Talking Billions with Bogumil Baranowski

Find me on Substack, search for Bogumil Baranowski. Marion Fogli, a Swiss digital banking pioneer who co-founded Switzerland’s first digital private bank, now teaches what she calls Finance Made Human, translating money into a language that real people can actually understand, use, and feel at peace with. 3:02 – Growing up “rich in love, not money” — Marion’s father’s story shapes her definition o...

Find me on Substack, search for Bogumil Baranowski. See you there! This month's Unfiltered Coffee finds me recording thoughts from the road after a few weeks of travel that pulled me away from daily news and toward ideas with a longer shelf life. I share reflections from Nir Eyal's book Belief , including the idea that successful people accumulate more losses simply because they try more t...

Reposted here is my interview on Anna Fata Shemin's wonderful podcast, the Gravitas Podcast. Sign up, follow her incredibly thoughtful work: https://open.spotify.com/episode/432S3SNi56e0njlHgjAa1B?si=nT910BvxRO6Y267cdG-IuA --- "Old money" is more than a TikTok aesthetic trend. There are real lessons to learn from the families who cultivate generational wealth, and they go far beyond...

Find me on Substack! This is a summer classic — a re-release of an enhanced audio episode that originally aired in 2023, now among the most listened-to Talking Billions episodes of all time. If you missed it, this is your moment. If you've heard it before, welcome back. Over the years, I've had the pleasure of spending time with Byron Tully beyond this microphone — in person at a Parisian...

Find me on Substack! Daniel Kertesz is a Zurich-based second-generation family entrepreneur, integrated family advisor, and author of Family Mind: Overcoming the Three-Generation Myth , who draws on his lived experience selling his family's multi-decade business to help wealthy families build resilient, values-driven legacies that outlast any single company. 3:00 — Daniel traces his origins: f...

Jack Schwager is the legendary author of the Market Wizards series and one of the most influential figures in trading literature, whose decades of interviewing elite traders have made him the definitive chronicler of exceptional market performance; George Coyle is a hedge fund manager and deep-dive trading historian whose years of original research into the patterns of great traders catalyzed thei...

In this episode of The 100 Year Thinkers, Robert Hagstrom explains why modern portfolio theory pulled investors away from business analysis and toward portfolio math. We discuss Markowitz, beta, efficient markets, Warren Buffett, Charlie Munger, business-driven investing, owner earnings, benchmarks, and why thinking like a business owner changes how investors understand risk. The Warren Buffett Po...

Eric Pachman is a chemical engineer-turned-data storyteller who exposed hundreds of millions in drug pricing overcharges through his nonprofit 46 Brooklyn Research, and now uses data visualization to reveal hidden truths about jobs, healthcare, and inequality as founder of Data for the People. Find Eric here: https://www.data4thepeople.com/signup Episode Sponsor: Fiscal AI is a modern data termina...

Find me on Substack: https://bogumilbaranowski.substack.com/ In this monthly Unfiltered Coffee check-in, I start with a lesson I keep learning from wealthy people — live your life now, don’t wait. I share a personal story about buying and riding a red Ducati, and the unexpected memories it created. Sometimes the best investments we make aren’t financial at all. I answer listener questions, recomme...

Mike Nicoletti is the founder and general partner of Top Mark Capital, a concentrated long-term investor who built his firm from a $110,000 seed during business school, drawing on experiences spanning tech consulting in Stockholm, competitive offshore sailing, and startup ventures. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financial...

Kai Wu is the founder and chief investment officer of Sparkline Capital, a former GMO and Harvard-trained investor whose pioneering research on intangible assets — intellectual property, brand equity, human capital, and network effects — is redefining how value investors measure what companies are truly worth. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access...

This episode of 100 Year Thinkers brings together Chris Mayer and Ian Cassel for a deep discussion on long-term stock picking, microcap investing, business quality, AI disruption, management teams, and the behavioral skills that separate great investors from great analysts. They explore why the edge in investing may increasingly come from judgment, presence, relationships, patience, and the abilit...

I was honored to join Morgan Ranstrom on his wonderful podcast, Morgan on Purpose. You can find the episode here or on your favorite podcast platform under either Morgan on Purpose or Talking Billions. I highly recommend exploring Morgan’s show—it’s thoughtful, insightful, and well worth a listen. Spotif y , Apple , Buzzsprout , YouTube What does it mean to truly play the long game with your money...

Joseph S. Moore is a historian, author, and investor who spent a decade reading nearly every piece of financial advice published in America over the past 300 years, testing those lessons himself, and distilling them into his HarperCollins book How to Get Rich in American History , selected by Malcolm Gladwell and Adam Grant for their Next Big Idea Club. Episode Sponsor: Fiscal AI is a modern data...

I share a wide-ranging monthly Q&A on long-term investing and the human side of money, from finding compounding opportunities and building conviction in uncertain markets to portfolio construction and idea generation. Tune in, enjoy listen here or on your favorite platform. I explain my approach: treat stocks as ownership of businesses, focus on value versus price, use structured checklists al...

Adam Mead is a professional investor, CEO of Mead Capital Management, and author of the 850-page second edition of The Complete Financial History of Berkshire Hathaway — one of the most exhaustive chronicles of Warren Buffett’s conglomerate ever written. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and...

I joined Justin Carbonneau for one more special episode of Excess Returns . We spoke with Chris Bloomstran soon after his famous annual letter release, and right before the Berkshire meeting in Omaha. 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 from both Justin and Jack. Don’t miss it! A...

Ethan Starr is a researcher and author of Billionaire Trivia , who spent years studying over 250 American billionaires, uncovering the surprising personal stories, pivotal moments, and unconventional paths behind their extraordinary wealth. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive seg...

Lupin Rahman, PhD, is a senior macroeconomist, sovereign debt specialist, and former head of sovereign credit and emerging markets portfolio manager at PIMCO, with over 25 years of experience across the IMF, World Bank, and global capital markets, and author of The Sovereign Debt Investor (Wiley Finance). Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to t...

Kevin Koharki, MBA, PhD, is the founder of CAE Consulting (Capital Allocation Enhancement), associate professor of accounting at Purdue University, and expert financial analyst with a 20-year career — including M&A analysis — who consults with and advises Fortune 100 companies on understanding the true economic cost of stock-based compensation. The episode is sponsored by TenzingMEMO — the AI-...

Ryan Bunn is the lead portfolio manager at Reference Equity in Denver, a Northwestern-trained engineer and Kellogg MBA with 15+ years of global equity experience who implements a first-principles quality-value philosophy focused on businesses in non-competitive situations. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnin...

This episode brings together Robert Hagstrom and Chris Mayer to explore how investors should think about base rates, extreme outcomes, and the realities of long-term wealth creation in markets. Drawing on Michael Mauboussin's work, the conversation challenges conventional ideas like mean reversion and highlights why a small number of companies drive most stock market returns—and what that mean...

What kind of money are we talking about? The why behind the holdings? A podcast production secret --- and so much more! Enjoy! In this third edition of Unfiltered, I talk about the one question I always start with when someone entrusts me with their capital, what multi-generational wealth really means (and why it's a mindset, not a number), the expensive truth about cheap stocks, why I came fo...

Peter Gustafson is a Danish investor, former business journalist, founder of Prospect Family Office, and author of The Business Investor: The Warren Buffett Path to Your Financial Freedom —a book born from 2,200 hours of writing, 15 years of market-beating returns, and annual lectures at the Genius of Warren Buffett seminar in Omaha, where several Berkshire directors and members of the Buffett fam...

Ignacio Ramirez Moreno, CFA, is a fixed income advisor at Pictet Wealth Management in Geneva, host of the Blunt Dollar podcast, and Switzerland’s number one LinkedIn financial markets creator with close to 20 million views, known for turning bonds and market risk into viral stories with humor and raw honesty. 3:00 — Ignacio shares his multicultural upbringing: born in Madrid, raised in Brussels, e...