Talking Billions with Bogumil Baranowski

Sophocles Sophocleous | Investing Lessons from a Career Across Asset Classes & Markets  My guest today is Sophocles Sophocleous He was born in Canada and raised in Cyprus, he is a Fulbright scholar and CFA Charterholder with multi-year experience in developed and emerging markets in both equities and debt. Currently, he works as an investment advisor to an activist Swiss investor Veraison Capital. During his career, he has managed individual and institutional equity client portfolios and worked for a London-based emerging market high-yield debt fund. On an annual basis, he organizes a by-invitation Cyprus Value Investor Conference that he co-founded in 2016. Also, on a part-time basis, he teaches a CFA Level 1 course and a master's course that he designed. We talked about: 1) His experience investing across stocks and bonds and developed and emerging markets. 2) Founding and running an international investor conference. 3) Looking for a dream investment. 4) Selling policy for stocks and bonds, similarities and differences. 5) Living through a banking crisis. 6) Cyprus Value Investor Conference ---- To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Learn more about Talking Billions Learn more about Bogumil Baranowski Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. NEVER INVESTMENT ADVICE.

Andrew Stotz & Alex Wetterling | My Worst Investment Ever & More  My guests today are: Andrew Stotz, and Alex Wetterling Dr. Andrew Stotz, CFA CEO, A. Stotz Investment Research Andrew Stotz is on a mission to reduce risk in the lives of millions, which he does through his My Worst Investment Ever podcast. He is co-founder and CEO of A. Stotz Investment Research, A. Stotz Academy, and co-founder of CoffeeWORKS. During his career in finance, Andrew served two terms as President of CFA Society Thailand and was twice voted #1 financial analyst in Thailand. He has been teaching since 1992 and created six online courses, including the Valuation Master Class, a highly rated practical valuation online course. He has written five books and holds a Ph.D. In finance. He lives with his 83-year-old mother and has been in Thailand for nearly 30 years. Alexander Wetterling, CIPM Founding Partner, A. Stotz Investment Research Alexander Wetterling is an investment professional taking a particular interest in investor behavior and decision-making. He is a Founding Partner of A. Stotz Investment Research and A. Stotz Academy, and co-founder of the Valuation Master Class. In 2011, Alex met Andrew as a professor during his exchange semester in Bangkok, Thailand. In 2013, he started working with Andrew and their other business partner Sornsak and two years later became a Founding Partner of the firm. Alex holds a Master of Science in Financial Economics from the School of Business, Economics and Law at the University of Gothenburg, Sweden. We talk about 1) Andrew’s podcast – My Worst Investment Ever 2) Alex’s experience growing up in Sweden 3) How to become a better investor 4) The challenges and opportunities of ESG investing (Environmental, social, and corporate governance) 5) What can North American and European investors learn from Asia ---- To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Learn more about Talking Billions Learn more about Bogumil Baranowski Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. NEVER INVESTMENT ADVICE.

Jacob Lund Fisker | Frugal, Responsible, and Environmentally Friendly Living | Author of Early Retirement Extreme Book & Blog  My guest today is Jacob Lund Fisker. His book Early Retirement Extreme: A philosophical and practical guide to financial independence has been a big hit and remains a very popular read among those curious about frugal and responsible living while caring about the planet. It’s so much more than that, though. His blog, with the same name and the link in the notes, is also a great resource.  Jacob is a Danish-born astrophysicist living in the US and enjoying an early retirement. He is very thoughtful and deliberate about how he lives his life. He took the time to sit down and discuss his research and findings with me. My prepared questions and our recording ended as planned, but we kept talking for another hour.  Today, you’ll hear about:  1) Using a physicist’s mind and tools to figure out the money  2) How working from home can effectively double your income  3) Retirement is not an age or a number  4) Peculiar challenges of retiring young  5) Two definitions of freedom  6) Frugal, Responsible, and Environmentally Friendly Living  7) Finally, how responsible living can lead us to early retirement  Early Retirement Extreme, the blog. Early Retirement Extreme, the book.  Also mentioned in the episode:  The Importance of Slack  Breaking the 2000-Year-Old Principle: The World Beyond the Half-Hour Commute  Deep Dive: The Biggest Disruption – The Remote Work Revolution  The Biggest Disruption – The Remote Work Revolution: Two More Cents.  ---- To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Learn more about Talking Billions Learn more about Bogumil Baranowski Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. NEVER INVESTMENT ADVICE.

Leisa Peterson | Mindful Millionaire | Changing Our Money Story  My guest today is Leisa Peterson. She is a business growth strategist, money specialist, and author of The Mindful Millionaire. She helps inspired business owners become game-changers in their field and achieve million-dollar breakthroughs in their business and investments. Noted in Forbes as one of 10 Women Driving Growth in Wealth Management and Investing, Leisa has appeared on Gaia Media Network and in The Wall Street Journal, FastCompany, The Week, Huffington Post and has been featured on many podcasts and radio shows. We talk about: 1)      How by the age of seven we shape our money beliefs. 2)      Another definition of prosperity. 3)      How to talk about money with ourselves, our kids, and or our spouses? 4)      The role of grandparents in shaping our money habits. 5)      Overcoming the fear of dying poor. More about Leisa. The Mindful Millionaire Learn more about Talking Billions | Learn more about Bogumil Baranowski Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. NEVER INVESTMENT ADVICE.

Christopher Tsai | Three Generations in the Investment Profession  Christopher is a good friend, fellow investor. Today, he shares the story of his late grandmother, the only woman to trade on the floor of the Shanghai Stock Exchange before it abruptly closed in 1941 when the Japanese troops invaded; his late father, Gerald Tsai, the founder of the famous Manhattan Fund, and his own successful investing career.  Christopher Tsai is President and Chief Investment Officer of Tsai Capital, an investment management firm; He has more than two decades of experience. Mr. Tsai pursues a value-oriented investment approach and seeks high-quality, growth companies that offer significant upside potential and a margin of safety at the time of purchase. Mr. Tsai has been profiled in numerous financial publications.  When he is not looking at businesses, he loves running in nature, quiet time with his books and family, submersing himself in the arts and a perfectly steeped pot of tea.  We talk about:  1) Cultivating a passion for investing as the third-generation investment professional in his family.  2) Benefits of long-term investing, multiplying the capital many times over vs. chasing a small short-term upside.  3) The emotional makeup needed to succeed in investing in stocks.  4) The challenges of passing knowledge from generation to generation.  5) Learning from the mistakes of others.  To Learn More about my guest, please head over to Tsai Capital.  -----  To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Learn more about Talking Billions Learn more about Bogumil Baranowski Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. NEVER INVESTMENT ADVICE.

Chase Warrington, a remote work expert and host of About Abroad Podcast, discusses living a rich life as a location independent professional. They also delve into Doist, a remote-first company providing tools for better work and life, and Todoist, a popular productivity app. They explore the power of time and the success story of Dewist, and share the benefits of using 'To Doist' as a productivity tool. They touch on the concept of slow travel, immersing in local culture, and making genuine connections. The podcast wraps up with podcast recommendations and a closing message.

Jake Taylor | Pursuit of Freedom | Author of the Rebel Allocator, Co-Host of Value After-Hours Podcast, Farnam Street CEO, Founder of Journalytic  My guest today is a dear friend and fellow author and investor, Jake Taylor. He trusted me once with his life during a sailing trip on some rough seas. Today Jake shares the memory of his great-grandmother, who instilled in him, his interest in saving, meeting Warren Buffett, who fired up his passion for investing, and life experience that ultimately led him to pursuit of freedom. Jake Taylor is the CEO of Farnam Street Investments. He’s also the host of various web series and podcasts: Five Good Questions, The Hikecast, and Value: After Hours. Jake is the author of a very successful book, The Rebel Allocator. He has an MBA in Finance and Accounting from UC Davis. While in school, Jake had a chance lunch with Warren Buffett, which solidified his path toward being a professional value investor. We will talk about: 1) The importance of saving. 2) A life-changing meeting with the legendary investor Warren Buffett. 3) Jake’s best-selling book – The Rebel Allocator. 4) His thoughts on the success and abundance of a free market economy. 5) Jake’s new venture – Journalytic and the importance of journaling while investing.  Jake on Twitter Journalytic The Rebel Allocator  -----  To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Learn more about Talking Billions Learn more about Bogumil Baranowski Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable. NEVER INVESTMENT ADVICE.

Brad Barrett | Financial Independence | The Host of ChooseFI, The Award-Winning Podcast  | Importance of Saving | Control over Your Time  My guest today is Brad Barrett, an instant friend with a shared curiosity about financial freedom. He shares clear and simple advice on how to regain control over your time and circumstance through financial independence, the real superpower. Brad Barrett – is a CPA by training passionate about saving, and financial freedom. He is a co-host of a hugely successful award-winning podcast with 60 million downloads – ChooseFI – Your Blueprint to Financial Independence, co-author of a book, ChooseFI. He shared his ideas, and findings in a Documentary, Playing with Fire, which was named the Top Ten Best Finance Movies of the Decade.” We will talk about: 1) What is Financial Independence, how to reach it? 2) Why Financial Independence is a superpower that can transform your life, relationships, financial stability, and ultimately your happiness? 3) Fear and scarcity around money, how to stop worrying about running out of money? 4) Our time which is the most precious and non-renewable resource. 5) The ultimate goal of financial independence – flexibility and control over our time and circumstances. ChooseFI ChooseFI Podcast ----- To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Learn more about Talking Billions Learn more about Bogumil Baranowski Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. NEVER INVESTMENT ADVICE.

James E. Hughes, Jr. | Family Advisor for 5 Decades | Book: Family Wealth | Family Governance | The 5 Capitals | Shirtsleeves to Shirtsleeves | A 100 Year Thinking | A Story of a Toy Purchase My guest today is Mr. James E. Hughes, Jay, is my dear friend, and mentor. We talk every month, but this is our first ever recorded talk. He shares his treasured conversations with his late father, a lifetime of experience, and boundless wisdom of family wealth. Mr. Hughes, a resident of Aspen, Colorado, is an author, advisor to families, founder of a law partnership in New York City that represented private clients throughout the world, now retired from active practice of law.  His wonderful book Family Wealth: Keeping It in the Family talks about family governance and wealth preservation with focus on the avoidance of the “shirtsleeves to shirtsleeves” proverb and on the dynamic growth of families’ human, intellectual, social, spiritual, and financial capitals toward their families’ flourishing. "As it takes 150 years for a copper beech tree {read a great family} to mature, plant today because there is no time to waste." — James E. Hughes, Jr. We will talk about: 1) The challenges of the shirtsleeves to shirtsleeves in three generations proverb, and the courage it takes to overcome it. 2) The five capitals, looking beyond the financial capital of a family. 3) A hundred year thinking in a family, looking back and looking forward around a family table. 4) How to talk with kids about money, a story of a toy purchase. 5) How to help families and individuals prosper and flourish. James E. Hughes Foundation James E. Hughes Family Wealth: Keeping It in the Family--How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations ----- To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Learn more about Talking Billions Learn more about Bogumil Baranowski Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. NEVER INVESTMENT ADVICE.

Talking Billions Official Trailer Welcome to Talking Billions.  We talk about big ideas, big inspirations, big topics. We take on the hardest subject of all – money: how to make it, save it, and keep it. Our conversations lead us to an even bigger question — what it means to live a rich life beyond money  – being rich and feeling rich versus looking rich, how we spend our time, how we work, how we organize our lives, and so much more.  Talking Billions is a podcast where I sit down and have heart-to-heart conversations with friends of friends in the US, coast to coast, and around the globe.My guests are of all ages, 20s to 80s, and so is my audience. They vary from best-selling authors, award-winning podcasters, and stars of acclaimed documentaries to those who only now had the first chance to share their ideas, experience, and wisdom with me and you. We forget that we recorded, and I edit all myself to make guests feel safe and heard.  I'm a founding partner of a boutique investment firm founded in New York City. I have two decades of experience. I was born in Poland, educated around Europe, I made New York my home for most of my adult life. Today, I divide my time among a few locations. I'm a published author; my book Money Life Family garnered the most attention.  Two decades ago, I was interviewed on national radio as a university student. Soon after, I interviewed a minister of finance amid a budgetary crisis. I’m a TEDx Speaker who gave talks on investing coast to coast and around Europe. I trained my ear evaluating countless Toastmasters speeches.  Here I come to you as a podcast host as curious as you are to learn more.  I will introduce each season, you'll know what's coming, and you can listen to all episodes or choose and pick.  Join me on this quest to unearth the wisdom of the ages. I’m your host, Bogumil Baranowski. ----- To get regular updates and bonus content, please sign-up for the Talking Billions Newsletter. Learn more about Talking Billions Learn more about Bogumil Baranowski Read Money, Life, Family: My Handbook: My complete collection of principles on investing, finding work & life balance, and preserving family wealth. NEVER INVESTMENT ADVICE.