Best Hunter Hathaway Podcasts (2024)

1
Update 6:57

5d ago6:57

6:57

Bill dops in to give a podcast status update and let the listeners know what is going on. Come see him at The CFA Society of New York on June 25th. If you are interested in the golf events please send your information to businessbrewgolf@gmail.com. Thank you as always for listening!

1
Charles Lemonides - ValueWorks 53:34

14d ago53:34

53:34

Charles Lemonides, founder and CIO of ValueWorks LLC, stops by The Business Brew to discuss his investment philosophy. Charles started his career as a high yield bond analyst. Over time, he gravitated towards equity. In this episode he says "I find the best investment opportunities are where you can find something that is a real growth opportunity …

1
Consuelo Mack - Host of WealthTrack 1:04:22

27d ago1:04:22

1:04:22

Consuelo Mack stops by The Business Brew to discuss her career in financial media. Consuelo hosts the show WealthTrack, a show Bill has watched and/or listened to for years. This conversation will help Consuelo's fans understand more about her early career and how she developed WealthTrack. Bill was very happy Consuelo said yes to coming on the sho…

1
Hunter Hopcroft - In Defense of REITS (and Marty Whitman!) 1:07:30

1M ago1:07:30

1:07:30

Hunter Hopcroft, Managing Director, Portfolio Solutions at Armada ETF Advisors, stops by The Business Brew to primarily discuss REITs. Hunter is quite a thinker and the conversation veers into other parts of markets such as AI, how the economy is changing and more. You can find Hunter's writing here: https://www.lewisenterprises.blog/ Bill pinged H…

1
Elliot Turner Returns 1:40:40

1M ago1:40:40

1:40:40

Elliot Turner, Managing Partner and CIO of RGIA Investment Advisors, returns to The Business Brew for a great conversation. To start, Bill and Elliot discuss what Elliot learned from the period of 2021 to now. They then discuss some specific stock ideas, thoughts on portfolio management, and much more. We hope you enjoy. Note: This episode was reco…

1
Darren Fisk 1:07:03

2M ago1:07:03

1:07:03

Darren Fisk, Founder and CEO of Forum Investment Group, LLC, stops by The Business Brew to discuss his real estate investment firm, strategy, and thoughts. Darren focuses on multifamily real estate. His background is in lending and he added an equity focus during the GFC. This conversation covers lending, insurance, how to think about development, …

1
Matthew Sweeney - Discussing Value 1:34:51

2M ago1:34:51

1:34:51

Matthew Sweeney, CFA, Managing Partner & Portfolio Manager of Laughing Water Capital stops by The Business Brew for a laid back conversation about how he approaching investing. Laughing Water Capital tends to focus on smaller companies in an effort to find overlooked opportunities. In the episode, Matt talks about his idea of "value," how he got st…

1
Hedda Nadler - Repping The Legends 57:51

4M ago57:51

57:51

Hedda Nadler, co-founder of Mount & Nadler, stops by The Business Brew to discuss her career as one of the leading marketing practitioners serving professional money managers. Mount & Nadler represents a broad range of clientele in the financial and investment spheres, with an emphasis on investment companies and money managers. This conversation g…

1
Quick Drop: Wes Gray - Talking about BOXX, creating an ETF, and more 1:10:18

4M ago1:10:18

1:10:18

Wes Gray, the Alpha Architect himself, stops by the Business Brew to discuss how he (a) created the ETF $BOXX, (b) helps people start their own ETFs, (c) why value and momentum work as factors, and much more. This episode is a quick release after Corey Hoffstein's. It may or may not be the only episode we release for the next 13 days or so. The rel…

1
Corey Hoffstein - Get Stacked! 1:29:09

4M ago1:29:09

1:29:09

Corey Hoffstein, Founder and CEO of Returned Stacked Portfolio Solutions, stops by to discuss how he uses ETFs to leverage his investing assets. Corey and Bill discuss a concept that is not novel to institutional investors, but may benefit individuals today because of ETF innovations. Bill wanted to discuss how Corey came up with his idea, how he e…

1
Will Thomson On Lithium, Copper, And More 1:21:48

4M ago1:21:48

1:21:48

Will Thomson of Massif Capital returns for his annual appearance. In this episode he teaches about the lithium and copper markets. The end of the episode is more general and worth hanging around for. You can find Massif Cap's letters here. The Q4 letter discusses lithium on Page 7. Whole letter is worth a read. Sponsor Info: ⁠⁠⁠⁠⁠⁠Daloopa⁠⁠⁠⁠ ⁠⁠is …

1
Devin Martin - Finding Your Drive 1:43:31

4M ago1:43:31

1:43:31

Devin Martin, recommended by the one and only Tom Morgan, stops by the show to discuss how he helps high performing individuals hone in on what they truly want out of life. Devin primarily works with successful people who want to achieve something more/different. In this episode we discuss his methodology. There is some discussion of ayahuasca and …

1
The Pros and Cons of Being Public with Andrew Walker 1:04:29

5M ago1:04:29

1:04:29

Andrew Walker, friend of the pod, returns to discuss some of his reflections following the Spirit merger ruling going against him. Bill pinged Andrew following the ruling and asked whether he would want to come back on the podcast to discuss the pros and cons of publicly liking a stock idea that does not work out. For those that listened to the epi…

1
Sustainable Air Fuel - A Primer 1:21:16

5M ago1:21:16

1:21:16

Kyle Mowery, Founder and Portfolio Manager at Grizzly Rock Captial, LLC, stops by the Business Brew to teach the audience about sustainable air fuel. Bill deviates the conversation *a bit* to renewable diesel at times, but SAF is the primary topic. SAF is a potentially interesting investment topic because it is the only known way to decarbonize air…

1
Some Thoughts And Things - Regular Pod Back Next Week 18:49

5M ago18:49

18:49

This is a brief message from Bill. Sent in the spirit of communication with the fans. After listening to it, it's about 85-90% accurate with some incomplete thoughts and some things that could have been said differently. But, the overall message and general feeling is accurate-ish. Looking forward to dropping an episode next week. Like, subscribe a…

1
Todd Schwartz - Expanding Credit Access 1:15:06

6M ago1:15:06

1:15:06

Todd Schwartz, Founder, CEO and Executive Chairman of OppFi, stops by The Business Brew to discuss how he expands credit access. OppFi was featured on this program when it was going public via SPAC. The company did not perform to expectations once it was public and Todd reengaged in order to right the ship. This episode is about OppFi and Todd, but…

1
Ben Jenkins - On Mentorship, Being a Professional, and Allocating Capital 1:38:01

7M ago1:38:01

1:38:01

Ben Jenkins, President and Chief Investment Officer at Digital Bridge Group Inc, stops by The Business Brew to have a discussion about professional development, mentorship, and investing in digital infrastructure. Digital Bridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure. The firm has…

1
Craig Moffett Returns 1:07:45

7M ago1:07:45

1:07:45

Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine’s All-American Research Team in the U.S. Telecom and/or Cable & Satellite sectors on seventeen separate occasions, including nine separat…

1
Bill Chen - Is Now The Time for REITs 1:55:52

7M ago1:55:52

1:55:52

Bill Chen, Managing Director at Rhizome Partners, stops by The Business Brew to share his thoughts on why publicly traded REITs are an attractive opportunity. Rhizome Partners is a private partnership targeting deep-value investments with a large margin of safety. In this episode Bill lays out his argument for why publicly traded REITs qualify for …

1
Andrew McAfee - The Geek Way 1:08:55

7M ago1:08:55

1:08:55

Andrew McAfee (@amcafee) stops by The Business Brew to discuss his new book The Geek Wayhttps://www.amazon.com/Geek-Way-Radical-Mindset-Extraordinary/dp/B0C1DQW5FC/ref=sr_1_1?keywords=Andrew+McAfee&qid=1700075448&s=audible&sr=1-1 Andrew is a Principal Research Scientist at the MIT Sloan School of Management, co-founder and co-director of MIT’s Init…

1
Jeremy Raper Returns 1:51:29

8M ago1:51:29

1:51:29

Jeremy Raper returns to The Business Brew to discuss what he has been up to lately. Jeremy is currently focused on smaller situations and being the catalyst for value realization. We hope this episode is entertaining and informative. We also implore you to do your own research and due diligence. His bio can be found at https://rapercapital.com. He …

1
Keith Smith - Looking At Unique Ideas 2:09:45

8M ago2:09:45

2:09:45

Keith Smith stops by The Business Brew to discuss BDCs, auto dealers, and other ideas he has been looking at. Keith has been looking in areas that are less well covered. Keith has over 20 years of business valuation experience as well as being trained as an engineer. In addition to managing the Bonhoeffer Fund’s portfolio, Keith serves as an adviso…

1
Ryan O'Connor 2:18:47

8M ago2:18:47

2:18:47

Ryan O'Connor of Crossroads Capital stops by The Business Brew to discuss Nintendo, inflection investing, and much more. You can find his piece on Google's potential antitrust risk here: https://assets.website-files.com/5fdcb736a43f592037fbd4b4/64f927a7f3a8d64b1a40ac64_21st%20Century%20Trust%20Busting%20and%20Tail%20Risks.pdf Check this out as well…

1
Aaron Edelheit and Stuart Loren - Never Again 50:46

8M ago50:46

50:46

This isn't a typical episode, but it's an important one. We hope it leads to some important discussions.

1
Peter Mantas - The Potential Opportunity in Life Sciences 1:38:35

8M ago1:38:35

1:38:35

Peter Mantas of Logos LP, https://www.logoslp.com/, stops by The Business Brew to discuss the state of the life sciences industry. Life sciences is an industry that has produced many stocks that generated abnormal returns. We hope to unpack some of the reasons behind those returns in this discussion. For more information on how Peter invests, pleas…

1
Andrew Walker - Yet Another Value Discussion! 1:30:47

11M ago1:30:47

1:30:47

Andrew Walker, author of Yet Another Value Blog, host of Yet Another Value Podcast, stops by The Business Brew to chat. Andrew hosts one of the best financial podcasts out there, and is a great writer. We both hope you enjoy this conversation! Sponsor Info: ⁠⁠Daloopa ⁠⁠is founded by a former hedge fund analyst to bring simplicity into the investmen…

1
Charles Frischer and Asheef Lalani - Fairfax Is A "Fat Pitch" 1:23:23

11M ago1:23:23

1:23:23

Charles Frischer and Asheef Lalani stop by The Business Brew to discuss why they like Fairfax as an investment. Quick reminder to do your own work!!! Asheef Lalani as an independent director to the board of Sailfish Royalty Corp. Mr. Lalani graduated from the University of Waterloo with a Bachelor of Mathematics and Masters of Accounting, earned th…

1
Arvind Sanger - The Sustainable Energy Transition 1:17:08

11M ago1:17:08

1:17:08

Arvind Sanger stops by The Business Brew to discuss his views on the world's sustainable energy transition. Mr. Sanger has a ton of experience and is a wealth of knowledge. He is the founder of Geosphere Capital, a global long-short fund manager currently investing in natural resources, new energy and Indian equities. Prior to that, between 2002 an…

1
Derek Pilecki - A Financials Specialist 1:15:22

12M ago1:15:22

1:15:22

Derek Pilecki stops by The Business Brew to discuss Financials. Derek is a Financials specialist with a trackrecord that speaks for itself. See https://gatorcapital.com/ for more information. Derek currently manages a long/short financials strategy, long-only financials strategy, and various other individual portfolios. He has managed a private fun…

1
Value Stock Geek - Geeking on Value 1:16:05

1y ago1:16:05

1:16:05

ValueStockGeek (“VSG”) stops by The Business Brew to discuss his evolution as an investor. VSG can be found on Twitter at @valuestockgeek, his portfolio can be found at https://portfoliocharts.com/portfolio/weird-portfolio/, and his blog is at https://www.securityanalysis.org/ We hope you enjoy the conversation. The Business Brew will be off for a …

1
Ian Bezek - Emerging Value 1:35:06

1y ago1:35:06

1:35:06

Ian Bezek stops by The Business Brew to discuss his thesis on why emerging markets, specifically Colombia and Mexico, might beextraordinary value today. Ian is best known for his investment writing, which supports his day to day life. His primary focus is Latin America. So much so that he moved from New York to Guatemala. He now resides in Colombia…

1
Braden Dennis - Building ⁠Stratosphere.io 1:06:41

1y ago1:06:41

1:06:41

Braden Dennis, founder of Stratosphere.io, stops by The Business Brew to discuss how he developed the product, running a startup, sales, investing, and much more. The Business Brew is grateful for Stratosphere.io's sponsorship and can unequivocally state that this episode would run regardless of the sponsorship. Bill has enjoyed getting to know Bra…

1
Meb Faber Returns! 1:25:31

1y ago1:25:31

1:25:31

Meb Faber, CIO and CEO of Cambira Investments returns to The Business Brew. Bill wanted to chat with Meb about the global diversified portfolio and Meb agreed to come on. The conversation also discusses drawdown emotions, the merits of ETS vs mutual funs, Meb's thoughts on marketing, and much more. Meb is a great thinker, entrepreneur, and podcast …

1
Dave Waters - Searching Nooks and Crannies 1:22:18

1y ago1:22:18

1:22:18

Dave Waters of Alluvial Capital Management, LLC stops by The Business Brew to discuss how he approaches investing. You can find all his letters, partnership info, etc., at https://alluvialcapital.com/ Dave primarily focuses on investments that you probably haven't heard of. He invests in illiquid securities, foreign securities, companies coming out…

1
Josh Clarkson - Alternative Credit 1:10:11

1y ago1:10:11

1:10:11

Josh Clarkson stops by The Business Brew to discuss alternative credit investments. Josh is a managing director at financial communications firm Prosek Partners, stops by The Business Brew to discuss communications, branding and marketing for alternative asset managers and his passion for working with clients in the private credit space. Josh has o…

1
Kristof Gliech - Choosing Managers 1:33:52

1y ago1:33:52

1:33:52

Kritof Gleich, President and CIO of Harbor Capital Advisors, stops by The Business Brew to discuss his views on picking managers. Kristof has over 20 years of investment experience with stints at Goldman Sachs, JP Morgan, and BlueCove Asset Management (which Ares purchased a stake in). Harbor Capital Advisors spcializes in partnering with boutique …

1
Mario Cibelli - Seeing Value in SMID 1:36:58

1y ago1:36:58

1:36:58

Mario Cibelli stops by the Business Brew to discuss his views of the world as it exists today. Mr. Cibelli is the CIO and Managing Partner at Marathon Partners Equity Management, LLC. This conversation covers why SMID caps might be an interesting opportunity at the moment, when companies should and should not be public, how Mario does his research,…

1
Dr. Luke Benoit - Grip It and Ryp It 34:56

1y ago34:56

34:56

Bill and Dr. Luke Benoit talk about Luke's invention, the RypStick. This is a golf specific episode. Luke Benoit founded RypStick, a product Bill uses and enjoys. RypStick helps golfers add distance to their game and Bill wanted to feature Luke because he respects what Luke created. Normal episode will be back next week.…

1
Mathew Passy - THE Podcast Consultant 1:24:47

1y ago1:24:47

1:24:47

Note - This podcast has some advice that may be able to help you think about marketing your firm and/or yourself. Should you need a host, reach out to Bill. Should you need an editor, reach out to Mathew. Mathew Passy (@mathewpassy on Twitter), founder/owner of The Podcast Consultant stops by The Business Brew to discuss his career, how he started …

1
Ian Cassel - A Micro Perspective 1:24:37

1y ago1:24:37

1:24:37

Ian Cassel stops back by The Business Brew to check in. As you may remember, Ian is a full-time microcap investor and founder of MicroCapClub. Ian started investing as a teenager and learned from losing his money over and over again. Today he is a full-time private investor that supports himself and his family by investing in microcaps. He is also …

1
Devin Anderson - Exploiting Behavioral Biases 1:19:49

1+ y ago1:19:49

1:19:49

Devin Anderson, CEO and co-founder of Convexitas, stops by The Business Brew to discuss his firm's approach to risk management via options strategies. In short, Convexitas seeks to exploit structural options mispricing resulting from market participant's biases. What does that mean in plain English? Well, there are people that sell financial yield …

1
Michael Batnick - The Not So Irrelevant Investor 44:03

1+ y ago44:03

44:03

Michael Batnick, author of The Irrelevant Investor blog (https://theirrelevantinvestor.com/) and Big Mistakes: The Best Investors and Their Worst Investments (https://www.amazon.com/Big-Mistakes-Investors-Investments-Bloomberg/dp/1119366550) and Co Host of The Compound and Friends (https://podcasts.apple.com/us/podcast/the-compound-and-friends/id14…

1
Dan Zwirn - Unconstrained Opportunities 1:15:59

1+ y ago1:15:59

1:15:59

Dan Zwirn, CEO and CIO of Arena Investors, stops by The Business Brew to discuss his investing strategy. Arena Investors, LP is a registered investment advisor that originates investments (generally below $50 million) with borrowers and other counterparties who need access to financing and are otherwise not able to access conventional sources. They…

1
Mike and Eli - Chasing Scratch and Podcasting 1:04:31

1+ y ago1:04:31

1:04:31

Mike and Eli, hosts of Chasing Scratch: A Golf Podcast, join The Business Brew to discuss their podcast, how they monetize podcasts, what they were trying to accomplish when they started podcasting, and, yes, golf. Bill is a huge fan of the podcast they have put together. Check it out on your favorite podcast player! Apple: https://podcasts.apple.c…

1
Tom Gayner - A Discussion with Markel's CEO 1:09:12

1+ y ago1:09:12

1:09:12

Tom Gayner stops by The Business Brew to discuss a number of things. You can see the detailed show notes for specifics, below the stratosphere.io sponsor copy. In summation, Bill has wanted to interview Tom for a long time but didn’t know how to make the interview unique. We think this interview covers some topics Tom has not discussed elsewhere. P…

1
Adam Wyden - Discussing The Etymology of Returns 1:39:26

1+ y ago1:39:26

1:39:26

Adam Wyden, founder of ADW Capital, stops by The Business Brew to share his investing philosophy, discuss some ideas, and talk about lessons learned. ADW is a concentrated, long biased investment partnership founded in 2010. In this episode Adam cautions against idol worship, talks about how he monitors positions and companies, shares his thoughts …

1
Arnaud Cosserat and Rick Mercado - Researching Resilience 1:13:21

1+ y ago1:13:21

1:13:21

Arnaud Cosserat, CEO of Comgest, and Rick Mercado, PM at Comgest stop by The Business Brew to discuss quality growth investing. Comgest is an independent, international asset management group, which since its creation in 1985, has pursued a long-term ‘Quality Growth’ and responsible investment style. Arnaud is a long-standing Analyst and Portfolio …

1
Randy Baron - International Truffle Hunting 1:24:15

1+ y ago1:24:15

1:24:15

Randy Baron, lead Portfolio Manager for Pinnacle Associates Ltd's various international products, joins The Business Brew to discuss his investing philosophy. Randy is best known for international value investing and for publicly discussing Amyris. Amyris is an unprofitable company with a CEO that has a controversial reputation. But, it is a very i…

1
Whit Clay – Crafting Communications 1:20:06

1+ y ago1:20:06

1:20:06

Whit Clay stops by The Business Brew to discuss his role in the financial ecosystem. Whit sits at the intersection of investor relations and public relations. He works with a wide variety of companies. We hope you enjoy the conversation! Whit Clay is a Co-Chief Executive Officer with Sloane & Company and has been with the firm for more than 21 year…

1
Will Thomson - Real Assets Are Like Hansel (So Hot Right Now) 1:19:10

1+ y ago1:19:10

1:19:10

Will Thomson stops by The Business Brew to discuss his approach to real asset investing. Will focuses on companies that happen to produce commodities and/or real assets. That said, he is looking to exploit company/project specific opportunities rather than making commodity calls. In this episode, he describes hi s process and explains how an invest…

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