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The Business Brew

Latest episodes

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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.
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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.
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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.
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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.
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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.
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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.
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Dec 1, 2023 • 1h 8min

Craig Moffett Returns

Craig Moffett, a top analyst in the telecommunications industry, returns to discuss cable companies potentially having a cost advantage in the wireless business. The podcast covers the impact of convergence on the cable business, the importance of cable companies in providing wireless services, and the challenges faced by wireless providers. Moffett also talks about founding MoffettNathanson, a research firm specializing in media communications.
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Nov 23, 2023 • 1h 56min

Bill Chen - Is Now The Time for REITs

Bill Chen, Managing Director at Rhizome Partners, shares his thoughts on why publicly traded REITs are an attractive opportunity. They discuss the potential of investing in multifamily REITs for higher yields and inflation protection. The podcast also explores the impact of changing demographics on the rental market and the challenges faced by smaller players in real estate investments.
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Nov 16, 2023 • 1h 9min

Andrew McAfee - The Geek Way

Andrew McAfee, a principal research scientist at MIT Sloan School of Management and author of 'The Geek Way', discusses the unique management style of 'geek companies'. He explores the impact of bureaucracy on organizations, the influence of norms on behavior, the importance of conducting experiments and making informed decisions, the need for productive disagreement in organizations, and the power of vulnerability in changing company culture.
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9 snips
Nov 10, 2023 • 1h 51min

Jeremy Raper Returns

Jeremy Raper, with 12+ years of buy- and sell-side experience, returns to The Business Brew to discuss various topics. These include the impact of the geopolitical situation and market downturn, Alto Ingredients' position in the ethanol industry, carbon capture and storage for ethanol refineries, social activism and creating value for shareholders, lessons learned from leasing during COVID, the importance of price in investment decision-making, the government's case against an airline merger, and the bullish stance on Japan's value proposition.

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