Talking Billions with Bogumil Baranowski

A warm thank you kicks off the discussion, as the speaker reflects on two years of support and almost 130 engaging conversations. With over 100,000 downloads, it's a milestone worth celebrating! Exciting future plans are in the works, and listeners are encouraged to share the joy during the holiday season. It's all about gratitude and building a community!

John Candeto, founder of Phronesis Fund and co-founder of JoinWDA, shares valuable insights on family wealth investing with Bogumil Baranowski. They discuss the unique challenges of managing inherited wealth and emphasize the importance of stewardship across generations. The conversation covers long-term investment strategies, the significance of personal values, and the impact of generational wisdom. Additionally, they explore the concept of investing as an infinite journey, advocating for slow travel and meaningful connections that enrich our understanding of wealth and purpose.

Michael W. Sonnenfeldt, founder of TIGER 21 and author of Think Bigger, shares his journey as a serial entrepreneur and philanthropist. He emphasizes the need for delayed gratification and effective risk management in wealth preservation. The discussion dives into managing generational wealth, the significance of preparing heirs, and the impact of inflation on investments. Sonnenfeldt redefines success through philanthropy, advocating for a balance between financial achievements and community contributions.

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.

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.

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.

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.

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.