Christopher Begg: High-Quality Investing & Playing the Infinite Game

Talking Billions with Bogumil Baranowski

Talking Billions with Bogumil Baranowski

Player FM - Internet Radio Done Right

تمت الإضافة منذ قبل عام واحد (one)

المحتوى المقدم من Bogumil Baranowski. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Bogumil Baranowski أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/state-secrets-inside-the-making-of-the-electric-state">State Secrets: Inside The Making Of The Electric State</a></span>

1
State Secrets: Inside The Making Of The Electric State

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منذ 8 hoursمنذ 8h ago

إلغاء الاشتراك

يوميا+

Get ready to step inside the world of The Electric State! Starting Friday, March 7th, join host Francesca Amiker as she takes you behind the scenes of Anthony and Joe Russo’s epic new Netflix adventure. Over six in-depth episodes, explore how the filmmakers transformed Simon Stålenhag’s stunning graphic novel into a cinematic experience like no other. Exclusive interviews from the cast and crew—including Millie Bobby Brown, Chris Pratt, Stanley Tucci, and the Russo Brothers—will help break down the film’s jaw-dropping visuals, emotional core, groundbreaking technology AND the creative secrets that make The Electric State. Join us in the countdown to The Electric State premiering exclusively on Netflix on March 14th. State Secrets: Inside The Making of The Electric State coming March 7th.

منذ عام واحد 1:51:45

MP3•منزل الحلقة

My guest today is Christopher Begg. Chris is a successful long term patient value investor who seeks high quality, he is also a professor and teaches the Ben Graham’s Security Analysis Course at Columbia University in New York. He also loves the ocean and water sports, especially surfing, which, from what I can tell, makes him an even better investor.

Christopher Begg is President/Chief Investment Officer/Co-Founder at East Coast Asset Management, Inc. & Adjunct Professor at Columbia Business School in New York City.

https://www.linkedin.com/in/christopherbegg/

We talked about:

The Evolution of Investing Philosophy
Patience in Investing
Understanding Value 3.0
Teaching Ben Graham's Principles
The Infinite Game in Investing
The Role of Freedom in Success
The Importance of Questions Quality in Investing
The Influence of Nature on Investment Philosophy
The Search for Truth in History
The Art of Learning and Memory

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

170 حلقات

#Trading #Business #Bogumil Baranowski

Talking Billions with Bogumil Baranowski

Christopher Begg: High-Quality Investing & Playing the Infinite Game

Talking Billions with Bogumil Baranowski

published منذ عام واحد

MP3•منزل الحلقة

Christopher Begg is President/Chief Investment Officer/Co-Founder at East Coast Asset Management, Inc. & Adjunct Professor at Columbia Business School in New York City.

https://www.linkedin.com/in/christopherbegg/

We talked about:

The Evolution of Investing Philosophy
Patience in Investing
Understanding Value 3.0
Teaching Ben Graham's Principles
The Infinite Game in Investing
The Role of Freedom in Success
The Importance of Questions Quality in Investing
The Influence of Nature on Investment Philosophy
The Search for Truth in History
The Art of Learning and Memory

Podcast Program – Disclosure Statement

170 حلقات

#Trading #Business #Bogumil Baranowski

كل الحلقات

Talking Billions with Bogumil Baranowski

1
Anne-Laure Le Cunff: Tiny Experiments: How to Live Freely in a Goal-Obsessed World 1:00:05

منذ 4 أيام1:00:05

1:00:05

[ Excited to connect with you! If you'd like to schedule a personal 1-on-1 Zoom conversation with me, the host, simply email bogumil@talkingbillions.co (that's .co, not .com). Looking forward to our conversation! ] Anne-Laure Le Cunff is an award-winning neuroscientist and entrepreneur. She is the founder of Ness Labs, where her weekly newsletter is read by more than 100,000 curious minds. Her research at King’s College London focuses on the psychology and neuroscience of lifelong learning, curiosity, and adaptability. Her book, Tiny Experiments, is a transformative guide for living a more experimental life, turning uncertainty into curiosity, and carving a path of self-discovery. Previously, she worked at Google as an executive on digital health projects. Her work has been featured in Rolling Stone, Forbes, Financial Times, and WIRED. Please paste any links that you'd like me to include: https://tinyexperiments.org/ https://nesslabs.com/ https://x.com/@neuranne https://instagram.com/neuranne Summary In this captivating episode, Anne-Laure Le Cunff takes listeners on her remarkable journey from Google executive to neuroscience PhD candidate, revealing how this unconventional path shaped her philosophy of "mindful productivity" and "systematic curiosity." Drawing from her book "Tiny Experiments," Anne-Laure challenges traditional notions of linear career progression and offers a refreshing alternative: an experimental approach to personal and professional growth. The conversation with Bogumil Baranowski explores profound themes that resonate with anyone feeling trapped by conventional definitions of success. Anne-Laure introduces transformative concepts including the distinction between Kronos (chronological) and Kairos (opportune moment) time, encouraging listeners to reconsider their relationship with productivity. She advocates for "intentional imperfection" as a pathway to growth and introduces "growth loops" as a practical framework for continuous learning. Particularly compelling is Anne-Laure's discussion of "dancing with chaos" – embracing uncertainty not as something to fear, but as a catalyst for creativity and unexpected opportunities. She thoughtfully reframes the concept of legacy, suggesting that "generativity" – making meaningful contributions in the present – matters more than posthumous recognition. The episode culminates in a powerful redefinition of success: not as the achievement of predetermined milestones, but as the freedom to experiment, explore diverse paths, and remain curious throughout life. Anne-Laure provides practical strategies for breaking free from limiting cognitive scripts and implementing tiny experiments that can lead to profound personal transformation. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Oliver Burkeman: Meditations for Mortals: Four Weeks to Embrace Your Limitations and Make Time for What Counts 1:07:37

منذ 11 يومًا1:07:37

1:07:37

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] My guest today is Oliver Burkeman, he is the New York Times and UK Sunday Times bestselling author Four Thousand Weeks , and of the newly released Meditations for Mortals: Four Weeks to Embrace Your Limitations and Make Time for What Counts. He writes about productivity, mortality, the power of limits and building a meaningful life in an age of distraction. After a decade in Brooklyn, he now lives in the North York Moors in England. www.oliverburkeman.com Summary In this conversation, Oliver Burkeman discusses the themes of productivity, mortality, and the limitations of time. He reflects on his childhood influences, the clash between infinite ambitions and finite time, and the concept of productivity debt. Burkeman emphasizes the importance of accepting our limitations, navigating information overload, and trusting ourselves to handle future challenges. He advocates for a balance between present enjoyment and future planning, encouraging listeners to embrace the reality of their finite lives while still pursuing meaningful goals. In this conversation, Bogumil Baranowski and Oliver Burkeman explore profound themes surrounding wealth, productivity, mortality, and the nature of success. They discuss the concept of 'dying with zero', the importance of completing tasks, and the value of embracing unpredictability in life. Burkeman emphasizes the significance of recognizing our finite existence and how it shapes our priorities and actions. The dialogue also touches on the idea of working fewer hours effectively and the relationship between time and wealth, ultimately leading to a deeper understanding of what it means to live a meaningful life. Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Jonny Miller: Nervous System Mastery - Cultivating Calm, Reducing Nervousness, Enhancing Resilience & More 1:12:40

منذ 18 يومًا1:12:40

1:12:40

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] Jonny Miller is the founder of Nervous System Mastery , a course that has helped 1000+ high-performing humans from all walks of life, cultivate calm, reduce nervousness, enhance resilience, and elevate their sense of aliveness. He is the host of a terrific podcast, Curious Humans with Jonny Miller. Summary In this conversation, Johnny Miller, shares insights on emotional literacy, the importance of understanding the nervous system, and how our experiences shape our emotional responses. He discusses the concept of emotional debt, the role of interoception in self-awareness, and the shift from control-based to unfolding-based personal development. Jonny emphasizes the significance of emotions in decision-making and the need for practices that cultivate calmness and resilience. In this conversation, we explore various themes related to emotional regulation, energy management, and personal growth. My guest discusses the importance of creating conditions for calm, navigating emotions, and the significance of interoceptive awareness. The conversation delves into the concept of life experiments, the pathless path of finding community, and the transformative experiences of sensory deprivation and surfing. Ultimately, they reflect on the deeper meanings of success and parenthood. Show notes links : Jonny's course, Nervous System Mastery is a 5-week bootcamp teaching science-backed protocols to cultivate greater calm and agency over your internal state. Enrolment closes Feb 28. Save $250 with code BILLIONS. Apply here. Have you experienced anxiety, burnout or lack of focus? Take Jonny's zero-cost Nervous System Quotient (NSQ) self-assessment to find out how regulated you are. Get your score Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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Lou Marchetti: From a Fast Paced Finance Career to a Dead Stop And Beyond, A True Life Story Like No Other 1:14:32

منذ 25 يومًا1:14:32

1:14:32

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] Lou Marchetti is a curious mind in search of deeper understanding. I see him as a high-performing professional and an athlete. His life literally came to a complete stop, and he is here with us today to tell a story like no other. Summary In this conversation, Lou Marchetti shares his profound journey from a high-achieving finance professional to a survivor of cardiac arrest. He reflects on his childhood, the pressures of achievement, and the pivotal moment that changed his life. Lou discusses his relationship with money, the drive for acceptance, and the lessons learned from his near-death experience. He emphasizes the importance of self-discovery and the need to stop and reflect on one's life choices. In this conversation, Lou shares his transformative journey through a sabbatical that allowed him to embrace rest, reflection, and meaningful connections. He explains the importance of curiosity, the lessons learned from his experiences, and how he is redefining success in his life. The dialogue emphasizes the need for personal growth, the value of living in the moment, and the significance of community and connection in our lives. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Brendan Hughes: Markets in Chaos, Take Two - Discussing Some of the Most Important Investing and Economic Topics Of the Decade 1:32:41

منذ 5 weeks1:32:41

1:32:41

My guest today is Brendan Hughes, he is an investor, an analyst, and an author. Brendan has more than a decade of industry experience in investments and public finance. For the last several years, Brendan has worked for Lafayette Investments, where he manages a portion of the $800 million in assets under management, primarily for high-net-worth individuals. Brendan is the author of two books: Markets in Chaos: A History of Market Crises Around the World and The Wandering Investor. Brendan is a Chartered Financial Analyst (CFA) charterholder. He has served on various boards and committees including the James Madison University College of Business Board of Advisors (former Associate Board Member), Cystic Fibrosis Foundation’s Maryland Chapter (Board Member), CanEducate (Board Member for a charitable organization that helps schools in developing countries such as Haiti), ZERV Inc. (former Board Member for a Canadian technology start-up that was acquired) and the Member Engagement Committee for CFA Society Washington D.C. (former Committee Member). Brendan is a two-time winner of the Tomorrow’s Leader Award for his contributions to the Cystic Fibrosis Foundation. Summary In this conversation, Brendan Hughes discusses the complexities of government debt, the impact of demographics, and the historical context of economic crises. He draws parallels between current economic conditions and past events, particularly the 1970s and the situations in Japan and China. The discussion also covers the success of the U.S. economy and the implications of passive investing on market dynamics. In this conversation, Bogumil Baranowski and Brendan Hughes delve into the complexities of investing, focusing on the dynamics of passive investing, the nature of risk, and the importance of cash flow in evaluating corporate earnings. They discuss the evolving landscape of consumer staples and technology companies, strategies for effective saving, and the impact of political and economic factors on investment decisions. The conversation also highlights the significance of travel as a means of learning and understanding different cultures and markets. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Brett Gardner: Buffett's Early Investments: A new investigation into the decades when Warren Buffett earned his best returns 1:07:02

منذ 6 weeks1:07:02

1:07:02

My guest today is a stock analyst, investor, and author. Brett Gardner is an analyst at Discerene Group LP, a private investment partnership that invests globally and pursues a fundamental, contrarian, long-term value investing philosophy. Prior to joining Discerene, Brett worked at multiple investment firms. A St. John’s University graduate and CFA Charterholder, Brett currently resides in New York City. We discuss his new book Buffett’s Early Investments : A new investigation into the decades when Warren Buffett earned his best returns. The book discusses the ten investments that legendary investor Warren Buffett made in the 1950s and 1960s—earning him his first millions—and uncovers unique insights in the process. Summary We discuss Brett's upbringing, his relationship with money, and the influence of figures like Charlie Munger and Ben Graham on Buffett's investment philosophy. The conversation delves into the factors that contributed to Buffett's outperformance, the importance of capital allocation, and the lessons learned from early mistakes in investing. Brett shares insights from his interactions with Buffett and Munger, highlighting the significance of personal experiences in shaping investment strategies. In this episode, Brett delves into the investment strategies of Warren Buffett, exploring his emotional decision-making, the economic context of his investments, and the lessons learned from various case studies, including American Express and British Columbia Power. We discuss the importance of understanding market conditions, the nature of investment categories, and the challenges faced in retail investments, ultimately highlighting Buffett's resilience and ambition in the world of investing. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Paul Podolsky: The Uncomfortable Truth About Money: How to Live with Uncertainty and Learn to Think for Yourself 1:11:38

منذ 7 weeks1:11:38

1:11:38

Paul Podolsky is an author, podcaster, journalist, and investor who spent time in Russia in the 1990s, and then worked on Wall Street for over two decades, much of it at Bridgewater Associates, the world’s largest hedge fund, with Ray Dalio as his boss. His father worked on the Manhattan Project, with Robert Oppenheimer as his boss. Today, we talk about his newest book, an absolute delight to read — The Uncomfortable Truth About Money: How to live with uncertainty and learn to think for yourself Summary In this conversation, Paul Podolsky shares his journey from a challenging childhood marked by loss to a successful career in finance. He discusses his experiences in Russia during the 1990s, the lessons learned about money and security, and the importance of understanding economics. Paul reflects on his time at Bridgewater Associates under Ray Dalio, emphasizing the unpredictability of wealth and the necessity of financial literacy. The discussion also touches on the significance of curiosity and continual learning in both investing and life. In this conversation, Paul and Bogumil explore the intricate nature of investing, the importance of embracing uniqueness, and the psychological implications of wealth. They discuss insights from notable investors like George Soros, the challenges of navigating change and disruption in the market, and the necessity of maintaining calm amidst volatility. The dialogue culminates in a reflection on the true meaning of success and the responsibilities that come with wealth. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

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Dr. Jordan Grumet: The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy 57:18

منذ 8 weeks57:18

57:18

My guest today is Dr Jordan Grumet, author, doctor, podcaster. In his work, he explores a variety of topics, from financial independence to happiness, meaning, purpose, and more. We talk about his newly released book: The Purpose Code: How to Unlock Meaning, Maximize Happiness, and Leave a Lasting Legacy. Jordan Grumet, born in Evanston, Illinois in 1973, found the spark to become a doctor after a deeply personal event reshaped his life's trajectory. The unexpected loss of his father, an oncologist, ignited a passion within him to practice medicine and instilled a unique vantage point that later melded seamlessly with his financial expertise. This convergence of roles has spurred him to explore profound notions like wealth, abundance, and financial independence with a thoughtful and critical lens. With a profound understanding of both medicine and finance, Jordan unveiled his thoughts through blogging, specifically focusing on financial independence and wellness. This passion culminated in the launch of the Earn & Invest podcast in 2018. His dedication bore fruit in 2019 when he was honored with the Plutus Award for Best New Personal Finance Podcast, followed by consecutive nominations for Best Personal Finance Podcast of the year in 2020 and 2021. In August 2022, Jordan's literary pursuit took shape as his book, Taking Stock: A Hospice Doctor’s Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life was published by Ulysses Press. His second book, The Purpose Code, will be published January 2025 by Harriman House Press. Jordan's journey intertwines medical insight and financial wisdom, resonating deeply with those seeking a balanced, meaningful life. jordangrumet.com Summary He explores the concept of purpose anxiety, differentiating between 'Big P' and 'Little P' purpose, and emphasizes the need to focus on meaningful activities rather than just financial goals. The discussion also touches on the balance between time and money, the anxieties that arise once financial worries are alleviated, and the life review process used with dying patients to reflect on their lives and find closure. He emphasizes the balance between meaning and purpose as essential components of happiness, and the significance of pursuing activities that bring joy, regardless of monetary gain. Grumet introduces the concepts of purpose anchors and climbs, illustrating how to build a life filled with purpose. He highlights the importance of generational growth over wealth and explores the two types of regrets—action and inaction—while providing insights on how to navigate these regrets towards a fulfilling life. Ultimately, he defines success as having control over one's calendar, filled with activities that bring joy and purpose. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Dr. Gautam Gulati: Designing Health, Purpose, and Longevity: Prescribing Stories Instead of Pills 1:09:32

منذ 9 weeks1:09:32

1:09:32

NO ADVICE OF ANY KIND. My guest today is Dr. Gautam Gulati, known to most as Dr. G. He is a visionary health artist who designs luxury spaces that embody health and longevity. As the founder of The Well Home, he envisions and transforms homes into wellness sanctuaries that promote health and prevent disease. With over 25 years of experience, Dr. G has significantly impacted global brands by challenging the status quo and inspiring innovation. Dubbed "the Rick Rubin of audio storytelling," he captivates audiences with his award-winning audio docuseries called SUPERHUMANS. When off duty, Dr. G could easily be mistaken for Bollywood royalty. He captivates audiences worldwide as a renowned keynote speaker and cherishes outdoor life with his family in Great Falls, VA. Please join me in welcoming Dr. G for an in-depth conversation that explores his unconventional journey as an award-winning doctor and designer, and why he now calls himself an 'asset manager'. Summary In this conversation, Dr. Gautam Gulati, a visionary health artist and founder of The Well Home, discusses his journey from a family of medical professionals to his current role as an asset manager of health. He emphasizes the importance of holistic health, the power of storytelling in healing, and the significance of purpose in achieving longevity. Dr. Gulati shares insights on how our biographies shape our biology and the need for a more integrated approach to health that includes mental, emotional, and financial well-being. He also reflects on the transformative power of public speaking and the connections formed through shared stories. In this conversation, Dr. Gautam Gulati and Bogumil Baranowski explore the significance of in-person interactions, the role of innovation in driving change, and the obstacles that hinder progress. They discuss the importance of designing living spaces that promote health and wellness, particularly in the context of aging and chronic conditions. The conversation culminates in a discussion about defining success holistically, emphasizing the freedom to live life on one's own terms. Company: https://www.thewellho.me/ Speaking (health): https://www.thewellho.me/speaking Speaking (innovation): https://www.drgautamgulati.com/ Audio Docuseries: www.superhumans.health LinkedIn: https://www.linkedin.com/in/gautamgulati/ Instagram: https://www.instagram.com/drgautamgulati/ Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Adam Bruderly: From 9/11 to Intentional Living: Redefining Success and Flourishing in Life 1:25:47

منذ 10 weeks1:25:47

1:25:47

My guest today is Adam Bruderly, he is a coach for executives, families, and entrepreneurs who want more than just success—they want to flourish. His approach is grounded in four key pillars of wellness: physical, mental, financial, and spiritual. Adam's life changed forever at 9:03 AM on 9/11, a pivotal moment that redefined his purpose and set him on a mission to help others live with intention and fulfillment. https://www.linkedin.com/in/adam-bruderly-bcc®-a31a2755/ https://www.journey-wealth.com/ Summary In this conversation, Adam Bruderly shares his transformative journey following the events of 9/11, which redefined his purpose and led him to help others flourish in their lives. He discusses his upbringing, the impact of his childhood, and how the traumatic experience of 9/11 prompted him to reassess his life choices. Adam emphasizes the importance of wellness across physical, mental, financial, and spiritual dimensions, and explores the concepts of wealth and the relationship between time and money. He advocates for a holistic approach to living a fulfilling life, focusing on experiences and personal growth. In this conversation, Adam Bruderly and Bogumil Baranowski explore the intricate relationship between time, money, and personal fulfillment. They discuss the importance of prioritizing experiences over material wealth, the role of community in personal growth, and the concept of intentional change. The dialogue emphasizes the need to reflect on life’s regrets and the significance of defining success in broader terms than just financial metrics. Ultimately, the conversation serves as a reminder to live intentionally and leave a positive impact on the world around us. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Christopher Bloomstran: Value, Patience, and Trust: Sharing Investment Wisdom and Navigating Market Challenges 1:48:52

منذ 11 weeks1:48:52

1:48:52

[SPECIAL ANNOUNCEMENT: If you are interested in meeting me, the host of Talking Billions, please fill out the form here, both in-person and virtual meetings are available until my calendar fills up: FORM available HERE ] NONE OF THE STOCKS MENTIONED ARE RECOMMENDATIONS, NO INVESTMENT ADVICE; DO YOUR OWN RESEARCH. My guest today is Christopher P. Bloomstran, CFA. He is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has three decades of professional investment experience with a disciplined, value-driven approach to fundamental equity and industry research. Semper Augustus manages concentrated equity portfolios of well-run, well-capitalized businesses with share prices trading below conservative appraisals of intrinsic value. Summary In this conversation, Christopher Bloomstran shares insights from his extensive investment career, discussing his childhood influences, his relationship with money, and the impact of mentors. He reflects on his early investment experiences, the significance of learning from Warren Buffett and Charlie Munger, and the philosophy behind his investment firm. Bloomstran also shares thoughts about market trends and emphasizes the importance of value investing and ethical management in business. He emphasizes the importance of understanding the price of investments, the need for patience in navigating market inefficiencies, and the challenges of holding cash reserves while seeking investment opportunities. He shares insights on how market dynamics affect investment decisions and the critical role of price in determining investment success. In this conversation, Chris discusses the importance of cash allocation during financial crises, the significant role of Apple in Berkshire Hathaway's portfolio, and shares the inspiring story of an unknown investor who successfully navigated market downturns. He emphasizes the importance of trust and relationships in defining success, both personally and professionally. https://www.semperaugustus.com/ Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
BONUS: Holiday Episode 2024 -- Thank you! 3:07

منذ 11 weeks3:07

3:07

It's a BONUS episode for you, my dear listeners, enjoy! I'm looking forward to hearing from you -- my email is on the Talking Billions website. Take a moment this holiday season and share this show with your loved ones, who would also like it. THANK YOU!!

Talking Billions with Bogumil Baranowski

1
A Fireside Chat with the Host: Bogumil Answers John Candeto’s Questions 1:18:20

منذ 11 weeks1:18:20

1:18:20

The Infinite Game of Family Wealth Investing Guest host: John Candeto is the Founder and Managing Partner of the Phronesis Fund . Co-Founder of JoinWDA (Workforce Data Alliance). Summary In this conversation, Bogumil Baranowski and John Candeto explore the intricacies of family wealth investing, drawing lessons from the book 'Brewster's Millions'. They discuss the unique nature of investing family fortunes, the importance of stewardship, and the long-term perspective required to preserve wealth across generations. The conversation emphasizes the respect that capital requires and the strategies families can employ to ensure their wealth lasts for future generations. In this conversation, Bogumil Baranowski and John Candeto delve into the complexities of financial capital, wealth creation, and the importance of family and advisors in preserving wealth across generations. They explore the life cycle of businesses, the significance of long-term investment strategies, and the spiritual journey of investing. The discussion also touches on the launch of Blue Infinitas Capital and the need to rethink purpose and time in wealth management, emphasizing the importance of small, meaningful contributions to life and legacy.…

Talking Billions with Bogumil Baranowski

1
Michael W. Sonnenfeldt, the Founder & Chairman of TIGER 21: Think Bigger: Winning Strategies from Successful Entrepreneurs 1:12:49

منذ 12 weeks1:12:49

1:12:49

Michael W. Sonnenfeldt is the Founder & Chairman of TIGER 21 , the premier peer membership organization for high-net-worth wealth creators and preservers, and author of Think Bigger: And 39 Other Winning Strategies from Successful Entrepreneurs . He is a serial entrepreneur, philanthropist, and political thought leader. Through his private investment company, MUUS & Company, he has holdings in alternative energy technologies. In 1980, he led the Harborside Financial Center transformation in New Jersey, the largest U.S. commercial renovation at the time. Summary In this conversation, Michael Sonnenfeld, founder of Tiger 21, shares insights on the journey from entrepreneurship to investment, emphasizing the importance of delayed gratification, risk management, and the unique challenges faced by high net worth individuals. He discusses the inception of Tiger 21, a peer membership organization for wealth creators, and the common concerns of its members as they navigate wealth preservation and investment strategies. In this conversation, Bogumil Baranowski discusses the intricacies of wealth management, the importance of compounding, and the challenges families face in navigating wealth dynamics. He emphasizes the significance of preparing heirs for the responsibilities of wealth, the impact of generational wealth, and the economic forces of inflation and interest rates. Baranowski also reflects on the broader definition of success, highlighting the importance of philanthropy and the legacy one leaves behind. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC . All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

Talking Billions with Bogumil Baranowski

1
Simon Kold: On the Hunt for Great Companies: An Investor's Guide to Evaluating Business Quality and Durability 1:13:23

منذ 12 weeks1:13:23

1:13:23

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. Summary In this conversation, Simon Kold, founder of Kold Investments, shares his unique journey from stand-up comedy and theology to becoming a successful fund manager. He discusses the importance of understanding one's relationship with money, the pursuit of durable companies, and the significance of passion in business. Kold emphasizes the need for long-term incentives in management compensation and the critical role of capital allocation in quality businesses. He also delves into the concept of competitive advantage, highlighting the difference between intensity and durability. In this conversation, Simon Kold and Bogumil Baranowski explore various themes in investing, including the importance of recognizing competitive disadvantages, the balance between infinite investment horizons and finite assets, and the significance of staying power and adaptability in businesses. They discuss the concept of fair value extraction, the characteristics of an ideal future business, and the various risks that investors face. The conversation concludes with reflections on success and the personal journey of writing a book that combines humor with investment philosophy. You can find resources related to the book on Simon’s personal author website simonkold.com Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.…

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Talking Billions with Bogumil Baranowski « » Christopher Begg: High-Quality Investing & Playing the Infinite Game

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مشابه لـTalking Billions with Bogumil Baranowski

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Christopher Begg: High-Quality Investing & Playing the Infinite Game