Best Michael Baranowski Podcasts (2025)

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Federalist Paper No 1 32:23

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2h ago32:23

32:23

Trey & Ken begin a new supporter's series on The Federalist Papers. This week's episode includes an overview of The Federalist Papers themselves and introduces Federalist Paper No. 1. Topics covered include: The history behind writing the original essays The attack on the Constitution by Anti-Federalists How Hamilton and Madison became the principa…

1
Robert Karas: Beyond Returns: What Buffett’s Early Partnership Letters Really Teach Us 1:08:31

1d ago1:08:31

1:08:31

Robert Karas is a Partner and Chief Investment Officer at Bank Gutmann in Vienna, Austria's oldest private bank, where he oversees investment strategies for ultra-high-net-worth clients. Robert is a seasoned investor on a lifelong journey known for his thoughtful investment philosophy and engaging market insights. 3:00 - Robert describes the 1960s …

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Government Shutdown Ends, Epstein Documents Continue, Tucker Carlson and the Heritage Foundation 1:03:12

4d ago1:03:12

1:03:12

In this episode, Trey and Ken discuss the recent end of the US government shutdown, including the implications for both parties, with a focus on the ACA subsidies. Trey argues that he was ultimately correct, and the shutdown did not benefit Democrats nor lasted into December. While Ken concedes that the shutdown didn’t last as long as he anticipate…

1
Value: After Hours: Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39 1:01:46

4d ago1:01:46

1:01:46

Please enjoy my recent appearance on Value: After Hours with Tobias Carlisle and Jake Taylor. One of my favorite interviews this season. A real weekend treat if you missed it! Guest: Bogumil Baranowski, founder of Blue Infinitas Capital, LLC, host of Talking Billions podcast, author of "Money, Life, Family," and investment professional with 20 year…

1
Saving Ourselves From Big Car 51:41

6d ago51:41

51:41

Mike talks with David Obst, a former journalist, publisher, screenwriter, and film producer. He’s also the author of a new book on the automotive industry called Saving Ourselves from Big Car, which is the focus of their conversation. Topics Mike & David cover include: How “Big Car” became a self-perpetuating system The deadly legacy of leaded gaso…

1
Ideologies: Conservatism 13:06

1h ago13:06

13:06

Trey & Justin continue their dive into contemporary political ideologies. This week, they dive into conservatism. Topics covered include: The underlying principles of conservatism, including tradition and gradual change The relationship between tradition and conservatism The relationship between religion and conservatism The differences between the…

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Rupert Mitchell: Are We Extrapolating Wrong Again? | A Macro Veteran on Chinese EVs, AI Hype, and Why Things Are Never as Good or Bad as They Seem 59:35

9d ago59:35

59:35

Rupert Mitchell is a capital markets veteran with 30 years of institutional experience across three continents who now runs Blind Squirrel Macro, combining mythology, storytelling, and contrarian thinking to help investors understand why narrative often matters more than numbers in macro investing. Episode Sponsor: Fiscal AI is a modern data termin…

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Democrats Win, Government Shutdown, Senate Filibuster, Nancy Pelosi 1:02:22

11d ago1:02:22

1:02:22

Trey and Justin open the show by bypassing the shutdown, at least for a moment, and starting with the 2025 elections. Trey argues that the results are a victory for Democrats, but must be contextualized. His key point is that the economy is becoming an issue for Republicans. Both hosts outline what off-year elections such as this can and don’t mean…

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Nations Apart: Colin Woodard on the Regional Cultures That Divide Us 1:01:48

13d ago1:01:48

1:01:48

Mike talks with New York Times bestselling author, historian, and journalist Colin Woodard. His latest book is Nations Apart: How Clashing Regional Cultures Shattered America, which they discuss on this episode. Topics Mike & Colin discuss include: America as a federation of rival regional cultures How early settlers shaped lasting political divide…

1
AI Bubble, Trump’s Pardons, Biden’s Autopen 18:51

2d ago18:51

18:51

Mike, Michael, and Tim open with a discussion of the missing economic data and what that means for understanding the current economy. Tim explains that while unemployment remains low and markets are strong, uncertainty looms because key government reports haven’t been released. Mike argues that the apparent strength is concentrated almost entirely …

1
Daniel Rupp: The Contrarian's Guide to Asian Markets, From Peace Corps to Portfolio Manager, Learning from Hong Kong’s Worst Day Since Tiananmen & More 1:03:06

16d ago1:03:06

1:03:06

The episode is sponsored by TenzingMEMO — the AI-powered market intelligence platform I use daily for smarter stock analysis. Code BILLIONS gets you an extended trial + 10% off. Daniel Rupp is the founder and chief investment officer of Parkway Capital based in Hong Kong, bringing nearly two decades of Asian value investing expertise developed duri…

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Shutdown Showdown, Trump’s Asia Trip, the CFPB’s Slow Demise 1:08:32

17d ago1:08:32

1:08:32

Mike, Tim, and Michael open with the fifth week of the government shutdown, now poised to become the longest ever. Tim argues that while the disruption is real, the economic impact will be minor and short-lived, suggesting resolution will come after the elections. Michael delivers a fiery critique, calling the shutdown political theater that hurts …

1
Deprogramming Democrats: Why Insider Lisa Ekman Left the Party 1:08:30

21d ago1:08:30

1:08:30

Mike talks with former Democratic activist Lisa Ekman, whose recently released book is titled Deprogramming Democrats & unEducating the Elites: How I Escaped the Progressive Cult. Topics Mike & Lisa discuss include: Ekman’s background in Democratic politics government and expert failure during COVID the tension between public health policy and libe…

1
The Constitution's 26th and 28th Amendments 14:06

9d ago14:06

14:06

This episode marks the finale in Trey and Ken’s three-year journey through the U.S. Constitution! In this final episode of the Constitution series, Trey and Ken discuss the 26th and 27th Amendments, exploring their historical significance and political implications. They also look at the journey of the Equal Rights Amendment and its “almost” status…

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Scott Britton: What Happens After You Sell Your Company? The Journey Beyond the Exit — Why External Success Doesn't Guarantee Fulfillment and What Actually Does 59:50

23d ago59:50

59:50

Scott Britton is an award-winning entrepreneur who sold his startup Troops to Salesforce, discovered fulfillment's limitations through external success, and now leads Conscious Talent while hosting Evolution FM and authoring Conscious Accomplishment. 3:00 - Scott discusses childhood patterns of competitive achievement through sports and school, rev…

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Shutdown Continued, The East Wing, The 9th Circuit on Portland, Arizona Sues Johnson, The Era of Group Chat 54:15

25d ago54:15

54:15

Trey and Ken start by letting Ken weigh in on the government shutdown. Ken argues that the Democrats are winning and are doing the right thing. Trey disagrees and sees Democrats as eventually the party that will back down and let people get paid. Ken doubles down by saying the shutdown will last until December when Republicans will then back down. …

1
Excess Returns Pod: Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking 1:05:10

25d ago1:05:10

1:05:10

I had the pleasure of co-hosting another episode of Excess Returns with Matt Zeigler. We sat down with the one and only Tobias Carlisle — investor, author, podcast host, and all-around fascinating mind whose writing and ideas have influenced my thinking at various times. He discusses his new book, which made me see Buffett’s investment approach in …

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John Campbell on Conservative Myths About Tax Cuts for the Rich 47:38

15d ago47:38

47:38

Mike talks with John L. Campbell, the Class of 1925 Professor and Professor of Sociology Emeritus at Dartmouth College. He’s the author of the recently released book, Pay Up! Conservative Myths About Tax Cuts for the Rich, which they discuss on this episode. Topics Mike & John cover include: the main conservative tax cut myths the Laffer Curve and …

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Supreme Court’s Voting Rights Test & Trump’s DOJ Power PlaySupreme Court’s Voting Rights Test & Trump’s DOJ Power Play 19:18

29d ago19:18

19:18

Mike and Joey open with the Supreme Court’s unusual re-argument in Louisiana v. Calais, a case that could reshape Section 2 of the Voting Rights Act. Joey outlines the tangled history of Louisiana’s redistricting and argues that race-based districts may themselves violate equal-protection principles. Mike predicts Justice Kavanaugh will be the key …

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Ritavan: The Asymmetric Advantage: Building Unfair Competitive Moats Through Purposeful Data Leverage 1:14:06

30d ago1:14:06

1:14:06

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 sectors including banking (Société Générale), energy trading, consulting, and real estate technology, who advocates for treating digital initiatives li…

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Shutdown Showdown, Middle East Peace, Portland Protests 1:13:15

1M ago1:13:15

1:13:15

Mike and Joey open with the continuing government shutdown and whether blame is shifting. Mike criticizes Republicans for spreading false claims about Democrats’ immigration spending demands. Joey maintains that Democrats are increasingly seen as the problem, adding that media silence signals their growing liability. Next, the guys debate Trump’s f…

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Excess Returns Pod: Robert Hagstrom & Chris Mayer -- With the Concentrated Momentum Driven Almost Unbeatable Major Indices, What Does It Really Take These Days to Outperform the Market 58:40

1M ago58:40

58:40

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 legendary investors and authors. One hour packed with timeless wisdom on long-term thinking and wealth creation. This is the conversation we’ve been wanting…

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Paul Star on Trumpism, Revolution, and Revenge 58:29

1M ago58:29

58:29

Mike talks with Paul Starr, a professor of sociology and public affairs at Princeton University and the author of multiple books, including the Pulitzer Prize-winning The Social Transformation of American Medicine. His latest book is American Contradiction: Revolution and Revenge from the 1950s to Now, which they discuss in this episode Topics Mike…

1
What is liberalism? 14:58

1M ago14:58

14:58

Trey and Justin continue their series on contemporary political ideologies by examining liberalism. They explore its historical roots, key thinkers like Hobbes and Locke, and the evolution of liberal thought through figures such as Mill and Rawls. The discussion highlights the differences between classical and social liberalism, the implications of…

1
Michael Gielkens: The Culture of Permanence: How European Family Holdings Survive Crises and Compound for Centuries 1:01:13

1M ago1:01:13

1:01:13

Long-Term Stewardship, the Lindy Effect, and Why Alignment Matters More Than Valuation Find me on Substack: https://bogumilbaranowski.substack.com/ Michael Gielkens is a partner and co-founder of Tresor Capital, a Netherlands-based independent investment boutique specializing in actively managing wealth through family holding companies and serial a…

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Shutdown, Gaza, Insurrection, Pam Bondi 1:07:21

1M ago1:07:21

1:07:21

In this episode of The Politics Guys, Trey and Justin discuss what they call an episode on the unilateral presidency and nihilism. The show kicks off the ongoing budget standoff and government shutdown, including Trey’s overarching point that the imperial presidency comes to us one small move at a time and is not limited to President Trump. Next, t…

1
Excess Returns Pod: You're Missing 100x Returns | Bogumil Baranowski on the Expensive Truth About Cheap Investments 1:08:35

1M ago1:08:35

1:08:35

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 the show, did an exceptional job editing and producing the episode. Jack has been instrumental in many improvements to Talking Billions over the yea…

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Rethinking Economic Growth with Dan Varroney 58:09

1M ago58:09

58:09

Travis talks with entrepreneur and trade industry leader Dan Varroney about his new book, Rethinking Economic Growth: How Small Businesses Can Help Consistently Grow the Economy, in which he writes about some of the biggest challenges facing small business owners and how American policymakers can support these businesses. Topics Travis and Dan cove…

1
Trump’s Gaza Gamble, Pfizer Deal, Economic Policy 18:14

1M ago18:14

18:14

By Michael Baranowski

1
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 1:13:42

1M ago1:13:42

1:13:42

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 decades of investment experience to challenge modern finance's dismissal of dividend investing through rigorous historical analysis. 3:00 - Peris shares …

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Shutdown Blame Game, Military Speeches, Troops to Portland 1:04:30

2M ago1:04:30

1:04:30

Mike, Tim, and Joey open with the ongoing government shutdown. Joey argues Democrats will be blamed because their messaging is fractured and influenced by the left wing of the party. Tim highlights ballooning deficits and sees rebellious Republicans forcing fiscal discipline. Mike concedes Democrats bear responsibility but stresses that Democrats h…

Michael Baranowski Podcasts

1
The Politics Guys

Michael Baranowski

1
Talking Billions with Bogumil Baranowski

Bogumil Baranowski

1
Federalist Paper No 1 32:23

1
Robert Karas: Beyond Returns: What Buffett’s Early Partnership Letters Really Teach Us 1:08:31

1
Government Shutdown Ends, Epstein Documents Continue, Tucker Carlson and the Heritage Foundation 1:03:12

1
Value: After Hours: Bogumil Baranowski on Freedom, Mindfulness, Patience, and the Art of Investing | S07 E39 1:01:46

1
Saving Ourselves From Big Car 51:41

1
Ideologies: Conservatism 13:06

1
Rupert Mitchell: Are We Extrapolating Wrong Again? | A Macro Veteran on Chinese EVs, AI Hype, and Why Things Are Never as Good or Bad as They Seem 59:35

1
Democrats Win, Government Shutdown, Senate Filibuster, Nancy Pelosi 1:02:22

1
Nations Apart: Colin Woodard on the Regional Cultures That Divide Us 1:01:48

1
AI Bubble, Trump’s Pardons, Biden’s Autopen 18:51

1
Daniel Rupp: The Contrarian's Guide to Asian Markets, From Peace Corps to Portfolio Manager, Learning from Hong Kong’s Worst Day Since Tiananmen & More 1:03:06

1
Shutdown Showdown, Trump’s Asia Trip, the CFPB’s Slow Demise 1:08:32

1
Deprogramming Democrats: Why Insider Lisa Ekman Left the Party 1:08:30

1
The Constitution's 26th and 28th Amendments 14:06

1
Scott Britton: What Happens After You Sell Your Company? The Journey Beyond the Exit — Why External Success Doesn't Guarantee Fulfillment and What Actually Does 59:50

1
Shutdown Continued, The East Wing, The 9th Circuit on Portland, Arizona Sues Johnson, The Era of Group Chat 54:15

1
Excess Returns Pod: Tobias Carlisle on Warren Buffett, Sun Tzu, and the Ancient Art of Risk Taking 1:05:10

1
John Campbell on Conservative Myths About Tax Cuts for the Rich 47:38

1
Supreme Court’s Voting Rights Test & Trump’s DOJ Power PlaySupreme Court’s Voting Rights Test & Trump’s DOJ Power Play 19:18

1
Ritavan: The Asymmetric Advantage: Building Unfair Competitive Moats Through Purposeful Data Leverage 1:14:06

1
Shutdown Showdown, Middle East Peace, Portland Protests 1:13:15

1
Excess Returns Pod: Robert Hagstrom & Chris Mayer -- With the Concentrated Momentum Driven Almost Unbeatable Major Indices, What Does It Really Take These Days to Outperform the Market 58:40

1
Paul Star on Trumpism, Revolution, and Revenge 58:29

1
What is liberalism? 14:58

1
Michael Gielkens: The Culture of Permanence: How European Family Holdings Survive Crises and Compound for Centuries 1:01:13

1
Shutdown, Gaza, Insurrection, Pam Bondi 1:07:21

1
Excess Returns Pod: You're Missing 100x Returns | Bogumil Baranowski on the Expensive Truth About Cheap Investments 1:08:35

1
Rethinking Economic Growth with Dan Varroney 58:09

1
Trump’s Gaza Gamble, Pfizer Deal, Economic Policy 18:14

1
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 1:13:42

1
Shutdown Blame Game, Military Speeches, Troops to Portland 1:04:30