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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

01:07:30

Hunter Hopcroft - In Defense of REITS (and Marty...

The Business Brew ·

2024/05/16

Hunter Hopcroft, Managing Director, Portfolio Solutions at Armada ETF Advisors, stops by The Business Brew to primarily discuss REITs. Hunter is quite a thinker and the conversation veers into other parts of markets such as AI, how the economy is changing and more. You can find Hunter's writing here: https://www.lewisenterprises.blog/ Bill pinged Hunter after someone (on the Twitter machine, so you know it's factual) made a comment that REITs are inherently bad investment vehicles. We hope

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01:40:40

Elliot Turner Returns

The Business Brew ·

2024/05/09

Elliot Turner, Managing Partner and CIO of RGIA Investment Advisors, returns to The Business Brew for a great conversation. To start, Bill and Elliot discuss what Elliot learned from the period of 2021 to now. They then discuss some specific stock ideas, thoughts on portfolio management, and much more. We hope you enjoy. Note: This episode was recorded on April 3, 2024. Bill owns a small position in Fevertree (established after recording) and a basket of positions in some smaller life science

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01:07:03

Darren Fisk

The Business Brew ·

2024/04/19

Darren Fisk, Founder and CEO of Forum Investment Group, LLC, stops by The Business Brew to discuss his real estate investment firm, strategy, and thoughts. Darren focuses on multifamily real estate. His background is in lending and he added an equity focus during the GFC. This conversation covers lending, insurance, how to think about development, and more. Darren's father in law taught him that "Cash may be king, but cash flow is queen." Thus, in the beginning of Forum they were

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01:34:51

Matthew Sweeney - Discussing Value

The Business Brew ·

2024/04/10

Matthew Sweeney, CFA, Managing Partner & Portfolio Manager of Laughing Water Capital stops by The Business Brew for a laid back conversation about how he approaching investing. Laughing Water Capital tends to focus on smaller companies in an effort to find overlooked opportunities. In the episode, Matt talks about his idea of "value," how he got started in the business, and why he prefers stocks with smaller ($500mm-$3Bn) market capitalizations.We hope you enjoy the episode

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00:57:51

Hedda Nadler - Repping The Legends

The Business Brew ·

2024/03/07

Hedda Nadler, co-founder of Mount & Nadler, stops by The Business Brew to discuss her career as one of the leading marketing practitioners serving professional money managers. Mount & Nadler represents a broad range of clientele in the financial and investment spheres, with an emphasis on investment companies and money managers. This conversation gives the perspective of one of the people behind the scenes of finance. Under Hedda's direction, Mount & Nadler is known among mutual

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01:10:18

Quick Drop: Wes Gray - Talking about BOXX, creating...

The Business Brew ·

2024/03/02

Wes Gray, the Alpha Architect himself, stops by the Business Brew to discuss how he (a) created the ETF $BOXX, (b) helps people start their own ETFs, (c) why value and momentum work as factors, and much more. This episode is a quick release after Corey Hoffstein's. It may or may not be the only episode we release for the next 13 days or so. The release cadence is influenced by the amount of press BOXX has been getting. We hope to add to your understanding. As always, do your due

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01:29:09

Corey Hoffstein - Get Stacked!

The Business Brew ·

2024/02/29

Corey Hoffstein, Founder and CEO of Returned Stacked Portfolio Solutions, stops by to discuss how he uses ETFs to leverage his investing assets. Corey and Bill discuss a concept that is not novel to institutional investors, but may benefit individuals today because of ETF innovations. Bill wanted to discuss how Corey came up with his idea, how he executes his idea, and what risks his strategy might have. You can find more information at Return Stacked Portfolio Solutions. Sponsor

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01:21:48

Will Thomson On Lithium, Copper, And More

The Business Brew ·

2024/02/22

Will Thomson of Massif Capital returns for his annual appearance. In this episode he teaches about the lithium and copper markets. The end of the episode is more general and worth hanging around for.You can find Massif Cap's letters here. The Q4 letter discusses lithium on Page 7. Whole letter is worth a read. Sponsor Info: ⁠⁠⁠⁠⁠⁠Daloopa⁠⁠⁠⁠ ⁠⁠is founded by a former hedge fund analyst to bring simplicity into the investment process. ⁠⁠ ⁠⁠⁠⁠Daloopa ⁠⁠⁠⁠⁠⁠offers an AI driven single source

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01:43:31

Devin Martin - Finding Your Drive

The Business Brew ·

2024/02/08

Devin Martin, recommended by the one and only Tom Morgan, stops by the show to discuss how he helps high performing individuals hone in on what they truly want out of life. Devin primarily works with successful people who want to achieve something more/different. In this episode we discuss his methodology. There is some discussion of ayahuasca and psychedelics so be prepared (shout out to one of the best songs in The Lion King). As always, we hope you enjoy the show! Big shoutout to Daloopa

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01:04:29

The Pros and Cons of Being Public with Andrew Walker

The Business Brew ·

2024/02/02

Andrew Walker, friend of the pod, returns to discuss some of his reflections following the Spirit merger ruling going against him. Bill pinged Andrew following the ruling and asked whether he would want to come back on the podcast to discuss the pros and cons of publicly liking a stock idea that does not work out. For those that listened to the episode a few weeks ago, or remember Bill's Qurate days, you may glean a little more insight into why the Spirit merger caused Bill to think so

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01:21:16

Sustainable Air Fuel - A Primer

The Business Brew ·

2024/01/25

Kyle Mowery, Founder and Portfolio Manager at Grizzly Rock Captial, LLC, stops by the Business Brew to teach the audience about sustainable air fuel. Bill deviates the conversation *a bit* to renewable diesel at times, but SAF is the primary topic. SAF is a potentially interesting investment topic because it is the only known way to decarbonize air travel. Importantly, there appears to be a shortage in the near term. Companies discussed include Darling (DAR), Calumet (CLMT), LanzaJet (LNZA) and

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00:18:49

Some Thoughts And Things - Regular Pod Back Next Week

The Business Brew ·

2024/01/19

This is a brief message from Bill. Sent in the spirit of communication with the fans. After listening to it, it's about 85-90% accurate with some incomplete thoughts and some things that could have been said differently. But, the overall message and general feeling is accurate-ish. Looking forward to dropping an episode next week. Like, subscribe and rate. Please and thank you!

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01:15:06

Todd Schwartz - Expanding Credit Access

The Business Brew ·

2023/12/16

Todd Schwartz, Founder, CEO and Executive Chairman of OppFi, stops by The Business Brew to discuss how he expands credit access. OppFi was featured on this program when it was going public via SPAC. The company did not perform to expectations once it was public and Todd reengaged in order to right the ship. This episode is about OppFi and Todd, but it is also about usury laws and policy. It is a company that has made Bill think a lot. We hope you find the conversation interesting. Disclaimers:

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01:38:01

Ben Jenkins - On Mentorship, Being a Professional,...

The Business Brew ·

2023/12/07

Ben Jenkins, President and Chief Investment Officer at Digital Bridge Group Inc, stops by The Business Brew to have a discussion about professional development, mentorship, and investing in digital infrastructure. Digital Bridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure. The firm has $75Bn of assets under management, 30+ portfolio companies, and over 100 digital infrastructure professionals

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01:07:45

Craig Moffett Returns

The Business Brew ·

2023/12/01

Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine’s All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on seventeen separate occasions, including nine separate appearances as the #1 analyst in America in either U.S. Telecom and/or Cable & Satellite. Craig returns to The Business Brew to give an update

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01:55:52

Bill Chen - Is Now The Time for REITs

The Business Brew ·

2023/11/23

Bill Chen, Managing Director at Rhizome Partners, stops by The Business Brew to share his thoughts on why publicly traded REITs are an attractive opportunity. Rhizome Partners is a private partnership targeting deep-value investments with a large margin of safety. In this episode Bill lays out his argument for why publicly traded REITs qualify for consideration now. We hope you have a wonderful Thanksgiving with your family. Hopefully this provides some less controversial dinner table

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01:08:55

Andrew McAfee - The Geek Way

The Business Brew ·

2023/11/16

Andrew McAfee (@amcafee) stops by The Business Brew to discuss his new book The Geek Wayhttps://www.amazon.com/Geek-Way-Radical-Mindset-Extraordinary/dp/B0C1DQW5FC/ref=sr_1_1?keywords=Andrew+McAfee&qid=1700075448&s=audible&sr=1-1Andrew is a Principal Research Scientist at the MIT Sloan School of Management, co-founder and co-director of MIT’s Initiative on the Digital Economy, and the inaugural Visiting Fellow at the Technology and Society organization at Google. He studies how

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01:51:29

Jeremy Raper Returns

The Business Brew ·

2023/11/10

Jeremy Raper returns to The Business Brew to discuss what he has been up to lately. Jeremy is currently focused on smaller situations and being the catalyst for value realization. We hope this episode is entertaining and informative. We also implore you to do your own research and due diligence.His bio can be found at https://rapercapital.com. He describes himself as follows:Australian born and raised, I majored in History at Harvard University (Class of ’08). I have 12+ years of buy- and

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02:09:45

Keith Smith - Looking At Unique Ideas

The Business Brew ·

2023/11/02

Keith Smith stops by The Business Brew to discuss BDCs, auto dealers, and other ideas he has been looking at. Keith has been looking in areas that are less well covered. Keith has over 20 years of business valuation experience as well as being trained as an engineer. In addition to managing the Bonhoeffer Fund’s portfolio, Keith serves as an advisor to Willow Oak Asset Management. He is a CFA charterholder and received his MBA from UCLA. He has held positions with Empire Valuation Consultants,

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02:18:47

Ryan O'Connor

The Business Brew ·

2023/10/26

Ryan O'Connor of Crossroads Capital stops by The Business Brew to discuss Nintendo, inflection investing, and much more. You can find his piece on Google's potential antitrust risk here: https://assets.website-files.com/5fdcb736a43f592037fbd4b4/64f927a7f3a8d64b1a40ac64_21st%20Century%20Trust%20Busting%20and%20Tail%20Risks.pdf Check this out as well! https://twitter.com/aboveavgodds/status/1701620751210607072?s=46 Sponsor Info:⁠⁠⁠Daloopa⁠ ⁠⁠is founded by a former hedge fund analyst to bring

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187 results

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