The Business Brew
Bill Brewster
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 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: This podcast is for informational and educational purposes only. Nothing in this podcast 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.
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 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: This podcast is for informational and educational purposes only. Nothing in this podcast 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.
Episodes
Mentioned books
May 16, 2024 • 1h 8min
Hunter Hopcroft - In Defense of REITS (and Marty Whitman!)
Hunter Hopcroft, Managing Director at Armada ETF Advisors, discusses REITs and market trends. Topics include public vs private REITs, Blackstone's investments, dividend growth, and multifamily housing scenarios. The conversation also touches on AI, energy, and Marty Whitman's legacy in finance.
May 9, 2024 • 1h 41min
Elliot Turner Returns
Elliot Turner, Managing Partner and CIO of RGIA Investment Advisors, discusses learnings from 2021 onwards, specific stock ideas like Fevertree, thoughts on portfolio management, incentives in finance papers, a great NVDA story, life sciences similarities to tech, interesting forces in biotech, costs of failure as opportunity, and more.
Apr 19, 2024 • 1h 7min
Darren Fisk
Darren Fisk, CEO of Forum Investment Group, discusses multifamily real estate, lending, insurance, and development. He emphasizes cash flow over cash, a unique LLC investment structure, and the importance of aligning interests in real estate investments. The conversation covers market opportunities, successful refinancing strategies, and navigating challenges post the global financial crisis.
17 snips
Apr 10, 2024 • 1h 35min
Matthew Sweeney - Discussing Value
Matthew Sweeney, Managing Partner & Portfolio Manager of Laughing Water Capital, discusses his idea of 'value' in investing and why he focuses on smaller market capitalizations. He shares insights on navigating value investing in a dynamic market, the complexities of investing, and the benefits of investing in small cap companies for competitive advantage.
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.
