Podcast Episodes
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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
Bogumil Baranowski on the Expensive Truth About Cheap Investments | Excess Returns Pod: You're Missing 100x Returns
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 Return…
5 months, 2 weeks 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 P…
5 months, 2 weeks ago
Bogumil Baranowski: The 5 Most Influential People Who Shaped His Life, Money & Purpose | People are Everything with Julia Duthie
One of my favorite interviews I gave lately, take a moment and check it out. Julia is a very gifted, thoughtful host, and it's a very personal, intim…
5 months, 3 weeks ago
Matthew Peterson: From 6,500 Stocks to 400: What AI Learned Watching Buffett and 99 Other Legends -- How proprietary technology eliminates 95% of research by tracking billion-dollar portfolio moves
Season 1 Episode 172
Find me on Substack: https://bogumilbaranowski.substack.com/
Matthew Peterson is the visionary founder and managing partner of Peterson Capital Manage…
5 months, 3 weeks ago
The Compounders Hiding in Plain Sight | Joseph Shaposhnik on Finding Decade-Long Winners [Excess Returns Podcast]
The episode originally aired on Excess Returns Podcast, and it is reposted here with permission. Thank you, Jack Forehand & Matt Zeigler.
Matt and I …
5 months, 3 weeks ago
Oliver Mueller: The Tai Chi Investor: Ancient Wisdom Meets Modern Value Investing: Why This Veteran Investor Moved to Paradise for Better Life & Returns
Season 1 Episode 171
Find me on Substack: https://bogumilbaranowski.substack.com/
Oliver Mueller is Chief Investment Officer at Acresco Investment Management in Mauritius,…
6 months ago
“Ram" PV Ramanathan: From Oil Rigs to Fund Management: An Unlikely Journey: How a Chartered Accountant Built Wealth Through Patient Capital and Zero Leverage
Season 1 Episode 170
For more content, find me on Substack: https://bogumilbaranowski.substack.com/
P.V. Ramanathan is a Dubai-based entrepreneur, chartered accountant, an…
6 months, 1 week ago
Nancy Burger: From a Wall Street Executive to a Fear Whisperer - The Transformation Blueprint That Turns Your Biggest Fears Into Your Greatest Assets
Season 1 Episode 169
If you downloaded the episode before Wednesday, please remove it and download it again. Thank you!
Find me on Substack: https://bogumilbaranowski.subs…
6 months, 2 weeks ago
The Sports Car Paradox: Why Your Investment Journey Matters as Much as Your Returns
A recording of my most recent, most-viewed Substack essay, along with a brief update from me. And don't forget to share it with everyone in your life…
6 months, 2 weeks ago