
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.
Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast.
While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world.
We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.”
Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification.
Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation.
This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.
Latest episodes

Mar 7, 2024 • 58min
Hedda Nadler - Repping The Legends
Hedda Nadler from Mount & Nadler discusses her 40+ year career in marketing for money managers and crisis counseling. She shares insights on providing excellent services in finance, representing clients sensibly, and navigating media relationships. The podcast explores the intersection of asset management and effective PR strategies, emphasizing the value of relationships and consistent marketing efforts. It also touches on stress management through yoga and support systems for overall well-being.

11 snips
Mar 2, 2024 • 1h 10min
Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more
Wes Gray discusses creating the ETF $BOXX, helping others start ETFs, and why value and momentum are effective factors. The episode touches on tax efficiencies, entrepreneurship challenges, military training impact, value investing strategies, and the complexities of launching an ETF.

Feb 29, 2024 • 1h 29min
Corey Hoffstein - Get Stacked!
Corey Hoffstein discusses leveraging ETFs for investing, tax efficiency, diversified portfolios, trend-following strategies, capital efficiency with treasury futures, RSSB product combining stocks, bonds, and managed futures, high yield bond complexity, transitioning to diversified investments, and international perspectives on Bitcoin and digital currencies.

Feb 22, 2024 • 1h 22min
Will Thomson On Lithium, Copper, And More
Will Thomson of Massif Capital discusses the lithium and copper markets, highlighting challenges and investment choices. The episode also explores Tesla's projected deliveries, global EV market growth, and the success of the Lundeen family in energy and mining. Strategic mining investments, shorting stocks, fraud prevention, and innovation in investment are also discussed.

Feb 8, 2024 • 1h 44min
Devin Martin - Finding Your Drive
Devin Martin, an executive life coach, discusses how he helps high performing individuals find their true desires in life. Topics covered include ayahuasca and psychedelics, finding purpose through music, high intensity training and tennis, peptide research for overall well-being, career change and internal/external change, dealing with boredom and embracing stillness, finding a new path in a log cabin, balancing risk and comfort, online fame, and the importance of setting goals.

Feb 2, 2024 • 1h 4min
The Pros and Cons of Being Public with Andrew Walker
Andrew Walker, expert on publicly liking a stock idea that does not work out, discusses the pros and cons of being public. They reflect on failed investments, the challenges of recommending stocks, and the potential value of Calumet to strategic buyers. They also explore the fudge factor in S-1s, discuss cost estimates for a consulting firm, and delve into investing in the future, considering the advantages of legacy airlines and the complexities of investing in Calumet.

Jan 25, 2024 • 1h 21min
Sustainable Air Fuel - A Primer
In this podcast, Kyle Mowery discusses sustainable air fuel (SAF) and its potential to decarbonize air travel. The chapter explores the significance of hefa as a feedstock for renewable diesel and compares different approaches to SAF production. They also discuss the challenges and risks of SAF production, and the relevance of REANs to different industries. They touch on shorting meme stocks, the significance of regional businesses, Portillos and Potbelly, and more.

Jan 19, 2024 • 19min
Some Thoughts And Things - Regular Pod Back Next Week
The host reflects on their absence and their intentions for the podcast, emphasizing financial education and entertainment. They discuss the importance of independent research and personal growth. They express gratitude for the listeners, mention upcoming topics, and contemplate the future frequency of episodes.

Dec 16, 2023 • 1h 15min
Todd Schwartz - Expanding Credit Access
Todd Schwartz, CEO of OppFi, discusses expanding credit access, the challenges faced by the company, and the impact of interest rate caps on credit access. He also talks about starting the lending business, evaluating customers, and navigating regulatory hurdles. The chapter concludes by highlighting the importance of bank partnerships in credit extension and the benefits of going public.

Dec 7, 2023 • 1h 38min
Ben Jenkins - On Mentorship, Being a Professional, and Allocating Capital
Ben Jenkins, President and CIO at Digital Bridge Group Inc, discusses professional development, mentorship, and investing in digital infrastructure. Topics include early career experiences at Morgan Stanley, transitioning to private equity, building teams and developing people, balancing success and family life, starting the company and raising funds, advantages of private markets over public markets, growth of wireless technology and fiber connectivity, software-defined networks and efficient packet routing, and challenges in the industry and the need for innovation.