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)

Andy Constan on Today's Macro Backdrop

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 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

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

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

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

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

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

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

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