Talking Billions with Bogumil Baranowski

Bogumil Baranowski
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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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Feb 27, 2026 • 1h 16min

100 Year Thinkers, Ep. 5 | Chris Mayer & Robert Hagstrom on Why Safe Stocks Have Become Dangerous

Chris Mayer, investor and author focused on long-term compounding and behavioral frameworks. Robert Hagstrom, investment author and CIO known for long-term value and Buffett insights. They discuss how language and expectations warp investing. They debate AI hype, benchmark fixation, gamified markets, risks hidden in “safe” consumer stocks, and why slowing down and delaying reactions matters.
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Feb 25, 2026 • 41min

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

A candid Q&A that tackles why stock picks alone mislead and why frameworks beat tickers. He shares how podcasting refined his investment process and the no-middleman approach to client relationships. The conversation digs into impatience as investing’s biggest trap and why temperament, questions, and long-term thinking create real edge.
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Feb 23, 2026 • 1h 10min

Richard Oldfield: Simple But Not Easy — What It Really Takes to Invest Well

Richard Oldfield, founder of Oldfield Partners and author with four decades in finance, shares his market origin story and hard-won lessons. He talks Warburg’s ethos, surviving Black Monday, and the family office freedom to be unconventional. He explores why investing is simple in theory but hard in practice, how to judge managers beyond track records, and preparing for deep market declines.
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31 snips
Feb 20, 2026 • 1h 18min

Guy Spier: What Really Counts in Life — Beyond Wealth and Returns

Guy Spier, Zurich-based investor and author who runs the Aquamarine Fund and hosts VALUEx, reflects on preserving capital and playing the long game. He compares investing to skiing and planting vineyards. He stresses the shaping power of your social circle, capping client exposure, and defining success by relationships rather than net worth.
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Feb 16, 2026 • 1h 14min

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

Spencer Jakab, award-winning Wall Street Journal investing columnist and former emerging markets analyst, walks through meme-stock crazes and how trading apps gamify speculation. He unpacks GameStop mechanics, short squeezes, and platform-driven manipulation. He also examines why passive investing often outperforms active bets and how social media fuels risky behavior.
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10 snips
Feb 9, 2026 • 1h 21min

Tobias Carlisle: Warren Buffett as Warrior: What Sun Tzu Teaches Us: 13 Laws of Strategic Advantage Behind Buffett's Success

Tobias Carlisle, founder of Acquirer’s Funds and author blending Buffett and Sun Tzu, reflects on his outback upbringing and career shift from law to deep value investing. He explores Buffett as a strategic risk‑taker, the 13 laws of strategic advantage, and lessons like seizing initiative, avoiding ruin, and patient, nonconfrontational play in big deals.
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Feb 2, 2026 • 1h 8min

Drew Cohen: Deep Research Method for Uncovering Hidden Moats: Reading Decades of Company History to Find What Others Miss

Drew Cohen, founder of Speedwell Research and portfolio manager known for deep, decade-spanning company history studies. He explains why reading every transcript and annual report reveals hidden competitive advantages. Short case studies include Copart and Axon. He also covers research filters, technical constraints, and when to trust management.
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Jan 30, 2026 • 1h 14min

100 Year Thinkers, Ep. 4 | Chris Mayer & Robert Hagstrom on the Labels That Destroy Returns

Robert Hagstrom, investor and author on Buffett and market history, and Chris Mayer, investor known for long-term compounding and 100 Baggers, discuss labels that mislead investing. They explore time‑binding and maps versus territory, market concentration, AI as a business label, valuation and ROIC, and why indexing and narratives can warp thinking.
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24 snips
Jan 28, 2026 • 1h 16min

Braden Dennis (Fiscal AI CEO/Co-Founder): How One Frustrated Investor Democratized Wall Street's Data, Empowered Investors, and Leveled the Playing Field

Braden Dennis, founder and CEO of Fiscal AI, built an AI-powered research platform that brings institutional-grade financial data to everyone. He tells the story of turning a side project into a venture-backed company. Topics include democratizing expensive terminals, building an AI-native data layer, near-real-time financials and KPIs, and tools that let investors trace every number back to filings.

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