Talking Billions with Bogumil Baranowski
Talking Billions with Bogumil Baranowski is a weekly podcast featuring intimate conversations about money, wealth, and living a rich and fulfilling life. Host Bogumil Baranowski, an author, TEDx speaker, investor, and investment advisor, explores topics around making, saving, and keeping money while asking what it means to live richly beyond money. New episodes are released every Monday. The show is not investment advice.
Episodes
Michel Ingenbleek: Staying Intact: The Behavioral Discipline of Long-Term Investing
Find me on Substack!Today on Talking Billions, I'm joined by Michel Ingenbleek — an investor and writer whose career took an unusual road here: from leading teams in the Dutch Korps Commandotroepen and Royal Netherlands Marine Corps, to two decades running offshore energy projects and corporate strategy at companies like Subsea 7 and Technip. These days he writes Capital and Character, a weekl
Neeraj Khemlani: The Coffee Can Investor: A Stock-Picker's Journey to Build Generational Wealth
Find me on Substack!My guest today is Neeraj Khemlani, the former president and co-head of CBS News and Stations, a veteran 60 Minutes producer and media executive, and the author of The Coffee Can Investor, A Stock Picker’s Journey to Build Generational Wealth, who uses the story of a Midwestern portfolio manager’s decades-long search for 100-bagger stocks to make the case that patient, concentra
On Urgency, Consistency, and Sensible Investing: Unfiltered Coffee August & September 2026
In this Unfiltered Coffee episode, I share some thoughts that have stayed with me through recent conversations, listener emails, books, podcasts, and my own work with investors and families.I reflect on a different kind of urgency—not the manufactured urgency of expiring offers or opportunities that supposedly require an answer by Friday, but the urgency that comes from within. It’s the realizatio
Peter Lazaroff: The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success
Find me on Substack!My guest today is Peter Lazaroff, CFA, CFP®—the Chief Investment Officer of the $10-billion-plus RIA Plancorp, chair of its investment committee, host of The Long-Term Investor, and author of Making Money Simple, and a new book The Perfect Portfolio, whose central message is that the best portfolio is not the historical winner but the one tailored to an investor’s goals, capaci
Ian Cassel: The Stock Picker: How to Develop the Mindset, Temperament, and Strategy to Outperform Wall Street
Find me on Substack!Ian Cassel is the founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, specializing in underfollowed public companies led by exceptional owner-operators — pairing rigorous, boots-on-the-ground research with the patience to hold rare compounding businesses through volatility. He became a full-time private investor at 28 and has spent his career hunting for
Owen Zidar and Eric Zwick: The Everywhere Millionaire: Who Is Really Rich in America and How They Got There
Join me on Substack! Look up my name.Today I'm joined by two economists who spent a decade inside a room most of us will never see — the basement of the U.S. Treasury Department — building the first database that ever linked confidential tax records to the individual owners of America's private businesses.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant acc
Jared Dillian: The Awesome Portfolio: Why Smoother Returns Beat Bigger Ones
My guest today is Jared Dillian—former Lehman Brothers index-arbitrage and ETF trader, founder of the 18-year-old professional market letter The Daily Dirtnap, registered CTA, author of seven books, and an unusually multidimensional market thinker whose work joins macro trading, practical personal finance, risk control, writing, mental health, and electronic music.Today, are we talking about his n
Paul Johnson: Why "Value Investing" Was Never the Right Name. Fundamental Investing — Not Value vs. Growth Is the Real Divide in Markets
My guest today is Professor Paul Johnson, a veteran value investor, long-time Columbia and Fordham professor, and co-author of The Enduring Value of Roger Murray, Pitch the Perfect Investment, and The Gorilla Game. He's taught in the same value investing tradition that runs from Benjamin Graham through Roger Murray, and he brings both a practitioner's and a historian's eye to our conve
Bob Robotti: We Asked a Value Legend Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers (Excess Returns Podcast)
Bob Robotti, founder and CIO of Robotti & Company, joins Matt Zeigler and Bogumil Baranowski to explain why bottom-up value investing may be entering one of its best opportunity sets in decades. They discuss AI and reindustrialization, inflation and interest rates, passive investing, capital cycles, private equity, long-term ownership, and why today’s neglected industrial businesses may offer
Jan Petke: The Meteor Every Heir Sees Coming - On Inheritance, Integration, and Why Money is the Smallest Part of the Fortune
My guest today is Jan Petke, a dynastic architect and strategic consigliere to sovereign and leading global entrepreneur families, who designs continuity architectures so that power, capital, and culture compound across generations — not just portfolios.3:00 — Jan traces his path from a McKinsey-spinoff consultancy through private equity (Commonwealth Bank of Australia’s First State Investments) t
Thomas Chua: The Lunch Break Investor, How Busy People Can Build Wealth in One Hour a Day
Thomas Chua is a friend, an investor, an investing educator, and the founder of Steady Compounding, where he shares lessons from great businesses and great investors with a global audience. He’s also the author of a brand-new book, The Lunch Break Investor, about how busy people can build wealth thoughtfully in roughly an hour a day.(03:00) Title story: his father pawned his mother’s wedding jewel
The Things We Have to Do: Bogumil on Just Press Record with Matt Zeigler
I’m reposting today an interview that Matt Zeigler kindly conducted with me recently. It just so happens that today is my birthday, which makes it feel like the right moment to share this deeply personal conversation about a chapter in my life and career when uncertainty was at its peak and the road ahead felt anything but clear.In this impromptu conversation, recorded one summer morning, I reflec
Lee Freeman-Shor: Why Being Right Less Than Half the Time Can Still Make You Rich, The Five Behavioral Tribes — and Why Stock Picking Matters Less Than What You Do Next
Lee Freeman‑Shor is a former multi‑award‑winning fund manager turned bestselling author and researcher who has spent years inside the decision‑making of the world’s best investors to uncover how they get it wrong most of the time and still make millions in the markets. He gave 45 elite investors real money and studied 30,000 trades to decode execution. He shares what he learned in the process. Epi
100 Year Thinkers: Warren Buffett Published His Whole Playbook | Robert Hagstrom on Why Only One Tenth of 1% Uses It
Robert Hagstrom joins Matt Zeigler and Bogumil Baranowski to revisit the 25th anniversary edition of The Warren Buffett Portfolio and explain why volatility is not the same as investment risk.They discuss concentrated portfolios, active share, business valuation, behavioral finance, complex adaptive systems, and Warren Buffett’s warning that the market’s casino can overwhelm its cathedral.Matt Zei
Alexander von der Vellen: Money Is Not Freedom — It's Pressure
Alexander von der Vellen is a Cambridge-educated former British Army officer who left private banking at Barings and JPMorgan Chase to become an independent fiduciary advising over 100 entrepreneurial families, and author of a trilogy on trusteeship and stewardship.Spend more time with Alexander here, his own recorded podcast series of lectures with some precious advice for inheritors and their fa
On Consistency, Ownership, and Unconditional Giving: Unfiltered Coffee Q&A, July 2026
This month on Unfiltered Coffee, I share more about the machinery behind both the podcast and the investing practice — the 200-some episodes, the 2 decades of client relationships, the daily habits, and the things that simply take time and can't be rebuilt in a day, even if you wanted to. I share the idea of decision and choice fatigue: how templating the small stuff (the shoes, the shirt, the
James E. Hughes, Jr.: Great Advisors Offer Courage, Not Just Knowledge, The Five Capitals, 100-Year Thinking, and What It Takes to Help a Family Flourish
Find me on Substack, search for my name.This is a summer classic — a re-release of an enhanced, longer audio episode that originally aired in late 2022, with my added intro and commentary. It’s among my most cherished Talking Billions episodes of all time. If you missed it, this is your moment. If you’ve heard it before, welcome back.It’s a heart-to-heart conversation with a dear friend, a mentor,
Robert P. Miles: What 20 Berkshire CEOs Taught Him About Character, Inside the Temperament, the Moat, and the Culture that Keep Compounding
Find me on Substack, search for my name.Robert P. Miles is an author, educator, and the world's foremost authority on Berkshire Hathaway's management culture. Robert has written three bestselling books on Warren Buffett, created the only graduate MBA course dedicated to Buffett's philosophies, and founded the Value Investor Conference in Omaha. His journey from an entrepreneur to a glo
Marion Fogli, Finance Made Human: Money a Triple Taboo, Three Money Questions, and Talking Early About Inheritance
Find me on Substack, search for Bogumil Baranowski.Marion Fogli, a Swiss digital banking pioneer who co-founded Switzerland’s first digital private bank, now teaches what she calls Finance Made Human, translating money into a language that real people can actually understand, use, and feel at peace with.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twe
Unfiltered Coffee Q&A, June 2026: On Trying, Waiting, and Learning to Receive
Find me on Substack, search for Bogumil Baranowski. See you there!This month's Unfiltered Coffee finds me recording thoughts from the road after a few weeks of travel that pulled me away from daily news and toward ideas with a longer shelf life. I share reflections from Nir Eyal's book Belief, including the idea that successful people accumulate more losses simply because they try more thi
Everybody Inherits Something: Bogumil Baranowski on Money, Mortality & Living a Rich Life (The Gravitas Podcast with Anna Fata Shemin)
Reposted here is my interview on Anna Fata Shemin's wonderful podcast, the Gravitas Podcast. Sign up, follow her incredibly thoughtful work: https://open.spotify.com/episode/432S3SNi56e0njlHgjAa1B?si=nT910BvxRO6Y267cdG-IuA---"Old money" is more than a TikTok aesthetic trend. There are real lessons to learn from the families who cultivate generational wealth, and they go far beyond th
Byron Tully: The Secret Life of Old Money: What Wealthy Families Know That They Don't Talk About
Find me on Substack!This is a summer classic — a re-release of an enhanced audio episode that originally aired in 2023, now among the most listened-to Talking Billions episodes of all time. If you missed it, this is your moment. If you've heard it before, welcome back.Over the years, I've had the pleasure of spending time with Byron Tully beyond this microphone — in person at a Parisian ca
Daniel Kertesz: The Family Outlives the Company — Don't Wait Until You're 80 | The Gray Rhinos Every Wealthy Family Must Face & Why Shirt Sleeves to Shirt Sleeves Is a Myth
Find me on Substack!Daniel Kertesz is a Zurich-based second-generation family entrepreneur, integrated family advisor, and author of Family Mind: Overcoming the Three-Generation Myth, who draws on his lived experience selling his family's multi-decade business to help wealthy families build resilient, values-driven legacies that outlast any single company.3:00 — Daniel traces his origins: fath
Jack Schwager & George Coyle: The Edge Moves. So Must You. Zero Evidence, Total Belief. How the Youngest Market Wizards Found Edge Where No One Was Looking
Jack Schwager is the legendary author of the Market Wizards series and one of the most influential figures in trading literature, whose decades of interviewing elite traders have made him the definitive chronicler of exceptional market performance; George Coyle is a hedge fund manager and deep-dive trading historian whose years of original research into the patterns of great traders catalyzed thei
100 Year Thinkers, Ep. 8: The Problem with Modern Portfolio Theory | Robert Hagstrom on How Investing Lost Its Way
In this episode of The 100 Year Thinkers, Robert Hagstrom explains why modern portfolio theory pulled investors away from business analysis and toward portfolio math.We discuss Markowitz, beta, efficient markets, Warren Buffett, Charlie Munger, business-driven investing, owner earnings, benchmarks, and why thinking like a business owner changes how investors understand risk.The Warren Buffett Port
Eric Pachman: The Data America Doesn't Want You to See, From Hypothermia to Purpose — Healthcare, Jobs, Burnout, and Finding Work Worth Doing
Eric Pachman is a chemical engineer-turned-data storyteller who exposed hundreds of millions in drug pricing overcharges through his nonprofit 46 Brooklyn Research, and now uses data visualization to reveal hidden truths about jobs, healthcare, and inequality as founder of Data for the People. Find Eric here: https://www.data4thepeople.com/signupEpisode Sponsor: Fiscal AI is a modern data terminal
Unfiltered Coffee Q&A, May 2026: Live Now, Invest Wisely: Thoughts on Money, Freedom, and Staying in Motion
Find me on Substack: https://bogumilbaranowski.substack.com/In this monthly Unfiltered Coffee check-in, I start with a lesson I keep learning from wealthy people — live your life now, don’t wait. I share a personal story about buying and riding a red Ducati, and the unexpected memories it created. Sometimes the best investments we make aren’t financial at all.I answer listener questions, recommend
Michael Nicoletti: Sailboats & Telltales, Roads & Motorcycles, Value & Quality, Good People & Generous Mentors From Jacuzzi Family Legacy, Grandfather's Advice to Playing the Long Game of Compounding
Mike Nicoletti is the founder and general partner of Top Mark Capital, a concentrated long-term investor who built his firm from a $110,000 seed during business school, drawing on experiences spanning tech consulting in Stockholm, competitive offshore sailing, and startup ventures.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials
Kai Wu: Intangible Assets: The Dark Matter of Finance — The Invisible Forces Driving Company Value Why the Balance Sheet Misses Most of What Makes a Business Worth Owning
Kai Wu is the founder and chief investment officer of Sparkline Capital, a former GMO and Harvard-trained investor whose pioneering research on intangible assets — intellectual property, brand equity, human capital, and network effects — is redefining how value investors measure what companies are truly worth.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access
100 Year Thinkers, Ep. 7: The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
This episode of 100 Year Thinkers brings together Chris Mayer and Ian Cassel for a deep discussion on long-term stock picking, microcap investing, business quality, AI disruption, management teams, and the behavioral skills that separate great investors from great analysts. They explore why the edge in investing may increasingly come from judgment, presence, relationships, patience, and the abilit
Playing the Long Game with Bogumil Baranowski: Morgan on Purpose Podcast
I was honored to join Morgan Ranstrom on his wonderful podcast, Morgan on Purpose. You can find the episode here or on your favorite podcast platform under either Morgan on Purpose or Talking Billions. I highly recommend exploring Morgan’s show—it’s thoughtful, insightful, and well worth a listen.Spotify , Apple , Buzzsprout , YouTubeWhat does it mean to truly play the long game with your money—an
Joseph S. Moore: What 300 Years of Money Advice Taught One Historian About Getting Rich: Capitalism is not a Scam, the American Dream is Alive, Marriage is a Superpower, Hope is an Asset
Joseph S. Moore is a historian, author, and investor who spent a decade reading nearly every piece of financial advice published in America over the past 300 years, testing those lessons himself, and distilling them into his HarperCollins book How to Get Rich in American History, selected by Malcolm Gladwell and Adam Grant for their Next Big Idea Club.Episode Sponsor: Fiscal AI is a modern data te
Unfiltered Coffee Q&A, April 2026: Finding Compounders, Building Conviction, and Navigating AI, Careers, and Wealth Across Generations
I share a wide-ranging monthly Q&A on long-term investing and the human side of money, from finding compounding opportunities and building conviction in uncertain markets to portfolio construction and idea generation. Tune in, enjoy listen here or on your favorite platform.I explain my approach: treat stocks as ownership of businesses, focus on value versus price, use structured checklists alo
Adam Mead: 850 Pages Of Berkshire: What The Numbers Don't Tell You | Why Trust, Conviction, And Liability Management Matter More Than Spreadsheets
Adam Mead is a professional investor, CEO of Mead Capital Management, and author of the 850-page second edition of The Complete Financial History of Berkshire Hathaway — one of the most exhaustive chronicles of Warren Buffett’s conglomerate ever written.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and
We Asked Chris Bloomstran Why He Won’t Own the S&P 500 At These Levels — And What He Does Instead
I joined Justin Carbonneau for one more special episode of Excess Returns.We spoke with Chris Bloomstran soon after his famous annual letter release, and right before the Berkshire meeting in Omaha.Available now on Excess Returns Podcast and Talking Billions. 🎧I’m excited to share this episode with you—it’s reposted here with permission and blessing from both Justin and Jack. Don’t miss it! And fo
Ethan Starr: What 250 Billionaires Taught Him About Success and Failure, The Human Stories Behind America's Biggest Fortunes
Ethan Starr is a researcher and author of Billionaire Trivia, who spent years studying over 250 American billionaires, uncovering the surprising personal stories, pivotal moments, and unconventional paths behind their extraordinary wealth.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segme
Lupin Rahman, PhD: What Sovereign Debt Reveals About the World, Can You Trust a Government to Pay You Back? Why the Risk-Free Rate Is Not Risk-Free — Inside the Mind of a Sovereign Debt Investor
Lupin Rahman, PhD, is a senior macroeconomist, sovereign debt specialist, and former head of sovereign credit and emerging markets portfolio manager at PIMCO, with over 25 years of experience across the IMF, World Bank, and global capital markets, and author of The Sovereign Debt Investor (Wiley Finance).Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to tw
Kevin Koharki, PhD: What Stock-Based Compensation Really Costs -- The Billions That Never Show Up on the Books
Kevin Koharki, MBA, PhD, is the founder of CAE Consulting (Capital Allocation Enhancement), associate professor of accounting at Purdue University, and expert financial analyst with a 20-year career — including M&A analysis — who consults with and advises Fortune 100 companies on understanding the true economic cost of stock-based compensation.The episode is sponsored by TenzingMEMO — the AI-p
Ryan Bunn: Why the Best Investors Think Like Collectors, Not Traders, What a 99-Year-Old Investor Taught Warren Buffett & The Mindset That Builds Generational Wealth
Ryan Bunn is the lead portfolio manager at Reference Equity in Denver, a Northwestern-trained engineer and Kellogg MBA with 15+ years of global equity experience who implements a first-principles quality-value philosophy focused on businesses in non-competitive situations.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earning
100 Year Thinkers, Ep. 6 | Chris Mayer & Robert Hagstrom: Most Stocks Don’t Matter & The Outliers That Break Base Rates
This episode brings together Robert Hagstrom and Chris Mayer to explore how investors should think about base rates, extreme outcomes, and the realities of long-term wealth creation in markets. Drawing on Michael Mauboussin's work, the conversation challenges conventional ideas like mean reversion and highlights why a small number of companies drive most stock market returns—and what that mean
Unfiltered: Coffee w/ Bogumil, Monthly Q&A w/ the Audience (March 2026)
What kind of money are we talking about? The why behind the holdings? A podcast production secret --- and so much more! Enjoy!In this third edition of Unfiltered, I talk about the one question I always start with when someone entrusts me with their capital, what multi-generational wealth really means (and why it's a mindset, not a number), the expensive truth about cheap stocks, why I came for
Peter Gustafson: The Warren Buffett Path to Your Financial Freedom: 2,200 Hours of Research, a Hurdle Rate Hidden in Plain Sight, and Why Intelligence Alone Won't Make You Rich
Peter Gustafson is a Danish investor, former business journalist, founder of Prospect Family Office, and author of The Business Investor: The Warren Buffett Path to Your Financial Freedom—a book born from 2,200 hours of writing, 15 years of market-beating returns, and annual lectures at the Genius of Warren Buffett seminar in Omaha, where several Berkshire directors and members of the Buffett fami
Two Podcasters, Two Asset Classes, One Philosophy: A Conversation with Ignacio Ramirez Moreno
Ignacio Ramirez Moreno, CFA, is a fixed income advisor at Pictet Wealth Management in Geneva, host of the Blunt Dollar podcast, and Switzerland’s number one LinkedIn financial markets creator with close to 20 million views, known for turning bonds and market risk into viral stories with humor and raw honesty.3:00 — Ignacio shares his multicultural upbringing: born in Madrid, raised in Brussels, ex
Money Is Never Just Money with Bogumil Baranowski: What is a Good Life?
I was a guest on Mark McCartney's wonderful podcast: What is a Good Life? https://www.whatisagood.life/p/what-is-a-good-life-165 Reposted here with his permission.I trust you’ll enjoy it!Hello and welcome to What is a Good Life? A project exploring the big questions around how we live, who we are and what actually matters.This week, I’m reflecting on my conversation with Bogumil Baranowski, in
Arie van Gemeren: What 2,000 Years of History Teach Us About Building Wealth Today - The Investing Mistakes Empires and Billionaires Keep Repeating
Find me on Substack!Arie van Gemeren is a CFA, Goldman Sachs veteran, and CEO of Lombard Equities Group who translates 2,000 years of wealth-building history into actionable modern real estate and investment strategy.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my
Vitaliy Katsenelson on Investing Amid Extreme Uncertainty: Survival First. Returns Second (Excess Returns Pod)
I join Matt Zeigler for one more special episode of Excess Returns. Available now on Excess Returns Podcast and Talking Billions. 🎧I’m excited to share this episode with you—it’s reposted here with permission and blessing from both Matt and Jack. Don’t miss it! And follow their work, links below.[Vitaliy was on TB before, scroll down to find the episode, it's very different, but equally worthw
Matt Reustle: What Makes a Business Last Centuries? & Why the Best Investors Change Their Minds: Compounders, Stewardship & the Art of Business Dissection
Find me on Substack!Matt Reustle is the former CEO of Colossus and architect of the Business Breakdowns podcast, who spent a decade at Goldman Sachs mastering business dissection before building one of the investment world’s most influential media platforms.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS
The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose -- Excess Returns Pod
I join Matt Zeigler for one more special episode of Excess Returns. Available now on Excess Returns Podcast and Talking Billions. 🎧I’m excited to share this episode with you—it’s reposted here with permission and blessing from both Matt and Jack. Don’t miss it! And follow their work, links below.In this episode of Excess Returns, we explore one of the most important but overlooked questions in inv
Mark McCartney: What Does a Good Life Actually Look Like? | He Rang the Bell at the NYSE—Then Walked Away & 300 Conversations That Changed Everything
Mark McCartney is an Irish-born coach, host of the acclaimed What Is a Good Life podcast with nearly 300 conversations, and facilitator who helps leadership teams move from performative to genuine authenticity through presence, silence, and radical honesty.3:00 Mark describes his early career in corporate banking and capital markets in Ireland and Canada, passing the CFA Level I but realizing fina
100 Year Thinkers, Ep. 5 | Chris Mayer & Robert Hagstrom on Why Safe Stocks Have Become Dangerous
Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we’ve been wanting to have—and we think you’ll find it as valuable as
Unfiltered: Coffee w/ Bogumil, Monthly Q&A w/ the Audience (February 2026)
Find me on Substack!Questions from the Talking Billions CommunityThe second installment of my monthly listener Q&A — raw, unscripted, and as close to a one-on-one conversation as you'll get without picking up the phone. I sit down with your real questions about investing, portfolios, patience, and why so few people actually talk to someone about their money.Episode highlights:Why you'l
Richard Oldfield: Simple But Not Easy — What It Really Takes to Invest Well
Find me on Substack.Richard Oldfield, founder of Oldfield Partners and author of the investing classic Simple, but Not Easy, is a four-decade veteran of markets whose career arc from Warburg and Mercury Asset Management to running a family office gives him a rare dual vantage point as both portfolio manager and allocator of managers.The episode is sponsored by TenzingMEMO — the AI-powered market i
Guy Spier: What Really Counts in Life — Beyond Wealth and Returns
Spend an hour this weekend with one of the kindest and most generous people — an accomplished investor and a truly remarkable mind (Original Release: Jan 30, 2023).Guy Spier is a good friend, an inspiration, and one of Talking Billions' earliest guests. He is the Zurich-based founder of the Aquamarine Fund, author of The Education of a Value Investor, and host of VALUEx — a wonderful gathering
Spencer Jakab: What Wall Street Doesn't Want You to Know & Why You're Probably a Worse Investor Than You Think - Award-winning financial journalist shares lessons
Spencer Jakab is an award-winning Wall Street Journal investing columnist with 30 years of finance experience who transformed from emerging markets research director into a financial journalist exposing how everyday investors repeatedly get fleeced by Wall Street's latest schemes.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financi
Tobias Carlisle: Warren Buffett as Warrior: What Sun Tzu Teaches Us: 13 Laws of Strategic Advantage Behind Buffett's Success
Find me on Substack!Tobias Carlisle is founder and portfolio manager of Acquirer’s Funds managing two deep value ETFs, acclaimed author of five investment books including his newest Soldier of Fortune blending Warren Buffett and Sun Tzu’s strategic wisdom, and host of the popular Value After Hours podcast.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to t
Drew Cohen: Deep Research Method for Uncovering Hidden Moats: Reading Decades of Company History to Find What Others Miss
Drew Cohen is the founder of Speedwell Research and a portfolio manager at Davidson Kahn Capital Management, who uncovers competitive advantages by reading entire company histories spanning decades of transcripts and annual reports.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial
100 Year Thinkers, Ep. 4 | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns
Scroll down, and find the earlier 3 episodes of 100 Year Thinkers.Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we’
Braden Dennis (Fiscal AI CEO/Co-Founder): How One Frustrated Investor Democratized Wall Street's Data, Empowered Investors, and Leveled the Playing Field
Braden Dennis is the 30-year-old founder and CEO of Fiscal AI, who scaled an AI-powered financial research platform from a frustration-driven side project to a venture-backed company serving over 150,000 users with institutional-grade data analytics that democratizes investment research previously accessible only through expensive platforms like Bloomberg and FactSet.Episode Sponsor: Fiscal AI is
Gautam Baid on Building Wealth, Health, and Wisdom Through Patient Capital and Positive Compounding
Find me on Substack.Gautam Baid, CFA, is the founder and managing partner of Stellar Wealth Partners India Fund and internationally bestselling author of The Joys of Compounding, who has dedicated over two decades to mastering patient, quality-focused value investing.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings tra
Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers: 10 Cents on the Dollar | Excess Returns Pod
I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler.In this episode of Excess Returns, we sit down with Gary Mishuris, Managing Partner and CIO of Silver Ring Value Partners, to explore how deep fundamental analysis, behavioral insight, and disciplined process come together in real-world investing. Gary shares formative lessons from his early career at Fidelity dur
Gary Mishuris: Beyond the Magic Genie: Why AI Won't Pick Your Stocks But Will Transform Your Process & What 200+ hours of AI experimentation taught him about modern value investing
Gary Mishuris is a CFA and managing partner of Silver Ring Value Partners who combines MIT computer science training with behavioral discipline to practice intrinsic value investing while pioneering practical AI integration in fundamental research.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you a
Unfiltered: Coffee w/ Bogumil, Monthly Q&A w/ the Audience (January 2026)
Starting in January 2026, I'll take a handful of questions from the audience each month and answer them here. Submit your questions, tune in, share, rate, and listen! Thank you for writing!Office Hours Episode NotesYour questions answered on investing, business, and long-term thinking.Questions covered:• Most surprising work habit? I rarely work at a desk—I think best while walking or reading on t
Nick Kapur: Can AI Give You Superhuman Research Powers? Inside Tenzing Memo with Co-Founder
Nick Kapur is co-founder of Tenzing Memo, an AI-powered market intelligence platform, bringing extensive experience as a former equity analyst and product leader who specializes in building investment research technology for asset managers.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extend
Sangeet Paul Choudhary: Reshuffle: How AI Reorganizes Value Creation (Not Just Work) Platform Revolution Author Reveals the Real AI Impact Beyond Automation
Sangeet Paul Choudhary is the bestselling co-author of Platform Revolution, founder of Platformation Labs, senior fellow at UC Berkeley, and author of Reshuffle, exploring how AI fundamentally reorganizes value creation architecture.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and
Gautam Baid on the Brutal Math of Compounding | Excess Returns Pod
I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler.In this wide-ranging conversation, Gautam Baid joins Excess Returns to discuss the principles that shaped his investing philosophy, the lessons learned through bear markets, and why compounding, patience, and quality matter far more than forecasts or short-term performance. Drawing from his books The Joys of Compo
Nadja Taranczewski: Breaking Free from Inherited Wealth Trauma: How Three Generations of War and Silence Shaped One Woman's Journey to Conscious Money Mastery
Nadjeschda (Nadja) Taranczewski is a master of psychology, master certified coach, and founder of Conscious U who specializes in helping CEOs and founders uncover unconscious patterns shaping their relationship with wealth, leadership, and intergenerational trauma through her pioneering Money Work Program.3:00 - Nadja shares her powerful family history: her German grandmother's side benefited
David Diranko: Contrarian Cash Flows: The Data Scientist Who Became a Contrarian Investor
How mathematical rigor, probabilistic thinking, and family priorities shape a young investor's approach to finding overlooked opportunities.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.https://www.tenzingmemo.com/David Diranko is a 29-year-old German mathematici
Jawad Mian: Stray Reflections: What Happens When You Stop Chasing Billions? From Hedge Fund Ambitions to Meaning: One Investor's Journey Beyond Material Pursuits
Jawad Mian began his career as a bank teller and went on to found Stray Reflections, an independent global macro research firm serving hedge funds and family offices. He shares why he walked away from his plan to launch his own hedge fund, how writing became an act of devotion, and why he came to see his unconventional background as a strength. The conversation covers truth-seeking in markets, the
Matthew Stafford: What's Keeping You Up at Night? Building Wealth Through Give-First Relationships: How To Grow a Global Network by Being Helpful Without Expectation
Matthew Stafford is a venture capitalist, angel investor, and co-founder of Nine Others—a global entrepreneur network spanning 5,000 founders across 50 cities—who transformed from school dropout to successful investor by proving that authentic, give-first relationships create more wealth than transactional networking.3:00 - Matthew explains the Nine Others concept: monthly dinners for 10 people wh
A Special Holiday Episode of Talking Billions
Happy Holidays, Dear Friends! Enjoy this special episode where I share a few stories and my reflections on the year. Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and op
Jen Laun: The Art of Receiving: Why We Struggle to Accept Gifts: Spiritual Capital, Sacred Flow, and Learning to Receive as Generously as You Give
Beyond celebrating, holidays are often also about giving and receiving. It's a timely episode that explores both, and so much more. Jen Laun is a well-being facilitator who guides family wealth professionals and rising generation members through transformative experiential learning focused on the sacred flow of giving and receiving, spiritual capital, and helping successful wealth creators—who
Dave Sather: Quality, Integrity, and the 2 AM Test: Building a $2B firm through patient investing and authentic relationships
Dave Sather is a Certified Financial Planner and founder/CEO of Sather Financial Group, a $2 billion fee-only investment management firm in Victoria, Texas, who has built authentic client relationships through disciplined value investing over 25+ years while creating the award-winning Bulldog Investment Company student internship program at Texas Lutheran University.Episode Sponsor: Fiscal AI is a
Chris Mayer and Robert Hagstrom on the Dangers of Abstraction | 100 Year Thinkers on Excess Returns
The Third Episode of the Series! (Scroll down the earlier ones below).Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation
Ehsan Ehsani: How to Survive the AI Revolution in Investing - Investor & Columbia professor shares what separates winners from losers as AI transforms fundamental analysis
Ehsan Ehsani is executive director at Crescendo Partners, adjunct assistant professor at Columbia Business School, and author of “How Not to Be Replaced by a Spreadsheet That Talks” who uniquely bridges quantitative analysis, and traditional fundamental investing while organizing Columbia’s generative AI conference.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platfo
Bogumil Baranowski: Infinite Investing & Forgotten Money on Ritavan's Part Maven, Part Maverick Podcast
A wonderful discussion on Ritavan's podcast. Reposted here with full credit to him. Check out his show -- Part Maven, Part Maverick.I open with a story of a very memorable chance encounter with the billionaire investor and founder, Ken Langone, in my early years in New York City. We talk about trust, money, compounding, and so much more. Tune in this weekend!Bogumil Baranowski has spent two de
Ted Merz: From Bloomberg's 15th Hire to Media Innovator: How To Build Networks That Matter
Ted Merz is a veteran media and product leader with 30+ years shaping financial journalism, rising from Bloomberg's 15th newsroom hire to Managing Editor for the Americas and leading product innovation with AI-driven analytics before co-founding Principles Media and Pricing Culture.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of finan
It's Really Not About the Money: Bogumil Baranowski on Patient Capital, Compounding Wisdom, and Authentic Investing - Value CVille Podcast
My appearance on Value CVille Podcast with Jeff Henriksen and Donnie Sattar.This episode explores the intersection of investing and philosophy, focusing on the role of AI in investment decision-making, the importance of understanding value beyond just financial metrics, and the emotional journey of investing.https://www.valuecville.com/podcastFull credit goes to two wonderful host: Jeff Henriksen
Peta Milan: Can Regenerative Investing Save Humanity and Create Wealth?
Peta Milan is the founder and principal of Dubai-based Henmel Group, a regenerative investing pioneer, award-winning filmmaker, published author, and international speaker who’s building the world’s only family office exclusively focused on regenerative investment methodology.3:00 - Peta shares her challenging childhood in a lower-middle-class family, describing how she developed the capacity to “
Abby and Jim Zimmerman: Fortress Balance Sheets, Holding Cash, and the Power of Simplicity
Jim and Abigail Zimmerman are a father-daughter investment team at Lowell Capital Management, combining Jim’s two decades of disciplined value investing since founding the firm in 2003 with Abby’s research-focused approach to identifying small-cap companies with fortress balance sheets and strong free cash flow generation.The episode is sponsored by TenzingMEMO — the AI-powered market intelligence
Laurence Endersen: The Compounder's Element | Why We're Solving for the Wrong Thing | Best Days Are Ahead
Laurence Endersen is an investment professional with over 30 years of experience and author of three books, including The Compounder’s Element, who champions patient wealth building through understanding one’s natural investing temperament and staying disciplined within it.Episode Sponsor: Fiscal AI is a modern data terminal—use my link for a two-week free trial plus 15% off: https://fiscal.ai/tal
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