Bogumil Baranowski's Substack
Subscribe
Sign in
Home
Essays
Talking Billions Podcast
Talking Billions Notes
Interviews with Me
Collaborations
Unfiltered: Coffee w/Bogumil
Disclosures
Archive
About
Latest
Top
Discussions
Neeraj Khemlani: The Coffee Can Investor: A Stock-Picker's Journey to Build Generational Wealth
My guest today is Neeraj Khemlani, the former president and co-head of CBS News and Stations, a veteran 60 Minutes producer and media executive, and the…
Oct 5
•
Bogumil Baranowski
4
1:25:42
On Urgency, Consistency, and Sensible Investing: Unfiltered Coffee August & September 2026
In this Unfiltered Coffee episode, I share some thoughts that have stayed with me through recent conversations, listener emails, books, podcasts, and my…
Oct 1
•
Bogumil Baranowski
2
18:34
September 2026
Peter Lazaroff: The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success
My guest today is Peter Lazaroff, CFA, CFP®—the Chief Investment Officer of the $10-billion-plus RIA Plancorp, chair of its investment committee, host…
Sep 28
•
Bogumil Baranowski
3
1:06:13
Risk in the Round: Time, Effort, Benefits and Consequences Hidden Behind the Numbers
The stone is hot enough to burn a bare hand.
Sep 24
•
Bogumil Baranowski
3
Ian Cassel: The Stock Picker: How to Develop the Mindset, Temperament, and Strategy to Outperform Wall Street
Ian Cassel is the founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, specializing in underfollowed public companies led by…
Sep 21
•
Bogumil Baranowski
6
1:12:35
Owen Zidar and Eric Zwick: The Everywhere Millionaire: Who Is Really Rich in America and How They Got There
Today I’m joined by two economists who spent a decade inside a room most of us will never see — the basement of the U.S.
Sep 14
•
Bogumil Baranowski
4
1:05:14
Jared Dillian: The Awesome Portfolio: Why Smoother Returns Beat Bigger Ones
My guest today is Jared Dillian—former Lehman Brothers index-arbitrage and ETF trader, founder of the 18-year-old professional market letter The Daily…
Sep 7
•
Bogumil Baranowski
4
53:20
August 2026
Paul Johnson: Why "Value Investing" Was Never the Right Name. Fundamental Investing — Not Value vs. Growth Is the Real Divide in Markets
My guest today is Professor Paul Johnson, a veteran value investor, long-time Columbia and Fordham professor, and co-author of The Enduring Value of…
Aug 31
•
Bogumil Baranowski
5
1:26:49
Bob Robotti: We Asked a Value Legend Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers (Excess Returns Podcast)
Bob Robotti, founder and CIO of Robotti & Company, joins Matt Zeigler and Bogumil Baranowski to explain why bottom-up value investing may be entering…
Aug 26
•
Bogumil Baranowski
6
Jan Petke: The Meteor Every Heir Sees Coming - On Inheritance, Integration, and Why Money is the Smallest Part of the Fortune
My guest today is Jan Petke, a dynastic architect and strategic consigliere to sovereign and leading global entrepreneur families, who designs…
Aug 24
•
Bogumil Baranowski
2
1
1:09:21
Thomas Chua: The Lunch Break Investor, How Busy People Can Build Wealth in One Hour a Day
Thomas Chua is a friend, an investor, an investing educator, and the founder of Steady Compounding, where he shares lessons from great businesses and…
Aug 17
•
Bogumil Baranowski
,
Thomas Chua
, and
Thomas
8
1
1:04:26
The Things We Have to Do: Bogumil on Just Press Record with Matt Zeigler
We talk about failure, success, persistence, and so much more!
Aug 14
•
Bogumil Baranowski
10
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
