Talking Billions with Bogumil Baranowski
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.
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
Mentioned books
Oct 6, 2025 • 1h 14min
Daniel Peris: Is Your Portfolio Built on a 40-Year Illusion? Why Wall Street's War on Dividends Defies 5,000 Years of Financial History
In this discussion, Daniel Peris, a historian-turned-portfolio manager at Federated, challenges modern finance's disdain for dividends. He argues that many current financial practices mimic ancient strategies and critiques the illusion of equilibrium economics. Peris identifies four reasons for the decline of dividends over the last 40 years, including falling interest rates and the rise of share buybacks. He believes conditions are ripe for a return of dividends, emphasizing the importance of tangible cash returns and the psychological aspect of investing.
Oct 3, 2025 • 1h 27min
People are Everything with Julia Duthie: Investor Bogumil Baranowski: The 5 Most Influential People Who Shaped His Life, Money & Purpose
Bogumil Baranowski, an investment advisor, author, and podcast host, shares his deeply personal insights influenced by five key figures in his life. He emphasizes the human aspect of money and the stories that shape our financial beliefs. Listeners learn about his grandmother's lessons on value versus price and the importance of purpose-driven stewardship. Bogumil discusses long-term wealth management through the lens of Jay Hughes' framework and how confidence, shaped by his flying experiences, plays a vital role in investing and personal growth.
25 snips
Sep 29, 2025 • 1h 18min
Matthew Peterson: From 6,500 Stocks to 400: What AI Learned Watching Buffett and 99 Other Legends -- How proprietary technology eliminates 95% of research by tracking billion-dollar portfolio moves
Matthew Peterson, founder of Peterson Capital Management, explores the cutting-edge of investing with insights from his 25-year finance career. He shares the concept of 'structured value investing,' emphasizing options as tools for better stock prices. Matthew reveals how AI and 13F analysis trim 6,500 stocks to just 400, honing in on top investors. He discusses patience in investing and the strategic benefits of selling puts. Additionally, he defines success beyond money, focusing on relationships and integrity in personal and professional life.
14 snips
Sep 27, 2025 • 1h 22min
The Compounders Hiding in Plain Sight | Joseph Shaposhnik on Finding Decade-Long Winners [Excess Returns Podcast]
Joseph Shaposhnik, founder of Rainwater Equity and former TCW portfolio manager, shares insights on investment strategies focused on recurring revenue and quality businesses. He emphasizes the importance of management quality, distinguishing between passionate leaders and opportunists. Joseph discusses lessons from legendary investors like Buffett and Miller, advocating for significant position sizing and a disciplined approach to selling. He also highlights the value of free cash flow and the need for investors to prioritize high-quality businesses over simply cheap ones.
8 snips
Sep 22, 2025 • 1h 8min
Oliver Mueller: The Tai Chi Investor: Ancient Wisdom Meets Modern Value Investing: Why This Veteran Investor Moved to Paradise for Better Life & Returns
Oliver Mueller, Chief Investment Officer at Acresco Investment Management, brings over 25 years of experience in value investing. He shares insights from his German upbringing, emphasizing the importance of planning and dignity. Discussing his move to Mauritius, Oliver highlights the improved work-life balance and focus on long-term thinking. He explains his sustainable value investing framework and lessons learned from market crises. Drawing parallels between Tai Chi and investing, he emphasizes patience and strategic action in decision-making.
Sep 15, 2025 • 1h 21min
“Ram" PV Ramanathan: From Oil Rigs to Fund Management: An Unlikely Journey: How a Chartered Accountant Built Wealth Through Patient Capital and Zero Leverage
PV Ramanathan, a Dubai-based entrepreneur, chartered accountant, and fund-of-funds manager, shares his inspiring journey from a middle-class upbringing in India to founding Neeti Fund. He discusses his hands-on experience on oil rigs and the importance of patient capital and zero leverage in building his business. Ramanathan advocates a four-bucket investment strategy and emphasizes the need for long-term thinking over short-term gains. He also highlights undervalued markets and the significance of building community among investors.
9 snips
Sep 8, 2025 • 1h 11min
Nancy Burger: From a Wall Street Executive to a Fear Whisperer - The Transformation Blueprint That Turns Your Biggest Fears Into Your Greatest Assets
Nancy Burger, a workplace communication strategist and founder of the Fear Finding Project, shares her journey from Wall Street executive to fear whisperer. She dives into the transformative power of fear, suggesting it can be an information tool rather than a barrier. Nancy discusses the brain science behind fear responses and its impacts on leadership, confidence, and imposter syndrome. A powerful advocate for open communication, she shares strategies, such as using 'I statements' in difficult conversations, to create emotionally healthy work cultures.
Sep 5, 2025 • 12min
The Sports Car Paradox: Why Your Investment Journey Matters as Much as Your Returns
Explore the intriguing analogy of sports cars versus family cars to understand investment strategies. Discover how high-volatility investments may promise speed but come with wild ride risks, while steady approaches prioritize peace of mind. The conversation emphasizes how one's comfort level and journey experience can be just as important as the final returns. Ultimately, the best investment strategy is about finding what you can endure through market ups and downs.
Sep 1, 2025 • 1h 12min
Kevin Koharki: Why Every Employee Should Think Like a CEO: Are You Reading Financial Statements Wrong?
Kevin Koharki, MBA, PhD, is a founder of CAE Consulting and an associate professor who champions the idea that every employee should grasp their role's impact on capital allocation. He shares how his grandmother's frugality instilled a strong work ethic and financial insight. Koharki highlights the disconnect between traditional financial metrics and real-world decision-making. He emphasizes the importance of financial literacy for all employees to foster informed choices that enhance long-term value and operational efficiency in organizations.
22 snips
Aug 29, 2025 • 55min
Chris Mayer: What’s Harder Than Surviving a Crash: Practical Lessons from 100-Baggers
Chris Mayer, a savvy author and investor known for his insights into 100-bagger stocks, joins the conversation to share timeless investing wisdom. He delves into the challenges of enduring 'dead money' periods and the emotional toll of long-term patience. Mayer discusses the myth of needing catalysts for growth, the value of compounding, and how great businesses reveal their strengths over time. He emphasizes how successful investors think in decades rather than quarters, unlocking opportunities amid uncertainty.
