HeyJaredTalking Billions with Bogumil Baranowski
EVERY MONDAY A NEW EPISODE.I READ ALL MY EMAILS - contact form on my website - www.bogumilbaranowski.com. TELL ME YOUR STORY.
- Indexed episodes, last 90 days
- 17
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Peter Lazaroff: The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success (opens the original)
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Find me on Substack!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
Ian Cassel: The Stock Picker: How to Develop the Mindset, Temperament, and Strategy to Outperform Wall Street (opens the original)
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Find me on Substack! 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 notice
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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Join me on Substack! Look up my name. 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 fo
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. Today, are we talking about his new book The Awesome Portfolio, a simple, stress-free approach to investing. Episode Sponsor: Fisca
Paul Johnson: Why "Value Investing" Was Never the Right Name. Fundamental Investing — Not Value vs. Growth Is the Real Divide in Markets (opens the original)
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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 Roger Murray , Pitch the Perfect Investment , and The Gorilla Game . He's taught in the same value investing tradition that runs from Benjamin Graham through Roger Murray, and he brings both a practitioner's and a historian's eye to our conversation today. 02:10 – Origin story: a teenage bet on a gold penny stock turned $250 into $2,500 and hooked P
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