Talking Billions with 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 article, find it on Substack: https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything...

Guest: Alex Morris - Founder of TSOH Investment Research and author of "Buffett and Munger Unscripted" Episode Focus: Buffett and Munger's investment philosophy, value investing principles, and business ownership mindset Key Topics: Alex's journey into investing and discovery of Buffett/Munger's teachings Value investing fundamentals - "getting a lot for the expectable f...

Understanding the interplay between allocation, evolution, and cognitive investment 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, 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...

If you have 5 minutes this week, listen to this recap of my conversation with Sean DeLaney with a BONUS look behind the scenes and my thoughts about what I learned. FULL ARTICLE about the episode: https://bogumilbaranowski.substack.com/p/when-life-begins-to-whisper-insights 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 talki...

Transforming Financial Conversations from Sources of Tension to Opportunities for Connection Guest Introduction Emily Bouchard is a specialist in family dynamics around wealth, with over 20 years of experience working with families navigating complex financial relationships. She's the founder of Blended Families Flourishing and Bouchard Bespoke Consulting, focusing on stepfamily dynamics, multigen...

Audio version my this week's article, find it on Substack. https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything. 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. Curious to hear from you! Po...

If you have 5 minutes this week, listen to this recap of my conversation with Vitaliy with a BONUS look behind the scenes and my thoughts about what I learned. 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. Curious to hear from you! Lastly, if...

In this thought-provoking conversation, executive coach and author Sean Delaney returns to discuss his latest book, "When Life Begins to Whisper: A Journey Beyond the Answers." Building on our conversation from last year, Sean delves deeper into the subtle internal signals that guide our authentic paths and how we can develop a healthier relationship with pain, uncertainty, and freedom. ### Key Hi...

Here is another recording of my article. Enjoy! They've been such a hit that I decided to read to you again. If you want to drop me a line, share your thoughts, or connect over Zoom, here is my email bogumil AT talkingbillions.co (not com). I read and answer all my emails; just give me a day or two! Thank you! Bogumil Find the text of the article on my Substack: https://bogumilbaranowski.subst...

This is a very timely post (only 3 minutes). If you haven't read it yet, enjoy it here. And I hope my calming voice will help you as you are navigating the markets in the last few weeks. If you want to drop me a line, share your thoughts, or connect over Zoom, here is my email bogumil AT talkingbillions.co (not com). I read and answer all my emails; just give me a day or two! Thank you! Bogumi...

[ Limited 1 on 1 Zoom calls with the host: email me at bogumil@talkingbillions.co, no com] Episode Overview In this illuminating conversation, Vitaliy Katsenelson shares his remarkable journey from Soviet Russia to becoming a respected value investor in the United States. Through personal anecdotes and philosophical reflections, Vitaliy explores the delicate interplay between life's most preci...

Happy Weekend! Since so many of you asked, here is the audio version of my this week's article with some bonus content, and announcement, take a listen -- you'll hear details in the episode, but here is my email bogumil AT talkingbillions.co (not com), if you are interested in a 1 on 1 Zoom call with me or joining an intimate virtual meet & greet let know or if you just feel compelled...

[ Excited to connect with you! If you'd like to schedule a personal 1-on-1 Zoom conversation with me, the host, simply email bogumil@talkingbillions.co (that's .co, not .com). Looking forward to our conversation! ] Anne-Laure Le Cunff is an award-winning neuroscientist and entrepreneur. She is the founder of Ness Labs, where her weekly newsletter is read by more than 100,000 curious minds. Her res...

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] My guest today is Oliver Burkeman, he is the New York Times and UK Sunday Times bestselling author Four Thousand Weeks , and of the newly released Meditations for Mortals: Four We...

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] Jonny Miller is the founder of Nervous System Mastery , a course that has helped 1000+ high-performing humans from all walks of life, cultivate calm, reduce nervousness, enhance r...

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] Lou Marchetti is a curious mind in search of deeper understanding. I see him as a high-performing professional and an athlete. His life literally came to a complete stop, and he i...

My guest today is Brendan Hughes, he is an investor, an analyst, and an author. Brendan has more than a decade of industry experience in investments and public finance. For the last several years, Brendan has worked for Lafayette Investments, where he manages a portion of the $800 million in assets under management, primarily for high-net-worth individuals. Brendan is the author of two books: Mark...

My guest today is a stock analyst, investor, and author. Brett Gardner is an analyst at Discerene Group LP, a private investment partnership that invests globally and pursues a fundamental, contrarian, long-term value investing philosophy. Prior to joining Discerene, Brett worked at multiple investment firms. A St. John’s University graduate and CFA Charterholder, Brett currently resides in New Yo...

Paul Podolsky is an author, podcaster, journalist, and investor who spent time in Russia in the 1990s, and then worked on Wall Street for over two decades, much of it at Bridgewater Associates, the world’s largest hedge fund, with Ray Dalio as his boss. His father worked on the Manhattan Project, with Robert Oppenheimer as his boss. Today, we talk about his newest book, an absolute delight to read...

My guest today is Dr Jordan Grumet, author, doctor, podcaster. In his work, he explores a variety of topics, from financial independence to happiness, meaning, purpose, and more. We talk about his newly released book: The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a...

NO ADVICE OF ANY KIND. My guest today is Dr. Gautam Gulati, known to most as Dr. G. He is a visionary health artist who designs luxury spaces that embody health and longevity. As the founder of The Well Home, he envisions and transforms homes into wellness sanctuaries that promote health and prevent disease. With over 25 years of experience, Dr. G has significantly impacted global brands by challe...

My guest today is Adam Bruderly, he is a coach for executives, families, and entrepreneurs who want more than just success—they want to flourish. His approach is grounded in four key pillars of wellness: physical, mental, financial, and spiritual. Adam's life changed forever at 9:03 AM on 9/11, a pivotal moment that redefined his purpose and set him on a mission to help others live with intention...

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] NONE OF THE STOCKS MENTIONED ARE RECOMMENDATIONS, NO INVESTMENT ADVICE; DO YOUR OWN RESEARCH. My guest today is Christopher P. Bloomstran, CFA. He is the President and Chief Inves...

It's a BONUS episode for you, my dear listeners, enjoy! I'm looking forward to hearing from you -- my email is on the Talking Billions website. Take a moment this holiday season and share this show with your loved ones, who would also like it. THANK YOU!!

The Infinite Game of Family Wealth Investing Guest host: John Candeto is the Founder and Managing Partner of the Phronesis Fund . Co-Founder of JoinWDA (Workforce Data Alliance). Summary In this conversation, Bogumil Baranowski and John Candeto explore the intricacies of family wealth investing, drawing lessons from the book 'Brewster's Millions'. They discuss the unique nature of investing family...