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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

00:56:17

Margot Edelman - Trust This!

The Business Brew ·

2021/10/21

Margot Edelman stops by The Business Brew to discuss corporate communications as well as the Edelman Trust Barometer (see https://www.edelman.com/sites/g/files/aatuss191/files/2021-01/2021-edelman-trust-barometer.pdf). Edelman is an award-winning global public relations consultancy firm. Key findings from the 2021 Trust Barometer are as follows: - Trust in business increased in 17 of 27 countries - Trust is technology declined a substantial amount - People turned to their employer for

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02:23:32

Stinson Dean - Talking Lumber

The Business Brew ·

2021/10/14

Stinson Dean (@lumbertrading on Twitter), owner of Deacon Lumber, stops by The Business Brew to discuss the current lumber market, what happened to lumber in 2020, and how the market got to where it is. This is a long conversation, but deserves the length. Stinson goes deep into what it means to trade physical lumber, how he manages risk, why he is hedged, and much, much more. The goal of this conversation was to have a calmer conversation about lumber than what may have occurred just a year

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01:49:25

Meb Faber - Quant Savant

The Business Brew ·

2021/10/07

Meb Faber joins The Business Brew to discuss his views on investments, geographical diversification, trend following, and much more. Meb's podcast, The Meb Faber Show https://mebfaber.com/podcast/, was one of the first financial podcasts Bill listened to. That show has featured many incredible thinkers, different styles of investments, and more recently many private market investment discussions. In addition to his podcast, Meb writes often and highlights his favorite investment writing

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01:18:57

Kyla Scanlon - A Finfluential Conversation

The Business Brew ·

2021/10/04

Kyla Scanlon stops by The Business Brew to discuss the life of a finance content creator. Kyla is a Gen Z financial content creator. Her content focuses on macro economics, monetary policy, crypto innovation, and more. She chooses to avoid stock discussions in an effort to avoid anything that could be deemed "pumping." Bill wanted to speak with Kyla because he (a) is interested in how younger people are getting introduced to financial markets and (b) thinks she creates content the "right" way.

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01:28:17

J Mintzmyer - Shipping Extraordinaire

The Business Brew ·

2021/09/30

J Mintzmyer (@mintzmyer) is a renowned maritime shipping analyst who directs the Value Investor's Edge ("VIE") research platform on Seeking Alpha. He stopped by The Business Brew to discuss the shipping industry. J is a frequent speaker at industry conferences, is regularly quoted in trade journals, and hosts a popular podcast featuring shipping industry executives. Mr. Mintzmyer also hosts regular "Virtual Investor Forums," which are a must-attend for anyone interested in the shipping and

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01:31:05

Rui Ma - Talking China

The Business Brew ·

2021/09/23

Rui Ma, co host of Tech Buzz China, stops by The Business Brew to discuss what is going on with China's current regulations. This conversation is nuanced, offers perspective on some of China's goals, and touches on a variety of subjects. The goal of the conversation is not to offer answers, per se. Rather, we are trying to help provide a framework of how to think about what the CCP might be attempting to achieve and help listeners think about how to analyze different Chinese competitive dynamics

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01:40:54

Logan Mohtashami - Bear Crusher

The Business Brew ·

2021/09/16

Major Topics: Housing and Macro Logan Mohtashami is a housing data analyst, financial writer, and blogger covering the U.S. economy specializing in the housing market. Mohtashami’s work is frequently quoted in BankRate.com and Bloomberg financial. Logan is also a Lead Analyst for HousingWire. Mohtashami has been an invited speaker at the Americatlyst, California Association Of Realtors and the National Association Of Women In Real Estate Business, and other economic conferences. He is a recurring

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00:48:08

Seth Porges - Director: Class Action Park

The Business Brew ·

2021/09/13

Major Topics: 80s Culture and Film Directing Seth Porges stops by The Business Brew to discuss directing Class Action Park, a beautiful piece of art. The New Jersey and New York fans may appreciate this episode *a bit* more than the rest, but rest assured this is a fun conversation. Check out Class Action Park on HBO Max before listening if you are concerned with spoilers. Why does this episode work on The Brew? Well, for one, because it's dope. But also, Seth bootstrapped production for the

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01:40:20

Thomas Braziel - An Esoteric Episode

The Business Brew ·

2021/09/09

Major Topics: Special Situations, Small Cap Investing, Unique Thinking Thomas Braziel is the Founder and CIO at 507 Capital. The son of bankruptcy lawyers, Thomas was destined to become an expert in distressed investing. He loves looking at weird and esoteric trades and investments. This episode covers behavioral investing, special situations investing, how illiquidity breeds good behavior, and Thomas' big win on his Mt. Gox claims. Thomas has a unique mind and introduces some ideas that are

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01:54:40

Jake Taylor - From First Principles

The Business Brew ·

2021/09/02

Major Topics: Process and Decision Making Improvement Jake Taylor is CEO of Farnam Street Investments, Co-Host of Value After Hours, Host of the 5GQ podcast, author of The Rebel Allocator, and Founder of journalytic.com. Jake and Bill met at Berkshire and immediately became friends. While they invest differently, they have more in common than Value After Hours fans may think. On Value After Hours Jake is known for his "veggie" segments, which are segments that tie investing ideas to other worldy

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02:15:02

Jim O'Shaughnessy - Man, Myth, Legend

The Business Brew ·

2021/08/26

Major Topics: The Human Mind, Life, and Quant Investing Wall Street legend, best selling author, Godfather of FinTwit, and Chief Meme Officer James P. O'Shaughnessy joins The Business Brew. Jim is a one of a kind individual who took time out of his life to help Bill work through some real life issues earlier in the year. They connected as individuals and Bill values Jim's friendship highly. This is a wide ranging conversation about finance, the human brain, and life. Jim has so much knowledge

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00:05:09

Outro - Season 1

The Business Brew ·

2021/06/24

New photo courtesy of Mike Ando. Please see https://www.mikeando.com/ Thank you to all the fans, guests, and especially to Mathew Passy. If you like the intro music you'll love this episode. We will be back soon. Until then, thank you and take care! -Bill

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01:31:48

Rick Van Nostrand, CFA - Consistently Hunting For...

The Business Brew ·

2021/06/17

Rick Van Nostostrand is a Partner and Senior Portfolio Manager at Cornerstone Investment Partners. Cornerstone is an investment boutique in Atlanta, Georgia. The firm manages "mid $2Bn" across a number of value strategies. They have a qualitative approach with a quantitative model that guides them. See https://cornerstone-ip.com/. Prior to Conerstone, Rick was a voting member of the investment committee at EARNEST Partners and served on the Fundamental Value product at Invesco Capital

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01:44:46

Jason Buck - Survive Like A Cockroach

The Business Brew ·

2021/06/10

Jason Buck (@JasonMutiny on Twitter), Co Founder and CIO of Mutiny Funds, stopped by for the first in person interview on The Business Brew. Mutiny is releasing the Cockroach Portfolio, a portfolio designed to survive any market conditions. See https://mutinyfund.com/ for details. In this episode Jason discusses his history as an entrepreneur, which took a hit in the Great Financial Crisis. That event caused Jason to think about whether it was possible to hedge entrepreneurial risk. After

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00:59:59

Jason Wild - From $80k to $1.7Bn

The Business Brew ·

2021/06/03

Jason Wild is the founder and President of JWAM, an SEC-registered investment adviser with over $1.7 billion under management. Jason found investing during his last year of pharmacy school. Taking Peter Lynch seriously, he invested every other paycheck in pharmaceutical ideas he thought were undervalued. His theses were correct far more often than they weren't and he made himself almost a half million dollars in the market. After proving his competence, he started a fund with a mere $80,000.

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02:01:53

Arnold Van Den Berg - A Must Listen Life, and...

The Business Brew ·

2021/05/31

Arnold Van Den Berg is one of the most unique investors alive today. He is Jewish and was born in Amsterdam, Holland, in 1939. As a toddler, he and his family were forced to hide in a small closet when the Nazis searched his street. His mother was concerned that Arnold and his brother, then 5 years old, would not be able to keep quiet during the searches. Consequently, she arranged for Arnold and his brother to be smuggled out of Amsterdam. While Arnold was successfully smuggled out of

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01:37:30

David Barr - From Venture Capital to The Venture...

The Business Brew ·

2021/05/27

David Barr (@PenderDave on Twitter) is the President and Portfolio Manager at Pender Fund Capital Management. He focuses primarily on Canadian small cap equities, but is not limited to that subset of investments. Bill met Dave at an MOI Global event in 2019 and was very excited for Dave to join The Business Brew because Dave truly loves stock picking. Dave is extremely well respected, high integrity, and looks at the world through a unique lens. While some people see small cap investing as

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02:34:02

Francisco Olivera and Alex Morris - The Squad

The Business Brew ·

2021/05/24

This episode features Francisco Olivera (@FrancoOlivera on Twitter) and Alex Morris (@TSOH_Investing on Twitter). Francisco and Alex are Bill's "mastermind" group. The three of them talk daily and discuss ideas. Scroll down to see topics and time stamps. This episode was recorded in early May. The AT&T and Discovery deal changes some of the discussion. Nevertheless, the thought process is what's more important than the event outcome. Alex and Francisco will return in Season 2 to

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01:37:45

Brian Feroldi - Man or Machine?!

The Business Brew ·

2021/05/20

Brian Feroldi (@brianferoldi on Twitter) joined The Business Brew to discuss his investment philosophy. Brian is doing some very cool things to spread the message of personal finance and intelligent investing. Matt Cochrane (@matt_cochrane on Twitter) and Austin Lieberman (@libermanaustin on Twitter) vouch for him as a person. That means something to Bill. As for the discussion, Bill enjoyed speaking to Brian very much. Brian is process driven, open minded, and implements a different style

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02:08:50

Austin Lieberman - Squash The Beef

The Business Brew ·

2021/05/17

Title - Austin Lieberman - Squash The Beef Description - Austin Lieberman stops by The Business Brew for a special “squash the beef” episode. Austin and Bill are mortal enemies stemming from a classic “value vs growth” bet. Please see this GoFundMe link for details https://www.gofundme.com/f/fintwit-war-value-vs-growth?utm_campaign=p_cp_url&utm_medium=os&utm_source=customer. While Austin and Bill are not actually mortal enemies, they did disagree on their investment philosophy. Austin is more

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187 results

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