HeyJaredBogumil Baranowski's Substack
My essays and podcast episodes discussing investing, family wealth, stock picking, and more. I READ ALL MY EMAILS. NEVER INVESTMENT ADVICE. For full disclosure, please refer to Blue Infinitas Capital, LLC website.
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 28, 2026
- Audience
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- Earliest in this view
- Jul 30, 2026
Latest issues
Peter Lazaroff: The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success (opens the original)
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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 of The Long-Term Investor, and author of Making Money Simple, and a new book The Perfect Portfolio, whose central message is that the best portfolio is not the historical winner but the one tailored to an investor’s goals, capacity for risk, and ability to stay disciplined.Peter Lazaroff’s first stock arrived on his twelfth birthday: a single shar
Risk in the Round: Time, Effort, Benefits and Consequences Hidden Behind the Numbers (opens the original)
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The stone is hot enough to burn a bare hand.Somewhere in Egypt, thousands of years ago, a craftsman kneels before a wall with a chisel and mallet. Dust gathers around his knees. Above him, the pharaoh is emerging from the limestone: face in profile, shoulders turned toward us, arms extended with an offering to the gods.Every blow has to land correctly. There is no undoing a careless strike in stone. When the craftsman finally steps away, the work is finished.<a class="image-link image2 is-viewab
Ian Cassel: The Stock Picker: How to Develop the Mindset, Temperament, and Strategy to Outperform Wall Street (opens the original)
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Ian Cassel is the founder of MicroCapClub and CIO of Intelligent Fanatics Capital Management, specializing in underfollowed public companies led by exceptional owner-operators — pairing rigorous, boots-on-the-ground research with the patience to hold rare compounding businesses through volatility. He became a full-time private investor at 28 and has spent his career hunting for undiscovered small public companies, and the founders who run them, before Wall Street ever notices. Today, we discuss
Owen Zidar and Eric Zwick: The Everywhere Millionaire: Who Is Really Rich in America and How They Got There (opens the original)
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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. Treasury Department — building the first database that ever linked confidential tax records to the individual owners of America’s private businesses.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: h
Jared Dillian: The Awesome Portfolio: Why Smoother Returns Beat Bigger Ones (opens the original)
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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 Dirtnap, registered CTA, author of seven books, and an unusually multidimensional market thinker whose work joins macro trading, practical personal finance, risk control, writing, mental health, and electronic music.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings tran
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