By Bogumil Baranowski
5
1212 ratings
The podcast currently has 150 episodes available.
My guest today is Barrett Brooks, he helps founders of mission-driven companies grow into CEOs capable of making an impact at scale. He is an executive coach, host of a popular podcast, Good Work, and author of a weekly newsletter on leading well.
Barrett Brooks believes business can be a powerful force for good under the right leadership. He’s dedicated his career to helping people reach their potential and then apply that potential to solving hard but important societal problems.
Barrett has found a servant’s heart, altruistic mindset, and a high standard of excellence to be key leadership qualities for building a better world.
In this conversation, Barrett Brooks shares insights from his journey as an executive coach and leader, emphasizing the importance of childhood influences on leadership styles, the mission-driven approach to work, and the evolving landscape of remote work.
He discusses his experience as COO of ConvertKit, the significance of falling in love with problems, and the common lessons learned from exceptional founders he has interviewed.
In this conversation, Bogumil Baranowski and Barrett Brooks explore the importance of unique perspectives, meaningful connections, and the role of expertise in achieving success. They discuss the significance of subtle elements in interactions, the value of creating inclusive environments at conferences, and the transformative power of personal introductions.
Barrett shares insights on Internal Family Systems as a tool for understanding oneself and emphasizes the necessity of building expertise before starting a business. Ultimately, they define success as fostering environments that enable personal transformation and connection.
Barrettbrooks.com
Barrettbrooks.com/coaching
GoodWorkShow.com
Twitter.com/barrettabrooks
LinkedIn.com/in/barrettabrooks
Instagram.com/coachbarrettbrooks
Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
My guest today is Jared Dillian he is a writer, trader, musician, entrepreneur, and educator, he is an author of many excellent books, among them No Worries: How to live a stress-free financial life, Street Freak: Money and Madness of Lehman, All the Evil in this World, and most recently, Night Moves and Other Stories.
https://www.jareddillian.com/
Summary
In this engaging conversation, Jared Dillian shares his multifaceted journey as a writer, trader, and educator. He reflects on his childhood, the evolution of his financial perspectives, and the psychological aspects of spending money.
Dillian emphasizes the importance of enjoying money, the transition from accumulating to spending, and the joy of philanthropy. He also discusses his experiences at Lehman Brothers and the invaluable lesson of time management in both life and finance.
Finally, he introduces his passion for short stories and the significance of emotional impact in literature. In this engaging conversation, Jared Dillian discusses the emotional depth of storytelling, particularly in his latest collection of short stories.
He reflects on the challenges of writing, the themes of self-sabotage and sudden wealth, and the complexities of managing newfound riches.
Dillian shares personal anecdotes about his upbringing and the lack of role models in his community, emphasizing the importance of seeking out opportunities.
The discussion also touches on the definition of success, the impact of writing, and Dillian's upcoming projects.
Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
My guest today is Tom Morgan. He has spent the last twenty years in business and finance. He describes himself as a Curiosity Sherpa to Billionaires. He has been seeking out the most interesting ideas and thinkers for curious people, mostly recently through his venture called the Leading Edge.
Tom Morgan and I delve into his journey from a thriving finance career to founding The Leading Edge, a community dedicated to personal transformation. We discuss the impact of his viral talk on the brain's left and right hemispheres, the challenges of balancing success with happiness, and the emotional nuances of wealth management. Tom highlights the value of community, emotional intelligence, and a shift in perspective for achieving genuine fulfillment.
Together, we explore themes like wisdom, subtlety, intuition, and the future of capitalism. The conversation touches on the importance of subtlety in cultivating wisdom, the role of intuition in investment decisions, and the significance of dreams in self-discovery.
We also examine reframing reality, fostering originality in an oversaturated information world, and the potential for community building within a shifting capitalist framework. Ultimately, the discussion underscores wisdom's role in life satisfaction and advocates for a more integrated approach to navigating modern complexities.
Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
My guest today is Nick Van Rensburg, he is a macro strategist with a particular interest in tail risks. He joined financial markets in 1996 at a bank trading equities and later equity derivatives. He spent 10 years at South Africa's first hedge fund where he started covering commodities, which exposed me to macro.
In this conversation, I speak with Nick Van Rensburg, a macro strategist, about the implications and risks of passive investing. We explore the historical context of passive investing, its rapid growth, and the potential dangers it poses to market stability. Nick emphasizes the role of behavioral finance and the human element in investing, underscoring how passive strategies can contribute to market bubbles and crashes.
We also discuss the need for active management and the potential consequences of a market dominated by passive strategies, including the fragility it introduces. Our conversation touches on alternative investment strategies, such as equal-weighted indexes, and we conclude with reflections on the nature of success in investing and the importance of being mindful of the risks associated with passive investing.
Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
My guest today Paul Millerd — he is the author of the hugely successful book The Pathless Path: Imagining a New Story For Work and Life, and now his brand new book Good Work: Reclaiming Your Inner Ambition — to me he is the ultimate guide to a life better lived.
In this conversation, Paul Millerd discusses his journey from a conventional career path to embracing a more fulfilling and unconventional approach to work and life. He shares insights from his books, 'The Pathless Path' and 'Good Work', emphasizing the importance of redefining success, the value of time, and the significance of pursuing work that aligns with one's true self. Millerd encourages listeners to embrace uncertainty, support others in their pursuits, and find meaning beyond traditional measures of success.
https://pmillerd.com/
Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
BONUS EPISODE!
Full Credit for this episode goes to Justin Castelli, a fellow curious mind, podcaster, and an all around passionate, kind, human being.
Justin Castelli: I had the opportunity to return the favor and Bogumil Baranowski on LifeDesign+ after appearing on his podcast, Talking Billions.
It was fun to turn the tables on Bogumil, who is a phenomenal podcast host and learn more about his story, how he is living his authentic life helping families create and manage generational wealth, and more.
Find the original episode here: https://www.justincastelli.io/lifedesignpluspod/189 — learn more about Justin, and the work he does —
https://www.justincastelli.io/
Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
My guest today is Howard Lichstrahl, a dear friend, fellow investor, and investment advisor with many decades of experience and a solo operator of a successful, long-lasting investment practice. Howard and I have shared many calls and meals over the years, and this is our first-ever recorded conversation.
We start with a chance encounter with the legendary Irving Kahn, Benjamin Graham’s teaching assistant, who changed the course of Howard’s life. We continue with a lifetime of investment stories and experience. Howard has lots to share about the long-term success investing in stocks.
Investing requires time and patience for compounding to work.
Human nature often leads to emotional decision-making in investing.
Understanding market dynamics is crucial for successful investing.
Long-term thinking is essential for achieving financial success.
The investment philosophy should align with client expectations.
Market crashes reveal the importance of maintaining perspective.
The evolution of technology has changed investment practices significantly.
Successful investing is about understanding the underlying businesses.
Defining success goes beyond financial metrics to include personal fulfillment.
Building relationships with clients is key to sustainable investing.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
My guest today is a family business advisor helping enterprising families navigate the intricacies of being family in a family organization. His experience in supporting families comes from both his own experience as the 3rd generation owner and board member of a global family business as well as his experience as an entrepreneur, coach, management consultant, and seminarian.
https://family.inc/
Growing up in a family business shapes one's identity.
Community perceptions can impact family dynamics.
Family businesses often have a longer investment horizon.
Professionalizing operations is crucial for sustainability.
High-performing families can pivot in challenging industries.
Employee relationships are prioritized in family businesses.
Navigating wealth requires understanding and communication.
Family first: prioritize relationships over business.
Liquidity options can help family members exit gracefully.
Understanding past challenges informs future decisions.
Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
My guest today is Julia Carreon, a Business Transformation and Integration Executive. In her own words, in an industry rife with friction and failed projects, she leads teams that are in the 1% of executing reimagined client/advisor experiences. Today, we are talking about the Future of Wealth Management, digital transformation and more.
https://www.linkedin.com/pulse/make-mistake-gen-zs-social-skills-fierce-julia-c-carreon/
https://www.linkedin.com/posts/julia-c-carreon-8318674_courage-opinions-leadership-activity-7201617334648676353-_1dd?utm_source=share&utm_medium=member_ios
Takeaways
Julia's childhood experiences shaped her views on money and power.
Technology should enhance human interaction, not replace it.
Gen Z will demand seamless digital experiences in wealth management.
Understanding generational differences is crucial for effective communication. Listening to clients can reveal valuable insights for service improvement.
Change management is essential for adopting new technologies.
Respecting clients' time enhances the quality of interactions.
Success is defined by the impact you have on others.
Involving the next generation in wealth management is vital for future success.
Leadership is about serving others and fostering their growth.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
Ted Seides is a famous podcaster, renowned industry expert, and a best selling author who is all about compounding knowledge and relationships. We are talking about his new book **Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals**
https://www.capitalallocators.com/
Ted Seides emphasizes the importance of aligning incentives in private equity.
Private equity managers own a significant portion of the economy, around 10,000 businesses.
The media often portrays private equity negatively, focusing on failures rather than successes.
Private equity allows for more control and decision-making compared to public markets. The evolution of private equity has led to increased competition and higher prices.
Employee ownership can drive business success and improve performance.
The investment horizon in private equity is typically three to five years, but some firms seek to hold longer.
Different owners bring unique expertise to businesses at various stages of growth. Permanent capital structures could change the landscape of private equity investing.
Success is defined personally, focusing on fulfillment and enjoyment in work.
Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
The podcast currently has 150 episodes available.
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