The Business Brew

Will Thomson stops by The Business Brew to discuss his approach to real asset investing.   Will is the Founder and Managing Partner of Massif Capital, LLC.  He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Before starting Massif Capital, Will worked in the New York office of Chaucer, a Lloyd’s of London insurance syndicate, serving as the co-portfolio manager for a $750 million portfolio of credit and political risk insurance policies. He is a Graduate of Trinity College and holds a Masters in Government from Harvard University. Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  https://streamrg.co/BB features over 300 expert interviews per week.  70% of Stream's experts are found exclusively on https://streamrg.co/BB.  Visit https://streamrg.co/BB and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando.  Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes Will Thomson –   4:05 – Being able to present at Grant’s   5:05 – Will’s background and his experience watching government intervention change an industry   8:30 – What Massif focuses its time on   10:30 – Everyon

Muji stops by The Business Brew to discuss modern internet infrastructure.  Muji has extensive technical knowledge about internet infrastructure, network security, and high growth companies such as Snowflake.  He shares his knowledge via a paid newsletter, found at hhhypergrowth.com, which Bill subscribes to and enjoys very much.  Our discussion mostly focuses on how information travels over the internet to end up being consumed by everyone.  This is a very interesting discussion and we hope you enjoy. Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  https://streamrg.co/BB features over 300 expert interviews per week.  70% of Stream's experts are found exclusively on https://streamrg.co/BB.  Visit https://streamrg.co/BB for a 14 day trial. Album art photo taken by Mike Ando.  Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes 4:30 – What is an edge network and a CDN   9:45 – How Fastly and Cloudflare attacked Akami   15:40 – Cloud Infrastructure vs. CDNs   18:50 – Fastly strategy   21:30 – The rise of software defined networking   23:15 – Fully programmable app stacks vs. monolithic app stacks  

Denise Shull is Founder and CEO of The ReThink Group (see https://therethinkgroup.net/).   She developed the Shull method, which relies on the latest brain research on how humans perceive, judge and decide. Understanding this on a practical level routinely allows The ReThink Group to resolve the mysterious mental challenges of slumps, burnout, motivation and resilience. Denise’s distinctive approach produces results that are unmatched in the performance and risk-taking fields. We start off jumping into the conversation.  Denise learned from modern psychoanalysts. This conversation begins talking about anger, but it is more about managing emotions.  Managing emotions is extremely important in life and investing.  Yet, it is underdiscussed on many investment podcasts.  Hence this interview. While this a bit different, we think this podcast could meaningfully improve your results if you take it seriously. We hope you enjoy the discussion.  Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  https://streamrg.co/BB features over 300 expert interviews per week.  70% of Stream's experts are found exclusively on https://streamrg.co/BB.  Visit https://streamrg.co/BB for a 14 day trial. Album art photo taken by Mike Ando.  Please see https://www.mikeando.com/

Kristi Ross stops by The Business Brew to discuss her career, leading companies through M&A, and two notable exits exceeding $1.7Bn (the most recent of which was valued at $1Bn https://www.bizjournals.com/chicago/inno/stories/news/2021/01/21/chicagos-tastytrade-acquired-in-1b-deal.html).  Kristi is the co-CEO of tastytrade, which launched in 2011. She also co-founded dough, a visual front-end trading technology platform that launched in 2014 and ultimately merged with and rebranded as tastytrade when the team launched their own online brokerage firm, tastyworks, in 2017.   Kristi is an award-winning entrepreneur who believes in empowering the do-it-yourself investor to engage more with their finances. She also uses her time to interview innovative entrepreneurs on her show, Bootstrapping in America. She also walks through the ins and outs of taxes for traders in Kristi’s Tax Bursts.   Kristi started her career in public accounting, specializing in financial services industry clientele including individual traders, proprietary firms, market makers, and advisory firms. After her run as a public accountant, Kristi acted as CFO of Automated Trading Desk Specialists, a stock specialist on the Chicago Stock Exchange. She then partnered up with Tom Sosnoff to serve as CFO of thinkorswim Group where she led numerous mergers, acquisitions and integration. thinkorswim sold to TD-Ameritrade for $750M in 2009.   You can find her information here: LinkedIn, Twitter, and  tastytrade.    We hope you enjoy the discussion.  Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite podcast player! This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  StreamRG.com features over 300 expert interviews.  70% of Stream's experts are found exclusively on StreamRG.com.  Visit StreamRG.com and use promo code BREW for a 14 day trial. Album art photo taken by Mike Ando.  Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Detailed Show Notes 3:30 - Kristi’s background   5:05 - How Kristi growing up formed her views on entre

Jillian Jaccard Murrish stops by The Business Brew to discuss co-founding and running Pier Asset Management; an alternative credit firm.  Pier delivers fixed income yield by investing in alternative credit, which they define as all nonbank lending.  Typical loan sizes in Pier’s portfolio are loans less than $250,000. This was a fun conversation and touches on an asset class that hasn’t been discussed much on this program.  As always, nothing is investment advice and do your own due diligence!  Jillian’s credentials are as follows: Mrs. Murrish is a co-founder and Chief Executive Officer of Pier Asset Management. Prior to founding Pier, she was Executive Vice President of Capital Markets at Patch of Land where she built one of the first institutional whole loan sale programs in the real estate marketplace lending industry, secured $750M in loan purchase commitments, managed the firm’s warehouse funding, and lead equity capitalization efforts. Prior to her time in marketplace lending, Mrs. Murrish worked with technology clients in the Capital Markets group at a leading middle market investment bank, Houlihan Lokey. She has completed the Series 7, Series 63, Series 65, and Series 79 examinations. She is a graduate of the Loyola Marymount University Honors Program and has a B.S. in Accounting and a B.B.A. in Finance. We hope you enjoy the discussion.    “The investment strategy discussed in this podcast is only suitable for eligible investors and there is no guarantee that the investment strategy will be successful or meet its goals.  Any discussion of targeted returns reflects the intended interest rates paid by borrowers and is not reflective of returns to investors. Also, nothing in this discussion should be regarded as a representation, warranty or prediction that any specific transaction will reflect any particular performance or that it will achieve or is likely to achieve any particular result or that investors will be able to avoid losses, including total loss of their investment. Inherent in any investment is the potential for loss. This podcast discussion is solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.”   Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite app store. This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  https://streamrg.co/BB features over 300 expert interviews per week.  70% of Stream's experts are found exclusively on

NOTE: For 20% off of KOYFIN please use the following link: https://www.koyfin.com/?utm_campaign=BusinessBrew20off&utm_medium=referral&utm_source=rewardful&via=business The discount will be applied at checkout.  Rob Koyfman stops by The Business Brew to discuss his background, starting a Fintech business, building teams, and much more. Rob’s experience includes stints and Goldman Sachs, Citigroup and macro roles at Luxor Asset Management and Tekne Capital Management.  This was a fun conversation for Bill. We hope you enjoy meeting the person behind our first sponsor. Audio time stamps (note - YouTube will not sync to these). 0:00 - Rob’s career at Goldman ~2:00 - How Goldman staffs and why that’s smart ~4:40 - Building culture at Koyfin ~6:00 - Living in London ~10:50 - Starting Koyfin ~14:30 - Rob the investor and how it influenced Koyfin’s homepage ~19:00 - Walk through Koyfin homepage ~ 23:00 - Some technical talk ~32:00 - Technicals signaled a reversal in 2009 ~35:00 - Rate & yield curve discussion ~38:00 - Rob’s data visualization beginning ~40:16 - Koyfin has transcripts too! ~44:30 - Getting the word out about Koyfin ~47:40 - The importance of having a team to accomplish bigger things ~50:30 - Moving to a paid model and what that’s like for Koyfin’s business ~56:30 - The breadth of Koyfin’s offering

Tren Griffin stops by The Business Brew for a fun conversation about his career, investing, and life.  Tren is an author of 7 books, had a front row seat to Bill Gates’ career, sold ½ of his business in the .com bubble, deeply studied Charlie Munger, and now works at Microsoft.  This conversation spans Tren’s career, his advice regarding giving to get, the importance of being brave, and much more. Tren, thank you for joining The Brew.  It was a pleasure speaking with you.  We hope you enjoy the discussion.  You can find Tren on Twitter @trengriffin and read his work at https://25iq.com/ Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite app store. This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  https://streamrg.co/BB features over 300 expert interviews per week.  70% of Stream's experts are found exclusively on https://streamrg.co/BB.  Visit StreamRG.comhttps://streamrg.co/BB today for a 14 day trial. Album art photo taken by Mike Ando.  Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Audio ~6:20 – Scaling luck ~9:15 – Age creating humility ~11:30 – Coming up with a startup idea when the internet was nascent ~15:21 – Interesting Seattle connecti

Louisa Nicola stops by The Business Brew to discuss her time as a triathlete, recovering from a major injury, and how she got curious about the power of the brain during her rehab from injury. Today, Louisa is Director and Head Neuroscientist at Neuro Athletics. Her firm helps athletes and hedge fund managers monitor their sleep, diet, etc. in order to help them achieve their maximum potential.  You can follow Louia @lousianicola_ on Twitter or read her writing at https://substack.com/profile/32674240-louisa-nicola  We hope you enjoy the discussion.  Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite app store. This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  StreamRG.com features over 300 expert interviews.  70% of Stream's experts are found exclusively on StreamRG.com.  Visit StreamRG.com today for a 14 day trial.  Tell them The Business Brew sent you! Album art photo taken by Mike Ando.  Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Audio/YouTube ~3:00 – Louisa’s history as an elite triathlete   ~9:45 – Learning by treating the body as a science experiment   ~13:00 – Facilitating healthy sleep   ~18:45 – Negative impacts from not enough sleep   ~23:00 – Neurology 101   ~28:30 – General dietary discussion (NOT ADVICE)   ~31:00 – What engaging Louisa’s firm “looks like”   ~35:00 – Heart Rate Variability and an inconvenient truth about alcohol (and cannabis)   ~40:00 – Tracking health   ~47:50 – Social media is not good for sleep   ~53:00 – How to contact Louisa  

The one and only David Gardner stops by The Business Brew for an interview Bill has been looking forward to for over a year.  David is a Co-Founder of The Motley Fool.  He is best known for his Rule Breaker investing strategy but Bill knows him as a person that forced Bill to contemplate how he looks at investing.    You can find David’s Rule Breaker podcast at https://www.fool.com/podcasts/rule-breaker-investing/, follow him on Twitter at @DavidGFool, and sign up for The Motley Fool at https://www.fool.com/.   See also his podcasts with Invest Like The Best https://podcasts.apple.com/dk/podcast/david-gardner-finding-companies-that-break-the-rules/id1154105909?i=1000392148108 or https://open.spotify.com/episode/4bwyONARX4WeVcsPYosiuR?si=H8lR4qlwTgS92N5u6IQ2mA and Wealth Track https://wealthtrack.com/category/guests/david-gardner/ We hope you enjoy the discussion.  Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite app store. This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  https://streamrg.co/BB features over 300 expert interviews per week.  70% of Stream's experts are found exclusively on https://streamrg.co/BB.  Visit https://streamrg.co/BB today for a 14 day trial.   Album art photo taken by Mike Ando.  Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Audio/YouTube 5:24  – David’s minimum investment time horizon  8:30 - What running a business did for David’s investments 14:30 - Rule Breaking for the long term 19:30 – David’s thoughts on investing vs. tradi

Jonathan Boyar stops by The Business Brew to discuss his investing philosophy.  Jonathan is the President of Boyar's Intrinsic Value Research LLC., an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of Boyar Asset Management, which has been managing money utilizing a value oriented strategy since 1983. He has been interviewed by Barron’s, Welling on Wall Street and GuruFocus. He spoke at the 2017 London Value Investor Conference, the 2017 GuruFocus Value Conference and the 2017 International Value Investing Conference. He is also a contributor to the latest edition of Harriman’s Book of Investing Rules: The Do’s & Don’ts of the World’s Best Investors. He is a senior contributor to Forbes as well as the host of The World According to Boyar podcast. We hope you enjoy the discussion.  Detailed show notes below the Stream by Mosiac sponsor copy and thank yous. Please leave us a rating in your favorite app store. This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  https://streamrg.co/BB features over 300 expert interviews per week.  70% of Stream's experts are found exclusively on https://streamrg.co/BB.  Visit https://streamrg.co/BB today for a 14 day trial.   Album art photo taken by Mike Ando.  Please see https://www.mikeando.com/ Thank you to @mathewpassy (on Twitter) for the show production. Youtube: 05:00 - What makes The Berkshire Weekend so great 10:00 -