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Third Anniversary Episode: It's Not About the Money: Three Years of Wisdom on Wealth and Life
Guest Host: Dave Specht, senior fellow at the Drucker School of Management, two-time author, and creator of the Generational Wealth Masterclass with …
4 months ago
Robert Karas: Beyond Returns: What Buffett’s Early Partnership Letters Really Teach Us
Season 1 Episode 179
Robert Karas is a Partner and Chief Investment Officer at Bank Gutmann in Vienna, Austria's oldest private bank, where he oversees investment strateg…
4 months, 1 week ago
Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | Value: After Hours 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 weeke…
4 months, 1 week 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, com…
4 months, 2 weeks 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 …
4 months, 3 weeks 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 succe…
4 months, 3 weeks ago
Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking | Excess Returns Pod
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, a…
5 months 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 exp…
5 months ago
Robert Hagstrom & Chris Mayer -- With the Concentrated Momentum Driven Almost Unbeatable Major Indices, What Does It Really Take These Days to Outperform the Market | Excess Returns Pod
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 Thinker…
5 months, 1 week 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/
Mic…
5 months, 1 week ago