The Business Brew

Alexandra Blumenfeld stops by The Business Brew to discuss her business, Red Rover.  Alex is a Junior at Vanderbuilt University and founded Red Rover, an expert network.  Bill, Josh Tarasoff, Trey Kuppin, and Elliot Turner have all used Alex's service and all recommend the service.  This conversation will highlight the value Alex provides.  See show notes below for details of the conversation. Red...

Kyler Hasson ( Kyler@hassoninvestments.com ) stops by The Business Brew to discuss how he has morphed as an investor and as a Registered Investment Advisor.  Kyler is one of Bill's good friends and they've chatted about investments for a number of years now.  Kyler is an investor that has gravitated to high quality businesses.  He has also gravitated towards a less concentrated portfolio in order...

This week Chris Bloomstran stops by The Business Brew to catch up.  Part of this conversation are a bit scary.  Parts you may disagree with.  Regardless, it's very apparent that Chris thinks A LOT about what he is investing in. Chris is the President and Chief Investment Officer of Semper Augustus Investments Group. He is best known for his annual letters; most of which have an incredibly detailed...

Margot Edelman stops by The Business Brew to discuss corporate communications as well as the Edelman Trust Barometer (see https://www.edelman.com/sites/g/files/aatuss191/files/2021-01/2021-edelman-trust-barometer.pdf ).   Edelman is  an award-winning global public relations consultancy firm.   Key findings from the 2021 Trust Barometer are as follows: - Trust in business increased in 17 of 27 coun...

Stinson Dean (@lumbertrading on Twitter), owner of Deacon Lumber, stops by The Business Brew to discuss the current lumber market, what happened to lumber in 2020, and how the market got to where it is.  This is a long conversation, but deserves the length.  Stinson goes deep into what it means to trade physical lumber, how he manages risk, why he is hedged, and much, much more. The goal of this c...

Meb Faber joins The Business Brew to discuss his views on investments, geographical diversification, trend following, and much more. Meb's podcast, The Meb Faber Show https://mebfaber.com/podcast/ , was one of the first financial podcasts Bill listened to.  That show has featured many incredible thinkers, different styles of investments, and more recently many private market investment discussions...

Kyla Scanlon stops by The Business Brew to discuss the life of a finance content creator.  Kyla is a Gen Z financial content creator.  Her content focuses on macro economics, monetary policy, crypto innovation, and more.  She chooses to avoid stock discussions in an effort to avoid anything that could be deemed "pumping." Bill wanted to speak with Kyla because he (a) is interested in how younger p...

J Mintzmyer ( @mintzmyer ) is a renowned maritime shipping analyst who directs the  Value Investor's Edge  ("VIE") research platform on Seeking Alpha. He stopped by The Business Brew to discuss the shipping industry.  J is a frequent speaker at industry conferences, is regularly quoted in trade journals, and hosts a popular podcast featuring shipping industry executives. Mr. Mintzmyer also hosts r...

Rui Ma, co host of Tech Buzz China, stops by The Business Brew to discuss what is going on with China's current regulations.  This conversation is nuanced, offers perspective on some of China's goals, and touches on a variety of subjects.  The goal of the conversation is not to offer answers, per se.  Rather, we are trying to help provide a framework of how to think about what the CCP might be att...

Major Topics: Housing and Macro Logan Mohtashami is a housing data analyst, financial writer, and blogger covering the U.S. economy specializing in the housing market. Mohtashami’s work is frequently quoted in BankRate.com and Bloomberg financial. Logan is also a Lead Analyst for HousingWire. Mohtashami has been an invited speaker at the Americatlyst, California Association Of Realtors and the Nat...

Major Topics: 80s Culture and Film Directing Seth Porges stops by The Business Brew to discuss directing Class Action Park, a beautiful piece of art.  The New Jersey and New York fans may appreciate this episode *a bit* more than the rest, but rest assured this is a fun conversation.  Check out Class Action Park on HBO Max before listening if you are concerned with spoilers. Why does this episode...

Major Topics: Special Situations, Small Cap Investing, Unique Thinking Thomas Braziel is the Founder and CIO at 507 Capital.  The son of bankruptcy lawyers, Thomas was destined to become an expert in distressed investing.  He loves looking at weird and esoteric trades and investments. This episode covers behavioral investing, special situations investing, how illiquidity breeds good behavior, and...

 Major Topics: Process and Decision Making Improvement Jake Taylor is CEO of Farnam Street Investments, Co-Host of Value After Hours, Host of the 5GQ podcast, author of The Rebel Allocator, and Founder of journalytic.com . Jake and Bill met at Berkshire and immediately became friends. While they invest differently, they have more in common than Value After Hours fans may think. On Value After Hour...

Major Topics: The Human Mind, Life, and Quant Investing  Wall Street legend, best selling author, Godfather of FinTwit, and Chief Meme Officer James P. O'Shaughnessy joins The Business Brew.  Jim is a one of a kind individual who took time out of his life to help Bill work through some real life issues earlier in the year.  They connected as individuals and Bill values Jim's friendship highly. Thi...

New photo courtesy of Mike Ando.  Please see https://www.mikeando.com/ Thank you to all the fans, guests, and especially to Mathew Passy.  If you like the intro music you'll love this episode. We will be back soon.  Until then, thank you and take care! -Bill

Rick Van Nostostrand is a Partner and Senior Portfolio Manager at Cornerstone Investment Partners. Cornerstone is an investment boutique in Atlanta, Georgia.  The firm manages "mid $2Bn" across a number of value strategies.  They have a qualitative approach with a quantitative model that guides them.  See  https://cornerstone-ip. com/ .    Prior to Conerstone, Rick was a voting member of the inves...

Jason Buck (@JasonMutiny on Twitter), Co Founder and CIO of Mutiny Funds, stopped by for the first in person interview on The Business Brew.  Mutiny is releasing the Cockroach Portfolio, a portfolio designed to survive any market conditions.  See  https://mutinyfund.com/ for details.   In this episode Jason discusses his history as an entrepreneur, which took a hit in the Great Financial Crisis. ...

Jason Wild is the founder and President of JWAM, an SEC-registered investment adviser with over $1.7 billion under management. Jason found investing during his last year of pharmacy school.  Taking Peter Lynch seriously, he invested every other paycheck in pharmaceutical ideas he thought were undervalued.  His theses were correct far more often than they weren't and he made himself almost a half m...

Arnold Van Den Berg is one of the most unique investors alive today .  He is Jewish and was born in Amsterdam, Holland, in 1939.  As a toddler, he and his family were forced to hide in a small closet when the Nazis searched his street.  His mother was concerned that Arnold and his brother, then 5 years old, would not be able to keep quiet during the searches. Consequently, she arranged for Arnold...

David Barr (@PenderDave on Twitter) is the President and Portfolio Manager at Pender Fund Capital Management.  He focuses primarily on Canadian small cap equities, but is not limited to that subset of investments.  Bill met Dave at an MOI Global event in 2019 and was very excited for Dave to join The Business Brew because Dave truly loves stock picking.   Dave is extremely well respected, high int...

This episode features Francisco Olivera (@FrancoOlivera on Twitter) and Alex Morris (@TSOH_Investing on Twitter).  Francisco and Alex are Bill's "mastermind" group.  The three of them talk daily and discuss ideas.  Scroll down to see topics and time stamps .    This episode was recorded in early May.  The AT&T and Discovery deal changes some of the discussion.  Nevertheless, the thought process is...

Brian Feroldi (@brianferoldi on Twitter) joined The Business Brew to discuss his investment philosophy.  Brian is doing some very cool things to spread the message of personal finance and intelligent investing.  Matt Cochrane (@matt_cochrane on Twitter) and Austin Lieberman (@libermanaustin on Twitter) vouch for him as a person.  That means something to Bill.      As for the discussion, Bill enjoy...

Title - Austin Lieberman - Squash The Beef   Description - Austin Lieberman stops by The Business Brew for a special “squash the beef” episode. Austin and Bill are mortal enemies stemming from a classic “value vs growth” bet. Please see this GoFundMe link for details  https://www.gofundme.com/f/fintwit-war-value-vs-growth?utm_campaign=p_cp_url&utm_medium=os&utm_source=customer .    While Austin an...

George Livadas stopped by The Business Brew to discuss his background, investing framework, and investment strategy.  George is the founder and CIO of Upslope Capital Management.  Bill really likes how George looks at the world.  You can find George's work at  https://www.upslopecapital.com/ .   George's portfolio tends to be focused on industries he covered in the past.  Bill was curious to discu...

Jeremy Raper stopped by The Business Brew to discuss his unique way of viewing equity markets. Jeremy is a global investor that looks for value in obscure places. He views the world through a credit lens, which is fun for Bill since that’s Bill’s background. This episode covers position sizing, illiquid microcap positioning, global investing, and more. Thank you to Jeremy for joining!