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PODCAST

The Business Brew

Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side

business investing

All Episodes

01:31:44

Evan Tindell - Where Poker and The Market Collide

The Business Brew ·

2022/09/15

Evan Tindell joins The Business Brew to discuss how his background as a poker player influences his investing philosophy, how he got started in the business, and he drops some knowledge about shorting. Bill reached out to Evan because Bill wanted to discuss position sizing and “Kelly betting,” which was the catalyst for this conversation. Please pardon some construction noise in the beginning, the conversation’s quality is worth listening past some background noise. You can follow Evan’s firm

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01:36:54

Scott Reardon - Study The Greats

The Business Brew ·

2022/08/18

Scott Reardon, Portfolio Manager at Dakota Value Funds, Author of The Dark Continent series and Bonfire of the Beasts, stops by The Business Brew to chat about what he learned by studying the greatest investors of all time. Scott's work led him to focus on very favorable risk/reward scenarios. While that might sound trite, it's hard in practice. You can read Scott's work at: Greatest investors: https://www.dakotavalue.com/stewart-s-bridge-paper Cyclicality of markets and life:

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00:00:21

Be Back Soon

The Business Brew ·

2022/07/28

Just a quick message to let you know Bill is on vacation with his family, but episodes of the Business Brew will return in a few weeks.

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00:58:12

Chadd Garcia - The Intersection of Returns and Morals

The Business Brew ·

2022/07/22

ChaddGarcia hosted the The Business Brew for this conversation.Chaddruns the Ave Maria Focused Fund, which is a non-diversified mutual fund (ticker: AVEAX). His portfolio holding are eclectic. Some themes you will see in there are quality and compounders. However, several of the companies are undergoing business transformations or have advantaged business models. Chaddhas an interesting background. He grew up on a family farm in Arizona. He worked in management at a multi-national agribusiness,

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01:59:16

Vitaliy Katsenelson - Soul In The Game

The Business Brew ·

2022/07/07

Vitaliy Katsenelson stops by The Business Brew to discuss investing and his new book; Soul In The Game (see https://soulinthegame.net/). Vitaliy is an amazing writer who discusses investing and life. You can find his writings at https://contrarianedge.com/. We hope you enjoy this discussion. No detailedshow notes on this one. This episode is brought to you byBastiat Partners, aa new breed of investment and merchant bank that specializes primaries, secondaries, and co-investment opportunities in the

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01:35:33

Tom Morgan - The Most Interesting Man in Finance

The Business Brew ·

2022/07/01

Tom Morgan stops by The Business Brew for a wide-rangingconversation. Tom is the Director of Content and Communications at The KCP Group. His writings can be found athttps://thekcpgroup.com/insights. Tom describes himselfas a curioussherpa. He's always looking to find interesting people and ideas. You can find Tom at@tom_morganKCP on Twitter. No detailedshow notes on this one. Just listen. This episode is brought to you byBastiat Partners, a boutique investment banking firm

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01:38:45

William Green - The Man Behind The Books

The Business Brew ·

2022/06/23

William Green, best-selling author and podcast host extraordinaire, comes back to The Business Brew to have a very real conversation about life. William's first appearance was part of the launch of Richer, Wiser, Happier, which you can find at https://www.amazon.com/s?k=richer+wiser+happier+william+green&i=audible&sprefix=richer%2Caudible%2C84&ref=nb_sb_ss_ts-doa-p_1_6. This conversation is more focused on William's career and lessons he has learned. This was a conversation that really

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01:17:08

Jordan Noone - Rockets and Venture Capital!

The Business Brew ·

2022/06/16

Jordan Noone stops by The Business Brew to discuss his experience founding Embedded Ventures and Relativity Space. At the age of just 22 years old Jordan co-founded Relativity Space, which3D prints rockets! Yes, rockets. Seehttps://www.relativityspace.com/. Followinghis time at Relativity Space, Jordan co-founded Embedded Ventures, a venture capital firm. Embedded has an interesting goal of using "clean capital" to enhance the security of the US while generating investor returns. See below for the

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01:22:46

BONUS: Cem Karsan - Derivatives Are The Underlying

The Business Brew ·

2022/06/06

Cem Karsan stops by The Business Brew to discuss the lens he views markets through. Cem's viewpoint is uniquecompared to many guests on this program because he looks at how options dealers are positioned and considers what flows may result from that positioning. Many guests on this show viewequity valuation as the present value of the discounted cash flows available to equity. While Cem wouldlikely agree with that, he argues in this episode that an equity's valuation is really an output derived from

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01:11:39

Amanda Agati - Cautiously Optimistic

The Business Brew ·

2022/06/02

Amanda Agati stops by The Business Brew to discuss her investment outlook going forward. Amanda is Managing Director and Chief Investment Strategist for the PNC Financial Services Group. In this role, she oversees all investment strategy-related activities for the Institutional Asset Management, Wealth Management, and Hawthorn (ultra-high-net-worth) businesses. In addition, she leads the team that establishes overall strategic and tactical asset allocation guidance of client portfolios, manages the

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01:16:42

Sean Stannard Stockton - Managing In a Volatile...

The Business Brew ·

2022/05/26

Description - Sean Stannard Stockton, President and CIO of Ensemble Capital Management, stops by The Business Brew for a repeat appearance. Sean discussed his process on his first appearance (see Season 1). In this episode he discusses how he is sticking to his process and managing a portfolio in an uncertain world. Please forgive the lack of time stamps in the show notes. We will follow up and update. In the meantime, enjoy the entire episode. It’s a good one. This episode is brought to you

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01:03:16

J Mintzmyer Returns

The Business Brew ·

2022/05/19

J Mintzmyer,a renowned maritime shipping analyst who directs theValue Investor's Edge("VIE") research platform on Seeking Alpha, returns to The Business Brew to give an update on the state of the shipping industry (and the associated stocks). This episode is meant to be listened to in conjunction with Craig Fuller’s episode in order to provide the listener with a more robust understanding of what is happening in supply chains. In this episode J discusses many shipping specific ideas. If you are

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01:47:01

Tim Laehy - Professionalizing Finance Departments

The Business Brew ·

2022/05/12

Tim Laehy stops by The Business Brew to discuss his career as a CFO. Tim, who served as Coinbase's first interim CFO (from 2017 to 2018), is often hired to come in and professionalize emerging companies' finance departments; setting them up to go public. Some examples of Tim's work include:organizing and developing robust accounting controls & capabilities, building & growing an international tax function, establishing global treasury functions, and developing budgeting and reporting

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01:46:41

Craig Fuller - The Impending Freight Recession

The Business Brew ·

2022/05/05

Craig Fuller stops by The Business Brew to discuss the freightrecession. Craig made news when his organization, FreightWaves, wrote an article forecasting a freightrecession. Craig's initialcall discussed the trucking sector, but China's lockdowns may create a freight recession throughout the freightindustry. This was a fun conversation. It's a must listen if you are interested in the freight and logisticsmarkets. Craig is great on the mic. We hope you enjoy the discussion. Craig Fuller is CEO and

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02:13:35

Lost in Spaces

The Business Brew ·

2022/04/28

This episode of The Business Brew is Bill participating in a group discussion about the future of streaming media services. The forum was Twitter “Spaces,” an open forum where anyone can join the discussion and contribute. We cover a number of topics over 2 hours of discussion. We hope you enjoy! This episode is brought to you by Bastiat Partners, a boutique investment banking firm. See https://bastiatpartners.com/. Detailed show notes below. Please leave us a rating in your favorite podcast

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01:28:48

Erick Mokaya - Achiever and Learner

The Business Brew ·

2022/04/21

Erick Mokaya stops by The Business Brew to chat with Bill about what they have learned as investors. Erick has an inspiring story of dedication, drive, and learning. He describes himself as a Kenyan living in Sweden, who has a passion for financial markets. He is a regular contributor on Seeking Alpha and also the Lead Author the Transcript, a weekly capital markets newsletter that summarizes earnings calls. He invests in US and Nordic equities and, on a small scale, in small businesses in Kenya. He

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01:36:15

Kunik - A Conversation About Culture

The Business Brew ·

2022/04/14

Josh Horowitz and Liz Gulliver stop by The Business Brew to discuss employer-employee relationships. Josh and Liz co-founded Kunik to help employers build sustainable, scalable cultures that work for everyone, everywhere they are working. How and where we work has permanently changed. Kunik helps organizations build thriving cultures by fueling the workplace with community and conversation. Kunik Conversations are facilitated, expert-led discussions that deliver intentional moments of connection,

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01:04:17

Mark S.F. Mahaney - Nothing But Net

The Business Brew ·

2022/04/07

Mark S.F. Mahaney stops by The Business Brew to discuss tech investing and his book Nothing But Net. Mark is a senior managing director and head of the Internet Research Team at Evercore ISI. He has covered internet stocks for almost 25 years, and has been consistently recognized byInstitutional Investorfor his research, including 15 years as a “top 3” ranked analyst and five years as a No. 1-ranked analyst. Previously, Mr. Mahaney worked on both the sell-side and the buy-side for American

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01:31:36

Jobs Security and Growth (JSG) Investing

The Business Brew ·

2022/03/31

Dan Katz and Stephen Miran Ph.D. stop by The Business Brew to discuss JSG Investing. JSG investing is investing that focuses on Jobs, Security, and Growth. Their firm, Amberwave partners (see https://www.amberwavepartners.com/)helps investors align their portfolios and values, putting their savings to work for the good of American communities. Dan and Stephen have very interesting bios. They read as follows: Steve Miranis a co-founder and lead portfolio manager at Amberwave. Steve has ten years of

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01:11:16

Dave Girouard - Disrupting Credit Underwriting

The Business Brew ·

2022/03/28

Dave Girouard stops by The Business Brew to discuss how Upstart is attempting to change the way credit is underwritten. Upstart uses machine learning and artificial intelligence to expand loan underwriting beyond FICO scores. The company’s goal is to make the underwriting process more efficient; creating a win-win for consumers and lenders. Dave also talks about Upstart’s early struggles, what artificial intelligence actually does, how First Round Capital stepped up when Upstart really needed

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187 results

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