Talking Billions with Bogumil Baranowski

I was a guest on Mark McCartney's wonderful podcast: What is a Good Life? https://www.whatisagood.life/p/what-is-a-good-life-165 Reposted here with his permission. I trust you’ll enjoy it! Hello and welcome to  What is a Good Life?  A project exploring the big questions around how we live, who we are and what actually matters. This week, I’m reflecting on my conversation with  Bogumil Baranows...

Find me on Substack! Arie van Gemeren is a CFA, Goldman Sachs veteran, and CEO of Lombard Equities Group who translates 2,000 years of wealth-building history into actionable modern real estate and investment strategy. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use...

I join Matt Zeigler for one more special episode of Excess Returns. 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 Matt and Jack. Don’t miss it! And follow their work, links below. [Vitaliy was on TB before, scroll down to find the episode, it's very different, but equally wor...

Find me on Substack! Matt Reustle is the former CEO of Colossus and architect of the Business Breakdowns podcast, who spent a decade at Goldman Sachs mastering business dissection before building one of the investment world’s most influential media platforms. The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLION...

I join Matt Zeigler for one more special episode of Excess Returns. 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 Matt and Jack. Don’t miss it! And follow their work, links below. In this episode of Excess Returns, we explore one of the most important but overlooked questions in...

Mark McCartney is an Irish-born coach, host of the acclaimed What Is a Good Life podcast with nearly 300 conversations, and facilitator who helps leadership teams move from performative to genuine authenticity through presence, silence, and radical honesty. 3:00 Mark describes his early career in corporate banking and capital markets in Ireland and Canada, passing the CFA Level I but realizing fin...

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 a...

Find me on Substack! Questions from the Talking Billions Community The second installment of my monthly listener Q&A — raw, unscripted, and as close to a one-on-one conversation as you'll get without picking up the phone. I sit down with your real questions about investing, portfolios, patience, and why so few people actually talk to someone about their money. Episode highlights: Why you&#...

Find me on Substack. Richard Oldfield, founder of Oldfield Partners and author of the investing classic Simple, but Not Easy , is a four-decade veteran of markets whose career arc from Warburg and Mercury Asset Management to running a family office gives him a rare dual vantage point as both portfolio manager and allocator of managers. The episode is sponsored by TenzingMEMO — the AI-powered marke...

Spend an hour this weekend with one of the kindest and most generous people — an accomplished investor and a truly remarkable mind (Original Release: Jan 30, 2023). Guy Spier is a good friend, an inspiration, and one of Talking Billions' earliest guests. He is the Zurich-based founder of the Aquamarine Fund, author of The Education of a Value Investor , and host of VALUEx — a wonderful gatheri...

Spencer Jakab is an award-winning Wall Street Journal investing columnist with 30 years of finance experience who transformed from emerging markets research director into a financial journalist exposing how everyday investors repeatedly get fleeced by Wall Street's latest schemes. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financ...

Find me on Substack! Tobias Carlisle is founder and portfolio manager of Acquirer’s Funds managing two deep value ETFs, acclaimed author of five investment books including his newest Soldier of Fortune blending Warren Buffett and Sun Tzu’s strategic wisdom, and host of the popular Value After Hours podcast. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to...

Drew Cohen is the founder of Speedwell Research and a portfolio manager at Davidson Kahn Capital Management, who uncovers competitive advantages by reading entire company histories spanning decades of transcripts and annual reports. The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended tria...

Scroll 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 w...

Braden Dennis is the 30-year-old founder and CEO of Fiscal AI, who scaled an AI-powered financial research platform from a frustration-driven side project to a venture-backed company serving over 150,000 users with institutional-grade data analytics that democratizes investment research previously accessible only through expensive platforms like Bloomberg and FactSet. Episode Sponsor: Fiscal AI is...

Find me on Substack. Gautam Baid, CFA, is the founder and managing partner of Stellar Wealth Partners India Fund and internationally bestselling author of The Joys of Compounding , who has dedicated over two decades to mastering patient, quality-focused value investing. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings...

I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler. In this episode of Excess Returns, we sit down with Gary Mishuris, Managing Partner and CIO of Silver Ring Value Partners, to explore how deep fundamental analysis, behavioral insight, and disciplined process come together in real-world investing. Gary shares formative lessons from his early career at Fidelity du...

Gary Mishuris is a CFA and managing partner of Silver Ring Value Partners who combines MIT computer science training with behavioral discipline to practice intrinsic value investing while pioneering practical AI integration in fundamental research. The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you...

Starting in January 2026, I'll take a handful of questions from the audience each month and answer them here. Submit your questions, tune in, share, rate, and listen! Thank you for writing! Office Hours Episode Notes Your questions answered on investing, business, and long-term thinking. Questions covered: • Most surprising work habit? I rarely work at a desk—I think best while walking or reading...

Nick Kapur is co-founder of Tenzing Memo, an AI-powered market intelligence platform, bringing extensive experience as a former equity analyst and product leader who specializes in building investment research technology for asset managers. The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an exten...

Sangeet Paul Choudhary is the bestselling co-author of Platform Revolution, founder of Platformation Labs, senior fellow at UC Berkeley, and author of Reshuffle, exploring how AI fundamentally reorganizes value creation architecture. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment an...

I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler. In this wide-ranging conversation, Gautam Baid joins Excess Returns to discuss the principles that shaped his investing philosophy, the lessons learned through bear markets, and why compounding, patience, and quality matter far more than forecasts or short-term performance. Drawing from his books The Joys of Comp...

Nadjeschda (Nadja) Taranczewski is a master of psychology, master certified coach, and founder of Conscious U who specializes in helping CEOs and founders uncover unconscious patterns shaping their relationship with wealth, leadership, and intergenerational trauma through her pioneering Money Work Program. 3:00 - Nadja shares her powerful family history: her German grandmother's side benefited...

How mathematical rigor, probabilistic thinking, and family priorities shape a young investor's approach to finding overlooked opportunities. The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off. https://www.tenzingmemo.com/ David Diranko is a 29-year-old German mathemat...

Jawad Mian is the founder and managing editor of Stray Reflections, serving elite hedge funds and family offices worldwide, while uniquely integrating deep spiritual wisdom with global macro investing through his acclaimed book and podcast. 3:00 - Jawad shares how seeking his entrepreneur father's approval shaped his drive for success, revealing the subconscious motivation behind his ambitious...