Talking Billions With Bogumil Baranowski podcast

Talking Billions with Bogumil Baranowski

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コンテンツは Bogumil Baranowski によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャストコンテンツは、Bogumil Baranowski またはそのポッドキャストプラットフォームパートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。

State Secrets: Inside The Making Of The Electric State

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Family Secrets: Chris Pratt & Millie Bobby Brown Share Stories From Set 22:08

約 10 日前22:08

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22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

Talking Billions with Bogumil Baranowski

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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.

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Talking Billions with Bogumil Baranowski

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177 つのエピソード

#Trading #Business #Bogumil Baranowski

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Talking Billions with Bogumil Baranowski

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The Market's Journey: Finding Clarity Through Volatility 4:34

約 2 日前4:34

4:34

Audio version my this week's article, find it on Substack. https://bogumilbaranowski.substack.com/ -- subscribe there for all content, not to miss anything. Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you just want to say hello, use the same email. Curious to hear from you! Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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A 5-Minute Recap: Vitaliy Katsenelson: Soul in the Game 7:28

約 4 日前7:28

7:28

If you have 5 minutes this week, listen to this recap of my conversation with Vitaliy with a BONUS look behind the scenes and my thoughts about what I learned. Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you just want to say hello, use the same email. Curious to hear from you! Lastly, if you like this 5-minute recap format, let me know, I might do it now and then with longer episodes! Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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Mastering Your Inner Landscape with Sean DeLaney 1:12:33

約 7 日前1:12:33

1:12:33

In this thought-provoking conversation, executive coach and author Sean Delaney returns to discuss his latest book, "When Life Begins to Whisper: A Journey Beyond the Answers." Building on our conversation from last year, Sean delves deeper into the subtle internal signals that guide our authentic paths and how we can develop a healthier relationship with pain, uncertainty, and freedom. ### Key Highlights: - **The Meaning Behind the Title**: Sean explains how "whispers" represent those subtle internal nudges we often ignore until life forces us to confront them, and why the most profound questions in life don't have definitive answers. - **Reframing Our Relationship with Pain**: "Pain doesn't come to break you, it comes to open you." Sean discusses how our greatest insights often emerge from our most painful experiences when we learn to use them rather than avoid them. - **Beyond the Search for Certainty**: Why certainty is "too small for a soul like yours" and how embracing uncertainty opens the door to greater possibilities. - **Recognizing and Rewriting Your Stories**: Sean shares practical approaches to identifying the invisible scripts that govern our lives and finding the courage to reshape them. - **Finding Freedom Through Letting Go**: Freedom isn't something we chase but something we allow by releasing internal barriers and constraints. - **The Connection to Investing**: Throughout the conversation, we explore parallels between personal growth and investment philosophy - from viewing empty portfolios as canvases of opportunity to developing the capacity to make clear decisions by stilling our "internal waters." - **Living Your Truth**: The importance of aligning with your authentic self rather than following someone else's script, as Sean explains: "The real prison is living a life that doesn't belong to you." Sean shares insights from his work with high achievers across various fields, including CEOs, professional athletes, and finance professionals, revealing common patterns and transformative practices that lead to more meaningful, purposeful lives. This episode offers both philosophical depth and practical guidance for anyone seeking to live more authentically and navigate life's challenges with greater wisdom and resilience. ### About Sean Delaney Sean Delaney is an executive coach and author who helps high achievers uncover deeper purpose and navigate the challenges of leadership, resilience, and self-mastery. With nearly 15 years of experience guiding CEOs, executives, and professional athletes, he blends profound insights with practical strategies to inspire meaningful, lasting change. His latest book is "When Life Begins to Whisper: A Journey Beyond the Answers." Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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The Psychology of Portfolio Fluctuations: Understanding Investor Emotions 7:27

約 9 日前7:27

7:27

Here is another recording of my article. Enjoy! They've been such a hit that I decided to read to you again. If you want to drop me a line, share your thoughts, or connect over Zoom, here is my email bogumil AT talkingbillions.co (not com). I read and answer all my emails; just give me a day or two! Thank you! Bogumil Find the text of the article on my Substack: https://bogumilbaranowski.substack.com/p/the-psychology-of-portfolio-fluctuations I mention Byron Tully in the episode, and I recommend his appearances on Talking Billions. He talks about Old Money Habits. Disclosure: Blue Infinitas Capital, LLC is a registered investment adviser. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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Storm in a Glass or Broken Glass in a Storm: Navigating Market Turbulence 3:36

約 11 日前3:36

3:36

This is a very timely post (only 3 minutes). If you haven't read it yet, enjoy it here. And I hope my calming voice will help you as you are navigating the markets in the last few weeks. If you want to drop me a line, share your thoughts, or connect over Zoom, here is my email bogumil AT talkingbillions.co (not com). I read and answer all my emails; just give me a day or two! Thank you! Bogumil Find the text of the article on my Substack: https://bogumilbaranowski.substack.com/p/storm-in-a-glass-or-broken-glass Disclosure: Blue Infinitas Capital, LLC is a registered investment adviser. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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Soul in the Game: A Conversation with Vitaliy Katsenelson 1:48:06

約 14 日前1:48:06

1:48:06

[ Limited 1 on 1 Zoom calls with the host: email me at bogumil@talkingbillions.co, no com] Episode Overview In this illuminating conversation, Vitaliy Katsenelson shares his remarkable journey from Soviet Russia to becoming a respected value investor in the United States. Through personal anecdotes and philosophical reflections, Vitaliy explores the delicate interplay between life's most precious currencies: time, money, and purpose. Key Themes From Scarcity to Abundance Vitaliy's formative years in Soviet Russia shaped his unique perspective on scarcity and abundance The stark contrast between socialist principles and capitalist realities informed his investment philosophy Cultural transitions between European and American work ethics revealed deeper truths about value creation Finding Alignment: The Soul in the Game The concept of 'Soul in the Game' emerges as a north star for meaningful living Authentic writing requires vulnerability and self-confidence—a mirror to authentic investing Personal alignment between values and vocation creates fulfillment beyond financial metrics The courage to pursue alignment often means embracing discomfort and uncertainty The Philosophy of Time and Money Time stands as our most irreplaceable asset—money should ultimately purchase time, not things Wealth without purpose becomes an empty pursuit Material detachment liberates decision-making in both life and investing Stoicism provides a framework for focusing on what we can control amid market volatility The Human Element in Business People remain the crucial factor in business success—relationships over transactions Hiring decisions should evaluate character alongside competence Management analysis deserves equal attention to financial analysis Subtle cues often reveal more about company culture than formal presentations Navigating Complexity and Change Investing requires continuous learning and intellectual curiosity Disruption demands adaptability in investment strategies Value investing must evolve to consider future growth opportunities The nonlinear nature of investing mirrors the nonlinear journey of life itself Redefining Success Success transcends financial metrics to encompass relationships and independence Parenthood brings both profound joy and inevitable pain—similar to market cycles Quality of work matters more than quantity—depth over breadth Creative pursuits like music enhance problem-solving and pattern recognition Reflections for Listeners How might you find greater alignment between your values and your work? Where are you trading time for money when you could be doing the opposite? What attachments might be limiting your freedom and decision-making? How can you incorporate more reflection and creative thinking into your professional life? Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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My Annual VALUEx Journey: The Magical Train Ride to Klosters 10:06

約 15 日前10:06

10:06

Happy Weekend! Since so many of you asked, here is the audio version of my this week's article with some bonus content, and announcement, take a listen -- you'll hear details in the episode, but here is my email bogumil AT talkingbillions.co (not com), if you are interested in a 1 on 1 Zoom call with me or joining an intimate virtual meet & greet let know or if you just feel compelled to write to me, please do! I read and answer all my email, just give me a day or two! Thank you! Bogumil Find the text of the article on my Substack: https://bogumilbaranowski.substack.com/p/my-annual-valuex-journey-the-magical…

Talking Billions with Bogumil Baranowski

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Anne-Laure Le Cunff: Tiny Experiments: How to Live Freely in a Goal-Obsessed World 1:00:05

約 21 日前1:00:05

1:00:05

[ Excited to connect with you! If you'd like to schedule a personal 1-on-1 Zoom conversation with me, the host, simply email bogumil@talkingbillions.co (that's .co, not .com). Looking forward to our conversation! ] Anne-Laure Le Cunff is an award-winning neuroscientist and entrepreneur. She is the founder of Ness Labs, where her weekly newsletter is read by more than 100,000 curious minds. Her research at King’s College London focuses on the psychology and neuroscience of lifelong learning, curiosity, and adaptability. Her book, Tiny Experiments, is a transformative guide for living a more experimental life, turning uncertainty into curiosity, and carving a path of self-discovery. Previously, she worked at Google as an executive on digital health projects. Her work has been featured in Rolling Stone, Forbes, Financial Times, and WIRED. Please paste any links that you'd like me to include: https://tinyexperiments.org/ https://nesslabs.com/ https://x.com/@neuranne https://instagram.com/neuranne Summary In this captivating episode, Anne-Laure Le Cunff takes listeners on her remarkable journey from Google executive to neuroscience PhD candidate, revealing how this unconventional path shaped her philosophy of "mindful productivity" and "systematic curiosity." Drawing from her book "Tiny Experiments," Anne-Laure challenges traditional notions of linear career progression and offers a refreshing alternative: an experimental approach to personal and professional growth. The conversation with Bogumil Baranowski explores profound themes that resonate with anyone feeling trapped by conventional definitions of success. Anne-Laure introduces transformative concepts including the distinction between Kronos (chronological) and Kairos (opportune moment) time, encouraging listeners to reconsider their relationship with productivity. She advocates for "intentional imperfection" as a pathway to growth and introduces "growth loops" as a practical framework for continuous learning. Particularly compelling is Anne-Laure's discussion of "dancing with chaos" – embracing uncertainty not as something to fear, but as a catalyst for creativity and unexpected opportunities. She thoughtfully reframes the concept of legacy, suggesting that "generativity" – making meaningful contributions in the present – matters more than posthumous recognition. The episode culminates in a powerful redefinition of success: not as the achievement of predetermined milestones, but as the freedom to experiment, explore diverse paths, and remain curious throughout life. Anne-Laure provides practical strategies for breaking free from limiting cognitive scripts and implementing tiny experiments that can lead to profound personal transformation. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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Oliver Burkeman: Meditations for Mortals: Four Weeks to Embrace Your Limitations and Make Time for What Counts 1:07:37

約 28 日前1:07:37

1:07:37

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] My guest today is Oliver Burkeman, he is the New York Times and UK Sunday Times bestselling author Four Thousand Weeks , and of the newly released Meditations for Mortals: Four Weeks to Embrace Your Limitations and Make Time for What Counts. He writes about productivity, mortality, the power of limits and building a meaningful life in an age of distraction. After a decade in Brooklyn, he now lives in the North York Moors in England. www.oliverburkeman.com Summary In this conversation, Oliver Burkeman discusses the themes of productivity, mortality, and the limitations of time. He reflects on his childhood influences, the clash between infinite ambitions and finite time, and the concept of productivity debt. Burkeman emphasizes the importance of accepting our limitations, navigating information overload, and trusting ourselves to handle future challenges. He advocates for a balance between present enjoyment and future planning, encouraging listeners to embrace the reality of their finite lives while still pursuing meaningful goals. In this conversation, Bogumil Baranowski and Oliver Burkeman explore profound themes surrounding wealth, productivity, mortality, and the nature of success. They discuss the concept of 'dying with zero', the importance of completing tasks, and the value of embracing unpredictability in life. Burkeman emphasizes the significance of recognizing our finite existence and how it shapes our priorities and actions. The dialogue also touches on the idea of working fewer hours effectively and the relationship between time and wealth, ultimately leading to a deeper understanding of what it means to live a meaningful life. Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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Jonny Miller: Nervous System Mastery - Cultivating Calm, Reducing Nervousness, Enhancing Resilience & More 1:12:40

5 weeks前1:12:40

1:12:40

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] Jonny Miller is the founder of Nervous System Mastery , a course that has helped 1000+ high-performing humans from all walks of life, cultivate calm, reduce nervousness, enhance resilience, and elevate their sense of aliveness. He is the host of a terrific podcast, Curious Humans with Jonny Miller. Summary In this conversation, Johnny Miller, shares insights on emotional literacy, the importance of understanding the nervous system, and how our experiences shape our emotional responses. He discusses the concept of emotional debt, the role of interoception in self-awareness, and the shift from control-based to unfolding-based personal development. Jonny emphasizes the significance of emotions in decision-making and the need for practices that cultivate calmness and resilience. In this conversation, we explore various themes related to emotional regulation, energy management, and personal growth. My guest discusses the importance of creating conditions for calm, navigating emotions, and the significance of interoceptive awareness. The conversation delves into the concept of life experiments, the pathless path of finding community, and the transformative experiences of sensory deprivation and surfing. Ultimately, they reflect on the deeper meanings of success and parenthood. Show notes links : Jonny's course, Nervous System Mastery is a 5-week bootcamp teaching science-backed protocols to cultivate greater calm and agency over your internal state. Enrolment closes Feb 28. Save $250 with code BILLIONS. Apply here. Have you experienced anxiety, burnout or lack of focus? Take Jonny's zero-cost Nervous System Quotient (NSQ) self-assessment to find out how regulated you are. Get your score Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Lou Marchetti: From a Fast Paced Finance Career to a Dead Stop And Beyond, A True Life Story Like No Other 1:14:32

6 weeks前1:14:32

1:14:32

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] Lou Marchetti is a curious mind in search of deeper understanding. I see him as a high-performing professional and an athlete. His life literally came to a complete stop, and he is here with us today to tell a story like no other. Summary In this conversation, Lou Marchetti shares his profound journey from a high-achieving finance professional to a survivor of cardiac arrest. He reflects on his childhood, the pressures of achievement, and the pivotal moment that changed his life. Lou discusses his relationship with money, the drive for acceptance, and the lessons learned from his near-death experience. He emphasizes the importance of self-discovery and the need to stop and reflect on one's life choices. In this conversation, Lou shares his transformative journey through a sabbatical that allowed him to embrace rest, reflection, and meaningful connections. He explains the importance of curiosity, the lessons learned from his experiences, and how he is redefining success in his life. The dialogue emphasizes the need for personal growth, the value of living in the moment, and the significance of community and connection in our lives. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Brendan Hughes: Markets in Chaos, Take Two - Discussing Some of the Most Important Investing and Economic Topics Of the Decade 1:32:41

7 weeks前1:32:41

1:32:41

My guest today is Brendan Hughes, he is an investor, an analyst, and an author. Brendan has more than a decade of industry experience in investments and public finance. For the last several years, Brendan has worked for Lafayette Investments, where he manages a portion of the $800 million in assets under management, primarily for high-net-worth individuals. Brendan is the author of two books: Markets in Chaos: A History of Market Crises Around the World and The Wandering Investor. Brendan is a Chartered Financial Analyst (CFA) charterholder. He has served on various boards and committees including the James Madison University College of Business Board of Advisors (former Associate Board Member), Cystic Fibrosis Foundation’s Maryland Chapter (Board Member), CanEducate (Board Member for a charitable organization that helps schools in developing countries such as Haiti), ZERV Inc. (former Board Member for a Canadian technology start-up that was acquired) and the Member Engagement Committee for CFA Society Washington D.C. (former Committee Member). Brendan is a two-time winner of the Tomorrow’s Leader Award for his contributions to the Cystic Fibrosis Foundation. Summary In this conversation, Brendan Hughes discusses the complexities of government debt, the impact of demographics, and the historical context of economic crises. He draws parallels between current economic conditions and past events, particularly the 1970s and the situations in Japan and China. The discussion also covers the success of the U.S. economy and the implications of passive investing on market dynamics. In this conversation, Bogumil Baranowski and Brendan Hughes delve into the complexities of investing, focusing on the dynamics of passive investing, the nature of risk, and the importance of cash flow in evaluating corporate earnings. They discuss the evolving landscape of consumer staples and technology companies, strategies for effective saving, and the impact of political and economic factors on investment decisions. The conversation also highlights the significance of travel as a means of learning and understanding different cultures and markets. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Brett Gardner: Buffett's Early Investments: A new investigation into the decades when Warren Buffett earned his best returns 1:07:02

8 weeks前1:07:02

1:07:02

My guest today is a stock analyst, investor, and author. Brett Gardner is an analyst at Discerene Group LP, a private investment partnership that invests globally and pursues a fundamental, contrarian, long-term value investing philosophy. Prior to joining Discerene, Brett worked at multiple investment firms. A St. John’s University graduate and CFA Charterholder, Brett currently resides in New York City. We discuss his new book Buffett’s Early Investments : A new investigation into the decades when Warren Buffett earned his best returns. The book discusses the ten investments that legendary investor Warren Buffett made in the 1950s and 1960s—earning him his first millions—and uncovers unique insights in the process. Summary We discuss Brett's upbringing, his relationship with money, and the influence of figures like Charlie Munger and Ben Graham on Buffett's investment philosophy. The conversation delves into the factors that contributed to Buffett's outperformance, the importance of capital allocation, and the lessons learned from early mistakes in investing. Brett shares insights from his interactions with Buffett and Munger, highlighting the significance of personal experiences in shaping investment strategies. In this episode, Brett delves into the investment strategies of Warren Buffett, exploring his emotional decision-making, the economic context of his investments, and the lessons learned from various case studies, including American Express and British Columbia Power. We discuss the importance of understanding market conditions, the nature of investment categories, and the challenges faced in retail investments, ultimately highlighting Buffett's resilience and ambition in the world of investing. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Paul Podolsky: The Uncomfortable Truth About Money: How to Live with Uncertainty and Learn to Think for Yourself 1:11:38

9 weeks前1:11:38

1:11:38

Paul Podolsky is an author, podcaster, journalist, and investor who spent time in Russia in the 1990s, and then worked on Wall Street for over two decades, much of it at Bridgewater Associates, the world’s largest hedge fund, with Ray Dalio as his boss. His father worked on the Manhattan Project, with Robert Oppenheimer as his boss. Today, we talk about his newest book, an absolute delight to read — The Uncomfortable Truth About Money: How to live with uncertainty and learn to think for yourself Summary In this conversation, Paul Podolsky shares his journey from a challenging childhood marked by loss to a successful career in finance. He discusses his experiences in Russia during the 1990s, the lessons learned about money and security, and the importance of understanding economics. Paul reflects on his time at Bridgewater Associates under Ray Dalio, emphasizing the unpredictability of wealth and the necessity of financial literacy. The discussion also touches on the significance of curiosity and continual learning in both investing and life. In this conversation, Paul and Bogumil explore the intricate nature of investing, the importance of embracing uniqueness, and the psychological implications of wealth. They discuss insights from notable investors like George Soros, the challenges of navigating change and disruption in the market, and the necessity of maintaining calm amidst volatility. The dialogue culminates in a reflection on the true meaning of success and the responsibilities that come with wealth. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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Dr. Jordan Grumet: The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy 57:18

10 weeks前57:18

57:18

My guest today is Dr Jordan Grumet, author, doctor, podcaster. In his work, he explores a variety of topics, from financial independence to happiness, meaning, purpose, and more. We talk about his newly released book: The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. This convergence of roles has spurred him to explore profound notions like wealth, abundance, and financial independence with a thoughtful and critical lens. With a profound understanding of both medicine and finance, Jordan unveiled his thoughts through blogging, specifically focusing on financial independence and wellness. This passion culminated in the launch of the Earn & Invest podcast in 2018. His dedication bore fruit in 2019 when he was honored with the Plutus Award for Best New Personal Finance Podcast, followed by consecutive nominations for Best Personal Finance Podcast of the year in 2020 and 2021. In August 2022, Jordan's literary pursuit took shape as his book, Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life was published by Ulysses Press. His second book, The Purpose Code, will be published January 2025 by Harriman House Press. Jordan's journey intertwines medical insight and financial wisdom, resonating deeply with those seeking a balanced, meaningful life. jordangrumet.com Summary He explores the concept of purpose anxiety, differentiating between 'Big P' and 'Little P' purpose, and emphasizes the need to focus on meaningful activities rather than just financial goals. The discussion also touches on the balance between time and money, the anxieties that arise once financial worries are alleviated, and the life review process used with dying patients to reflect on their lives and find closure. He emphasizes the balance between meaning and purpose as essential components of happiness, and the significance of pursuing activities that bring joy, regardless of monetary gain. Grumet introduces the concepts of purpose anchors and climbs, illustrating how to build a life filled with purpose. He highlights the importance of generational growth over wealth and explores the two types of regrets—action and inaction—while providing insights on how to navigate these regrets towards a fulfilling life. Ultimately, he defines success as having control over one's calendar, filled with activities that bring joy and purpose. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…