Talking Billions with Bogumil Baranowski
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. NOT INVESTMENT ADVICE.
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. NOT INVESTMENT ADVICE.
Episodes
Mentioned books
13 snips
May 11, 2026 • 1h 6min
Kai Wu: Intangible Assets: The Dark Matter of Finance — The Invisible Forces Driving Company Value Why the Balance Sheet Misses Most of What Makes a Business Worth Owning
Kai Wu, founder and CIO of Sparkline Capital and former GMO investor, studies intangible assets like IP, brand, human capital and network effects. He explains why balance sheets miss modern value. Conversation covers using AI and alternative data to quantify intangibles, the split between tangible and intangible economies, and who actually captures value in tech revolutions.
May 8, 2026 • 1h 16min
100 Year Thinkers, Ep. 7: The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
Chris Mayer, investor and author known for long-term concentrated stock picking; Ian Cassel, microcap specialist and founder of MicroCapClub. They discuss why presence and management relationships can be a human edge in the age of AI. They explore microcap access, owner-operators, intelligent fanatics, AI’s real versus fleeting impacts, and how judgment, patience, and execution matter for long-term stock picking.
9 snips
May 7, 2026 • 30min
Playing the Long Game with Bogumil Baranowski: Morgan on Purpose Podcast
Bogumil Baranowski, investor and author who advises families on long-term wealth stewardship, discusses thinking with an infinite time horizon. He explores mental models like wealth as a snowball, lessons from writing during the pandemic, curating an information diet, and stewarding multi-generational capital and nonfinancial legacies.
13 snips
May 4, 2026 • 1h 22min
Joseph S. Moore: What 300 Years of Money Advice Taught One Historian About Getting Rich: Capitalism is not a Scam, the American Dream is Alive, Marriage is a Superpower, Hope is an Asset
Joseph S. Moore, historian and author who studied 300 years of American money advice, shares wild recurring money ideas across history. He discusses how economic mobility has changed, why the American Dream keeps being declared dead, marriage as a financial superpower, old financial shibboleths resurfacing as new, and how slow-time preparation lets people seize fast-time opportunities.
30 snips
Apr 30, 2026 • 1h 8min
Unfiltered Coffee Q&A, April 2026: Finding Compounders, Building Conviction, and Navigating AI, Careers, and Wealth Across Generations
Long-term investing tactics for finding durable compounders and using market turmoil to buy quality businesses at better prices. A practical mix of checklists and intuition for building conviction and sizing positions. Thoughts on AI as a research multiplier, career tradeoffs in investing, and contrasts between public markets and private equity. Family wealth, succession, and generational thinking round out the conversation.
38 snips
Apr 27, 2026 • 1h 7min
Adam Mead: 850 Pages Of Berkshire: What The Numbers Don't Tell You | Why Trust, Conviction, And Liability Management Matter More Than Spreadsheets
Adam Mead, professional investor and author of a 850-page Berkshire history, joins to unpack recent seismic moves. He highlights why a second edition was needed and how pandemic-era choices changed the story. Conversations cover Buffett’s airline decision, huge buybacks, Japanese trading-house deals, succession to Greg Abel, and a sum-of-the-parts view that points to roughly $1 trillion intrinsic value.
37 snips
Apr 24, 2026 • 1h 9min
We Asked Chris Bloomstran Why He Won’t Own the S&P 500 At These Levels — And What He Does Instead
Chris Bloomstran, founder of Semper Augustus and value-focused investor known for detailed annual letters. He tackles extreme Mag-7 concentration and why owning the S&P 500 today is risky. He contrasts a secular valuation plateau with a peak. He questions AI capex returns, warns of hyperscaler overbuilding and hidden leverage, and parses what Berkshire’s cash says about opportunities.
28 snips
Apr 20, 2026 • 58min
Ethan Starr: What 250 Billionaires Taught Him About Success and Failure, The Human Stories Behind America's Biggest Fortunes
Ethan Starr, researcher and author of Billionaire Trivia who studied 250+ American billionaires, shares the human stories behind vast wealth. He explores tragedies money cannot fix, the myth of self‑made success, pivotal pivots after setbacks, the role of luck and naming, and why some pursue space, politics, or privacy. Short, surprising narratives reveal how fortunes were made and remade.
23 snips
Apr 13, 2026 • 1h 1min
Lupin Rahman, PhD: What Sovereign Debt Reveals About the World, Can You Trust a Government to Pay You Back? Why the Risk-Free Rate Is Not Risk-Free — Inside the Mind of a Sovereign Debt Investor
Lupin Rahman, PhD, a senior macroeconomist and sovereign debt specialist with 25+ years at the IMF, World Bank, and PIMCO. He revisits market lessons from his grandmother in Bangladesh. He contrasts policymaker intent with investor pricing. He maps the sovereign debt landscape, explains duration versus maturity, and questions whether the so‑called risk free rate is truly risk free.
15 snips
Apr 6, 2026 • 1h 14min
Kevin Koharki, PhD: What Stock-Based Compensation Really Costs -- The Billions That Never Show Up on the Books
Kevin Koharki, founder of CAE Consulting and Purdue accounting professor, explains why stock-based pay hides massive economic costs. He traces RSU history, shows how accounting and tax mechanics distort cash flow, and contrasts true ownership models. Short, clear takes on dilution, buybacks, and why GAAP understates the real bill.
