Podcast · Business

Talking Billions with Bogumil Baranowski

by Bogumil Baranowski · English · Business

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 li

New episodes: Weekly
Typical length: 1 hr 8 min
Latest: 12 Oct 2026
Language: English

Latest episode

12 Oct 2026 · 1 hr 10 minNew

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 weekly Substack on the psychology of long-term investing, and his debut book, Staying Intact , turns two decades of his own investment mistakes into a framework he calls the behavioral margin of safety.…

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Earlier episodes 29 most recent

S1 · E224 · 5 Oct 2026 · 1 hr 26 min
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, concentrated ownership of exceptional businesses can build truly generational wealth.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials,…
1 Oct 2026 · 19 min
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 realization that something in your financial life may need attention today because being off by an inch now can mean being off by a mile five or ten years from now. I explore the difference between benign…
S1 · E223 · 28 Sep 2026 · 1 hr 6 min
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, capacity for risk, and ability to stay disciplined. Peter Lazaroff's first stock arrived on his twelfth birthday: a single share of Nike from his grandmother. He was disappointed until a one-dollar…
S1 · E222 · 21 Sep 2026 · 1 hr 13 min
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 undiscovered small public companies, and the founders who run them, before Wall Street ever notices. Today, we discuss his new book, The Stock Picker: How to Develop the Mindset, Temperament, and…
S1 · E221 · 14 Sep 2026 · 1 hr 5 min
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 access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/ Owen Zidar teaches at…
S1 · E220 · 7 Sep 2026 · 53 min
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 new book The Awesome Portfolio, a simple, stress-free approach to investing. Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials,…
S1 · E219 · 31 Aug 2026 · 1 hr 27 min
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 conversation today. 02:10 – Origin story: a teenage bet on a gold penny stock turned $250 into $2,500 and hooked Paul on markets with "no physical labor." 08:46 – Debut theory: the '73–'74 crash plus the rise of…
26 Aug 2026 · 1 hr 8 min
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 opportunities that the market is missing. I join Matt Zeigler for one more special episode of Excess Returns. I’m excited to share this episode with you—it’s reposted here with permission and blessing…
S1 · E218 · 24 Aug 2026 · 1 hr 9 min
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) to advising “centi-millionaires” — first-gen tech entrepreneurs with liquidity events over €100 million. 5:25 — Jan rejects “advisor” and “wealth manager” as labels: “wealth has nothing to do with…
S1 · E217 · 17 Aug 2026 · 1 hr 4 min
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 jewelry; Thomas vows “the lights will never go off again.” (06:00) Library autobiographies over role models; “failure in itself is nothing to be embarrassed about.” (08:00) Singapore’s 4-year bond…
14 Aug 2026 · 40 min
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 reflect on what happened during that time, what I learned from it, and how those experiences continue to shape me today. Along the way, you’ll hear stories and moments I’ve never shared publicly before.…
S1 · E216 · 10 Aug 2026 · 1 hr 9 min
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. 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 link for a…
7 Aug 2026 · 1 hr 7 min
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 Zeigler and I had the privilege of hosting Robert Hagstrom for a special 100-Year Thinkers Edition of the Excess Returns Podcast. Available now on Excess Returns Podcast and Talking Billions. 🎧 I’m…
S1 · E215 · 3 Aug 2026 · 1 hr 12 min
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 families. 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 link…
27 Jul 2026 · 56 min
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 quarterly letter format) frees up mental capacity for the decisions that actually matter, and how consistency is the quiet, unglamorous compounding force behind almost everything worth building. I also…
20 Jul 2026 · 56 min
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, who has shaped me and my career in so many wonderful ways. James E. “Jay” Hughes, Jr. is a widely respected voice in family wealth, governance, and legacy planning, known for helping families…
S1 · E214 · 13 Jul 2026 · 1 hr 19 min
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 globally recognized Buffett scholar began with a single Berkshire annual meeting in 1996 — and Warren Buffett himself has been paying attention ever since. Episode Sponsor: Fiscal AI is a modern data terminal…
S1 · E213 · 6 Jul 2026 · 55 min
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 twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/ 3:02 – Growing up “rich in…
3 Jul 2026 · 45 min
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 things, and from Ray Madoff’s book Immortality and the Law , which traces how trusts extend the wishes of the dead into the lives of the living — a theme I see playing out more and more with clients and…
26 Jun 2026 · 40 min
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 the money. This week I sit down with Bogumil Baranowski, a Polish-born investor who came to New York to live the American dream and has spent two decades managing wealth for families. He's the author of four…
22 Jun 2026 · 1 hr 9 min
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 café, and on Zoom — and he joined the show a second time as well. His writing continues to find new readers around the world, and for good reason. Byron Tully is the author of The Old Money Book — with over…
S1 · E212 · 15 Jun 2026 · 1 hr 25 min
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: father fled Hungary in 1956, mother fled Romania; both built a company in Switzerland. "I'm officially the first born, but actually not. The company was first." 5:00 — On inherited trauma and silence:…
S1 · E211 · 8 Jun 2026 · 1 hr 18 min
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 their co-authored Market Wizards: The Next Generation . Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and…
6 Jun 2026 · 1 hr 6 min
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 Portfolio, 25th Anniversary Edition https://amzn.to/4uz8sZ3 Topics covered: Why Hagstrom thinks modern portfolio theory changed investing’s objective The difference between volatility, variance and…
S1 · E210 · 1 Jun 2026 · 1 hr 18 min
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/signup 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 link for a two-week free trial plus 15% off:…
25 May 2026 · 51 min
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 where new listeners can start, and highlight standout recent and upcoming episodes — conversations on historical financial advice, intangible assets, surrounding yourself with good people,…
S1 · E209 · 18 May 2026 · 1 hr 15 min
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, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/ 5:00 — Mike's family origin story: born near…
S1 · E208 · 11 May 2026 · 1 hr 6 min
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 to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off (25% off Thursday, May 7th to Thursday, May 14th) :…
8 May 2026 · 1 hr 16 min
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 ability to hold the right businesses through uncertainty. Matt Zeigler and I had the privilege of hosting Ian Cassel and Chris Mayer for a special 100-Year Thinkers Edition of the Excess Returns Podcast.…

About Talking Billions with Bogumil Baranowski

Talking Billions with Bogumil Baranowski is a English business podcast from Bogumil Baranowski. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: Bogumil Baranowski
Language: English
Category: Business
New episodes: Weekly
Typical length: 1 hr 8 min
Latest episode: 12 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1656293892
Rights: Bogumil Baranowski

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