In 'Over the Edge of the World', Laurence Bergreen vividly recounts the epic journey of Ferdinand Magellan, who led the first expedition to circumnavigate the globe. This book delves into the challenges, discoveries, and tragic events that marked this historic voyage. It was a *New York Times* 'Notable Book' for 2003 and a bestseller.
John D. Rockefeller's letters to his son offer a unique glimpse into the life and philosophy of one of history's most successful businessmen. These letters provide insights into Rockefeller's business acumen, his approach to philanthropy, and his personal values. They reveal his thoughts on various aspects of life, including work ethic, integrity, and the importance of family. The letters offer valuable lessons on leadership, perseverance, and the pursuit of excellence. They are a testament to Rockefeller's enduring legacy and his impact on the world.
The novel follows Robinson Crusoe, a young and impulsive Englishman, who ignores his parents' advice and sets out to sea. After a series of misadventures, including being captured by pirates and sold into slavery, he is eventually shipwrecked on a deserted island near the coast of Venezuela. There, he spends 28 years surviving against incredible odds, encountering cannibals, captives, and mutineers. The story is influenced by real-life castaways such as Alexander Selkirk and blends elements of Puritan spiritual autobiography, travel literature, and adventure stories. It is considered one of the first modern novels in the English language and explores themes of ambition, self-reliance, civilization, and power.
The story follows Jim Hawkins, a young boy who lives at the Admiral Benbow Inn with his mother. After the death of a mysterious sea captain, Billy Bones, Jim finds a map that leads to the treasure of Captain Flint. Along with Dr. Livesey and Squire Trelawney, Jim sets sail on the Hispaniola to find the treasure, unaware that many of the crew members are former pirates of Captain Flint's ship, led by the cunning Long John Silver. The novel unfolds as a tale of adventure, mutiny, and the struggle between good and evil, with Jim facing numerous challenges and learning valuable lessons about courage and loyalty.
This book details the almost two-year struggle for survival of the 28-man crew of the Endurance, which was beset and eventually crushed by ice floes in the Weddell Sea during the Imperial Trans-Antarctic Expedition of 1914-1917. The crew drifted on ice floes, salvaged lifeboats, and eventually reached Elephant Island. Shackleton then led a perilous journey to South Georgia Island to secure rescue, culminating in one of the most remarkable survival stories in history. Lansing's narrative is based on extensive research, including interviews with surviving crew members and access to their diaries and personal accounts[4][5][3].
This book, written by George S. Clason, uses a series of parables to convey fundamental principles of personal finance and wealth accumulation. Published in 1926, it remains highly relevant today, offering practical advice on saving, investing, budgeting, and financial discipline. The parables are engaging and easy to understand, making complex financial concepts accessible to readers of all backgrounds. Key principles include paying yourself first, living within your means, and making money work for you through wise investments. Despite its historical setting, the book's core lessons are adaptable to modern financial practices and have had a profound impact on countless readers worldwide.
In 'How Not to Invest', Barry Ritholtz focuses on the pitfalls of investing by highlighting bad outcomes in finance and other fields. The book distills Ritholtz's investing philosophy, gathered from three decades of his writings, into practical advice on avoiding typical investment mistakes. It emphasizes the importance of managing risk, being unemotional, and learning from historical examples of poor investment decisions.
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 Policy"[24:00] Holding Periods and Acquisition Experiences[27:00] Market Scenarios and Economic Context[32:00] Investment Strategy Evolution[35:00] Central Banking and Political Context[38:00] Personal Insights and Time Management[40:00] Daily Structure and Deep Work[42:00] Podcast Logistics and Guest Selection[44:00] Client Relationships During Volatile Times[46:00] Personal Perspectives on Optimism and Caution[48:00] Unlearning and Media Consumption[50:00] Book Recommendations[57:00] Life Lessons and Closing Thoughts[59:00] Outro
Podcast Program – Disclosure Statement
Blue 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 opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
Talking Billions with Bogumil Baranowski 
