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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

01:06:46

George Livadas - A Long Short Discussion

The Business Brew ·

2021/05/13

George Livadas stopped by The Business Brew to discuss his background, investing framework, and investment strategy. George is the founder and CIO of Upslope Capital Management. Bill really likes how George looks at the world. You can find George's work at https://www.upslopecapital.com/. George's portfolio tends to be focused on industries he covered in the past. Bill was curious to discuss how George thinks of his gross exposure (long exposure minus short exposure) and whether shorting has

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02:06:41

Jeremy Raper - Credit Focused Equity

The Business Brew ·

2021/05/06

Jeremy Raper stopped by The Business Brew to discuss his unique way of viewing equity markets. Jeremy is a global investor that looks for value in obscure places. He views the world through a credit lens, which is fun for Bill since that’s Bill’s background. This episode covers position sizing, illiquid microcap positioning, global investing, and more. Thank you to Jeremy for joining!

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01:19:11

Jared Kaplan - CEO Interview - OppFi

The Business Brew ·

2021/05/04

First and foremost, Bill owns stock in OppFi. This episode is not an invitation or solicitation to buy or sell shares in FGNA, the entity that OppFi is merging with in a SPAC transaction. Second, The Business Brew and Bill encourage listeners to do their own due diligence and talk to their financial advisor before purchasing or selling shares in any security. With that said, Bill wanted to interview Jared because OppFi sits at the intersection of many Business Brew episodes. To begin, FGNA is

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01:31:45

William Green - Author Interview - Richer, Wiser,...

The Business Brew ·

2021/05/03

William Green is the author of RICHER, WISER, HAPPIER: How the World’s Greatest Investors Win in Markets and Life (April 20, 2021; Scribner). Green has written for many leading publications in the US and Europe, including The New Yorker, Time, Fortune, Forbes, Barron’s, Fast Company, Money, Worth, Bloomberg Markets, The Los Angeles Times, The Boston Globe Magazine, The New York Observer, The (London) Spectator, The (London) Independent Magazine, and The Economist. He has reported in places as

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02:08:35

Corey Hoffstein - More Than A Model; Idiot (Yes,...

The Business Brew ·

2021/04/29

Corey Hoffstein, host of Flirting with Models, stopped by The Business Brew to have a wide ranging conversation about markets and his career. Corey is an amazing thinker. Rather than summarize his thoughts we would direct listeners to his website: https://blog.thinknewfound.com/author/choffstein/. You can find his podcast links at https://www.thinknewfound.com/podcast. He's a great guy, incredibly smart, and this is one cool conversation. We hope you listen and enjoy! Corey is the Co-Founder

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01:46:03

Preston Pysh - From "Value" to Bitcoin

The Business Brew ·

2021/04/22

In this episode Preston Pysh joins The Business Brew. Preston needs no introduction in the financial podcast world. But just in case... Preston Pysh is an authority in business, investing, and leadership. His business podcast is globally ranked #1 on iTunes for stock investing and numerous other categories. On Amazon, Preston is globally ranked as a top 100 business author. His work has been translated into numerous languages and he writes about international finance and central banking. His

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02:09:24

Aaron Edelheit - Mindset Mastery

The Business Brew ·

2021/04/20

Bill invited Aaron to stop by The Business Brew to have some fun and do a 4/20 episode. While the conversation does touch on cannabis, the more important parts of the conversation involve Aaron's philosophy of work life balance. Aaron is a strong advocate of the 24/6 workweek. He is a staunch advocate of observing a work sabbath weekly. We hope there is wisdom and entertainment in this episode. Aaron's bio is as follows: Aaron M. Edelheit is the CEO and Founder of Mindset Capital, a private

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01:22:39

Heather Brilliant - Intentionally Constrained

The Business Brew ·

2021/04/15

In this episode Heather Brilliant stops by The Business Brew to discuss what it is like to run a valuation focused asset manager in 2021. Heather has a unique view on asset management and what she is trying to accomplish at Diamond Hill. She is stakeholder focused and believes constraining asset management capacity helps align client and manager incentives. She currently serves as Chief Executive Officer and President for Diamond Hill Capital Management, an independent active asset management

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01:34:08

Kyle Cerminara - All In

The Business Brew ·

2021/04/08

Please see https://www.fgfinancial.com/corporate-overview/officers-directors/default.aspx for Kyle's official bio. Kyle "stopped by" The Business Brew to discuss his role as CEO of Fundamental Global. In that capacity, he is focused on four portfolio companies: Ballantyne Strong Inc, BK Technologies Corp, GreenFirst Forest Products Inc, and SPAC that reached a definitive agreement to purchase Opportunity Financial. Kyle has a very interesting background. He is mentioned in David Einhorn's

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02:16:43

Adam Robinson - A Unique Mind

The Business Brew ·

2021/04/01

Adam Robinson is the Co-Founder of The Princeton Review, a NY Times Best Selling author, and a US Chess Federation life master. He currently works as a global macro advisor to the heads of some of the world's largest hedge funds through Robinson Global Strategies. Bill has wanted to interview Adam since he heard Tim Ferris interview Adam at The 92nd St. Y. You can find one of his episodes with Tim Ferris at https://www.youtube.com/watch?v=oSyMmleisQM. See also Adam's interview with Shane

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01:29:56

Sanjay Ayer - The Example of Self Awareness

The Business Brew ·

2021/03/26

Sanjay Ayer is a Portfolio Manager & Business Analyst at WCM; which he joined WCM in 2007. His primary responsibilities are portfolio management and equity research for WCM's global, fundamental growth strategies. Since he began his investment career in 2002, Sanjay’s experience includes a position as Equity Analyst at Morningstar, Inc. in Chicago. In this episode Sanjay "stops by" The Business Brew to have a candid conversation about what really matters in investing. Sanjay has spent a lot of

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02:16:02

Elliot Turner - Growth At A Reasonable Price Defined

The Business Brew ·

2021/03/18

Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high-quality investment opportunities, and strategic portfolio management. In this episode Elliot joins The Business Brew to discuss his days as a Phish podcast host, being a business analyst, his thoughts on the

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02:05:28

Liz Simmie - A True ESG Manager

The Business Brew ·

2021/03/11

Liz Simmie is the Co-Founder of Honeytree Investment Management, a firm that lives ESG investing. See the end of this description for Liz' official bio. In this episode Liz Simmie stops by The Business Brew to talk all things ESG. Unlike many "ESG" managers, Liz actually practices what she preaches. Said differently, Liz is the real deal and doesn't just use ESG as a marketing tool. The catalyst for this conversation was Bill thinking about morality in investing. On one hand, owning assets

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02:07:41

Ian Cassel - Micro Machine

The Business Brew ·

2021/03/04

Ian Cassel is the CIO at Intelligent Fanatics Capital Management ("IFCM"). IFCM invests in the smallest public companies in the world. They focus on businesses that are run by management teams who are capable of growing those businesses while benefiting stakeholders. Ian also founded MicroCapClub. In this episode Ian discusses how he became a microcap investor. One of his first successes was XM Satellite Radio. He discovered the company when it was a microcap trading for $2/sh and didn't have any

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01:58:20

Oren Falkowitz - No Phishing Way

The Business Brew ·

2021/02/25

Oren Falkowitz is the founder of Area 1 Security. He was Chief Executive Officer of Area 1 2013-2020 and currently serves on the Board of Directors. Mr. Falkowitz holds numerous patents and is an avid wearer of bow ties on Thursday. Previously, he was the founder of sqrrl (acquired by Amazon) and held positions at the National Security Agency (NSA) and United States Cyber Command (USCYBERCOM). He joined the Business Brew to discuss his career and the cyber security landscape. We hope you

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01:54:14

Derek Walin - Entrepreneur and Music Maven

The Business Brew ·

2021/02/18

The Business Brew is pleased to feature Derek Walin, @walin on Twitter, this week. Derek is Bill's cousin. They grew up together and Bill has known Derek since he was born. As Derek grew, Bill watched him become the consummate entrepreneur. Derek began landing "gigs" as a magician. He would do magic for kids, elderly people, and anyone that would book him (by calling his parents). After that, Derek took a liking to DJing (before it was cool). He earned money throughout his high school years

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01:25:09

Moses Kagan - Permanent Real Estate Investing

The Business Brew ·

2021/02/11

Moses Kagan is a co-founder of Adaptive Realty, the Los Angeles-based real estate private equity firm. Since 2008, through Adaptive and predecessor entities, he has overseen the acquisition and rehabilitation of nearly 100 properties. Adaptive is laser focused on sub institutional scale multifamily. So these are deals between three and 10 million dollars of total capitalization. The firm is unusual in the real estate private equity world because they buy and hold real estate rather than buying

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01:54:37

Bonus: Andrew Walker - A SPACtacular Conversation

The Business Brew ·

2021/02/10

Andrew Walker, a PM at Rangeley Capital, author of Yet Another Value Blog, and host of Yet Another Value Podcast stopped by to discuss SPACs and his investment philosophy. We are releasing this episode as a bonus because there are some elements of it that require a faster release than normal. Areas discussed were SPACs, sum of the parts analysis, Getting Better as an Investor, and the current market environment. Andrew has had an interesting career. He's found "compounders," special situations,

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01:57:43

Mike aka @NonGaap - Master of the Dark Arts of...

The Business Brew ·

2021/02/04

Mike is an ex-activist investor who writes about tech, corporate governance, the power of friction & incentives, strategy, interpersonal board dynamics, and activist fights. In this episode Mike and The Business Brew discuss everything from corporate governance to the potential for charismatic personalities to use their brand to make a run at real companies. Mike has a unique outlook on the world. Mike describes how the clues in corporate governance actions can help investors triangulate their

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01:55:46

Shomik Ghosh - A SaaSy Conversation

The Business Brew ·

2021/01/29

The Business Brew is joined by Shomik Ghosh. Mr. Ghosh is a Principal at Boldstart Ventures, a day one, pre-product partner for technical founders with portfolio companies such as Snyk, Kustomer, BigID, Superhuman, Front, and Security Scorecard. His career has spanned everything from fixed income sales & trading to investment banking to venture capital. He specializes in enterprise software for his day job and long-term competitively advantaged businesses in his PA (a lot of which are also

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187 results

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