Talking Billions with Bogumil Baranowski

My guest today is Cristina Espinal. She was born in Venezuela, lived in the US and Asia, made the UK her home, and joined me from Madrid today. After a successful first career, she decided to pivot, follow, and trust her curiosity. She helps ambitious mid-career professionals gain the clarity and confidence to secure bigger, more aligned roles and turn their uniqueness into a side business. Her Pl...

(If you are having trouble with this episode, remove the download, and download again, thank you!) A fascinating, wide-ranging discussion. John Candeto is the Founder and Managing Partner of the Phronesis Fund . Co-Founder of JoinWDA (Workforce Data Alliance). Tom Morgan connected us. We met at Markel’s meeting in Richmond earlier this year. I’ve been looking forward to this conversation, and you...

RP Stevens is the author of The Sloth Investor book, the host of a podcast, and a YouTube channel with the same name. He is a personal finance author & YouTuber. He is committed to educating people about how to invest their money in a common-sense, ‘sloth-like’ manner. RP firmly believes that the slow-moving, inactive sloth is THE best animal to characterize successful investing. After we stop...

My guest today is Christopher Begg. Chris is a successful long term patient value investor who seeks high quality, he is also a professor and teaches the Ben Graham’s Security Analysis Course at Columbia University in New York. He also loves the ocean and water sports, especially surfing, which, from what I can tell, makes him an even better investor. Christopher Begg is President/Chief Investment...

My guest today is Dan Solin — he practiced law in New York City, he represented investors harmed by the misconduct of brokers, he worked as a registered investment advisor, he is a New York Times bestselling author of the Smartest series of books, including the Smartest Money Book You’ll Ever Read — today, we talk about his book Ask: How to Relate to Anyone — I absolutely loved the book, I greatly...

It’s a Fireside Chat today. Jeremy Deal, a good friend and fellow investor, asks me about my investment practice, my philosophy, my experience managing multi-generational family fortunes with an infinite investment horizon, and more. Blue Infinitas Capital, LLC Jeremy Deal is the founder of JDP Capital Management. JDP is a private partnership that makes investments in public stocks where the quali...

My guest today is Meir Statman, he is a professor of finance, author, expert in behavioral finance. We talk about his newest book: **A Wealth of Well-Being: A Holistic Approach to Behavioral Finance —** I learned a lot, and I trust that you will too. Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He describes people as “...

A life-changing book and conversation My guest today is Peter Atwater; he is a Wall Street veteran and the author of a wonderful book, The Confidence Map. We are talking about everything from investing and navigating the financial crisis to what it takes to be a successful money manager. We are learning from airplane pilots, pandemic-era doctors, and more. Peter proposes an eye-opening framework,...

Today, I answer your questions! Welcome to the 100th Episode of Talking Billions. I am answering your questions about money, life, family, wealth, investing, and even my coffee-drinking habits. At the end of the episode, I reveal two big announcements: 1) an exciting project I’m working on, 2) a secret search that one of my fans embarked on — tune in, listen till the end, and maybe you can help wi...

(I’ll be posting two episodes per week for a little bit to catch up with all the summer recordings. Enjoy!) My guest today is Michael McCloskey, who founded and manages Greenskeeper, a value investing firm. Michael and I met at Guy Spier’s VALUEx Conference. We snowshoed together in the Swiss Alps at some point and shared many conversations both in Switzerland and at Buffett’s Berkshire Meeting in...

My guest today is Steven Gorelik, in the spirit of keeping these intros short, find all about Steve in the notes. In two sentences — Steve was born in Belarus during the Cold War, moved to the States, fell in love with investing, and has a lot to share both about the US market and the Eastern European markets. In my mind, both experiences build on top of each other and complete a much deeper, broa...

Today’s guest is Matt Zeigler. He’s been on Talking Billions before, and he was also the guest host when we turned the tables. Matt asked me questions in Talking Billions’ very first Fireside chat with the host. He is back, and we have lots to discuss. Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients create, align, and manage their financial plans a...

My guest today is Ben Claremon; we connected a while ago and have had many deep conversations about work, life, investing, and more. Not long ago, I was a guest on his wonderful podcast - The Compounders Podcast, where I talked about my career, work, investment style, and my firm - Blue Infinitas Capital — scroll down and look up this episode in the Talking Billions feed or on Ben’s channel. I’ve...

David is a passionate investor, and wonderful writer, who shares his insights, and observations in his popular blog. My guest today is David Diranko. We met at Guy Spier’s VALUEx earlier this year, and spoke since. David is a very thoughtful investor who writes about his process, which rhymes with my philosophy in many ways, though we might be drawn to different hunting grounds. I greatly apprecia...

We talk about why I invest and why I invest in my own particular way for a unique type of clients... John asks some superb questions, the topics get serious, but we have some laughs, too! My guest host today is John Rotonti — as I shared before, in my mind, John, is a very diligent, thoughtful, deliberate stock analyst with a great gift for teaching others the necessary skills to analyze and evalu...

The words of wisdom from Eli Manning's Former Coach from First Victory to Positive Mental Deposits, and More Investing is very much an emotional, inner game, where lack of confidence, doubt, and worry can get in the way of execution and success. When I came across the book and work of my today’s guest, I knew I had to sit down and talk to him more, and with a little bit of luck and his great g...

Investor, business journalist, writer, and author of the Nightcrawler Newsletter shares his lessons and wisdom Eric Markowitz is a Partner and the Director of Research at Nightview Capital. Nightview is an investment management firm that runs a concentrated, "best ideas" public equity strategy for long-term investors. Eric was previously a business journalist and published in The New Yor...

We talk about managing family fortunes with an infinite investment horizon. It’s a Fireside with the host today; Christian Billinger is asking questions, and I’m answering. You need to look up earlier editions with Matt Zeigler, who started this new Talking Billions tradition, and Matthew Stafford. I’ll also mention that the next Fireside chat will be hosted by none other than John Rotonti, who re...

What if being wealthy was all about rewriting the mental software we run on? My guest today is John Purkiss. He is the author of a truly wonderful book, a best seller called the “Power of Letting Go.” John has had a successful corporate career first, learned mindfulness later, only to combine both in his later and current pursuits. John studied economics at Cambridge University and began his caree...

My guest today is Lucas Miller; it’s his second time on the show; please look up his earlier episode. I highly recommend it. We met over a year ago in Zurich, where I shared with a small group of investors what I learned about my life, investing process, and work in general during the unusual pandemic years. We bonded right away since Lucas told me that my lessons rhyme with what he is studying an...

It’s Sunday. On weekends, I usually put the finishing touches on the upcoming episode. I won’t say what it is; I’ll let it be a surprise, but it’s a really special conversation that made me think—you’ll find out tomorrow. As I was recording the episode's intro, it dawned on me that it might be a good time to record this bonus episode. It’s been on my mind for a while to share with you what I’m...

I had the pleasure and honor of being Vishal’s guest on his wonderful show, The One Percent Show. Please find his show on Apple Podcast, Spotify, and YouTube, all links and credits below. Vishal was a guest on Talking Billions earlier this year; please look up his episode. Vishal Khandelwal: I talk to Bogumil Baranowski, a seasoned investor, insightful author, and a thought leader in the field of...

What Formula 1 racing can teach us about investing. “It takes a lot of ambition to maximize your wealth over 100 years” - Luca Dellanna I was introduced to Luca’s work by Guy Spier in our conversation a year and a half ago. I got see Luca in person a few times since, and we recorded by now three episodes of Talking Billions. Given the kind of long-term, patient, disciplined investing that I practi...

I was a guest on Ben Claremon’s the Compounders Podcast — here is the episode, and episode notes. Thank you so much, Ben! My guest on the show today is Bogumil Baranowski: author, podcast host and the Founder of Blue Infinitas Capital. Many people may know Bogumil for his excellent podcast, Talking Billions. However, as I turned the microphone around on Bogumil, I was interested in learning about...

My guest today is Pieter Slegers. He is the writer behind the widely popular newsletter Compounding Quality. He lives in Belgium, and used to work for a Belgian Asset Manager. His hobbies are running (he ran his first marathon last year), lifting weights and reading books. Pieter is a co-author with Luc Kroeze of a recently published book The Art of Quality Investing: How to Invest in the Best Com...