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Bogumil Baranowski Bogumil Baranowski

EP. 128: Simon Kold: On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability

Simon Kold is the founder of Kold Investments, a Copenhagen-based investment firm. He was previously at Novo Holdings, one of the world’s largest investment organizations. His investment experience spans both public and private markets. Simon is one of the few fund managers who also has a degree in theology and had a stint in stand-up comedy.

His book, On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability, was published by Wiley in late October.

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Bogumil Baranowski Bogumil Baranowski

EP. 127: Dr. Daniel Crosby: The Soul of Wealth: 50 reflections on money and meaning

It’s Dan’s second time on the show — I highly recommend finding the earlier episode (Episode 52).

My guest today is Dr. Daniel Crosby. He is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the best-selling author of four books. His latest book will be the focus of our conversations today — it’s called The Soul of Wealth: 50 Reflections on Money and Meaning.

In this conversation, Dr. Daniel Crosby, a psychologist and behavioral finance expert, discusses his latest book, 'The Soul of Wealth,' which explores the deeper meanings of money and wealth. He emphasizes that true wealth transcends mere financial accumulation and is intertwined with personal values, relationships, and purpose.

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Bogumil Baranowski Bogumil Baranowski

EP. 126: Aswath Damodaran: The Corporate Life Cycle: Business, Investment, and Management Implications

My guest today is professor Aswath Damodaran, he teaches corporate finance and valuation at the Stern School of Business at NYU. He says that he is a teacher first, who also happens to love untangling the puzzles of corporate finance and valuation, and writing about his experiences. He believes that businesses, education, publishing and financial services are all big, inefficiently run and deserve to be disrupted. He believes he may not have the power to change the status quo in any of the three, but he can stir the pot.

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Bogumil Baranowski Bogumil Baranowski

EP. 125: Christopher Mayer: 100 Baggers, and General Semantics Revisited & Expanded

It's Chris' third time on the show -- check out the earlier episodes, both are among the top ten all-time downloads.

My guest today is Chris Mayer, he is a professional investor, best-selling author, expert on general semantics and more.

He is a portfolio manager and co-founder of Woodlock House Family Capital, and the author of 100 bagger, How do you know, Dear Fellow Time Binder, World Right Side Up, and Invest Like a Dealmaker.

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Bogumil Baranowski Bogumil Baranowski

EP. 124: Brent Beshore: The Biggest Lessons from the Messy Marketplace

My guest today is Brent Beshore, he is the founder and CEO of Permanent Equity, a private equity firm that uses 30-year funds to invest in and partner with companies that care what happens next.

He is the author of a wonderful book: The Messy Marketplace, Selling Your Business in a World of Imperfect Buyers.

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Bogumil Baranowski Bogumil Baranowski

EP. 123: Barrett Brooks: Good Work, A Life Well-Lived, Impact At Scale & More

My guest today is Barrett Brooks, he helps founders of mission-driven companies grow into CEOs capable of making an impact at scale. He is an executive coach, host of a popular podcast, Good Work, and author of a weekly newsletter on leading well.

Barrett Brooks believes business can be a powerful force for good under the right leadership. He’s dedicated his career to helping people reach their potential and then apply that potential to solving hard but important societal problems.

Barrett has found a servant’s heart, altruistic mindset, and a high standard of excellence to be key leadership qualities for building a better world.

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Bogumil Baranowski Bogumil Baranowski

EP. 122: Jared Dillian Discusses his 4 books: All the Evils in this World, Street Freak, No Money Worries, and Night Moves

My guest today is Jared Dillian he is a writer, trader, musician, entrepreneur, and educator, he is an author of many excellent books, among them No Worries: How to live a stress-free financial life, Street Freak: Money and Madness of Lehman, All the Evil in this World, and most recently, Night Moves and Other Stories.

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Bogumil Baranowski Bogumil Baranowski

EP. 121: Tom Morgan: The Leading Edge with the Curiosity Sherpa to Billionaires: Wisdom, Subtlety, Intuition, and the Future of Capitalism

My guest today is Tom Morgan. He has spent the last twenty years in business and finance. He describes himself as a Curiosity Sherpa to Billionaires. He has been seeking out the most interesting ideas and thinkers for curious people, mostly recently through his venture called the Leading Edge.

Tom Morgan and I delve into his journey from a thriving finance career to founding The Leading Edge, a community dedicated to personal transformation. We discuss the impact of his viral talk on the brain's left and right hemispheres, the challenges of balancing success with happiness, and the emotional nuances of wealth management. Tom highlights the value of community, emotional intelligence, and a shift in perspective for achieving genuine fulfillment.

Together, we explore themes like wisdom, subtlety, intuition, and the future of capitalism.

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Bogumil Baranowski Bogumil Baranowski

EP. 120: Nick Van Rensburg: Active vs. Passive: A Deep Dive into Market Fragility and the Future of Investing

My guest today is Nick Van Rensburg, he is a macro strategist with a particular interest in tail risks. He joined financial markets in 1996 at a bank trading equities and later equity derivatives. He spent 10 years at South Africa's first hedge fund where he started covering commodities, which exposed me to macro.

In this conversation, I speak with Nick Van Rensburg, a macro strategist, about the implications and risks of passive investing. We explore the historical context of passive investing, its rapid growth, and the potential dangers it poses to market stability. Nick emphasizes the role of behavioral finance and the human element in investing, underscoring how passive strategies can contribute to market bubbles and crashes.

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Bogumil Baranowski Bogumil Baranowski

EP. 119: Paul Millerd: Good Work: Reclaiming Your Inner Ambition + The Pathless Path: Imagining a New Story For Work and Life

My guest today Paul Millerd — he is the author of the hugely successful book The Pathless Path: Imagining a New Story For Work and Life, and now his brand new book Good Work: Reclaiming Your Inner Ambition to me he is the ultimate guide to a life better lived.

In this conversation, Paul Millerd discusses his journey from a conventional career path to embracing a more fulfilling and unconventional approach to work and life. He shares insights from his books, 'The Pathless Path' and 'Good Work', emphasizing the importance of redefining success, the value of time, and the significance of pursuing work that aligns with one's true self. Millerd encourages listeners to embrace uncertainty, support others in their pursuits, and find meaning beyond traditional measures of success.

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Bogumil Baranowski Bogumil Baranowski

EP. 118: Howard Lichtstrahl: From a Chance Encounter with Ben Graham’s Teaching Assistant to Running a Multi-Decade Investment Practice & More

My guest today is Howard Lichstrahl, a dear friend, fellow investor, and investment advisor with many decades of experience and a solo operator of a successful, long-lasting investment practice. Howard and I have shared many calls and meals over the years, and this is our first-ever recorded conversation. We start with a chance encounter with the legendary Irving Kahn, Benjamin Graham’s teaching assistant, who changed the course of Howard’s life. We continue with a lifetime of investment stories and experience. Howard has lots to share about the long-term success investing in stocks.

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Bogumil Baranowski Bogumil Baranowski

EP. 117: Joshua Gentine: Growing up with a Multi-Generational Family Business & Advising Family Businesses

My guest today is a family business advisor helping enterprising families navigate the intricacies of being family in a family organization. His experience in supporting families comes from both his own experience as the 3rd generation owner and board member of a global family business as well as his experience as an entrepreneur, coach, management consultant, and seminarian.

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Bogumil Baranowski Bogumil Baranowski

EP. 116: Julia Carreon: The Future Of Wealth Management, Digital Transformation, Reimagined Client & Advisor Experience And More

My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Management, digital transformation and more.

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Bogumil Baranowski Bogumil Baranowski

EP. 114: Derek Sivers: Useful Not True

Derek Sivers is a musician, circus performer, entrepreneur and speaker. He is a slow thinker, explorer, and loves a different point of view. He is a California native living in New Zealand. Today, we discuss his new book that may shed a different light on the beliefs we hold.

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Bogumil Baranowski Bogumil Baranowski

EP. 111: Dave Specht: The Family Business Whisperer

Dave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to, Preserve Families and Perpetuate Businesses. He is the author of, “The Family Business Whisperer” and thought leader on topics surrounding generational continuity of businesses and family wealth. Prior to his current role, he trained 2,500 top advisors/bankers at a Private Bank on family dynamics and generational wealth issues.

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Bogumil Baranowski Bogumil Baranowski

EP. 110: Justin Castelli: Living Your Authentic Life, Managing Finances, Embracing Creativity

Justin Castelli is a life planner, advisor, and creator. He is the founder of RLS Wealth, a registered investment adviser based in Fishers, Indiana, a co-founder of Advisors Growing as a Community (The AGC), the host of the LifeDesign+ podcast, and author of the Daily Notes. But, most importantly, he is a husband and a father to three boys. 

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Bogumil Baranowski Bogumil Baranowski

EP. 109: Andrew Busser: Timeless Lessons in Managing Multi-Generational Family Fortunes from a 100-Year Old Family Office

My guest today is Andy Busser, the CEO of Pitcairn, a 100-year-old family office. Andy is responsible for guiding the firm’s client-centric culture and overseeing all of Pitcairn’s operations. His vision for the company is to continually evolve the Pitcairn client experience by enhancing the firm’s integrated approach to sophisticated family office services for multi-generational families.

Andy has a passion for solving complex problems. He also has a gift for establishing meaningful, lasting professional relationships. These traits were instrumental over the past decade as he spearheaded efforts to make Pitcairn’s client experience a standard of excellence for family office service.

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