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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

00:50:46

Aaron Edelheit and Stuart Loren - Never Again

The Business Brew ·

2023/10/19

This isn't a typical episode, but it's an important one. We hope it leads to some important discussions.

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01:38:35

Peter Mantas - The Potential Opportunity in Life...

The Business Brew ·

2023/10/12

Peter Mantas of Logos LP, https://www.logoslp.com/, stops by The Business Brew to discuss the state of the life sciences industry. Life sciences is an industry that has produced many stocks that generated abnormal returns. We hope to unpack some of the reasons behind those returns in this discussion. For more information on how Peter invests, please see https://podcasts.apple.com/us/podcast/peter-mantas-logos-lp-portfolio-construction-biotechs/id1492171651?i=1000537962817 on Apple

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01:30:47

Andrew Walker - Yet Another Value Discussion!

The Business Brew ·

2023/07/27

Andrew Walker, author of Yet Another Value Blog, host of Yet Another Value Podcast, stops by The Business Brew to chat. Andrew hosts one of the best financial podcasts out there, and is a great writer. We both hope you enjoy this conversation! 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 for all company reported data, and allows for investment teams to ake the most informed decisions

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01:23:23

Charles Frischer and Asheef Lalani - Fairfax Is A...

The Business Brew ·

2023/07/20

Charles Frischer and Asheef Lalani stop by The Business Brew to discuss why they like Fairfax as an investment. Quick reminder to do your own work!!! Asheef Lalani as an independent director to the board of Sailfish Royalty Corp. Mr. Lalani graduated from the University of Waterloo with a Bachelor of Mathematics and Masters of Accounting, earned the CA/CPA designation in 2002 and is a CFA charterholder since 2003. Asheef first started his career with PricewaterhouseCoopers in 1998 and went on to

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01:17:08

Arvind Sanger - The Sustainable Energy Transition

The Business Brew ·

2023/07/14

Arvind Sanger stops by The Business Brew to discuss his views on the world's sustainable energy transition. Mr. Sanger has a ton of experience and is a wealth of knowledge. He is the founder of Geosphere Capital, a global long-short fund manager currently investing in natural resources, new energy and Indian equities. Prior to that, between 2002 and 2007, Mr. Sanger was a Portfolio Manager at SAC Capital (his portfolio grew very quickly), running one of the largest equity portfolios and managing

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01:15:22

Derek Pilecki - A Financials Specialist

The Business Brew ·

2023/07/06

Derek Pilecki stops by The Business Brew to discuss Financials. Derek is a Financials specialist with a track record that speaks for itself. See https://gatorcapital.com/ for more information. Derek currently manages a long/short financials strategy, long-only financials strategy, and various other individual portfolios. He has managed a private fund for 11 years. He also launched one mutual fund and took over management of another mutual fund. From 2002 through 2008, Derek was a member of the

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01:16:05

Value Stock Geek - Geeking on Value

The Business Brew ·

2023/06/08

ValueStockGeek (“VSG”) stops by The Business Brew to discuss his evolution as an investor. VSG can be found on Twitter at @valuestockgeek, his portfolio can be found at https://portfoliocharts.com/portfolio/weird-portfolio/, and his blog is at https://www.securityanalysis.org/ We hope you enjoy the conversation. The Business Brew will be off for a few weeks after this episode. We shall return. Sponsor Info: ⁠⁠Daloopa ⁠⁠is founded by a former hedge fund analyst to bring simplicity into the

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01:35:06

Ian Bezek - Emerging Value

The Business Brew ·

2023/06/01

Ian Bezek stops by The Business Brew to discuss his thesis on why emerging markets, specifically Colombia and Mexico, might be extraordinary value today. Ian is best known for his investment writing, which supports his day to day life. His primary focus is Latin America. So much so that he moved from New York to Guatemala. He now resides in Colombia, which gives him unique perspective on the political landscape in that country. Mentioned in the episode: John Hempton on “averaging down” -

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01:06:41

Braden Dennis - Building ⁠Stratosphere.io

The Business Brew ·

2023/05/25

Braden Dennis, founder of Stratosphere.io, stops by The Business Brew to discuss how he developed the product, running a startup, sales, investing, and much more. The Business Brew is grateful for Stratosphere.io's sponsorship and can unequivocally state that this episode would run regardless of the sponsorship. Bill has enjoyed getting to know Braden and the team and wishes them the best.Detailed Show Notes: 5:20 - Braden's background 8:50 - Your product is useless if you wouldnt

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01:25:31

Meb Faber Returns!

The Business Brew ·

2023/05/19

Meb Faber, CIO and CEO of Cambira Investments returns to The Business Brew. Bill wanted to chat with Meb about the global diversified portfolio and Meb agreed to come on. The conversation also discusses drawdown emotions, the merits of ETS vs mutual funs, Meb's thoughts on marketing, and much more. Meb is a great thinker, entrepreneur, and podcast host. He's also one cool dude. You can find Meb's writing here. You can find his podcast on Apple here and on Spotify here. Other links

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01:22:18

Dave Waters - Searching Nooks and Crannies

The Business Brew ·

2023/05/11

Dave Waters of Alluvial Capital Management, LLC stops by The Business Brew to discuss how he approaches investing. You can find all his letters, partnership info, etc., at https://alluvialcapital.com/Dave primarily focuses on investments that you probably haven't heard of. He invests in illiquid securities, foreign securities, companies coming out of bankruptcy, and more. His portfolio is as unique as his path to investing.We hope you enjoy the conversation.Sponsor Info:Daloopa is founded by

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01:10:11

Josh Clarkson - Alternative Credit

The Business Brew ·

2023/05/04

Josh Clarkson stops by The Business Brew to discuss alternative credit investments. Josh is a managing director at financial communications firm Prosek Partners, stops by The Business Brew to discuss communications, branding and marketing for alternative asset managers and his passion for working with clients in the private credit space. Josh has over a decade advising a wide range of financial sector and corporate clients on matters from corporate narrative building, positioning and profile

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01:33:52

Kristof Gliech - Choosing Managers

The Business Brew ·

2023/04/29

Kritof Gleich, President and CIO of Harbor Capital Advisors, stops by The Business Brew to discuss his views on picking managers. Kristof has over 20 years of investment experience with stints at Goldman Sachs, JP Morgan, and BlueCove Asset Management (which Ares purchased a stake in). Harbor Capital Advisors spcializes in partnering with boutique investment managers in an effort to create superior investment outcomes. Kristof has spent a lot of time developing a “factor framework” for evaluating

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01:36:58

Mario Cibelli - Seeing Value in SMID

The Business Brew ·

2023/04/20

Mario Cibelli stops by the Business Brew to discuss his views of the world as it exists today. Mr. Cibelli is the CIO and Managing Partner at Marathon Partners Equity Management, LLC. This conversation covers why SMID caps might be an interesting opportunity at the moment, when companies should and should not be public, how Mario does his research, being involved and adding value to management teams, and much more. Shout out to Stratosphere.io for sponsoring the show. It was a pleasure to pitch

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00:34:56

Dr. Luke Benoit - Grip It and Ryp It

The Business Brew ·

2023/04/15

Bill and Dr. Luke Benoit talk about Luke's invention, the RypStick. This is a golf specific episode. Luke Benoit founded RypStick, a product Bill uses and enjoys. RypStick helps golfers add distance to their game and Bill wanted to feature Luke because he respects what Luke created.Normal episode will be back next week.

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01:24:47

Mathew Passy - THE Podcast Consultant

The Business Brew ·

2023/04/06

Note - This podcast has some advice that may be able to help you think about marketing your firm and/or yourself. Should you need a host, reach out to Bill. Should you need an editor, reach out to Mathew. Mathew Passy (@mathewpassy on Twitter), founder/owner of The Podcast Consultant stops by The Business Brew to discuss his career, how he started his business and became the person behind your favorite finance podcasts, the podcast industry generally, tips for appearing on podcasts, the business

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01:24:37

Ian Cassel - A Micro Perspective

The Business Brew ·

2023/03/30

Ian Cassel stops back by The Business Brew to check in. As you may remember, Ian is a full-time microcap investor and founder of MicroCapClub. Ian started investing as a teenager and learned from losing his money over and over again. Today he is a full-time private investor that supports himself and his family by investing in microcaps. He is also the author of two books: Intelligent Fanatics Project: How Great Leaders Build

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01:19:49

Devin Anderson - Exploiting Behavioral Biases

The Business Brew ·

2023/03/23

Devin Anderson, CEO and co-founder of Convexitas, stops by The Business Brew to discuss his firm's approach to risk management via options strategies. In short, Convexitas seeks to exploit structural options mispricing resulting from market participant's biases. What does that mean in plain English? Well, there are people that sell financial yield strategies that involve selling puts and selling covered calls. If enough of the market does that there is a chance the front month option

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00:44:03

Michael Batnick - The Not So Irrelevant Investor

The Business Brew ·

2023/03/20

Michael Batnick, author of The Irrelevant Investor blog (https://theirrelevantinvestor.com/) and Big Mistakes: The Best Investors and Their Worst Investments (https://www.amazon.com/Big-Mistakes-Investors-Investments-Bloomberg/dp/1119366550) and Co Host of The Compound and Friends (https://podcasts.apple.com/us/podcast/the-compound-and-friends/id1456467014 for Apple and https://open.spotify.com/show/5VKsKPZUtwVylxslLie36k on Spotify) stops by The Business Brew for a quick chat. In this episode Bill

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01:15:59

Dan Zwirn - Unconstrained Opportunities

The Business Brew ·

2023/03/16

Dan Zwirn, CEO and CIO of Arena Investors, stops by The Business Brew to discuss his investing strategy. Arena Investors, LP is a registered investment advisor that originates investments (generally below $50 million) with borrowers and other counterparties who need access to financing and are otherwise not able to access conventional sources. They have complete mandate flexibility across industry, product, and geography. In Dan's words, "The real beauty of our approach, to me, is

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187 results

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