Talking Billions with Bogumil Baranowski

Matthew Stafford is a venture capitalist, angel investor, and co-founder of Nine Others—a global entrepreneur network spanning 5,000 founders across 50 cities—who transformed from school dropout to successful investor by proving that authentic, give-first relationships create more wealth than transactional networking. 3:00 - Matthew explains the Nine Others concept: monthly dinners for 10 people w...

Happy Holidays, Dear Friends! Enjoy this special episode where I share a few stories and my reflections on the year. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC .  All statements and...

Beyond celebrating, holidays are often also about giving and receiving. It's a timely episode that explores both, and so much more. Jen Laun is a well-being facilitator who guides family wealth professionals and rising generation members through transformative experiential learning focused on the sacred flow of giving and receiving, spiritual capital, and helping successful wealth creators—who...

Dave Sather is a Certified Financial Planner and founder/CEO of Sather Financial Group, a $2 billion fee-only investment management firm in Victoria, Texas, who has built authentic client relationships through disciplined value investing over 25+ years while creating the award-winning Bulldog Investment Company student internship program at Texas Lutheran University. Episode Sponsor: Fiscal AI is...

The Third Episode of the Series! (Scroll down the earlier ones below). 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 conversati...

Ehsan Ehsani is executive director at Crescendo Partners, adjunct assistant professor at Columbia Business School, and author of “How Not to Be Replaced by a Spreadsheet That Talks” who uniquely bridges quantitative analysis, and traditional fundamental investing while organizing Columbia’s generative AI conference. The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platf...

A 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...

Ted Merz is a veteran media and product leader with 30+ years shaping financial journalism, rising from Bloomberg's 15th newsroom hire to Managing Editor for the Americas and leading product innovation with AI-driven analytics before co-founding Principles Media and Pricing Culture. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of fina...

My 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/podcast Full credit goes to two wonderful host: Jeff Henriks...

Peta Milan is the founder and principal of Dubai-based Henmel Group, a regenerative investing pioneer, award-winning filmmaker, published author, and international speaker who’s building the world’s only family office exclusively focused on regenerative investment methodology. 3:00 - Peta shares her challenging childhood in a lower-middle-class family, describing how she developed the capacity to...

Jim and Abigail Zimmerman are a father-daughter investment team at Lowell Capital Management, combining Jim’s two decades of disciplined value investing since founding the firm in 2003 with Abby’s research-focused approach to identifying small-cap companies with fortress balance sheets and strong free cash flow generation. The episode is sponsored by TenzingMEMO — the AI-powered market intelligenc...

Laurence Endersen is an investment professional with over 30 years of experience and author of three books, including The Compounder’s Element, who champions patient wealth building through understanding one’s natural investing temperament and staying disciplined within it. Episode Sponsor: Fiscal AI is a modern data terminal—use my link for a two-week free trial plus 15% off:   https://fiscal.ai/...

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...

Guest 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 representin...

Robert 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...

Please 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...

Rupert Mitchell is a capital markets veteran with 30 years of institutional experience across three continents who now runs Blind Squirrel Macro, combining mythology, storytelling, and contrarian thinking to help investors understand why narrative often matters more than numbers in macro investing. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty y...

The 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 fu...

Scott Britton is an award-winning entrepreneur who sold his startup Troops to Salesforce, discovered fulfillment's limitations through external success, and now leads Conscious Talent while hosting Evolution FM and authoring Conscious Accomplishment. 3:00 - Scott discusses childhood patterns of competitive achievement through sports and school, revealing early drives toward external validation...

I 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 discov...

Find me on Substack: https://bogumilbaranowski.substack.com/ Ritavan is a bestselling author of "Data Impact," former CTO, and data transformation expert with a decade of operating experience across sectors including banking (Société Générale), energy trading, consulting, and real estate technology, who advocates for treating digital initiatives like value investments rather than followi...

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...

Long-Term Stewardship, the Lindy Effect, and Why Alignment Matters More Than Valuation Find me on Substack: https://bogumilbaranowski.substack.com/ Michael Gielkens is a partner and co-founder of Tresor Capital, a Netherlands-based independent investment boutique specializing in actively managing wealth through family holding companies and serial acquirers, with deep expertise in capital allocatio...

My 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...

Find me on Substack: https://bogumilbaranowski.substack.com/ Daniel Peris is a historian-turned-portfolio manager at Federated who uniquely combines PhD-level expertise in Russian history with two decades of investment experience to challenge modern finance's dismissal of dividend investing through rigorous historical analysis. 3:00 - Peris shares his unconventional path from Cold War studies...