BB

Bogumil Baranowski

Person

Heard in 1 episode across 1 show since Oct 2026

Bogumil Baranowski is an investment professional, author, and TEDx speaker who is a founding partner of Sicart Associates, a boutique investment firm. He is known for his work in investing and financial education.

Learn more

Episodes

1
across 1 show

First heard

Oct 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

Show the data
MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20260
Sep 20260
Oct 20261

What Bogumil Baranowski has said on podcasts

2 statements

  1. on AI investment cycleNegativeOct 11, 2026· Excess Returns

    The current AI investment cycle may eventually end.

    “this investment cycle might not be forever”

    Listen at 1:10:52

    Open the episode · The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses
  2. on AI companiesPositiveOct 11, 2026· Excess Returns

    Some AI companies may return to high margins and returns with lower capital intensity.

    “there is a chance, I don't know how big, that they will go back to very high margins, very high returns in a low capex model”

    Listen at 1:16:51

    Open the episode · The Winners That Get Away | Chris Davis and Robert Hagstrom on Holding Great Businesses

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Bogumil Baranowski, newest first