
Andy Constan on Today's Macro Backdrop
Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do ...
1 Mai 202558min

Bill Chen Returns v3vFINAL
Bill Chen returns for a third time. Bill focuses on "hard assets," with a specific focus on real estate. The conversation winds from some macro (from 15 minutes to 22ish minutes) to more REIT specific...
25 Apr 20251h 43min

China's Investment Potential: A Deep Dive with Jingshu Zhang
Few things are more ironic than releasing a China focused episode on Liberation Day. Nevertheless, here we go!In this episode of The Business Brew, host Bill Brewster interviews Jingshu Zhang, a persi...
3 Apr 20251h 8min

Evan Tindell Returns: Navigating Investment Challenges & Opportunities in 2025
Welcome to The Business Brew! Host Bill Brewster is joined by repeat guest Evan Tindell to delve into pressing investment topics for 2024. Evan is the founder and portfolio manager of Bireme Capital. ...
24 Mar 20251h 21min

Unlocking Unconscious Performance in Sports
In this episode, the host welcomes back Devin Anderson, co-founder of an investment advisory firm and competitive shotgun shooter. They delve into the psychology and skills required for high performan...
27 Feb 20251h 17min

Bespoke Investing and Unconventional Wisdom with Le Shrub
Join host Bill Brewster as he converses with the intriguing and often humorous anonymous guest, Le Shrub, in this episode of 'The Business Brew'. Le Shrub's writings can be found at https://www.shrubs...
21 Feb 20251h 8min

Larry Hozenthaler - Private Credit Risks and Opportunities
In this episode of 'The Business Brew,' host Bill Brewster is joined by Larry Holzenthaler, a portfolio manager at First Eagle Alternative Credit (FEAC). The discussion focuses on the complexities and...
14 Feb 20251h 9min

George Livadas: Market Echoes, European Stocks, and Investment Strategy Insights
In this episode of The Business Brew, host Bill Brewster engages in a comprehensive discussion with George Livadas about the complexities and current state of the market. Livadas, known for his candid...
3 Feb 202549min



















