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
85 snips
Jan 26, 2026 • 1h 5min
Gautam Baid on Building Wealth, Health, and Wisdom Through Patient Capital and Positive Compounding
Gautam Baid, founder of Stellar Wealth Partners and author of The Joys of Compounding, shares his six-pillar compounding framework. He explores compounding positive thoughts and health habits, a simple equation for long-term wealth, pattern recognition in investing, compounding goodwill as an edge, and why India offers durable, high-growth opportunities.
4 snips
Jan 24, 2026 • 1h 3min
Gary Mishuris on Mispriced Fear and Lessons from Warner Brothers: 10 Cents on the Dollar | Excess Returns Pod
Gary Mishuris, MIT-trained investor and CIO of Silver Ring Value Partners, blends intrinsic value analysis with behavioral finance. He recounts lessons from Fidelity and Peter Lynch. Topics include the Warner Bros. Discovery mispricing and spin-off catalyst, using long-dated options selectively, portfolio construction under uncertainty, and how AI augments research without replacing judgment.
6 snips
Jan 19, 2026 • 1h 17min
Gary Mishuris: Beyond the Magic Genie: Why AI Won't Pick Your Stocks But Will Transform Your Process & What 200+ hours of AI experimentation taught him about modern value investing
Gary Mishuris, CFA and CIO at Silver Ring Value Partners, blends computer science and behavioral finance in investing. He discusses the balance between embracing AI and avoiding tech skepticism, sharing insights from his past. Gary highlights how AI can enhance idea generation while maintaining human judgment. He emphasizes using AI for earnings analysis and pattern recognition. Additionally, he warns against blindly trusting AI, urging investors to verify outputs and align tools with their investment processes.
7 snips
Jan 16, 2026 • 23min
Unfiltered: Coffee w/ Bogumil, Monthly Q&A w/ the Audience (January 2026)
Discover surprising work habits that fuel creativity, like walking and reading on the floor. Delve into the balance of management quality and business fundamentals as vital for success. Learn when to hold winning investments and why valuation isn't everything. Explore how AI could ignite productivity and spawn new ventures. Understand the importance of long-term management thinking through earnings calls. Lastly, find out why investing is a lifelong journey, and it's never too late to change your career.
13 snips
Jan 14, 2026 • 1h 8min
Nick Kapur: Can AI Give You Superhuman Research Powers? Inside Tenzing Memo with Co-Founder
Nick Kapur, co-founder of Tenzing Memo and former equity analyst, dives into the transformative power of AI in market research. He reveals how his personal tragedy sparked his entrepreneurial journey and the creation of Tenzing Memo, designed to streamline research processes. The platform acts as a collaborative partner, harnessing public data for deeper insights while ensuring that AI complements human judgment rather than replaces it. Nick also highlights the unique needs of boutique managers and students who can benefit from this innovative research tool.
15 snips
Jan 12, 2026 • 1h 2min
Sangeet Paul Choudhary: Reshuffle: How AI Reorganizes Value Creation (Not Just Work) Platform Revolution Author Reveals the Real AI Impact Beyond Automation
Sangeet Paul Choudhary, a bestselling author and strategist at UC Berkeley, dives into how AI reshapes value creation. He argues that AI's impact goes beyond mere intelligence, acting more like a GPS that reorganizes economic activity by coordinating actions. Highlighting the travel sector's fragmentation, he suggests AI could create seamless connections from desire to action. Sangeet emphasizes the need to recognize system constraints in our roles and adapt strategies accordingly, pointing out that the winners in this new landscape will be those who reimagine and integrate with AI.
4 snips
Jan 9, 2026 • 57min
Gautam Baid on the Brutal Math of Compounding | Excess Returns Pod
Gautam Baid, a managing partner specializing in Indian equities and author of The Joys of Compounding, shares his insightful investing philosophy. He discusses the brutal math of compounding, emphasizing patience, quality, and the importance of journaling to refine judgment and learn from bear markets. Gautam explores market signals, the need for global diversification, and how to identify market bottoms. His reflections on liquidity cycles and the unique dynamics of the Indian market provide valuable perspectives for investors.
109 snips
Jan 7, 2026 • 1h 15min
Nadja Taranczewski: Breaking Free from Inherited Wealth Trauma: How Three Generations of War and Silence Shaped One Woman's Journey to Conscious Money Mastery
Nadja Taranczewski, a master of psychology and founder of ConsciousU, delves into her family's complex history shaped by war and trauma. She reveals how her grandparents' experiences affected her view on money and safety. Discussing the clash between scarcity and abundance mindsets, Nadja highlights the importance of understanding intergenerational patterns in healing relationships with wealth. Furthermore, she introduces powerful concepts like 'source energy' and emphasizes the need for systemic inclusion to ensure long-term societal stability.
Jan 5, 2026 • 1h 10min
David Diranko: Contrarian Cash Flows: The Data Scientist Who Became a Contrarian Investor
David Diranko, a 29-year-old mathematician and founder of Diranko Capital, shares his unique journey from data science to contrarian investing. He discusses how mathematical rigor shapes his investment strategies, focusing on probabilistic thinking and the value of small-cap European markets. David openly describes the benefits of publishing his research for community building while addressing the challenge of balancing transparency with proprietary insights. He delves into investing in predictable businesses facing temporary issues and the importance of cash flow in valuations.
24 snips
Dec 31, 2025 • 1h 6min
Jawad Mian: Stray Reflections: What Happens When You Stop Chasing Billions? From Hedge Fund Ambitions to Meaning: One Investor's Journey Beyond Material Pursuits
Jawad Mian, founder and managing editor of Stray Reflections, shares his journey from hedge fund ambitions to a deeper spiritual life. He reflects on how his father's approval shaped his early success drive and how his priorities have shifted through the decades. Jawad reveals the transformative Quranic teachings that led him to value inner fulfillment over material wealth. He emphasizes the profound insights gained from ordinary experiences and the importance of community in navigating the investing world, all while redefining success through spiritual stewardship.
