money Book alone has over 700 4-star reviews on...
2023-07-191h 12
Talking Billions with Bogumil BaranowskiChristopher Mayer: How Do You Know? A Guide to Clear Thinking About Wall Street, Investing, and Life & Dear Fellow Time-Binder: Letters on General SemanticsChristopher Mayer (Author of 100-Baggers) - How Do You Know? A Guide to Clear Thinking About Wall Street, Investing and Life & Dear Fellow Time-Binder: Letters on General Semantics.
I’m always excited to have Chris on the show, it’s his second appearance, and we had as much fun, if not more, as last time.
Christopher Mayer is the founder of Woodlock House Family Capital and author of several books, including 100 Baggers.
Before starting Woodlock House (which went live in January 2019), Mayer worked with Bonner & Partners and the Bonner family office. He was the...
2023-07-171h 12
Talking Billions with Bogumil BaranowskiMy Worst Investment Ever Podcast with Bogumil Baranowski: Lessons from Investing MistakesEp670: Bogumil Baranowski – Be Careful With Businesses in Secular Decline
Full Credit: Andrew Stotz and his My Worst Investment Ever Podcast
Bogumil Baranowski is a founding partner of Sicart Associates, LLC, a New York City investment firm. He has almost two decades of investment experience. He is the author of Outsmarting the Crowd and Money, Life, Family. He is the host of the Talking Billions Podcast.
Lessons from investing mistakes:
Just because it’s cheap, don’t compromise on other factors that affect a stock, such as debt, management, and secular decline.
Decide to cu...
2023-07-1542 min
Talking Billions with Bogumil BaranowskiMilo Jones: What Can Investors Learn From Intelligence Agencies’ Failures?Dr. Milo Jones is currently a Senior Advisor for Geopolitics and Technology at Arcano Partners in Madrid, and a Visiting Researcher at the Changing Character of War Centre at Pembroke College Oxford. In addition, he teaches at both IE Business School in Madrid and at Imperial College London. Previously, he worked at Accenture in London, for Morgan Stanley Dean Witter in New York, and served as an officer in the US Marine Corps. He is the co-author of Constructing Cassandra: Reframing Intelligence Failure at the CIA, 1947-2001, published in 2013 by Stanford University Press. A native of Manhattan, he currently lives in...
2023-07-121h 01
Talking Billions with Bogumil BaranowskiTodd Finkle: Deep Dive into His Book: Warren Buffett: Investor and EntrepreneurI had the pleasure of hearing Prof. Finkle speak in Omaha earlier this year, and he was kind enough to join me for today’s discussion. It was a real joy to have him on the show, and learn a lot more about our shared hero, Warren Buffett from a different perspective.
Todd A. Finkle, Ph.D. is the Pigott Professor of Entrepreneurship at Gonzaga University. He is also an investor, entrepreneur, speaker, and consultant. His research interests include entrepreneurship, famous entrepreneurs, and the business methods and career of Warren Buffett.
His most recent book, published by Columbia University Pre...
2023-07-101h 13
Talking Billions with Bogumil BaranowskiUnlocking the Secrets of Value Investing with Bogumil Baranowski: Principles, Strategies, and Timeless WisdomBONUS EPISODE: My interview with Assel Altayeva on her wonderful podcast: Femmes Finance Podcast. I highly recommend it!
From Assel:
Welcome to the Femmes Finance Podcast, the ultimate destination for young women who want to take control of their finances and achieve financial independence and career success.
Episode Summary:
What does it take to become a successful value investor? In this episode, we're joined by Bogumil Baranowski, an experienced Investment Advisor and Founding Partner of Sicart Associates, a boutique investment firm that caters to families and entrepreneurs on both sides of...
2023-07-0741 min
Talking Billions with Bogumil BaranowskiAdam Ashton: Seeking Answers to Life's Questions with Australia’s No 1 Book PodcasterI'm delighted to bring you today's guest, the insightful Adam Ashton. If you have a thirst for knowledge, you're in for a treat! Adam is one half of the amazing team behind “What You Will Learn,” Australia’s top book
podcast. Alongside Adam Jones, they've captivated millions with over 400 episodes discussing the books they’ve read. They’ve also penned two best-sellers, with the second titled "Attitude" (you’ll find links in
the notes).
My introduction to Adam's podcast was during a peaceful drive
in Panama. The engaging talks about books were a perfect match for my love of read...
2023-07-051h 05
Talking Billions with Bogumil BaranowskiJacob McDonough: Capital Allocation: The Financials of a New England Textile MillIn today's episode, we have the privilege of conversing with the accomplished Jacob McDonough, founder and portfolio manager of McDonough Investments, and the author of the insightful book, "Capital Allocation: The Financials of a New England Textile Mill (1955 - 1985)".
I was introduced to Jacob’s book through my good friend Direk from Bangkok, who also accompanied me at this year's Berkshire meeting in
Omaha. While there, I had the opportunity to attend a panel discussion moderated by Jacob. Subsequently, I delved into his book and was thrilled when Jacob graciously agreed to join us for this podcast in...
2023-07-031h 01
Talking Billions with Bogumil BaranowskiEvan Tindell: From a Professional Poker Player to an MIT Graduate, and a Value InvestorEvan Tindell brings together a wide range of life, professional, and academic knowledge and experience. His poker player career, MIT degree, and years at an investment firm shaped him to become a successful value investor. Our talk focuses on the years of the pandemic crisis markets. It was a time of major extreme, where many saw the stock market as the biggest casino in the world, while investors like Evan stayed disciplined and rode the waves, seizing opportunities and avoiding the worst risks.
Evan is a Co-founder and Chief Investment Officer of Bireme Capital. He develops firm-wide...
2023-06-261h 09
Talking Billions with Bogumil BaranowskiScott Phillips: Investing the Templeton Way, Part 2Scott Phillips is a Principal and Chief Investment Officer at Templeton and Phillips Capital Management, LLC.
Prior to Templeton and Phillips, Scott operated Cumberland Capital, a firm providing equity research to global and emerging market hedge funds. Before Cumberland, Scott worked as a research analyst at hedge fund management company Green Cay Asset Management, and prior to Green Cay, he was a research associate at SunTrust Robinson Humphrey.
Scott’s other professional activities include serving on the Investment Advisory Sub-Committee and the Finance Committee for the John Templeton Foundation, as well as the Audit Committee an...
2023-06-191h 00
Talking Billions with Bogumil BaranowskiEugene Ng: Vision Investing: How to Beat Wall Street & Make the World BetterEugene Ng is a Singapore-based investor, the Founder and Chief Investment Officer of Vision Capital & Vision Capital Ventures. He is also an author of the Amazon best selling book, "Vision Investing: How We Beat Wall Street & You Can, Too!". He also teaches investing once a year to educate new investors, and to give back.
Vision Capital invests only in publicly traded companies that reflect the best vision for our future, changing & shaping the world for the better.
Born and raised in Singapore, Eugene studied economics and finance where he received his Summa Cum Laude from...
2023-06-121h 07
Talking Billions with Bogumil BaranowskiTed Oakley | Your Money Mentality & The Psychology of Staying RichTed Oakley is the Managing Partner and Founder of Oxbow Advisors. With more than forty years of experience in advising high net worth clients in the
investment industry, He is a frequent guest on FOX Business News, Bloomberg Radio, Cheddar TV, Yahoo Finance, and many more.
Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts.
He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Compan...
2023-06-0554 min
Talking Billions with Bogumil BaranowskiNicki Woodard | How Not to Lose a Fortune, Lessons from the Great Depression Era Tales of Heirs and HeiressesNicki has an extensive experience in media, a degree in radio-television-film, and a passion for history. For four years, she worked on multiple History Channel documentaries and was a research consultant for USA's Mr. Robot.
In her history podcast As The Money Burns, Nicki reconstructs the Great Depression through the lives of
actual heirs and heiresses.
She brings back to life the tales of the rich living through the Great Depression. She sets the stage by
telling us about the summer before the 1929 crash. We learn about a number of young heirs and heiresses and...
2023-05-2945 min
Talking Billions with Bogumil BaranowskiCrisis Investing: An Apple, A Plague, and A BubbleLet's get to NUMBER #1 together! Kindle at $0.99, Already TOP #2 in Finance & Wealth Management, TOP #3 in Stock Market Investing & Investing in Amazon Hot New Releases. Get your copy today! Crisis Investing: 100 Essays - My new book.
Crisis Investing: An Apple, A Plague, and A Bubble
Another sample essay for you to enjoy.
“In the midst of every crisis lies great opportunity” – Albert Einstein
This book is a chronological collection of 100 essays written over three years during the Global COVID Pandemic, with an added retrospective commentary. It is a treasure trove of everlasting investment principles shared through lessons, experiences, and m...
2023-05-2614 min
Talking Billions with Bogumil BaranowskiCrisis Investing: Infinite Investing: How do we win a game that has no end?Let's get to NUMBER #1 together! Kindle at $0.99, Already TOP #2 in Finance & Wealth Management, TOP #3 in Stock Market Investing & Investing in Amazon Hot New Releases. Get your copy today! Crisis Investing: 100 Essays - My new book.
Crisis Investing: Infinite Investing: How do we win a game that has no end?
Another sample essay for you to enjoy.
“In the midst of every crisis lies great opportunity” – Albert Einstein
This book is a chronological collection of 100 essays written over three years during the Global COVID Pandemic, with an added retrospective commentary. It is a treasure trove of everlasting investment principles shared through lessons, experiences...
2023-05-2510 min
Talking Billions with Bogumil BaranowskiCrisis Investing: Investing in Times of PandemicLet's get to NUMBER #1 together! Kindle at $0.99, Already TOP #2 in Finance & Wealth Management, TOP #3 in Stock Market Investing & Investing in Amazon Hot New Releases. Get your copy today! Crisis Investing: 100 Essays - My new book.
Another sample essay for you to enjoy.
Crisis Investing: Investing in Times of Pandemic
“In the midst of every crisis lies great opportunity” – Albert Einstein
This book is a chronological collection of 100 essays written over three years during the Global COVID Pandemic, with an added retrospective commentary. It is a treasure trove of everlasting investment principles shared through lessons, experiences...
2023-05-2409 min
Talking Billions with Bogumil BaranowskiCrisis Investing: 100 Essays: Lessons from Managing Family Fortunes through the Global COVID Pandemic & Beyond - IntroductionLet's get to NUMBER #1 together! Kindle at $0.99, Already TOP #2 in Finance & Wealth Management, TOP #3 in Stock Market Investing & Investing in Amazon Hot New Releases. Get your copy today! Crisis Investing: 100 Essays - My new book.
Crisis Investing: 100 Essays - Introduction
“In the midst of every crisis lies great opportunity” – Albert Einstein
Crisis Investing: 100 Essays - My new book.
This book is a chronological collection of 100 essays written over three years during the Global COVID Pandemic, with an added retrospective commentary. It is a treasure trove of everlasting investment principles shared through lessons, experiences, and memories from managing fami...
2023-05-2206 min
Talking Billions with Bogumil BaranowskiEllen Carr and Katrina Dudley | Undiversified: The Big Gender Short in Investment ManagementEllen Carr has over two decades of experience as a high-yield bond portfolio manager, most recently at Barksdale Investment Management (BIM), a majority-women-owned, institutional fixed-income investment management firm based in Nashville, TN.
Ellen has been an adjunct professor of finance at Columbia Business School since 2012, where she teaches courses on the credit markets and cash flow modeling.
Ellen is also a writer. She is a frequent contributor to the Financial Times and the co-author of a book on women in investment management published in the summer of 2021 by Columbia University Press.
Ellen has an...
2023-05-221h 02Talking Billions with Bogumil BaranowskiReturn on Kindness: A Long Weekend in Omaha Among New and Old FriendsWarren Buffett and Charlie Munger’s 2023 Berkshire Hathaway Meeting
I got up and stood on a platform — a microphone in front of me, a beam of bright light in my face. Warren Buffett just called me to ask a question in front of tens of thousands of people around me and millions watching worldwide. I was in the middle of Berkshire Hathaway’s Annual Meeting – the Woodstock for Capitalists held in Omaha, Nebraska, each year. It was my turn to speak; I said: “Thank you for making our lives better.” My words echoed back, confusing me for a moment; I...
2023-05-1713 min
Talking Billions with Bogumil BaranowskiCarl Honoré | In Praise of Slowness: Challenging the Cult of SpeedIn the world of investing, we keep looking for an edge; everyone wants to be smarter, and faster, I often say I’m probably more patient than most. My guest today might know of a secret edge worth sharing.
Carl Honoré is a bestselling author, broadcaster and the voice of the Slow Movement. His two main-stage TED Talks have racked up millions of views. His TED Course is entitled How to slow down.
Carl travels the world to deliver powerful keynotes that put time and tempo in a whole new light. His counter-intuitive message is simp...
2023-05-1558 min
Talking Billions with Bogumil BaranowskiJohn Soforic | The Wealthy Gardener: Lessons on Prosperity between Father and SonJohn Soforic is the owner of a real estate business and enjoys total financial freedom. He wrote The Wealthy Gardener: Lessons on Prosperity between Father and Son to distill his own wisdom on money and success for his ambitious son who was entering adulthood. John’s book became a huge success, a best-seller, and an instant classic.
He has lived in Mount Pleasant, Pennsylvania, with his wife, Patti, for over 30 years. He has a daily wealth blog at wealthygardener.com
We talk about
1) John’s childhood and upbringing and how those days influenced his relati...
2023-05-0858 min
Talking Billions with Bogumil BaranowskiSPECIAL EPISODE: Adam J. Mead | The Complete Financial History of Berkshire HathawayWelcome to the special episode of Talking Billions.
It’s Berkshire Hathaway week, and some of you might be heading to Omaha for the company’s annual meeting. I’ll be there, and I might
see some of you. Many of you might be following the event online. Others might be new to Buffett and his company.
As a special treat this week, I have an episode with Adam Mead for you.
Adam wrote an incredible, almost 800-page book about the history of Berkshire Hathaway. I read it all, and I highly recommend it.
2023-05-011h 26
Talking Billions with Bogumil BaranowskiGillian Zoe Segal | Getting There: A Book of Mentors | Lessons from 30 Leaders | Many Paths to SuccessGillian Zoe Segal is the author of “Getting There: A Book of Mentors” and “New York Characters.” She received a Bachelor of Arts from the University of Michigan and a law degree from the Benjamin N. Cardozo School of Law.
We talk about her book Getting There, and we explore the stories of many successful people. We discuss some of the themes and lessons from their experience:
1) We start with Gillian’s own childhood and upbringing
2) Gillian shares how none of the characters featured in her book had a smooth and steady ride to the top
2023-04-2435 minTalking Billions with Bogumil BaranowskiBonus Episode: 20+ Episodes, a Look BackIt's a bonus episode where I introduce all the previous 20+ episodes. It's a short listen, and you can choose and pick which episodes you might have missed but would enjoy listening to. Enjoy, subscribe, follow, rate, and most of all, share with your family and friends; warmly, Bogumil
To get regular updates and bonus content, please sign-up to my substack: https://bogumilbaranowski.substack.com/
2023-04-2106 min
Talking Billions with Bogumil BaranowskiRobert Karas | Working for a Family Owned 100-Year Old European Financial InstitutionMy guest today is Robert Karas. He is a partner and a chief investment officer at Bank Gutmann in Vienna Austria. He is a fellow Guy Spier’s ValueX attendee. He calls himself an investor on a lifelong journey. I’m a big fan of his newsletter, which you can find on LinkedIn, the link is in the notes. Robert has a way of presenting familiar ideas in a new fresh, and thoughtful way. I think that any seasoned and new investor would benefit from reading them. I highly recommend checking out his earlier posts, especially the ones written in m...
2023-04-1756 min
Talking Billions with Bogumil BaranowskiJeff Henriksen | Deep Dive: Behavioral Finance: The New Frontier Or The Last Advantage in InvestingMy guest today is Jeff Henriksen. He is the CEO and founder of Thorpe Abbotts Capital, LLC. He is also an Associate Fellow at the University of Oxford and a contributor to Forbes.
Over the last ten years, Jeff has gained knowledge and experience as a private investor with a focus on behavioral finance. Although his investment style is rooted in the teachings of traditional value-oriented thinkers, Jeff’s philosophy centers on understanding the behavioral factors behind mispricing to unlock the core building blocks of the value premium. Using knowledge of these core building blocks, Jef...
2023-04-101h 18
Talking Billions with Bogumil BaranowskiChristopher W. Mayer | 100 Baggers: Stocks That Return 100-to-1 and How To Find ThemChristopher Mayer is the founder of Woodlock House Family Capital and author of several books, including 100 Baggers.
Before starting Woodlock House (which went live in January 2019), Mayer worked with Bonner & Partners and the Bonner family office. He was the editor of Capital & Crisis, published by Agora Financial from 2004-2015. He was a corporate banker from 1994-2004 and graduated magna cum laude with a degree in finance from the University of Maryland. He also has an MBA from the same institution.
He is the author of Invest Like A Dealmaker: Secrets of a Former Banking Insider (2008...
2023-04-0352 min
Talking Billions with Bogumil BaranowskiLauren Templeton | Investing the Templeton WayLauren C. Templeton is the founder and president of Templeton & Phillips Capital Management, LLC; a value investing boutique located in Chattanooga, Tennessee. Ms. Templeton currently serves on the Board of Directors at Fairfax Financial Holdings, the Board of Directors at Fairfax India Holdings Corporation, and the Board of Directors of Canadian Solar.
Ms. Templeton is the great-niece of Sir John M. Templeton and serves on the Board of Trustees of the John Templeton Foundation. She is also a current member the Templeton World Charities Foundation and a Trustee of Templeton Religion Trust. Ms. Templeton is the co-author of...
2023-03-271h 03
Talking Billions with Bogumil BaranowskiGautam Baid | Best Selling Author: The Joys of CompoundingMy guest is the best-selling author Gautam Baid, CFA. He is the Managing Partner and Fund Manager of Stellar Wealth Partners India Fund.
The fund is modeled after the Buffett Partnership fee structure and invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.
Previously, Gautam served as Portfolio Manager at Summit Global Investments, an SEC-registered investment advisor based in Salt Lake City, USA. Before that, he served at the Mumbai, London, and Hong Kong offices of Citigroup and Deutsche Bank as Senior Analyst in their
investment banking teams....
2023-03-201h 31
Talking Billions with Bogumil BaranowskiBrian Moran | The 12-Week Year: Get More Done in 12 Weeks than Others Do in 12 MonthsMy guest today is Brian Moran, he is a Co-Author with Michael Lennington of the New York Times Bestseller, The 12 Week Year. He is the President and Founder of The 12 Week Year, has 30 years of expertise as a corporate executive, entrepreneur, consultant and coach. His background as a corporate executive combined with his experience as an entrepreneur positions him with a unique skill set to help individuals and organizations grow and prosper.
Brian is a recognized expert in the field of leadership and execution. His realization that most people don't lack ideas but struggle with effective implementation l...
2023-03-1342 min
Talking Billions with Bogumil BaranowskiPatricia Angus | Wealth Transfer Between Generations, Primer for Trustees and BeneficiariesPatricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor, founding Managing Director of the Global Family Enterprise Program, and Faculty Director of Enterprising Families Executive Education at Columbia University’s Graduate School of Business. A recognized thought leader in the field, she has provided legal and strategic advice to global families and firms with multi-generational businesses, trusts, and philanthropy, for over three decades. She is a prolific author, with publications including the highly acclaimed The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts and The Trustee Primer: A Guide for Pe...
2023-03-0633 min
Talking Billions with Bogumil BaranowskiByron Tully | The Old Money Book - How To Live Better While Spending Less - Secrets of America's Upper ClassByron Tully | The Old Money Book - How To Live Better While Spending Less - Secrets of America's Upper Class
My guest today is Byron Tully, author of The Old Money Book - How To Live Better While Spending Less - Secrets of America's Upper Class. He's also written The Old Money Guide To Marriage, Old Money Style, and Old Money - New Woman. The Old Money Book alone has over 700 4-star reviews on Amazon and over 700 4-star ratings on Goodreads. The second, expanded edition of the book was published in 2020. Byron's popular blog at theoldmoneybook.com h...
2023-02-271h 00
Talking Billions with Bogumil BaranowskiAlex Soojung-Kim Pang | The Importance of Rest & 4 Day WeekAlex Soojung-Kim Pang | The importance of Rest & 4 Day Week
My guest today is Alex Soojung-Kim Pang, he is a program director at 4 Day Week Global, a nonprofit advocating for the 4-day workweek. His trilogy of books— SHORTER: Work Better, Smarter and Less— Here’s How (Public Affairs, 2020); REST: Why You Get More Done When You Work Less (Basic Books, 2016), and THE DISTRACTION ADDICTION (Little Brown, 2013)— shows how companies and individuals can better integrate rest, creativity, and focus into digital-age lives and work. Alex has been a consultant at Institute for the Future and Strategic Business Insights, and a visiti...
2023-02-2052 min
Talking Billions with Bogumil BaranowskiPhilip Ordway | Intelligent InvestingPhilip Ordway | Intelligent Investing
My guest today is Philip Ordway, a fellow patient, disciplined investor. He shares his thoughts on being grounded when it comes to money, having a common sense, and benefits of productive mornings.
Philip Ordway is the Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves a...
2023-02-1340 min
Talking Billions with Bogumil BaranowskiMitko Karshovski | The Future of Work is RemoteMitko Karshovski | The Future of Work is Remote
My guest today is Mitko Karshovski, he is the host of a very successful podcast, That Remote Life, where he interviews experts in remote work, and remote life, while sharing strategies and techniques for those interested in pursuing a location independent career. He was born in Bulgaria, grew up in Ohio, he has traveled the world, and lived in many countries, and he currently spends his time between the US, Bulgaria, Thailand, and Mexico among other places.
We talk about:
1) The experience of growing up i...
2023-02-0639 min
Talking Billions with Bogumil BaranowskiGuy Spier | The Education of a Value Investor & MoreGuy Spier | The Education of a Value Investor & More
My guest today is Guy Spier. Guy Spier is a Zurich-based author and investor. He completed his MBA at the Harvard Business School, and holds a First Class degree in PPE (Politics, Philosophy and Economics) from Oxford University where he studied at Brasenose College with the British Prime minister David Cameron. After completing his MBA, Spier started the Aquamarine Fund which is an investment vehicle inspired by the original 1950's Buffett partnerships. In 2008 Spier made news by bidding $650,000 with his friend, Mohnish Pabrai, to have a charity lunch wit...
2023-01-301h 12
Talking Billions with Bogumil BaranowskiSophocles Sophocleous | Investing Lessons from a Career Across Asset Classes & MarketsSophocles Sophocleous | Investing Lessons from a Career Across Asset Classes & Markets
My guest today is Sophocles Sophocleous
He was born in Canada and raised in Cyprus, he is a Fulbright scholar and CFA Charterholder with multi-year experience in developed and emerging markets in both equities and debt. Currently, he works as an investment advisor to an activist Swiss investor Veraison Capital. During his career, he has managed individual and institutional equity client portfolios and worked for a London-based emerging market high-yield debt fund. On an annual basis, he organizes a by-invitation Cyprus Value Investor Conference t...
2023-01-2337 min
Talking Billions with Bogumil BaranowskiAndrew Stotz & Alex Wetterling | My Worst Investment Ever & MoreAndrew Stotz & Alex Wetterling | My Worst Investment Ever & More
My guests today are: Andrew Stotz, and Alex Wetterling
Dr. Andrew Stotz, CFA
CEO, A. Stotz Investment Research
Andrew Stotz is on a mission to reduce risk in the lives of millions, which he does through his My Worst Investment Ever podcast. He is co-founder and CEO of A. Stotz Investment Research, A. Stotz Academy, and co-founder of CoffeeWORKS.
During his career in finance, Andrew served two terms as President of CFA Society Thailand and was twice voted #1 financial analyst i...
2023-01-1642 min
Talking Billions with Bogumil BaranowskiJacob Lund Fisker | Frugal, Responsible, and Environmentally Friendly Living | Author of Early Retirement Extreme Book & BlogJacob Lund Fisker | Frugal, Responsible, and Environmentally Friendly Living | Author of Early Retirement Extreme Book & Blog
My guest today is Jacob Lund Fisker. His book Early Retirement Extreme: A philosophical and practical guide to financial independence has been a big hit and remains a very popular read among those curious about frugal and responsible living while caring about the planet. It’s so much more than that, though. His blog, with the same name and the link in the notes, is also a great resource.
Jacob is a Danish-born astrophysicist living in the US and enjo...
2023-01-0931 min
Talking Billions with Bogumil BaranowskiLeisa Peterson | Mindful Millionaire | Changing Our Money StoryLeisa Peterson | Mindful Millionaire | Changing Our Money Story
My guest today is Leisa Peterson. She is a business growth strategist, money specialist, and author of The Mindful Millionaire.
She helps inspired business owners become game-changers in their field and achieve million-dollar breakthroughs in their business and investments.
Noted in Forbes as one of 10 Women Driving Growth in Wealth Management and Investing, Leisa has appeared on Gaia Media Network and in The Wall Street Journal, FastCompany, The Week, Huffington Post and has been featured on many podcasts and radio shows.
We talk a...
2023-01-0234 min
Talking Billions with Bogumil BaranowskiChristopher Tsai | Three Generations in the Investment ProfessionChristopher Tsai | Three Generations in the Investment Profession
Christopher is a good friend, fellow investor. Today, he shares the story of his late grandmother, the only woman to trade on the floor of the Shanghai Stock Exchange before it abruptly closed in 1941 when the Japanese troops invaded; his late father, Gerald Tsai, the founder of the famous Manhattan Fund, and his own successful investing career.
Christopher Tsai is President and Chief Investment Officer of Tsai Capital, an investment management firm; He has more than two decades of experience. Mr. Tsai pursues a value-oriented investment approach an...
2022-12-1935 min
Talking Billions with Bogumil BaranowskiChase Warrington | Living a Rich Life | Host of About Abroad Podcast | Head of Remote at DoistChase Warrington | World Traveler Living a Rich Life | Host of About Abroad Podcast | Head of Remote at Doist | Remote Work Expert
My guest today is Chase Warrington, a good friend, and a fellow world traveler with a shared passion for remote work, productivity, and living a rich life. He was on 35 planes by the time he was 35 months old, but his real adventure didn’t start until later. Chase is an American expat currently living in Europe with his wife and their dog, a 50-pound Siberian Husky.
He’s the Head of Remote at Doist, a lead...
2022-12-1236 min
Talking Billions with Bogumil BaranowskiJake Taylor | Pursuit of Freedom | Author of the Rebel Allocator, Co-Host of Value After-Hours PodcastJake Taylor | Pursuit of Freedom | Author of the Rebel Allocator, Co-Host of Value After-Hours Podcast, Farnam Street CEO, Founder of Journalytic
My guest today is a dear friend and fellow author and investor, Jake Taylor. He trusted me once with his life during a sailing trip on some rough seas. Today Jake shares the memory of his great-grandmother, who instilled in him, his interest in saving, meeting Warren Buffett, who fired up his passion for investing, and life experience that ultimately led him to pursuit of freedom. Jake Taylor is the CEO of Farnam Street Investments. He’s a...
2022-12-0545 min
Talking Billions with Bogumil BaranowskiBrad Barrett | Financial Independence | The Host of ChooseFI, The Award-Winning Podcast | Importance of Saving & Investing | Control over Your TimeBrad Barrett | Financial Independence | The Host of ChooseFI, The Award-Winning Podcast | Importance of Saving | Control over Your Time
My guest today is Brad Barrett, an instant friend with a shared curiosity about financial freedom. He shares clear and simple advice on how to regain control over your time and circumstance through financial independence, the real superpower.
Brad Barrett – is a CPA by training passionate about saving, and financial freedom. He is a co-host of a hugely successful award-winning podcast with 60 million downloads – ChooseFI – Your Blueprint to Financial Independence, co-author of a book, ChooseFI. He shared his idea...
2022-11-2854 min
Talking Billions with Bogumil BaranowskiJames E. Hughes, Jr. | Family Advisor for 5 Decades | Avoiding the Shirtsleeves to Shirtsleeves ProverbJames E. Hughes, Jr. | Family Advisor for 5 Decades | Book: Family Wealth | Family Governance | The 5 Capitals | Shirtsleeves to Shirtsleeves | A 100 Year Thinking | A Story of a Toy Purchase
My guest today is Mr. James E. Hughes, Jay, is my dear friend, and mentor. We talk every month, but this is our first ever recorded talk. He shares his treasured conversations with his late father, a lifetime of experience, and boundless wisdom of family wealth.
Mr. Hughes, a resident of Aspen, Colorado, is an author, advisor to families, founder of a law partnership in New York City...
2022-11-2841 min
Talking Billions with Bogumil BaranowskiFrancois Sicart | 50 Years on Wall Street | Wealth Preservation: Handling Sudden WealthFrancois Sicart | 50 Years on Wall Street | Book: Luck is Not Enough | Wealth Preservation: Handling Sudden Wealth | Learning from Three Continents | Contrarian Investing
My guest today is Mr. Francois Sicart, my partner, and mentor. We have spent countless hours talking about money, wealth, and investing, but this is our first recorded conversation ever. He shares stories of his late mentor, his early days on Wall Street half a century ago, and thoughts on successfully handling the sudden arrival of wealth.
Mr. Sicart graduated from HEC Paris and immigrated to the United States in 1969, where he joined T...
2022-11-2833 minTalking Billions with Bogumil BaranowskiSeason One Teaser | From Reaching Financial Independence to Handling Sudden Wealth, Location Independent Life, Responsible Living, Stock Picking to Surviving a Banking Crisis and More.Welcome to Talking Billions. We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all – money: how to make it, save it, keep it, but our conversations lead us to an even bigger question — what it means to live a rich life beyond money. My guests share their practices, principles, and evergreen wisdom.
I’m your host Bogumil Baranowski, author, TEDx speaker, investor, and founding partner of Sicart Associates. A boutique investment firm founded in New York City. Join me on this quest to unearth the wisdom of the ages.
It’s...
2022-11-2603 minTalking Billions with Bogumil BaranowskiTalking Billions Official TrailerTalking Billions Official Trailer Welcome to Talking Billions. We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all – money: how to make it, save it, and keep it. Our conversations lead us to an even bigger question — what it means to live a rich life beyond money – being rich and feeling rich versus looking rich, how we spend our time, how we work, how we organize our lives, and so much more.
Talking Billions is a podcast where I sit down and have heart-to-heart conversations with friends of friends in the US, c...
2022-11-2402 min