Talking Billions with Bogumil Baranowski
EVERY MONDAY A NEW EPISODE. I READ ALL MY EMAILS - contact form on my website - www.bogumilbaranowski.com. TELL ME YOUR STORY. I’m Bogumil Baranowski, an author, a TEDx speaker, an investor, and an investment advisor to families and individuals. Intimate conversations about money, wealth, and living a rich and fulfilling life. We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all – money: how to make it, save it, keep it, but our conversations lead us to an even bigger question — what it means to live a rich life beyond money. NOT INVESTMENT ADVICE.
Episodes
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 manufacturing business.
[04:47] Origins of the fam...
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] Performance Lessons and the "No Zero 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 to all emails.
https://bogumilbarano...
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 run can enhance returns to redefi...
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 company, pivotal investment philosophies...
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 relations, AI in education, personal success ph...
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 timeless insights on navigating unce...
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 Capital, LLC is a registered investment a...
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 opinions expressed by the Firm’s employee...
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 Decisions in a Noisy World."
Key M...
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 is the founder of Blue Infinitas Cap...
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 anything.
Also, it's super important! I...
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, it's super important! I&...
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 Mayer. As the author of the acclaime...
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 yourself, and I'll send it over. Thank you!...
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, it's super important! I'll be in Oma...
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. Curious to hear from you!
Lastly, if you li...
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'll be in Omaha in a few weeks, if you ...
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 through college
- First investing experience...
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