Talking Billions with Bogumil Baranowski

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.

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.

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.

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.

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.

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.

In this insightful discussion, Bogumil Baranowski, a TEDx speaker and investment advisor specializing in generational wealth, shares his journey from Poland and the importance of managing wealth responsibly. He reflects on childhood experiences post-communism that shaped his financial philosophy. The conversation also touches on finding peace in nature during the pandemic and how surfing offers clarity. Baranowski emphasizes kindness in financial advising and highlights how familial connections influence values around money, stressing a legacy built on authentic relationships.

My guest today is Howard Lichstrahl, a dear friend, fellow investor, and investment advisor with many decades of experience and a solo operator of a successful, long-lasting investment practice. Howard and I have shared many calls and meals over the years, and this is our first-ever recorded conversation. We start with a chance encounter with the legendary Irving Kahn, Benjamin Graham’s teaching assistant, who changed the course of Howard’s life. We continue with a lifetime of investment stories and experience. Howard has lots to share about the long-term success investing in stocks. Takeaways: Investing requires time and patience for compounding to work. Human nature often leads to emotional decision-making in investing. Understanding market dynamics is crucial for successful investing. Long-term thinking is essential for achieving financial success. The investment philosophy should align with client expectations. Market crashes reveal the importance of maintaining perspective. The evolution of technology has changed investment practices significantly. Successful investing is about understanding the underlying businesses. Defining success goes beyond financial metrics to include personal fulfillment. Building relationships with clients is key to sustainable investing. 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.

My guest today is a family business advisor helping enterprising families navigate the intricacies of being family in a family organization. His experience in supporting families comes from both his own experience as the 3rd generation owner and board member of a global family business as well as his experience as an entrepreneur, coach, management consultant, and seminarian. https://family.inc/ Takeways: Growing up in a family business shapes one's identity. Community perceptions can impact family dynamics. Family businesses often have a longer investment horizon. Professionalizing operations is crucial for sustainability. High-performing families can pivot in challenging industries. Employee relationships are prioritized in family businesses. Navigating wealth requires understanding and communication. Family first: prioritize relationships over business. Liquidity options can help family members exit gracefully. Understanding past challenges informs future decisions. 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.

Julia Carreon, a Business Transformation and Integration Executive, shares insights from her journey in wealth management. She discusses how Gen Z's tech-savvy nature is reshaping client expectations. Julia emphasizes that technology should enhance, not replace, personal interactions. She advocates for understanding generational differences and the importance of active listening in fostering client relationships. Her personal experiences highlight the significance of serving others and redefining success through impactful leadership.