Ritavan: The Asymmetric Advantage: Building Unfair Competitive Moats Through Purposeful Data Leverage
Find me on Substack: https://bogumilbaranowski.substack.com/Ritavan is a bestselling author of "Data Impact," former CTO, and data transformation expert with a decade of operating experience across se...
20 Loka 20251h 14min
Robert Hagstrom & Chris Mayer -- With the Concentrated Momentum Driven Almost Unbeatable Major Indices, What Does It Really Take These Days to Outperform the Market | Excess Returns Pod
Matt Zeigler and I had the privilege of hosting Robert Hagstrom (The Warren Buffett Way) and Chris Mayer (100 Baggers) for a special 100-Year Thinkers Edition of the Excess Returns Podcast.Two legenda...
17 Loka 202558min
Michael Gielkens: The Culture of Permanence: How European Family Holdings Survive Crises and Compound for Centuries
Long-Term Stewardship, the Lindy Effect, and Why Alignment Matters More Than ValuationFind me on Substack: https://bogumilbaranowski.substack.com/Michael Gielkens is a partner and co-founder of Tresor...
13 Loka 20251h 1min
Bogumil Baranowski on the Expensive Truth About Cheap Investments | Excess Returns Pod: You're Missing 100x Returns
My appearance on Excess Returns with Matt Zeigler as the host.I recently had the pleasure of joining my good friend Matt Zeigler on the Excess Returns podcast. Jack Forehand, the creative force behind...
10 Loka 20251h 8min
Daniel Peris: Is Your Portfolio Built on a 40-Year Illusion? Why Wall Street's War on Dividends Defies 5,000 Years of Financial History
Find me on Substack: https://bogumilbaranowski.substack.com/Daniel Peris is a historian-turned-portfolio manager at Federated who uniquely combines PhD-level expertise in Russian history with two deca...
6 Loka 20251h 13min
Bogumil Baranowski: The 5 Most Influential People Who Shaped His Life, Money & Purpose | People are Everything with Julia Duthie
One of my favorite interviews I gave lately, take a moment and check it out. Julia is a very gifted, thoughtful host, and it's a very personal, intimate conversation. I have a feeling you'll like it. ...
3 Loka 20251h 26min
Matthew Peterson: From 6,500 Stocks to 400: What AI Learned Watching Buffett and 99 Other Legends -- How proprietary technology eliminates 95% of research by tracking billion-dollar portfolio moves
Find me on Substack: https://bogumilbaranowski.substack.com/Matthew Peterson is the visionary founder and managing partner of Peterson Capital Management who leverages over 25 years of global financia...
29 Syys 20251h 18min
The Compounders Hiding in Plain Sight | Joseph Shaposhnik on Finding Decade-Long Winners [Excess Returns Podcast]
The episode originally aired on Excess Returns Podcast, and it is reposted here with permission. Thank you, Jack Forehand & Matt Zeigler. Matt and I sat down with Joseph Shaposhnik, and what an hour i...
27 Syys 20251h 22min
