Talking Billions with 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...
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Unfiltered: Coffee w/ Bogumil, Monthly Q&A w/ the Audience (February 2026)
<p>Find me on Substack!</p><p>Questions from the Talking Billions CommunityThe second installment of my monthly listener Q&A — raw, unscripted, and as close to a one-on-one conversation as you'll get without picking up the phone. I sit down with your real questions about investing, portfolios, patience, and why so few people actually talk to someone about their money.</p><p>Episode highlights:</p><p>Why you'll never hear specific stock picks on this show — and why that's actually the point. A single holding pulled out of context is like a prescription without a diagnosis. I explain why fram...
Richard Oldfield: Simple But Not Easy — What It Really Takes to Invest Well
<p>Find me on Substack.</p><p>Richard Oldfield, founder of Oldfield Partners and author of the investing classic Simple, but Not Easy, is a four-decade veteran of markets whose career arc from Warburg and Mercury Asset Management to running a family office gives him a rare dual vantage point as both portfolio manager and allocator of managers.</p><p>The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.</p><p>https://www.tenzingmemo.com/</p><p>3:00 — Richard shares his origin story: drew to m...
Guy Spier: What Really Counts in Life — Beyond Wealth and Returns
<p>Spend an hour this weekend with one of the kindest and most generous people — an accomplished investor and a truly remarkable mind (Original Release: Jan 30, 2023).</p><p>Guy Spier is a good friend, an inspiration, and one of Talking Billions' earliest guests. He is the Zurich-based founder of the Aquamarine Fund, author of The Education of a Value Investor, and host of VALUEx — a wonderful gathering of like-minded investors. He is also the man who famously paid $650,000 alongside Mohnish Pabrai to have a charity lunch with Warren Buffett.</p><p>5 Biggest Ideas from the Episode</p><p>1. It's not the...
Spencer Jakab: What Wall Street Doesn't Want You to Know & Why You're Probably a Worse Investor Than You Think - Award-winning financial journalist shares lessons
<p>Spencer Jakab is an award-winning Wall Street Journal investing columnist with 30 years of finance experience who transformed from emerging markets research director into a financial journalist exposing how everyday investors repeatedly get fleeced by Wall Street's latest schemes.</p><p>Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/03:00 - Spencer's origin story: Growing up in Queens as son of Hungarian refugees, discovering investing through Peter Lynch's "On...
Tobias Carlisle: Warren Buffett as Warrior: What Sun Tzu Teaches Us: 13 Laws of Strategic Advantage Behind Buffett's Success
<p>Find me on Substack!</p><p>Tobias Carlisle is founder and portfolio manager of Acquirer’s Funds managing two deep value ETFs, acclaimed author of five investment books including his newest Soldier of Fortune blending Warren Buffett and Sun Tzu’s strategic wisdom, and host of the popular Value After Hours podcast.</p><p>Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/</p><p>3:00 - Tobias shares...
Drew Cohen: Deep Research Method for Uncovering Hidden Moats: Reading Decades of Company History to Find What Others Miss
<p>Drew Cohen is the founder of Speedwell Research and a portfolio manager at Davidson Kahn Capital Management, who uncovers competitive advantages by reading entire company histories spanning decades of transcripts and annual reports.</p><p>The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter company analysis. Code BILLIONS gets you an extended trial + 10% off.</p><p>https://www.tenzingmemo.com/</p><p><br></p><p>3:00 - Drew describes his early money attraction, collecting dollar bills at age five and discovering the power of interest at his bar mitzvah, leading his father to in...
100 Year Thinkers, Ep. 4 | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns
<p>Scroll down, and find the earlier 3 episodes of 100 Year Thinkers.</p><p>Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.</p><p>Two legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we’ve been wanting to have—and we think you’ll find it as valuable as we did.</p><p>Available now on Excess Returns Podcast and Talking Billions. 🎧</p><p>I’m excited to share th...
Braden Dennis (Fiscal AI CEO/Co-Founder): How One Frustrated Investor Democratized Wall Street's Data, Empowered Investors, and Leveled the Playing Field
<p>Braden Dennis is the 30-year-old founder and CEO of Fiscal AI, who scaled an AI-powered financial research platform from a frustration-driven side project to a venture-backed company serving over 150,000 users with institutional-grade data analytics that democratizes investment research previously accessible only through expensive platforms like Bloomberg and FactSet.</p><p>Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 - Braden shares his middle-class Toronto upbringing and ear...
Gautam Baid on Building Wealth, Health, and Wisdom Through Patient Capital and Positive Compounding
<p>Find me on Substack.</p><p>Gautam Baid, CFA, is the founder and managing partner of Stellar Wealth Partners India Fund and internationally bestselling author of The Joys of Compounding, who has dedicated over two decades to mastering patient, quality-focused value investing.</p><p>Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/</p><p>3:00 - Gautam introduces his six-pillar compounding framework beyond finance: positive thoughts, good he...
Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers: 10 Cents on the Dollar | Excess Returns Pod
<p>I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler.</p><p>In this episode of Excess Returns, we sit down with Gary Mishuris, Managing Partner and CIO of Silver Ring Value Partners, to explore how deep fundamental analysis, behavioral insight, and disciplined process come together in real-world investing. Gary shares formative lessons from his early career at Fidelity during the post-tech bubble period, including firsthand experiences learning from legends like Peter Lynch, and connects those lessons to how he evaluates value, quality, and mispricing today. The conversation spans a detailed case study on Warner...
