Talking Billions with Bogumil Baranowski

Bogumil Baranowski
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Mar 28, 2026 • 1h 12min

100 Year Thinkers, Ep. 6 | Chris Mayer & Robert Hagstrom: Most Stocks Don’t Matter & The Outliers That Break Base Rates

Robert Hagstrom, investment author and CIO known for studying Buffett's methods. Chris Mayer, investor and author famed for researching 100-baggers and outlier returns. They discuss why a tiny number of stocks drive most market gains. They debate base rates versus extreme outcomes, when to trust historical probabilities, durable moats, winner-take-all dynamics, and how AI and changing economics challenge conventional assumptions.
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Mar 25, 2026 • 54min

Unfiltered: Coffee w/ Bogumil, Monthly Q&A w/ the Audience (March 2026)

A wide-ranging Q&A about the stories behind capital and why understanding where money comes from matters. Conversations on multi‑generational wealth as a mindset, the risks hidden in ‘cheap’ stocks, and how many positions to hold. Reflections on AI and the doorman fallacy, the immigrant entrepreneur journey, the art of truly hearing people, and what keeps someone in this work for the long run.
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15 snips
Mar 23, 2026 • 1h 13min

Peter Gustafson: The Warren Buffett Path to Your Financial Freedom: 2,200 Hours of Research, a Hurdle Rate Hidden in Plain Sight, and Why Intelligence Alone Won't Make You Rich

Peter Gustafson, Danish investor, former business journalist and author, shares his Buffett-inspired path to ownership. He discusses why speculation entices smart people, the distraction of daily stock prices versus private ownership, and return on capital as the true north. He also outlines a simple two-metric framework to separate compounding machines from value destroyers and explains consumer vs. operational moats.
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11 snips
Mar 21, 2026 • 1h 10min

Two Podcasters, Two Asset Classes, One Philosophy: A Conversation with Ignacio Ramirez Moreno

Ignacio Ramirez Moreno, fixed income advisor at Pictet and creator known for making bonds funny and accessible. He recounts a multicultural upbringing and accidental Swiss career. They dig into why bonds matter, the craft of asking great questions, the human side of finance, and how AI and interdisciplinary reading reshape investing.
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Mar 18, 2026 • 1h 2min

Money Is Never Just Money with Bogumil Baranowski: What is a Good Life?

Bogumil Baranowski, investment advisor, author and TEDx speaker focused on money, relationships and presence. He discusses why being truly present matters more than transactions. Conversation covers money’s relational effects, how context shapes gifts, the human need for empathetic advisors, reclaiming focus from tech, and moving from money-first motives toward purpose and stewardship.
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15 snips
Mar 16, 2026 • 1h 7min

Arie van Gemeren: What 2,000 Years of History Teach Us About Building Wealth Today - The Investing Mistakes Empires and Billionaires Keep Repeating

Arie van Gemeren, CFA and CEO of Lombard Equities Group who turns 2,000 years of wealth history into modern investing ideas. He recounts a Bay Area live-in flip that launched his real estate path. They compare real estate and stocks, discuss scarcity and corporate buybacks, and draw timeless lessons on patience, discipline, leverage, and concentrated, long-term wealth building.
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25 snips
Mar 13, 2026 • 1h 12min

Vitaliy Katsenelson on Investing Amid Extreme Uncertainty: Survival First. Returns Second (Excess Returns Pod)

Vitaliy Katsenelson, CEO and author known for value investing and 'Soul in the Game', discusses investing amid huge uncertainty. He covers how long-term returns are built, why humility and diversification matter, balancing quality with valuation, evolving sell rules, and treating investing as a creative craft driven by curiosity and discipline.
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Mar 9, 2026 • 1h 8min

Matt Reustle: What Makes a Business Last Centuries? & Why the Best Investors Change Their Minds: Compounders, Stewardship & the Art of Business Dissection

Matt Reustle, former CEO of Colossus and creator of Business Breakdowns, brings Goldman Sachs–honed business analysis to conversations on long-term value. He explores stewardship and heirloom brands, what defines compounders, mapping value chains to find hidden winners, and why the best investors change their minds as companies evolve.
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18 snips
Mar 6, 2026 • 1h 8min

The Question No One Asks | What Great Investors Taught Us About Portfolio and Purpose -- Excess Returns Pod

They probe the true purpose of a portfolio and why goals matter more than beating the market. The conversation covers funded contentment, financial freedom, and matching assets to future liabilities. They explore staying rich versus getting rich, multi generational thinking, and how childhood scarcity or privilege shapes money choices.
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Mar 2, 2026 • 1h 7min

Mark McCartney: What Does a Good Life Actually Look Like? | He Rang the Bell at the NYSE—Then Walked Away & 300 Conversations That Changed Everything

Mark McCartney, an Irish-born coach who left finance to explore presence and authenticity, shares his journey from ringing the NYSE bell to hosting nearly 300 conversations on what makes life meaningful. He discusses silence practices, radical honesty, how leaders move from performative to genuine, and why presence and inner–outer coherence matter in relationships and decision-making.

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