Podcast Episodes

Value: After Hours: Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39

Please enjoy my recent appearance on Value: After Hours with Tobias Carlisle and Jake Taylor. One of my favorite interviews this season. A real weekend treat if you missed it!

Guest: Bogumil Baranowsk…

Published on 10 hours ago

Rupert Mitchell: Are We Extrapolating Wrong Again? | A Macro Veteran on Chinese EVs, AI Hype, and Why Things Are Never as Good or Bad as They Seem

Season 1 Episode 178

Rupert Mitchell is a capital markets veteran with 30 years of institutional experience across three continents who now runs Blind Squirrel Macro, combining mythology, storytelling, and contrarian thi…

Published on 5 days, 2 hours ago

Daniel Rupp: The Contrarian's Guide to Asian Markets, From Peace Corps to Portfolio Manager, Learning from Hong Kong’s Worst Day Since Tiananmen & More

Season 1 Episode 176

The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter stock analysis. Code BILLIONS gets you an extended trial + 10% off.

Daniel Rupp is the fou…

Published on 1 week, 5 days ago

Scott Britton: What Happens After You Sell Your Company? The Journey Beyond the Exit — Why External Success Doesn't Guarantee Fulfillment and What Actually Does

Season 1 Episode 176

Scott Britton is an award-winning entrepreneur who sold his startup Troops to Salesforce, discovered fulfillment's limitations through external success, and now leads Conscious Talent while hosting E…

Published on 2 weeks, 5 days ago

Excess Returns Pod: Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking

I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler. We sat down with the one and only Tobias Carlisle — investor, author, podcast host, and all-around fascinating mi…

Published on 3 weeks ago

Ritavan: The Asymmetric Advantage: Building Unfair Competitive Moats Through Purposeful Data Leverage

Season 1 Episode 175

Find me on Substack: https://bogumilbaranowski.substack.com/

Ritavan is a bestselling author of "Data Impact," former CTO, and data transformation expert with a decade of operating experience across s…

Published on 3 weeks, 5 days ago

Excess Returns Pod: Robert Hagstrom & Chris Mayer -- With the Concentrated Momentum Driven Almost Unbeatable Major Indices, What Does It Really Take These Days to Outperform the Market

Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.

Two legend…

Published on 4 weeks ago

Michael Gielkens: The Culture of Permanence: How European Family Holdings Survive Crises and Compound for Centuries

Season 1 Episode 174

Long-Term Stewardship, the Lindy Effect, and Why Alignment Matters More Than Valuation

Find me on Substack: https://bogumilbaranowski.substack.com/

Michael Gielkens is a partner and co-founder of Treso…

Published on 1 month ago

Excess Returns Pod: You're Missing 100x Returns | Bogumil Baranowski on the Expensive Truth About Cheap Investments

My appearance on Excess Returns with Matt Zeigler as the host.

I recently had the pleasure of joining my good friend Matt Zeigler on the Excess Returns podcast. Jack Forehand, the creative force behin…

Published on 1 month ago

Daniel Peris: Is Your Portfolio Built on a 40-Year Illusion? Why Wall Street's War on Dividends Defies 5,000 Years of Financial History

Season 1 Episode 173

Find me on Substack: https://bogumilbaranowski.substack.com/

Daniel Peris is a historian-turned-portfolio manager at Federated who uniquely combines PhD-level expertise in Russian history with two dec…

Published on 1 month, 1 week ago