Archive - Bogumil Baranowski's Substack

Jack Schwager & George Coyle: The Edge Moves. So Must You. Zero Evidence, Total Belief. How the Youngest Market Wizards Found Edge Where No…

Jack Schwager is the legendary author of the Market Wizards series and one of the most influential figures in trading literature, whose decades of…

Jun 8 • Bogumil Baranowski

1:17:30

100 Year Thinkers, Ep. 8: The Problem with Modern Portfolio Theory | Robert Hagstrom on How Investing Lost Its Way

Watch now | In this episode of The 100 Year Thinkers, Robert Hagstrom explains why modern portfolio theory pulled investors away from business analysis…

Jun 6 • Bogumil Baranowski

1:06:05

Eric Pachman: The Data America Doesn't Want You to See, From Hypothermia to Purpose — Healthcare, Jobs, Burnout, and Finding Work Worth…

Jun 1 • Bogumil Baranowski

1:18:08

May 2026

Unfiltered Coffee Q&A, May 2026: Live Now, Invest Wisely: Thoughts on Money, Freedom, and Staying in Motion

In this monthly Unfiltered Coffee check-in, I start with a lesson I keep learning from wealthy people — live your life now, don’t wait.

May 25 • Bogumil Baranowski

51:03

Michael Nicoletti: Sailboats & Telltales, Roads & Motorcycles, Value & Quality, Good People & Generous Mentors

From Jacuzzi Family Legacy, Grandfather's Advice to Playing the Long Game of Compounding

May 18 • Bogumil Baranowski

1:14:52

Kai Wu: Intangible Assets: The Dark Matter of Finance — The Invisible Forces Driving Company Value Why the Balance Sheet Misses Most of What…

Kai Wu is the founder and chief investment officer of Sparkline Capital, a former GMO and Harvard-trained investor whose pioneering research on…

May 11 • Bogumil Baranowski

1:05:37

100 Year Thinkers, Ep. 7: The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate

This episode of 100 Year Thinkers brings together Chris Mayer and Ian Cassel for a deep discussion on long-term stock picking, microcap investing…

May 8 • Bogumil Baranowski

Playing the Long Game with Bogumil Baranowski: Morgan on Purpose Podcast

I was honored to join Morgan Ranstrom on his wonderful podcast, Morgan on Purpose.

May 7 • Bogumil Baranowski

Joseph S. Moore: What 300 Years of Money Advice Taught One Historian About Getting Rich: Capitalism is not a Scam, the American Dream is…

May 4 • Bogumil Baranowski

1:21:33

April 2026

Unfiltered Coffee Q&A, April 2026: Finding Compounders, Building Conviction, and Navigating AI, Careers, and Wealth Across Generations

I share a wide-ranging monthly Q&A on long-term investing and the human side of money, from finding compounding opportunities and building conviction in…

Apr 30 • Bogumil Baranowski

1:07:32

The Road to Omaha: A Reading & Listening Companion

Twenty conversations and essays about Buffett, Munger & Berkshire Hathaway — to prepare for the annual meeting, enjoy on your flight, or listen to on a…

Apr 28 • Bogumil Baranowski

Adam Mead: 850 Pages Of Berkshire: What The Numbers Don't Tell You | Why Trust, Conviction, And Liability Management Matter More Than…

Adam Mead is a professional investor, CEO of Mead Capital Management, and author of the 850-page second edition of The Complete Financial History of…

Apr 27 • Bogumil Baranowski

1:06:36

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