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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

01:34:22

Simeon Siegel - Retail Therapy

The Business Brew ·

2022/02/24

Simeon Siegel, Managing Director and Senior Analyst at BMO Captial Markets, stops by The Business Brew to discuss his prescient call to sell Peloton, the oddity that brands peak at $3Bn in sales, the role of “Sell Side” analysts, and a whole lot of retail. His views on how COVID saved retail were particularly interesting. Simeon and Bill met at the dinner before Liberty Media’s Investor Day, hit it off, and this conversation is the follow up. We hope you enjoy! Simeon’s official bio reads as

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01:15:44

Michael Green - Macro Contrarian

The Business Brew ·

2022/02/10

Michael Green stops by The Business Brew to discuss his inelastic market theory, the outlook for inflation, why the market might be too excited about rate normalization, and much more. Michael is a frequent contributor to Real Vision and has done some phenomenal interviews, which can be found on YouTube. He has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive

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01:59:56

Chris Cerrone - A Simple, Quality Discussion

The Business Brew ·

2022/02/03

Chris Cerrone, a Partner at Akre Capital Management, stops by The Business Brew for a discussion about his investment philosophy, simplicity, the definition of quality, and much more. Chris’ paper, The Art of (Not) Selling, really made an impression on Bill. This discussion follows up on that paper, among other topics. Prior to joining Akre Capital Management in 2012, Chris served as an equity research analyst for Goldman Sachs & Co. in New York from 2010 to 2012. In that position, he covered

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01:36:43

Andrew Freedman – TMT talk!

The Business Brew ·

2022/01/27

Andrew Freedman stops by The Business Brew for a discussion about the ever changing media landscape. In this discussion, Andrew articulates how he views valuation, what makes stocks good “long” and “short” candidates, and how his process has evolved over time. There’s a lot of company specific discussion here. We hope it is beneficial, educational, and entertaining. Andrew’s official bio reads as follows: Andrew Freedman, CFA, is a Managing Director and Communications Sector Head at Hedgeye

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01:09:09

Troy Lavinia - Thinking in Systems to Build Businesses

The Business Brew ·

2022/01/24

Troy Lavinia, founder of Stream by Mosaic, stops by The Business Brew to discuss creating Stream, building teams, and strategic thinking. Troy is a really interesting thinker, approaches life with an abundance mentality, and is always looking to find the right partners to grow a business. Interesting tidbits about Troy include his time at Elliott Management and playing football fullback and tight end at University of Pennsylvania. At one point in the conversation Bill asks Troy how he got

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01:28:48

Will Thomson – A Real Asset Discussion

The Business Brew ·

2022/01/20

Will Thomson stops by The Business Brew to discuss his approach to real asset investing. Will is the Founder and Managing Partner of Massif Capital, LLC. He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Before starting Massif Capital, Will worked in the New York office of Chaucer, a Lloyd’s of London insurance syndicate, serving as the co-portfolio manager for a $750 million

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01:36:17

Muji – A hhhypergrowth Discussion

The Business Brew ·

2022/01/13

Muji stops by The Business Brew to discuss modern internet infrastructure. Muji has extensive technical knowledge about internet infrastructure, network security, and high growth companies such as Snowflake. He shares his knowledge via a paid newsletter, found at hhhypergrowth.com, which Bill subscribes to and enjoys very much. Our discussion mostly focuses on how information travels over the internet to end up being consumed by everyone. This is a very interesting discussion and we hope you

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01:21:07

Denise Shull – Discussing The Game Within The Game

The Business Brew ·

2022/01/06

Denise Shull is Founder and CEO of The ReThink Group (see https://therethinkgroup.net/). She developed the Shull method, which relies on the latest brain research on how humans perceive, judge and decide. Understanding this on a practical level routinely allows The ReThink Group to resolve the mysterious mental challenges of slumps, burnout, motivation and resilience. Denise’s distinctive approach produces results that are unmatched in the performance and risk-taking fields. We start off jumping

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00:02:21

Intermission

The Business Brew ·

2021/12/30

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01:11:17

Kristi Ross - Entrepreneur Extraordinaire

The Business Brew ·

2021/12/23

Kristi Ross stops by The Business Brew to discuss her career, leading companies through M&A, and two notable exits exceeding $1.7Bn (the most recent of which was valued at $1Bn https://www.bizjournals.com/chicago/inno/stories/news/2021/01/21/chicagos-tastytrade-acquired-in-1b-deal.html). Kristi is the co-CEO of tastytrade, which launched in 2011. She also co-founded dough, a visual front-end trading technology platform that launched in 2014 and ultimately merged with and rebranded as tastytrade

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01:19:02

Jillian Jaccard Murrish – Alternative Credit

The Business Brew ·

2021/12/16

Jillian Jaccard Murrish stops by The Business Brew to discuss co-founding and running Pier Asset Management; an alternative credit firm. Pier delivers fixed income yield by investing in alternative credit, which they define as all nonbank lending. Typical loan sizes in Pier’s portfolio are loans less than $250,000. This was a fun conversation and touches on an asset class that hasn’t been discussed much on this program. As always, nothing is investment advice and do your own due diligence!

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01:15:46

Rob Koyfman - Fintech Founder

The Business Brew ·

2021/12/13

NOTE: For 20% off of KOYFIN please use the following link: https://www.koyfin.com/?utm_campaign=BusinessBrew20off&utm_medium=referral&utm_source=rewardful&via=business The discount will be applied at checkout. Rob Koyfman stops by The Business Brew to discuss his background, starting a Fintech business, building teams, and much more. Rob’s experience includes stints and Goldman Sachs, Citigroup and macro roles at Luxor Asset Management and Tekne Capital Management. This was a fun conversation for

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01:43:03

Tren Griffin - Giving to Get

The Business Brew ·

2021/12/09

Tren Griffin stops by The Business Brew for a fun conversation about his career, investing, and life. Tren is an author of 7 books, had a front row seat to Bill Gates’ career, sold ½ of his business in the .com bubble, deeply studied Charlie Munger, and now works at Microsoft. This conversation spans Tren’s career, his advice regarding giving to get, the importance of being brave, and much more. Tren, thank you for joining The Brew. It was a pleasure speaking with you. We hope you enjoy the

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01:07:37

Louisa Nicola - Enhancing Performance

The Business Brew ·

2021/12/03

Louisa Nicola stops by The Business Brew to discuss her time as a triathlete, recovering from a major injury, and how she got curious about the power of the brain during her rehab from injury. Today, Louisa is Director and Head Neuroscientist at Neuro Athletics. Her firm helps athletes and hedge fund managers monitor their sleep, diet, etc. in order to help them achieve their maximum potential. You can follow Louia @lousianicola_ on Twitter or read her writing at

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01:57:21

David Gardner - An Investing Fool

The Business Brew ·

2021/11/24

The one and only David Gardner stops by The Business Brew for an interview Bill has been looking forward to for over a year. David is a Co-Founder of The Motley Fool. He is best known for his Rule Breaker investing strategy but Bill knows him as a person that forced Bill to contemplate how he looks at investing. You can find David’s Rule Breaker podcast at https://www.fool.com/podcasts/rule-breaker-investing/, follow him on Twitter at @DavidGFool, and sign up for The Motley Fool at

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01:27:36

Jonathan Boyar - Intrinsic Value Opportunities

The Business Brew ·

2021/11/18

Jonathan Boyar stops by The Business Brew to discuss his investing philosophy. Jonathan is the President of Boyar's Intrinsic Value Research LLC., an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of Boyar Asset Management, which has been managing money utilizing a value oriented strategy since 1983. He has been interviewed by Barron’s, Welling on

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01:35:14

David Fauchier - Market Neutral Crypto

The Business Brew ·

2021/11/11

David Fauchier stops by The Business Brew to discuss crypto and market neutral strategies in crypto assets. David works at Nickel Digital Asset Management, an investment manager connecting traditional finance with the digital assets market. The firm deploys highly sophisticated low-latency algorithmic trading, pursuing a range of arbitrage strategies in both spot and derivative markets, as well as a range of directional buy-and-hold products. All funds are designed with institutional clients in

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01:15:23

Alexandra Blumenfeld - Red Rover Founder

The Business Brew ·

2021/11/08

Alexandra Blumenfeld stops by The Business Brew to discuss her business, Red Rover. Alex is a Junior at Vanderbuilt University and founded Red Rover, an expert network. Bill, Josh Tarasoff, Trey Kuppin, and Elliot Turner have all used Alex's service and all recommend the service. This conversation will highlight the value Alex provides. See show notes below for details of the conversation. Red Rover Website: redrovernetwork.com Red Rover Twitter Page: https://twitter.com/RedRoverNetwork If

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01:34:08

Kyler Hasson - Playing His Game

The Business Brew ·

2021/11/04

Kyler Hasson (Kyler@hassoninvestments.com) stops by The Business Brew to discuss how he has morphed as an investor and as a Registered Investment Advisor. Kyler is one of Bill's good friends and they've chatted about investments for a number of years now. Kyler is an investor that has gravitated to high quality businesses. He has also gravitated towards a less concentrated portfolio in order to fulfill client objectives. We hope you enjoy listening to the two of them sharing lessons they've

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02:11:30

Chris Bloomstran - Taking Principled Stances

The Business Brew ·

2021/10/28

This week Chris Bloomstran stops by The Business Brew to catch up. Part of this conversation are a bit scary. Parts you may disagree with. Regardless, it's very apparent that Chris thinks A LOT about what he is investing in. Chris is the President and Chief Investment Officer of Semper Augustus Investments Group. He is best known for his annual letters; most of which have an incredibly detailed analysis of Berkshire Hathaway. See https://www.semperaugustus.com/clientletter We hope you enjoy the

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187 results

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