The Business Brew

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 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.

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Episoder(202)

Spencer Cibelli - Haypp Group: Nicotine's "Win-Win-Win" Business

Spencer Cibelli - Haypp Group: Nicotine's "Win-Win-Win" Business

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 c...

5 Sep 20251h 12min

Jeffrey Collins - Uncorrelated Private Assets

Jeffrey Collins - Uncorrelated Private Assets

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 pro...

25 Aug 20251h 6min

Ryan Dobratz - Fannie, Freddie & The Future

Ryan Dobratz - Fannie, Freddie & The Future

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 a...

19 Aug 20251h 12min

Stuart Loren - Navigating the Age of Social Disruption

Stuart Loren - Navigating the Age of Social Disruption

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...

13 Aug 20251h 19min

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

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

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 Ki...

6 Aug 20251h 7min

Diversifying Concentrated Positions While Deferring Taxes with Wes Gray

Diversifying Concentrated Positions While Deferring Taxes with Wes Gray

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...

25 Jun 20251h 6min

Andrew Freedman - AI Insights, Integration, and Best Practices

Andrew Freedman - AI Insights, Integration, and Best Practices

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) peop...

4 Jun 20251h 42min

John Huber - Mental Flexibility and Trying To Win The Game

John Huber - Mental Flexibility and Trying To Win The Game

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 Basehiti...

23 Mai 20251h 6min

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