Shows
Excess ReturnsThe Truth No One Sees | 41 Great Investors Share Their Most Controversial BeliefIn this special compilation episode of Excess Returns, we ask one revealing question to some of the most respected investors, strategists, and market thinkers in the industry:What is one belief you hold about investing that most of your peers would disagree with?The answers challenge conventional wisdom across macro, valuation, diversification, options, forecasting, AI, and investor behavior.Rather than consensus, this episode highlights how great investors think differently about risk, uncertainty, and long-term outcomes.00:06 Jim Grant – Why gold has been, is, and will remain money02:14 Andy Constan – Why quantitative easi...
2025-12-281h 03
Talking Billions with Bogumil BaranowskiDaniel Rupp: The Contrarian's Guide to Asian Markets, From Peace Corps to Portfolio Manager, Learning from Hong Kong’s Worst Day Since Tiananmen & MoreThe episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter stock analysis. Code BILLIONS gets you an extended trial + 10% off.Daniel Rupp is the founder and chief investment officer of Parkway Capital based in Hong Kong, bringing nearly two decades of Asian value investing expertise developed during his 17-year tenure at a leading Asia-focused funds, Overlook Investments, where he honed his contrarian "farm approach" for identifying undervalued compounders across 11 Asian markets. He counts founder Richard Lawrence and longtime CIO James Squire as mentors and supporters.3:00 - Dan shares his un...
2025-11-031h 03
Keihard Klassiek: De MixDit kan toch niet?Dardust - Nuage for a Fading Sky
Nat Bartsch - KindlingGrigoryan Brothers
Victor Kalinnikov - Svete Tihiy (O zalig licht)Tenebrae o.l.v. Nigel Short
Alex Baranowski - ReflectionsJess Gillam [saxofoon] & Jess Gillam Ensemble
Ennio Morricone - Giuseppe Tornatore Suite - Main Theme from MalènaMarco Serino [viool] & Orchestra Haydn di Bolzano e Trento o.l.v. Andrea Morricone
Johann Sebastian Bach - Suite voor orkest nr.3, BWV.1068 in D gr.t. - deel II, "Air" (A...
2025-07-1058 min
Sport ShackBreeding Grounds in SportPaul and Glenn are back for another great episode. This week we explore some of the well-known breeding grounds in sport where many professional sportspeople have come from. Some of what will be discussed include:-An Australia rural city that has produced many great sports stars from a wide variety of sports such as Cricket, Rugby League and Aussie Rules.-An Australian state with a small population, however, has still produced some of our great cricketers and a female multi-Olympic gold medalist.-Some well-known sportspeople from the Gold Coast and Newcastle.-Breeding grounds for NFL players such as Southern Mississippi...
2025-04-181h 36Keihard Klassiek: De MixDriving home for ChristmasEvgeny Grinko - Lullaby for Erik
Alex Baranowski - Midas Man ; "The End"
Frédéric Chopin - Wals voor piano nr.3, op.34 nr.2 in a kl.t., "Valse brillante" (Arr.)Magdalena Hoffmann [harp]
Joni Mitchell - River (It's Coming On Christmas) (Arr.)Alis Huws [harp]
Eleanor Daley - In RemembranceAtlanta Master Chorale o.l.v. Eric Nelson
Capel Bond - Concert voor trompet in D gr.t. - deel III, "Larghetto"Josh Cohen [baroktrompet] & Ensemble Sprezzatura o.l.v...
2024-11-2658 min
Talking Billions with Bogumil BaranowskiPolina Pompliano: Hidden Genius: The Secret Ways of Thinking that Power the World’s Most Successful PeopleMy guest today is the author of “Hidden Genius,” The Secret Ways of Thinking that Power the World’s Most Successful People, Polina Marinova Pompliano. She is the founder of The Profile, a media organization that studies successful people and companies.
Previously, she spent five years at FORTUNE where she covered technology and venture capital.
As the author and editor of Term Sheet, FORTUNE’s industry-leading dealmaking newsletter, Polina interviewed the industry’s most influential dealmakers, including Melinda Gates, Steve Schwarzman, Richard Branson, and more.
hiddengeniusbook.com readtheprofile.com
In today's episode, we embark on a captivating journey through the bustling c...
2024-04-151h 15
Perrysburg PodcastInterview with Richard Baranowski about the walking tourIf you enjoy Perrysburg History, you'll enjoy this episode. In this episode, Perrysburg Historian Richard Baranowski talks about how he did the research for the walking tour, how to get in touch with him, and more. For context, last week's episode (Episode 22) was a walking tour of the east side of the 100 block of Louisiana Avenue in Historic Downtown Perrysburg, led by Richard Baranowski. Our interview was recorded in the local history room at Way Public Library in November 2023 right after we recorded the second half of the walking tour. Thanks for everything, Richard! Lin...
2023-12-2915 min
Perrysburg PodcastWalking Tour of 101-131 Louisiana Avenue with Perrysburg Historian Richard BaranowskiThe video version of this episode can be found on The Perrysburg Podcast's YouTube Channel: https://www.youtube.com/@perrysburgpodcast. Please subscribe for all future episodes. Historic Downtown Perrysburg has an interesting history. In this episode, local Historian and Librarian Richard Baranowski gives us the history of 101 Louisiana Avenue (where Angel 101 sits today) through 131 Louisiana Avenue (where the Huntington Bank sits today). That's the east side of the 100 block of Louisiana Avenue. The first half of this episode was recorded on-location in October 2023, and the second half was recorded in the Local History Room at Way Public Libra...
2023-12-2255 min
The Politics GuysAnti-Urban Bias and Inequality in AmericaMike talks with Richard McGahey, an economist and senior fellow at the Schwartz Center for Economic Policy Analysis and the Institute on Race, Power, and Political Economy, at The New School. He’s served as executive director of the Congressional Joint Economic Committee, assistant secretary for policy at the U.S. Department of Labor, and in senior governmental positions in New York State and New York City. He’s also the author of Unequal Cities: Overcoming Anti-Urban Bias to Reduce Inequality in the United States, which they discuss on this episode.Topics Mike and Rick discuss include:
2023-12-2049 min
Strong SongsA Little Extra ZeldaOn this bonus episode, originally recorded as a Patreon bonus in 2022, Kirk goes through a few great Legend of Zelda pieces that he didn't manage to get into on last year's Zelda-focused Strong Songs episode. If you want to hear next week's new episode on Tears of the Kingdom early, go become a patron now!FEATURED:"Tears of the Kingdom Theme" from The Legend of Zelda: Tears of the Kingdom, comp. Manaka Kataoka, Maasa Miyoshi, Masato Ohashi, Tsukasa Usui"Song of Storms," "Dark World/Lorule Theme," "Gerudo Valley," and "The Great Fairy's Fountain" by K...
2023-10-2724 min
The Politics GuysRussian Invasion, Trump Criminal Violations, Biden's State of the Union Address, White House COVID Strategy, Texas Primary, Egbert v Boule, U.S. v Abu ZubaydahThis week Trey and Ken host the show and start by bringing updates on Russia and Ken's perspective to the ongoing crisis. Specifically the pair discuss the recent attack on a nuclear power plant and the Congressional resolution condemning Russia. Next the pair talk about client, attorney privilege as it may or may not apply to John Eastman, which apparently opens Trump to the possibility of criminal investigation. After that it is a discussion of Biden's State of the Union and how State of the Union addresses might be reimagined to better help the populace an...
2022-03-0553 min
Heart's Desire & Social ChangePart 2: Richard Rohr and "Christianity and the Re-Emergence of the Non-Dual Mind"We are hard at work on season 2! While you await new episodes, we thought that you would enjoy another conversation that Fr. Dan had with Richard Rohr, the renowned Franciscan priest, author, and spiritual teacher. Fr. Richard came to visit us at the University of Notre Dame campus and spoke before a live audience at the DeBartolo Performing Arts Center.You can listen to the first half of the conversation in the previous episode, and the full video on YouTube.Thank you for listening! We want to thank Fr. Richard Rohr for joining us, as...
2021-11-2927 minHeart's Desire & Social ChangePart 1: Richard Rohr on "Christianity and the Re-Emergence of the Non-Dual Mind"We are hard at work on season 2! While you await new episodes, we thought that you would enjoy another conversation that Fr. Dan had with Richard Rohr, the renowned Franciscan priest, author, and spiritual teacher. Fr. Richard came to visit us at the University of Notre Dame campus and spoke before a live audience at the DeBartolo Performing Arts Center.We will release the second half of the conversation, in which Richard answers questions from the audience, next week.Thank you for listening! We want to thank Fr. Richard Rohr for joining us, as well...
2021-11-2254 min
Death To Vanilla Podcast | Content Marketing & InnovationInnovating in a Hyper Competitive World | Richard BaranowskiListen on this weeks episode as we go through some of the best ways to get noticed! Richard started his business during the pandemic and teaches people how to get the most reach and how to stand out form all the other businesses. The media is saturated with ads and other business so listen in to find out how you can make bolder moves! Find out more about growbara: Website: growbara.com Twitter & Instagram: @growbara LinkedIn: @Richard Baranowski If you haven't gotten a chance ple...
2021-05-1159 min
The Politics GuysRichard Robb on Choice in Economics, Politics, and LifeMike talks with Richard Robb, a professor of professional practice in international and public affairs at Columbia University and CEO of the investment firm Christofferson, Robb & Company, which he co-founded in 2001. They discuss his recent book Willful: How We Choose What We Do. After the interview, Kristin joins Mike for a conservative perspective. Topics Richard and Mike cover include: the rational choice paradigm behavioral economics purposeful, ‘for itself’ action how and why we pick beliefs that appeal to us the four-step process of belief formulation Pareto efficiency and public policy if policymakers have enough skin...
2020-01-151h 03
The Politics GuysTaliban Talks, Hong Kong, Navy Secretary Fired, CBD CrackdownMike and Kristin start off talking about President Trump’s Thanksgiving trip to Afghanistan. The President served surprised service men and women Thanksgiving dinner at Bagram Air Force Base and made a rousing speech where he said that the U.S. and the Taliban have been involved in peace talks, which prompted discussions about whether the U.S. should remain in the region. Next, Mike and Kristin discussed President Trump’s signing of two bills aimed at supporting the protestors in Hong Kong. The first enforces sanctions on Chinese and Hong Kong officials who commit abuses of human...
2019-11-3059 min
The Politics GuysStruggle for Power, Subpoenas, Taxes, China, and IranWill and Alexandra open the show discussing the contempt charges brought against Attorney General Barr and it's possible impact. Will argues this is little more than political theater while Alexandra points to the parallels and differences between this and when Republicans found Eric Holder in contempt during the Obama Administration. Both believe the struggle for power between Congress and the President is far from over with Will especially noting how John Roberts must feel watching this while trying to ensure his Court remains politically neutral. They also discuss the subpoena of Donald Trump Jr. by the Senaste Intelligence Committee...
2019-05-1158 min
The Politics GuysWhy the Electoral College? Why a Two Party System? Ranked-Choice Voting Systems ExplainedThis episode features Trey and Ken’s responses to the following listener questions: Why do we have the Electoral College? Why isn’t there a way to invalidate fraudulent elections? What would it take for a third party rise to national prominence? Can you explain ranked-choice voting? What do you think about ranked-choice voting in light of the recent Maine election? What We’re Reading A Spy Named Orphan: The Enigma of Donald Maclean by Roland Philipps The Kennedy Brothers: The Rise and Fall of Jack and Bobby by Richard Mahoney Li...
2018-06-2039 min
The Politics GuysPG117: Trump's DACA Deal, Bernie's Medicare For All, Equifax BreachThis week, the Guys start off by talking about the potential deal President Trump reached with Democratic leaders Chuck Schumer and Nancy Pelosi that involves allowing Dreamers to stay in the country legally in exchange for enhanced border security. Mike is cautiously optimistic about the proposal while Jay believes that Schumer and Pelosi may be far more interested in a 2018 campaign issue than a legislative accomplishment. Next is a look at Senator Bernie Sanders' 'Medicare For All' legislation, which he introduced this week. Neither Mike nor Jay think it has a chance of passing, and while Mike would support a...
2017-09-1643 min
The Politics GuysLawrence Lessig on Campaign Finance ReformLawrence Lessig on Campaign Finance Reform Mike talks with Lawrence Lessig, the Roy L. Furman Professor of Law and Leadership at Harvard Law School. Prior to his time at Harvard, Professor Lessig clerked for not one, but two of Mike's intellectual heroes, Judge Richard Posner and Supreme Court Justice Antonin Scalia. Professor Lessig is the author of numerous books on law, commerce, culture, and ideas. His latest, Republic, Lost, Version 2.0, is a revised and expanded version of Republic, Lost, which Mike says is the best introduction to, and analysis of, not only campaign finance, but the fundamental incentives that drive...
2017-07-2638 min
The Politics GuysPG106: Healthcare Holdup, Travel Ban, Religious Funding, Seattle's Fight for 15This week's show starts off with Mike and Jay taking a look at the currently stalled Senate GOP healthcare bill. Between the bill's broad unpopularity and a devastating Congressional Budget Office score, it looks like it's going to be tough for Mitch McConnell to get this bill through his chamber without some significant changes. While Mike and Jay differ greatly on the merits of Obamacare, they both agree that, to this point, Republicans haven't offered a serious, carefully considered conservative alternative to it. Next it's a look at some big news from the Supreme Court. The Court partially lifted the...
2017-07-0259 min