
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, 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 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, 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 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
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, 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
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



















