Talking Billions with Bogumil Baranowski

Guest: Ruschelle Khanna - Family business consultant, psychotherapist, and author of "Inherited Trauma and Family Wealth" Key Timestamps & Ideas 3:00-5:30 - Growing Up in Coal Country Despite feeling abundant as a child, underlying financial anxiety from this environment shaped her early money scripts and relationship with wealth. 5:30-8:00 - The Origins of Inherited Trauma Work Three catalyst...

Guest: Chris Waller Founder of Plural Investing, a seasoned investor known for his disciplined approach to small cap value investing. Chris identifies hidden gems through meticulous research with a keen focus on governance and management integrity. Chris defines success as becoming an expert in the small cap space, building a comprehensive knowledge database of companies, and having the freedom to...

Guest: Caleb Breakey, Founder of Renown Publishing Caleb Breakey leads Renown Publishing, guiding high-impact leaders and ultra-high networth families through 18-month transformational storytelling journeys to preserve legacies and inspire human flourishing. Key Moments: 3:00 - Caleb explains how his upbringing in a high-control community shaped his curiosity about humanity and different perspecti...

Guest: Ardal Loh-Gronager - Founder and Managing Partner of Loh-Gronager Partners Investment Partnership Background: Over 10 years of financial industry experience at Goldman Sachs, Morgan Stanley, and Credit Suisse. Half Danish, born in UK with a global upbringing across Europe, Asia, and Australia. Key Moments: [3:00] Ardal discusses how his childhood shaped him - living in 11 different homes an...

How a 30-year ETF veteran learned to prioritize human flourishing over profit maximization Guest: Dave Nadig - 30-year veteran of the ETF industry, financial blogger, and advocate for pro-flourishing capitalism Key Moments: [03:13] Dave shares how his childhood on a farm shaped his financial mindset, developing a scarcity mentality from growing up poor that led him to finance and money management....

Guest: David Werdiger, Director of Nathanson Pearson and bestselling author of "Transition: How to Prepare Your Family and Business for the Greatest Wealth Transfer in History" Key Discussion Points: [03:00] David discusses joining the family business - how being the youngest of five children with a significant age gap influenced his decision not to immediately join the family textile manufacturin...

Thank YOU! For all excellent questions! [00:00] Episode Highlights [03:00] Introduction and Milestone Celebration [06:00] Setting the Stage[08:00] Investment Philosophy and Starting a Career[10:00] Business Valuation Approaches[12:00] Essential Investment Skills[13:00] Portfolio Structure and Management[15:00] Position Sizing and Client Alignment[17:00] Investment Preferences and Strategy[21:00] P...

TWO articles, ONE episode, less than 15 minutes. I'm sharing my thoughts from ahead of the Berkshire Hathaway 2025 meeting, and right after. Still fresh memories and thoughts from a historic meeting. Save it, share it, listen at your convenience, and find the text versions on Substack. I'm curious to hear your reactions after the event. Please find my email on the Talking Billions website! I reply...

This episode originally aired on Excess Returns on 4/28/2025. Enjoy! In this episode, Matt Zeigler and Bogumil Baranowski dive deep into the timeless investing wisdom of Guy Spier. Drawing from Spier’s interviews on both Excess Returns and Talking Billions, they explore crucial ideas about investing, risk, decision-making, and living a meaningful life. From understanding why letting your winners r...

Wisdom from the Berkshire Chronicles: Insights from Buffett and Munger Experts [See text version on my Substack] 8 previous Talking Billions conversations recorded over three years in one 15-minute episode! This episode features a collection of profound insights and key ideas shared by experts on Berkshire Hathaway, Warren Buffett, and Charlie Munger. It includes historical perspectives on the com...

Did we get it all wrong, and we are actually negotiating a deeper globalization? A Thoughtful Tariff Talk and more Guest : Rick Carew - Former Wall Street Journal journalist covering Asia's financial markets, current investor and educator teaching value investing at Fordham University's Gabelli School. Key Topics : Value investing, journalism skills in investing, China-US business relation...

This is an episode of the Excess Returns Podcast with Matt Zeigler and me. We go over the highlights from our two interviews with Professor Aswath Damodaran. Lots of wisdom in one full hour, enjoy! Join Matt Zeigler and Bogumil Baranowski as they play our favorite clips from both the Excess Returns and Talking Billions podcast interviews with Aswath Damodaran. This conversation unpacks Damodaran’s...

This is the audio version of my this week's article. Find all the articles, summaries, and book reviews on Substack https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything. If you want to reach out, I'd love to hear from you here is my email bogumil AT talkingbillions.co (not com)] Thank you! Podcast Program – Disclosure Statement Blue Infinitas Cap...

Find all the articles, summaries, and book reviews on Substack https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything. If you want to reach out, I'd love to hear from you here is my email bogumil AT talkingbillions.co (not com)] Thank you! Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opin...

Guest: Nuala Walsh - Mind Equity CEO, Professor of Behavioral Science at Trinity College Dublin, non-executive director, award-winning author, TEDx speaker, and London School of Economics fellow. Recognized among the 100 most influential women in finance with a 30-year investment career spanning BlackRock, Merrill Lynch, Standard Life, and Aberdeen. Author of "Tune In, How to Make Smarter Dec...

This is my appearance on The Art of Quality in Investing Podcast with John Candeto and Paul Higgins. Enjoy! The Art of Quality Podcast --- This podcast explores the lived experience of those with a deep familiarity with the stories and patterns of quality across business, entrepreneurship, investing and the arts. We have learned like the stoics, stories carry most of the wisdom. Bogumil Baranowski...

If you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you! Here you will find the audio version of my this week's articles, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anythin...

If you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you! Here you will find the audio version of my this week's article, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything...

Soren Peterson is a 20-year-old investor and co-author (with his sister Maya Peterson) of "The Early Bird: The Power of Investing Young." Soren has been investing since the age of 7 and brings a unique perspective on building wealth through long-term investing from an early age.### Episode Highlights### Early Beginnings (03:47)- Started investing at age 7 when his father gifted him one share of Ni...

FULL BONUS EPISODE: This is the Excess Returns Podcast episode -- please look up all their wonderful content, and listen to it here in case you missed it. It's with Chris Mayer, Matt Zeigler, and me. It's been one of the highlights of my recording year. Tune in and enjoy! In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris...

A stormy week is behind us; here are some calm and wise words that you might appreciate this weekend. I distilled my 3 long podcast interviews with Chris Mayer (100-baggers) and 3 of his books into this 10-minute recap. Enjoy! If you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourse...

If you want to read a letter I wrote to clients and friends of the firm, please send me a quick email [bogumil AT talkingbillions.co (not com)] with a few words about yourself, and I'll send it over. Thank you! Here you will find the audio version of my this week's article, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything. Also,...

If you have 5 minutes this week, listen to this recap of my conversation with Alex Morris. My email is below. FULL EPISODE & FULL ARTICLE: https://bogumilbaranowski.substack.com/ Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you just want to say hello, use the same email. Curiou...

If you have 5 minutes this week, listen to this recap of my conversation with Emily Bouchard with a BONUS look behind the scenes and my thoughts about what I learned. FULL EPISODE about the episode: https://bogumilbaranowski.substack.com/p/emily-bouchard-money-marriage-and FULL ARTICLE: https://bogumilbaranowski.substack.com/p/5-powerful-insights-from-emily-bouchard Also, it's super important! I'l...

An insightful conversation with Samantha McLemore, founder and CIO of Patient Capital Management, who spent over two decades investing alongside famed value investor Bill Miller before founding her own firm in 2020. Key Topics & Timestamps Early Influences & Career Path (03:46 - 10:45) Sam's humble beginnings and early relationship with money Working from age 12 and saving money throug...