Talking Billions with Bogumil Baranowski cover image

Talking Billions with Bogumil Baranowski

Latest episodes

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Dec 11, 2024 • 1h 13min

Simon Kold: On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability

In this engaging conversation, Simon Kold, founder of Kold Investments and an investor with a unique background in theology and comedy, shares his journey to finance. He highlights the importance of understanding money, emphasizes durable business qualities, and discusses long-term incentives in management. Kold dives into competitive advantages, distinguishing between intensity and durability, while exploring strategic share buyback timing. Their discussion also covers the necessity of adaptability in investment strategies and rethinking value extraction in today's market.
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Dec 9, 2024 • 1h 6min

Dr. Daniel Crosby: The Soul of Wealth: 50 reflections on money and meaning

Dr. Daniel Crosby, a psychologist and behavioral finance expert, dives into the deeper meanings of wealth in his latest discussion. He asserts that true wealth goes beyond money, intertwining with personal values and fulfillment. Crosby examines the emotional toll of comparison, drawing parallels with Vincent van Gogh's struggles. He emphasizes delayed gratification and the importance of financial independence shaped by childhood experiences. Ultimately, understanding our relationship with money leads to a more meaningful and content life.
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Dec 5, 2024 • 1h 7min

Aswath Damodaran: The Corporate Life Cycle: Business, Investment, and Management Implications

Aswath Damodaran, a Professor of corporate finance and valuation at NYU Stern, shares insights from his journey in finance and teaching. He discusses the crucial stages of the corporate life cycle and the need for adaptive investment strategies. Drawing lessons from financial crises, he highlights the importance of personal ownership in investments and the distinction between management and investment quality. Damodaran also contrasts the U.S. startup ecosystem with those in Europe and Brazil, emphasizing the shifting dynamics of innovation and entrepreneurship.
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Dec 2, 2024 • 1h 16min

Christopher Mayer: 100 Baggers, and General Semantics Revisited & Expanded

In this engaging conversation, Christopher Mayer, a professional investor and best-selling author, shares his insights on effective investing strategies. He emphasizes clear communication with investors and the importance of patience in compounding wealth. Mayer contrasts dynamic versus static value investing and discusses the impact of passive investing on market dynamics. He also touches on the principles of lifelong learning, urging a mindset of humility and resilience. The dialogue explores how embracing uncertainty can lead to significant long-term growth.
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Nov 28, 2024 • 1h 1min

Brent Beshore: The Biggest Lessons from the Messy Marketplace

Brent Beshore, founder and CEO of Permanent Equity, dives into his transformative approach to private equity and highlights the importance of long-term ownership. He discusses the human aspects of buying and selling businesses, emphasizing empathy over just profits. With insights from his journey, he explores why business owners sell, the value of customer loyalty, and the emotional challenges post-sale. Brent also redefines success, advocating for a focus on personal growth and meaningful relationships rather than mere financial outcomes.
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Nov 25, 2024 • 1h 16min

Barrett Brooks: Good Work, A Life Well-Lived, Impact At Scale & More

In this episode, Barrett Brooks, an executive coach and author focused on mission-driven companies, discusses the transformative power of leadership. He shares insights on how childhood experiences shape leadership styles and emphasizes the need for servant leadership in driving societal impact. Barrett also reflects on his time as COO of ConvertKit, offering lessons on leading remote teams effectively. Additionally, he highlights the importance of building meaningful connections and inclusivity, suggesting that empathy and expertise are essential for fostering success and personal growth.
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Nov 21, 2024 • 51min

Jared Dillian Discusses his 4 books: All the Evils in this World, Street Freak, No Money Worries, and Night Moves

My guest today is Jared Dillian he is a writer, trader, musician, entrepreneur, and educator, he is an author of many excellent books, among them No Worries: How to live a stress-free financial life, Street Freak: Money and Madness of Lehman, All the Evil in this World, and most recently, Night Moves and Other Stories. https://www.jareddillian.com/ Summary In this engaging conversation, Jared Dillian shares his multifaceted journey as a writer, trader, and educator. He reflects on his childhood, the evolution of his financial perspectives, and the psychological aspects of spending money. Dillian emphasizes the importance of enjoying money, the transition from accumulating to spending, and the joy of philanthropy. He also discusses his experiences at Lehman Brothers and the invaluable lesson of time management in both life and finance. Finally, he introduces his passion for short stories and the significance of emotional impact in literature. In this engaging conversation, Jared Dillian discusses the emotional depth of storytelling, particularly in his latest collection of short stories. He reflects on the challenges of writing, the themes of self-sabotage and sudden wealth, and the complexities of managing newfound riches. Dillian shares personal anecdotes about his upbringing and the lack of role models in his community, emphasizing the importance of seeking out opportunities. The discussion also touches on the definition of success, the impact of writing, and Dillian's upcoming projects. 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.
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Nov 18, 2024 • 1h 16min

Tom Morgan: The Leading Edge with the Curiosity Sherpa to Billionaires: Wisdom, Subtlety, Intuition, and the Future of Capitalism

In this engaging conversation, Tom Morgan, a business and finance expert, shares his journey from finance to founding The Leading Edge, a community for personal transformation. He discusses the intricate balance between success and happiness, emphasizing the role of emotional intelligence in wealth management. Morgan highlights the importance of wisdom, subtlety, and intuition in making financial decisions, while also advocating for a more integrated and community-oriented approach to capitalism. This discussion offers fresh perspectives on achieving fulfillment beyond monetary success.
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7 snips
Nov 14, 2024 • 1h 9min

Nick Van Rensburg: Active vs. Passive: A Deep Dive into Market Fragility and the Future of Investing

In this discussion, Nick Van Rensburg, a macro strategist with extensive experience in equities and commodities, dives into the pitfalls of passive investing. He highlights how market dynamics and human behavior can lead to bubbles and crashes in a landscape dominated by passive strategies. The conversation also touches on the fragility introduced by these strategies and the need for active management to ensure market stability. Nick examines alternative approaches, like equal-weighted indexes, and reflects on the evolving investment landscape shaped by an aging population.
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Nov 11, 2024 • 1h 8min

Paul Millerd: Good Work: Reclaiming Your Inner Ambition + The Pathless Path: Imagining a New Story For Work and Life

Join Paul Millerd, author of 'The Pathless Path' and 'Good Work,' as he shares his transformative journey from a conventional career to a fulfilling life. He discusses redefining success beyond monetary gains, emphasizing personal values and meaningful relationships. Paul encourages embracing uncertainty and supporting others in their ambitions. Highlighting the impact of childhood influences and pivotal career choices, he inspires listeners to pursue work that aligns with their true selves and seek joy in the everyday.

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