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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

01:12:06

Matthew Quigley - Pricing Potential: How Lending and...

The Business Brew ·

2025/10/29

Matthew Quigley, Founder of Draft Line Capital, stops by the show to discuss lending to athletes. Matthew got involved in sports via FSU's booster program. He eventually joined FSU to work on recruiting and coaching students on how maximize NIL earnings.Matthew now runs Draft Line Capital. Draft Line lends to athletes to help them: with working capital, purchase loss of value insurance, and more. Notably, Draft Line will not lend for frivolous expenses. Learn more listening! Contact Matthew

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01:36:27

Peter Mantas Returns

The Business Brew ·

2025/10/15

Peter Mantas of Logos LP, ⁠https://www.logoslp.com/⁠, stops by The Business Brew for an update. The previous episode discussed the potential of the life sciences industry. Since then uniQure released potentially groundbreaking results. Hence, Peter came back for an update. Shoutout to the ClearPoint group chat! 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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01:37:38

Maja Vujinovic - Crytpo Convo; Ethereum's Role In The...

The Business Brew ·

2025/10/09

Maja Vujinovic stops by The Business Brew for a crypto discussion. Maja is CEO of FGNX, a D.A.T. The meat of this conversation is about Maja's experience in payments and how that led her to crypto. Maja then discusses Bitcoin and Ethereum's role in the modern financial system. Sponsorship InformationThank you to ⁠⁠Fiscal.ai⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠fiscal.ai/brew⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find

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01:00:05

Dan Rasmussen - Sacred Cow Slayer

The Business Brew ·

2025/09/25

This week, Dan Rasmussen - founder of Verdad Advisors and author of The Humble Investor - drops by to challenge conventional wisdom, discuss humility, and stir up some lively debate. In this conversation, Dan discusses his investment philosophy; focusing on the risks associated with private equity, the unpredictability of future growth, and the importance of patience in investing. Dan also touches on his approach to investigating biotech investing. We hope you enjoy the show. Sponsorship

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01:30:52

David Gardner - Mastering the Art of Long Term Investing

The Business Brew ·

2025/09/16

David Gardner returns to discuss his new book: Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. After decades of research, the book is a culmination of David's work in investing. This conversation should whet your appetite and help understand David's philosophy.TakeawaysInvesting requires a long-term mindset and patience.Market volatility is a natural part of investing.Concentration in a few strong positions can be beneficial.Initial position

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01:27:51

Braden Dennis - Beyond Bloomberg: Competing in the AI...

The Business Brew ·

2025/09/12

Braden Dennis stops by to discuss building Fiscal.ai. Long time show listeners may remember Stratosphere.io. That was "Era 1" of the company. Today, Braden is working on "Era 3" of the company; Fiscal.ai.Braden talks about building a product for himself, to acquiring customers, to early LLM adoption, and finally to competing with FactSet. Fiscal.ai recently raised $10mm in a Series A round led by Portage and Social Leverage. We hope you enjoy the conversation. It's a cool story. ALSO, if you use

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01:12:30

Spencer Cibelli - Haypp Group: Nicotine's...

The Business Brew ·

2025/09/05

Spencer Cibelli, Investment Associate at Robotti & Company, stops by to discuss Haypp Group; the world’s largest online retailer of nicotine pouches and traditional snus products. The nicotine pouch category is, as Mugatu would say, "So hot right now." Spencer details Haypp's unique characteristics, benefit to customers, and value offered to suppliers. This business has an interesting niche. And may just be an unlikely "Win-Win-Win" example. Enjoy the episode! Sponsor

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01:06:13

Jeffrey Collins - Uncorrelated Private Assets

The Business Brew ·

2025/08/25

Jeffrey Collins, Managing Partner of Cloverlay, stops by to discuss how Cloverlay builds private portfolios to offer clients uncorrelated returns. In this conversation, Jeff explains how Cloverlay provides access to private assets that are often overlooked by traditional investors, emphasizing the importance of correlation in portfolio management. The discussion covers various investment opportunities, including sports rights, telecom spectrum auctions, dark fiber, and intellectual property. Jeff

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01:12:45

Ryan Dobratz - Fannie, Freddie & The Future

The Business Brew ·

2025/08/19

Ryan Dobratz stops by to discuss various aspects of the real estate market, primarily focusing on Freddie Mac and Fannie Mae. The discussion touches on the political implications surrounding Freddie and Fannie, as well as trends in the residential housing market and manufactured housing policies. Weaved into the conversation is interest rates, CPI, and the impact of AI on industrial real estate. TakeawaysThe real estate market is currently experiencing a divergence in performance across different

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01:19:29

Stuart Loren - Navigating the Age of Social Disruption

The Business Brew ·

2025/08/13

Stuart Loren, Managing Director at Fort Sheridan Advisors, stops by the show to discuss investing in The Age of Social Disruption (that hyperlinks to his presentation of the idea). Stuart explores how economic, social, and political disaffection is reshaping investment opportunities and societal dynamics. He highlights the decline in geographic mobility, the housing crisis, and the rise of populism as key factors influencing current political landscapes. The discussion also touches on the impact of

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01:07:32

James Davolos - Liquid Assets: Water’s Role in Oil’s...

The Business Brew ·

2025/08/06

James Davolos stops by to discuss the emerging importance of water solutions in oil and gas production. He shares insights on behavioral investing, the evolution of investment strategies at Horizon Kinetics, and the challenges and innovations in water management within the energy industry. The discussion also touches on market dynamics, competitive landscapes, and the future outlook for investment opportunities in this niche sector.TakeawaysWater solutions in the oil and gas sector are becoming

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01:06:46

Diversifying Concentrated Positions While Deferring...

The Business Brew ·

2025/06/25

Wes Gray returns to the show to discuss a potential solution for those with concentrated financial investments. Wes discusses a solution, via a Registered Investment Company, that enables investors to diversify their position while deferring taxes. We hope the episode is informative.Find Wes at:Twitter: https://x.com/alphaarchitectRIA/blog/education: http://alphaarchitect.comETFs: http://funds.alphaarchitect.comWhite label ETF: http://etfarchitect.com

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01:42:36

Andrew Freedman - AI Insights, Integration, and Best...

The Business Brew ·

2025/06/04

Andrew Freedman, Communications Analyst at Hedgeye Risk Management, stops by to discuss his experience integrating AI in his life. Bill contacted Andrew after Andrew tweeted "So many (very smart) people still can’t grasp the implications of AI…" This episode is premised on that tweet. It's a good one!Follow Andrew on X at https://x.com/HedgeyeComm or connect with him on LinkedIn at https://www.linkedin.com/in/andrew-freedman-cfa/Mary Meeker's AI Presentation/Deck -

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01:06:19

John Huber - Mental Flexibility and Trying To Win The...

The Business Brew ·

2025/05/23

The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehitinvesting.substack.com.Bill admires John's mental flexibility, grit, and consistency. The Business Brew is happy to feature John this week!🧠 What You’ll Learn in This Episode 📌 Strategic insights into value investing 📌 How to evaluate high-quality growth companies 📌 The risks of overpaying

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00:58:29

Andy Constan on Today's Macro Backdrop

The Business Brew ·

2025/05/01

Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information.Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, inform, and journal thoughts. Hence why he was invited to the show.As for Andy's formal background, his bio reads as follows:Andy Constan graduated

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01:43:40

Bill Chen Returns v3vFINAL

The Business Brew ·

2025/04/25

Bill Chen returns for a third time. Bill focuses on "hard assets," with a specific focus on real estate. The conversation winds from some macro (from 15 minutes to 22ish minutes) to more REIT specific ideas (after 24 minutes). Please note, some of the tariff discussion is already out of date. Nevertheless, we hope you enjoy the conversation!Bill Chen's other episodes can be found at: https://www.youtube.com/watch?v=oyf41BmMYxU and https://www.youtube.com/watch?v=Tmoc2crT55UFor a different

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01:08:55

China's Investment Potential: A Deep Dive with...

The Business Brew ·

2025/04/03

Few things are more ironic than releasing a China focused episode on Liberation Day. Nevertheless, here we go!In this episode of The Business Brew, host Bill Brewster interviews Jingshu Zhang, a persistent listener who recommended looking into China's investment opportunities. Zhang shares his journey from studying in the United States to becoming a successful investor with a unique focus on Chinese assets. They discuss Zhang's experience navigating the Chinese market, the impact of

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01:21:21

Evan Tindell Returns: Navigating Investment...

The Business Brew ·

2025/03/24

Welcome to The Business Brew! Host Bill Brewster is joined by repeat guest Evan Tindell to delve into pressing investment topics for 2024. Evan is the founder and portfolio manager of Bireme Capital. You can find his first episode here: https://creators.spotify.com/pod/show/william-brewster1/episodes/Evan-Tindell---Where-Poker-and-The-Market-Collide-e1nrbum (Spotify) or https://podcasts.apple.com/si/podcast/evan-tindell-where-poker-and-the-market-collide/id1540847053?i=1000579552480 (Apple)

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01:17:47

Unlocking Unconscious Performance in Sports

The Business Brew ·

2025/02/27

In this episode, the host welcomes back Devin Anderson, co-founder of an investment advisory firm and competitive shotgun shooter. They delve into the psychology and skills required for high performance in sports like shooting, golf, and tennis. Devin shares insights from his own experience and coaching on the importance of building skills consciously, then executing them unconsciously under pressure. He highlights the nuances of practice, routine, and dealing with pressure to achieve peak

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01:08:31

Bespoke Investing and Unconventional Wisdom with Le...

The Business Brew ·

2025/02/21

Join host Bill Brewster as he converses with the intriguing and often humorous anonymous guest, Le Shrub, in this episode of 'The Business Brew'. Le Shrub's writings can be found at https://www.shrubstack.com/ He can also be followed on Twitter/X at https://x.com/agnostoxxxWith a unique approach to investing, Le Shrub shares his thoughts on market trends, stock picks, and the rationale behind them. From discussing the importance of avoiding investment stupidity, analyzing specific stocks

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185 results

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