Talking Billions with Bogumil Baranowski

Michael W. Sonnenfeldt is the Founder & Chairman of TIGER 21 , the premier peer membership organization for high-net-worth wealth creators and preservers, and author of Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs . He is a serial entrepreneur, philanthropist, and political thought leader. Through his private investment company, MUUS & Company, he has holding...

Simon Kold is the founder of Kold Investments, a Copenhagen-based investment firm. He was previously at Novo Holdings, one of the world’s largest investment organizations. His investment experience spans both public and private markets. Simon is one of the few fund managers who also has a degree in theology and had a stint in stand-up comedy. His book, On the Hunt for Great Companies: An Investor'...

It’s Dan’s second time on the show — I highly recommend finding the earlier episode. My guest today is Dr. Daniel Crosby. He is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the best-selling author of four books. His latest book will be the focus of our conversations today — it’s called The Soul of Wealth: 50 Reflections...

My guest today is Professor Aswath Damodaran, who teaches corporate finance and valuation at the Stern School of Business at NYU. He says that he is a teacher first, who also happens to love untangling the puzzles of corporate finance and valuation, and writing about his experiences. He believes that businesses, education, publishing and financial services are all big, inefficiently run and deserv...

It's Chris' third time on the show -- check out the earlier episodes, both are among the top ten all-time downloads. My guest today is Chris Mayer, he is a professional investor, best-selling author, expert on general semantics and more. He is a portfolio manager and co-founder of Woodlock House Family Capital, and the author of 100 bagger, How do you know, Dear Fellow Time Binder, World Right Sid...

My guest today is Brent Beshore, he is the founder and CEO of Permanent Equity, a private equity firm that uses 30-year funds to invest in and partner with companies that care what happens next. He is the author of a wonderful book: The Messy Marketplace, Selling Your Business in a World of Imperfect Buyers. Summary In this conversation, Brent Beshore, founder and CEO of Permanent Equity, discusse...

My guest today is Barrett Brooks, he helps founders of mission-driven companies grow into CEOs capable of making an impact at scale. He is an executive coach, host of a popular podcast, Good Work, and author of a weekly newsletter on leading well. Summary Barrett Brooks believes business can be a powerful force for good under the right leadership. He’s dedicated his career to helping people reach...

My guest today is Jared Dillian he is a writer, trader, musician, entrepreneur, and educator, he is an author of many excellent books, among them No Worries: How to live a stress-free financial life, Street Freak: Money and Madness of Lehman, All the Evil in this World, and most recently, Night Moves and Other Stories. https://www.jareddillian.com/ Summary In this engaging conversation, Jared Dill...

My guest today is Tom Morgan. He has spent the last twenty years in business and finance. He describes himself as a Curiosity Sherpa to Billionaires. He has been seeking out the most interesting ideas and thinkers for curious people, mostly recently through his venture called the Leading Edge. Tom Morgan and I delve into his journey from a thriving finance career to founding The Leading Edge, a co...

My guest today is Nick Van Rensburg, he is a macro strategist with a particular interest in tail risks. He joined financial markets in 1996 at a bank trading equities and later equity derivatives. He spent 10 years at South Africa's first hedge fund where he started covering commodities, which exposed me to macro. In this conversation, I speak with Nick Van Rensburg, a macro strategist, about the...

My guest today Paul Millerd — he is the author of the hugely successful book The Pathless Path: Imagining a New Story For Work and Life , and now his brand new book Good Work: Reclaiming Your Inner Ambition — to me he is the ultimate guide to a life better lived. In this conversation, Paul Millerd discusses his journey from a conventional career path to embracing a more fulfilling and unconvention...

BONUS EPISODE! Full Credit for this episode goes to Justin Castelli, a fellow curious mind, podcaster, and an all around passionate, kind, human being. Justin Castelli: I had the opportunity to return the favor and Bogumil Baranowski on LifeDesign+ after appearing on his podcast, Talking Billions. It was fun to turn the tables on Bogumil, who is a phenomenal podcast host and learn more about his s...

My guest today is Howard Lichstrahl, a dear friend, fellow investor, and investment advisor with many decades of experience and a solo operator of a successful, long-lasting investment practice. Howard and I have shared many calls and meals over the years, and this is our first-ever recorded conversation. We start with a chance encounter with the legendary Irving Kahn, Benjamin Graham’s teaching a...

My guest today is a family business advisor helping enterprising families navigate the intricacies of being family in a family organization. His experience in supporting families comes from both his own experience as the 3rd generation owner and board member of a global family business as well as his experience as an entrepreneur, coach, management consultant, and seminarian. https://family.inc/ T...

My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Management, digital transformation and more. https://www.linkedin.com/pulse/make-mistake-gen-zs-social-sk...

Ted Seides is a famous podcaster, renowned industry expert, and a best selling author who is all about compounding knowledge and relationships. We are talking about his new book ⁠**Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals⁠ ** https://www.capitalallocators.com/ Takeaways Ted Seides emphasizes the importance of aligning incentives in pr...

Derek Sivers is a musician, circus performer, entrepreneur and speaker. He is a slow thinker, explorer, and loves a different point of view. He is a California native living in New Zealand. https://sive.rs/ Today, we discuss his new book that may shed a different light on the beliefs we hold. Takeaways Almost nothing people say is true Your thoughts aren’t true Ideas can be useful, not true Which...

It's a delightful conversation with one and only Jim O'Shaughnessy My guest today is Jim O’Shaughnessy a Wall Street veteran, founder, investor, venture capitalist, best selling author, successful podcaster, who is pursuing his curiosity in yet another direction through O’Shaughnessy Ventures. Takeaways Jim's childhood shaped his views on money and success. The importance of humility in investing...

My guest today is Philippe Gijsels. He is the Chief Strategist at BNP Paribas Fortis and a co-author of the book ( with Koen De Leus) World Economy in 5 Trends: Investing in Times of Superinflation, Hyperinnovation, and Climate Transition. Takeaways Childhood experiences can shape one's relationship with money and career path. The world is changing profoundly, and it's important to adapt to new tr...

Dave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to, Preserve Families and Perpetuate Businesses. He is the author of, “The Family Business Whisperer” and thought leader on topics surrounding generational continuity of businesses and family wealth. Prior to his current role, he trained 2,500 top advisors/bankers at a Private Bank on fa...

A wonderful discussion with a very thoughtful host and a good friend. This interview was conducted by Senior Investment Advisor Edward Vesely at The Motley Fool Australia, a company whose approach to investing prioritizes buying and holding quality stocks for long periods of time, focusing on business fundamentals rather than on stocks’ short-term price changes. This interview is reproduced here w...

Justin Castelli is a life planner, advisor, and creator. He is the founder of RLS Wealth, a registered investment adviser based in Fishers, Indiana, a co-founder of Advisors Growing as a Community (The AGC), the host of the LifeDesign+ podcast, and author of the Daily Notes. But, most importantly, he is a husband and a father to three boys.  Justin has been in the profession since graduating from...

My guest today is Andy Busser, the CEO of Pitcairn, a 100-year-old family office. Andy is responsible for guiding the firm’s client-centric culture and overseeing all of Pitcairn’s operations. His vision for the company is to continually evolve the Pitcairn client experience by enhancing the firm’s integrated approach to sophisticated family office services for multi-generational families. Andy ha...

Jeff Gilbert takes over Talking Billions today and asks me questions. He is a master storyteller, forensic accountant, investor, and a good friend. Scroll down, search, and find my earlier conversation with him on the show. Jeff Gilbert, CPA is an Executive Director of Investigations where he specializes in forensic auditing. Drawing upon personal experience and using real-life case studies, he te...

My guest today is Adam Mead — he is a professional investor, founder of Mead Capital Management, and the author of a wonderful book, **The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece .** He was on Talking Billions over a year ago, and he returns to talk about Berkshire, Buffett, Munger, investing, runnin...