Talking Billions with Bogumil Baranowski

One 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 an...

Find me on Substack: https://bogumilbaranowski.substack.com/ Matthew Peterson is the visionary founder and managing partner of Peterson Capital Management who leverages over 25 years of global financial experience, including a decade at Goldman Sachs, Morgan Stanley, and Merrill Lynch, to pioneer "structured value investing" - a sophisticated approach that combines classic value principl...

The episode originally aired on Excess Returns Podcast, and it is reposted here with permission. Thank you, Jack Forehand & Matt Zeigler. Matt and I sat down with Joseph Shaposhnik, and what an hour it was, enjoy! In this episode of Excess Returns, we sit down with Joseph Shaposhnik, founder of Rainwater Equity and former star portfolio manager at TCW. Joseph shares the investment philosophy t...

Find me on Substack: https://bogumilbaranowski.substack.com/ Oliver Mueller is Chief Investment Officer at Acresco Investment Management in Mauritius, a seasoned value investor with 25+ years at JP Morgan, Merrill Lynch, and Deutsche Bank who uniquely combines traditional value investing principles with sustainable investing practices. 3:00 - Oliver's German Mittelstand upbringing shaped his r...

For more content, find me on Substack: https://bogumilbaranowski.substack.com/ P.V. Ramanathan is a Dubai-based entrepreneur, chartered accountant, and fund-of-funds manager who led a successful leveraged buyout in 2003, founded Neeti Fund, and hosts the prestigious ValueX Middle East conference annually. 3:00 - Ram's middle-class Indian upbringing and early exposure to family finances through...

If you downloaded the episode before Wednesday, please remove it and download it again. Thank you! Find me on Substack: https://bogumilbaranowski.substack.com/ GUEST PROFILE: Nancy Burger is a leading workplace communication strategist, executive coach, and founder of the Fear Finding Project who helps leaders overcome fear-based thinking after leaving her own Wall Street career to transform her e...

A recording of my most recent, most-viewed Substack essay, along with a brief update from me. And don't forget to share it with everyone in your life who would also enjoy it. Find it here (see below) with so much more public, free content: https://bogumilbaranowski.substack.com/p/the-sports-car-paradox Summary for busy readers:  One weekend this summer, I was surprised when a sports car I’d be...

Find me on Substack: https://bogumilbaranowski.substack.com/ Kevin Koharki is an MBA, PhD, founder of CAE Consulting, and associate professor who has spent 20 years analyzing hundreds of firms and uniquely advocates that every employee—not just executives—should understand how their daily decisions impact capital allocation and long-term value creation. 3:00 - Childhood influence: Depression-era g...

Three 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...

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] Whit Huguley is the founder and portfolio manager of River Oaks Capital, a concentrated microcap investment fund who applies rigorous private equity-style due diligence...

After writing, reading, and answering 1,000 emails this summer, I'm sharing what I learned about our Talking Billions community. From curious beginners to seasoned investors, you've trusted me with your stories, questions, and insights. In this solo episode, I reflect on three years of conversations, reveal a surprising pattern that emerged from all those emails, and extend a personal invi...

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] John Rotonti is a portfolio manager at Bastion Fiduciary managing the Industrial and Infrastructure Strategy, former Motley Fool senior analyst and head of investor trai...

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] James Emanuel is a London-based contrarian investor and founder of Rock and Turner who discovers fundamentally misunderstood companies trading at massive discounts while...

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/]Today's guest: Monsoon Pabrai is the managing partner of Drew Investment Management, who combines generational wisdom from legendary investors like her father, Mohnish Pa...

Find the FULL article here: https://bogumilbaranowski.substack.com/p/the-invisible-millions-the-quiet Please remember to sign up if you haven't already done so. IMPORTANT: I'm writing a personal email to the next 100 Substack subscribers. Sign up if you'd like to hear from me. I'm definitely curious to hear from you. THANK YOU! Podcast Program – Disclosure Statement Blue Infinitas...

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] Nick Maggiulli is the COO at Ritholtz Wealth Management, a bestselling author of "Just Keep Buying," and creator of the wealth ladder framework, who transforme...

A story, an invitation, an update, and a sincere thank YOU -- listen to hear more. [Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered inv...

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] John Zolidis is the president and founder of Quo Vadis Capital with 25+ years as one of Wall Street's most insightful retail and restaurant analysts, combining rigor...

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] Manish Singh is a global investor and meditation practitioner who manages family capital across India, North America, and Western Europe while calling himself a "happy m...

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/]Lawrence Yeo is a former corporate finance professional turned writer-illustrator-philosopher who left investment banking to pursue creative storytelling full-time, creat...

Remove and re-download for an enhanced audio file. [Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] Jamie Yuenger is the founder and CEO of StoryKeep, a pioneering company that helps affluent families preserve their le...

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...

[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/] Barry Ritholtz is the founder and Chief Investment Officer of Ritholtz Wealth Management, overseeing billions in client assets and helping investors avoid costly mistake...

Guest: Dede Eyesan - Founder of Jenga Investment Partners and author of "Global Outperformer" Dede Eyesan, the visionary founder of Jenga Investment Partners and author of Global Outperformers , who shares insights on identifying high-growth companies and navigating global markets with a unique blend of fundamental analysis and entrepreneurial spirit. Key Idea: The counterintuitive natur...

This 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...