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
Dec 5, 2025 • 1h 28min
Value CVille Podcast: It's Really Not About the Money: Bogumil Baranowski on Patient Capital, Compounding Wisdom, and Authentic Investing
Bogumil Baranowski, an author and keen investor, shares insights that blend investing with life philosophy. He explores AI's role in refining investment strategies and how patient capital can navigate emotional market fluctuations. Baranowski redefines value investing, focusing on quality and future growth over mere cheapness. He discusses formative experiences from 1980s Poland and emphasizes the importance of social networks and on-the-ground insights. His podcasting journey serves as a unique learning ecosystem, fostering deep conversations.
Dec 3, 2025 • 1h 8min
Peta Milan: Can Regenerative Investing Save Humanity and Create Wealth?
Peta Milan, founder of the Henmel Group and a regenerative investing innovator, shares insights from her unique journey. She discusses her challenging upbringing that fostered independent thought and her transition from skepticism about ESG to discovering genuine regenerative practices. Peta highlights that sustainability isn’t enough, urging a shift to regenerative principles that unlock the inherent potential of living systems. She advocates for a critical mass of investors adopting these methodologies to create lasting impact and improve financial returns.
Dec 1, 2025 • 1h 9min
Abby and Jim Zimmerman: Fortress Balance Sheets, Holding Cash, and the Power of Simplicity
Jim Zimmerman, founder of Lowell Capital Management, and his daughter Abby, research lead at the firm, dive into the world of disciplined investing. They share Abby's journey from her first stock purchase to their investment philosophy highlighting that simplicity is key. The duo emphasizes buying growth companies at value prices, citing their analysis of Sprouts Farmers Market as a prime example. They also discuss the importance of holding high cash allocations for flexibility, and the need for strong balance sheets to thrive over time.
Nov 24, 2025 • 1h 22min
Laurence Endersen: The Compounder's Element | Why We're Solving for the Wrong Thing | Best Days Are Ahead
Laurence Endersen is an investment professional with over 30 years of experience and author of The Compounder's Element. He shares insights from his early life, including the entrepreneurial spirit from his family and how working in his father's TV repair shop shaped his understanding of money. Laurence discusses the magic of stock market gains, the importance of patience in investing, and how understanding one's investing temperament can lead to better decisions. He emphasizes building structurally advantaged businesses and the role of wealth managers in guiding clients to stay disciplined.
4 snips
Nov 21, 2025 • 1h 2min
Excess Returns Pod: The Hidden Compounder Blueprint | Chris Mayer and Robert Hagstrom on Finding the Perfect Business
Join renowned investors Robert Hagstrom, known for 'The Warren Buffett Way', and Chris Mayer, author of '100 Baggers', as they explore what defines a perfect business. They discuss the challenges of long-term investing, the pain of missed opportunities, and the importance of owner earnings and free cash flow. Uncover the traits of durable companies, how to build conviction, and the analytical edges that can enhance your investment strategy. Dive into their reflections on early career mistakes and the current landscape of technological change, particularly in AI.
11 snips
Nov 19, 2025 • 1h 11min
Third Anniversary Episode: It's Not About the Money: Three Years of Wisdom on Wealth and Life
Dave Specht, a senior fellow at the Drucker School of Management and author, hosts an engaging discussion with Bogumil. They dive into the idea that money is less about wealth and more about human connections. Bogumil shares insights on the importance of patience in investing, highlighting the power of quality in businesses. They discuss the challenges of communicating invisible wealth to future generations and emphasize the significance of holding onto great investments. The conversation also touches on living a life of curiosity and purpose.
13 snips
Nov 17, 2025 • 1h 9min
Robert Karas: Beyond Returns: What Buffett’s Early Partnership Letters Really Teach Us
Robert Karas, Partner and Chief Investment Officer at Bank Gutmann in Vienna, shares his seasoned insights on investing. He delves into the 1960s paperwork crisis, revealing how it shaped modern stock trading. The conversation highlights Buffett's unique fee structure and his decision to close his partnerships, opting to focus on long-term business rather than managing external expectations. They also discuss Buffett's experiences with investments like American Express during scandals and the emotional legacy of Berkshire shares, embodying the enduring trust built over generations.
Nov 14, 2025 • 1h 2min
Value: After Hours: Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39
In a captivating conversation, Bogumil Baranowski, founder of Blue Infinitas Capital and author, shares insights from his two decades of experience managing family wealth. He emphasizes patience in investing and the importance of a long-term perspective. Bogumil details his investment philosophy of buying with a margin of safety and avoiding market noise. He also reflects on life in Poland under communism, shaping his views on ownership and stability. The episode is rich with wisdom on compounding, legacy, and the essentials of smart investing.
Nov 10, 2025 • 60min
Rupert Mitchell: Are We Extrapolating Wrong Again? | A Macro Veteran on Chinese EVs, AI Hype, and Why Things Are Never as Good or Bad as They Seem
Rupert Mitchell, a capital markets veteran with three decades of experience, discusses the importance of learning adaptability over narrow vocational skills. He shares his cautionary tale from the Barings collapse, emphasizing that market perceptions often swing between extremes. Rupert explores how narrative drives market behavior and championed Chinese electric vehicles' impact on the auto industry. He also highlights the transformative effects of AI on research workflows while warning against potential capital misallocations in the hype surrounding AI advancements.
Nov 3, 2025 • 1h 3min
Daniel Rupp: The Contrarian's Guide to Asian Markets, From Peace Corps to Portfolio Manager, Learning from Hong Kong’s Worst Day Since Tiananmen & More
Daniel Rupp, founder and CIO of Parkway Capital, shares his unconventional journey from Boone, North Carolina, to leading value investing in Asia. He discusses his 'farm approach' for identifying undervalued stocks and explains the contrarian opportunities in China and Hong Kong. Rupp emphasizes the importance of remaining fully invested and the impact of U.S. dollar fluctuations on Asian markets. His mindset on buybacks and long-term investing reveals how patience can lead to significant gains.
