Unfiltered: Coffee w/ Bogumil, Monthly Q&A w/ the Audience (March 2026)
About this episode
In this episode, Bogumil Baranowski discusses the mindset behind multi-generational wealth, the importance of understanding capital stories, and the impact of AI on the advisory world.
What kind of money are we talking about? The why behind the holdings? A podcast production secret --- and so much more! Enjoy! In this third edition of Unfiltered, I talk about the one question I always start with when someone entrusts me with their capital, what multi-generational wealth really means (and why it's a mindset, not a number), the expensive truth about cheap stocks, why I came for the puzzle but stayed for the people, how AI is reshaping the advisory world — and the doorman fallacy that should make us all pause before we automate too much. I also share what I've been obsessing about lately, from Wittgenstein's family story to the art of giving, and I let you in on a little secret about what happened recently after I stopped a certain recording. Highlights: “What kind of money are we talking about?” — The most important question in investing isn’t about returns or risk tolerance. It’s understanding the story behind the capital — how it was accumulated, what it means emotionally, and what losing or growing it would feel like. Context shapes everything. Multi-generational wealth is a mindset, not an amount. A family with $100K who thinks about legacy and stewardship…
People in this episode
Host: Bogumil Baranowski
Topics covered
- multi-generational wealth
- investing mindset
- AI in advisory
- capital stories
- human dimension of investing
Keywords
- wealth mindset
- investing
- AI
- capital
- multi-generational
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