Talking Billions with Bogumil Baranowski

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.

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...

Bob Robotti, founder and CIO of Robotti & Company, joins Matt Zeigler and Bogumil Baranowski to explain why bottom-up value investing may be entering one of its best opportunity sets in decades. They discuss AI and reindustrialization, inflation and interest rates, passive investing, capital cycles, private equity, long-term ownership, and why today’s neglected industrial...

My guest today is Jan Petke, a dynastic architect and strategic consigliere to sovereign and leading global entrepreneur families, who designs continuity architectures so that power, capital, and culture compound across generations — not just portfolios.

3:00 — Jan traces his path from a McKinsey-spinoff consultancy through private equity (Commonwealth ...

Thomas Chua is a friend, an investor, an investing educator, and the founder of Steady Compounding, where he shares lessons from great businesses and great investors with a global audience. He’s also the author of a brand-new book, The Lunch Break Investor, about how busy people can build wealth...