This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
…
continue reading
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. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle a ...
…
continue reading
Investing by the Books is a podcast to educate sophisticated and aspiring investors. We believe books are an excellent source for timeless knowledge, enhanced through deep conversations with authors and other guests. Hosts: Eddie Palmgren and Niklas Sävås. Producer: Eddie S. Ahlgren Twitter: @IB_Redeye
…
continue reading
Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea Capital Management. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, and talk to interesting guests with the goal of helping those who watch and listen become better long term investors.
…
continue reading
This podcast is an open-ended exploration of topics relating to growing and preserving your wealth including investing, markets, decision making under opacity, risk, volatility, and complexity.
…
continue reading
Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
…
continue reading
Tune in for thoughtful investing and personal finance content. Tom is a mid-20's investor based in New Zealand, following the long-term investment principles laid out by titans of the investing world such as Warren Buffett, Charlie Munger, Ben Graham and Mohnish Pabrai. Expect to hear from Tom and a wide range of guests on all things stock market investing. Enjoy!
…
continue reading
1
Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
1:02:01
1:02:01
Play later
Play later
Lists
Like
Liked
1:02:01
In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value stocks, tackle the challenges of long periods of underperformance for value strategies, and examine how Tobias constructs his portfolios. We delve into his process for selectin…
…
continue reading
1
Value After Hours S06 E26 Adam Mead on The Financial History of Berkshire and Warren Buffett
1:01:02
1:01:02
Play later
Play later
Lists
Like
Liked
1:01:02
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
Unlocking REIT Potential with Bill Chen: Navigating Multifamily and Office Market Dynamics
1:45:35
1:45:35
Play later
Play later
Lists
Like
Liked
1:45:35
Bill Chen returns to The Business Brew to explore the current landscape of Real Estate Investment Trusts (REITs). Delve into Chen's comprehensive due diligence process, investment strategies, and the future of multifamily and office REITs. Discover key insights on market conditions, cap rates, capital allocation, and the impact of interest rates on…
…
continue reading
1
#60 Torbjörn Arenbo: Capital Allocation and Value Creation
57:03
57:03
Play later
Play later
Lists
Like
Liked
57:03
Torbjörn Arenbo is the Chief Analyst and Head of Corporate Advisory Sweden at Danske Bank. He has 25 years of experience working as a corporate finance advisor, portfolio manager, and risk manager. Our conversation is centred around Torbjörn’s book Capital Allocation and Value Creation, published in 2023. For more info about the podcast, go to the …
…
continue reading
1
Value After Hours S06 E25: Luca Dellanna on his books Winning Long-Term Games and Ergodicity
1:03:04
1:03:04
Play later
Play later
Lists
Like
Liked
1:03:04
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor
51:48
51:48
Play later
Play later
Lists
Like
Liked
51:48
In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation rese…
…
continue reading
1
The Case for a Continued Rally with Warren Pies
56:07
56:07
Play later
Play later
Lists
Like
Liked
56:07
In this episode of Excess Returns, we speak with Warren Pies of 3Fourteen Research about his unique systematic approach to analyzing markets. We explore his outlook for the second half of 2024, discussing topics like the future of the 60/40 portfolio, inflation trends, labor market indicators, earnings expectations, and the impact of AI on producti…
…
continue reading
1
Passive Investing, Inflation and the Bifurcated Economy with Mike Green
58:41
58:41
Play later
Play later
Lists
Like
Liked
58:41
In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting his thesis and discusses how the risks of passive may play out over time. We also explore potential risks from increased options usage and the short vola…
…
continue reading
1
Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History
1:05:06
1:05:06
Play later
Play later
Lists
Like
Liked
1:05:06
In this episode from our sister podcast Two Quants and a Financial Planner, we dive into the key lessons we took from our recent conversation with Rick Ferrii on Excess Returns. If you enjoy the episode and want to receive future episodes of the podcast, please subscribe by searching Two Quants and a Financial Planner on your favorite podcast platf…
…
continue reading
1
A Tour of the Macroeconomic Landscape with Bob Elliott
54:35
54:35
Play later
Play later
Lists
Like
Liked
54:35
In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the Federal Reserve's policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and di…
…
continue reading
1
Show Us Your Portfolio: Eric Crittenden
1:04:05
1:04:05
Play later
Play later
Lists
Like
Liked
1:04:05
In our latest episode of Show Us Your Portfolio, we speak with Standpoint's Eric Crittenden. Eric discusses the all weather approach he uses to construct his personal portfoio. He emphasizes maximizing "true wealth" per unit of risk, which he defines as compounded returns after accounting for all costs, taxes, and inflation. Eric's all-weather inve…
…
continue reading
Al Goldstein, Co-Founder, CEO, and Chairman of Stoic Lane stops by The Business Brew to discuss what his firm is doing in the private markets. Stoic lane is focused on acquiring controlling positions primarily in short term rental management and back office solutions for entrepreneurs. The entity is structured as a corporation with shares rather th…
…
continue reading
1
57. Sequencing Risk: Why The Expected Value Is Not What You Should Expect | Cockroach Strategy (Part 2)
19:53
19:53
Play later
Play later
Lists
Like
Liked
19:53
In this second episode of the Cockroach Series, Jason Buck (Mutiny CIO) and Taylor Pearson (Mutiny CEO) delve into the intricacies of sequencing risk and its profound impact on portfolio construction. They explore concepts like expected value, ergodicity, and the importance of return order on investment outcomes. Whether you're planning for retirem…
…
continue reading
1
#59 Chris Waller on We Are Bellingcat
1:11:24
1:11:24
Play later
Play later
Lists
Like
Liked
1:11:24
Chris Waller is the Founder and Portfolio Manager of Plural Investing in New York. He previously worked in London at Goldman Sachs and holds an MBA from the Value Investing program at Columbia Business School. Our conversation is centred around the book “We Are Bellingcat” and covers how investors can deepen their research by better utilising open-…
…
continue reading
1
The Benefits of a Simple Investment Approach with Rick Ferri
57:33
57:33
Play later
Play later
Lists
Like
Liked
57:33
In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance of asset allocation, and the role of passive investing in today's market. Rick shares his insights on the stages investors go through to reach the point where simplicity is b…
…
continue reading
1
Value After Hours S06 E24: Bill Brewster's back on Roaring Kitty, $NVDA, $TSLA, Isotopes, Small Caps
1:00:41
1:00:41
Play later
Play later
Lists
Like
Liked
1:00:41
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
Bill drops 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!
…
continue reading
This bonus episode features an interview with Eddie Palmgren – host of Investing by the Books – on Redeye Growth Day. Eddie shares some of his highlights and insights from the first three years of podcasting. The interviewer is Lars T. Andersson at Redeye. This interview was recorded on May 30, 2024. For more info about the podcast, go to the episo…
…
continue reading
1
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman
47:43
47:43
Play later
Play later
Lists
Like
Liked
47:43
In this episode of Excess Returns, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, for a wide-ranging discussion on the current state of the economy, inflation, the Fed, market valuations, and market leadership. Simeon shares his thoughts on the possibility of a soft landing, the impact of AI on productivity and the econom…
…
continue reading
1
Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm
54:10
54:10
Play later
Play later
Lists
Like
Liked
54:10
In this episode, Alfonso Peccatiello, a renowned macro investor, joins the ReSolve team to delve into the macro end game, the impact of leverage on the financial system, and the potential paths forward. They also discuss the role of politicians in managing fiscal interventions and the increasing volatility in the macro environment. Topics Discussed…
…
continue reading
1
Investing in India's Huge Future Potential with Anupam Ghose
1:02:59
1:02:59
Play later
Play later
Lists
Like
Liked
1:02:59
In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy, recent political developments, and the country's attractive demographics and growth potential. Anupam shares his approach to stock picking for his concentrated …
…
continue reading
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 …
…
continue reading
1
Value After Hours S06 E23: Matthew Sweeney on Laughing Water's boutique concentrated value strategy
59:30
59:30
Play later
Play later
Lists
Like
Liked
59:30
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
Navigating Market Volatility: Mastering Managed Futures and Carry Strategies
1:18:55
1:18:55
Play later
Play later
Lists
Like
Liked
1:18:55
In this episode, ReSolve team members Adam Butler and Rodrigo Gordillo discuss the concept of market volatility and its implications for investment strategies. They delve into the intricacies of Carry strategies, their impact on portfolio returns, and how to navigate market volatility effectively. Topics Discussed • The concept of Carry in the inve…
…
continue reading
1
Energy Infrastructure Investing with Greg Reid
57:49
57:49
Play later
Play later
Lists
Like
Liked
57:49
In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the outlook for energy and the major areas of the energy market. We discuss the future of clean energy and why traditional fuels may play a bigger role in it…
…
continue reading
1
Value After Hours S06 E22: Robert G Hagstrom on The Warren Buffett Way and the art of value
1:02:35
1:02:35
Play later
Play later
Lists
Like
Liked
1:02:35
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
#58 Staffan Salén on The Salén Story
1:09:42
1:09:42
Play later
Play later
Lists
Like
Liked
1:09:42
In this episode we are joined by Staffan Salén – one of Sweden’s most prominent business men. The Salén family has a strong heritage spanning more than one hundred years, where Staffan and his brother Erik represent the third generation. In a fun and engaging conversation, we talk about banana boats, long-term investments, and high-speed lessons. F…
…
continue reading
1
Roger King: Building a Franchise Empire: The Story of Supplement King
1:01:13
1:01:13
Play later
Play later
Lists
Like
Liked
1:01:13
In this episode, we have an engaging conversation with Roger King, the mastermind behind the successful Supplement King franchise. Roger shares his journey from starting as a local supplement provider to becoming a renowned name in the industry. He discusses his business strategies, the importance of understanding the market, and the challenges he …
…
continue reading
1
Consuelo Mack - Host of WealthTrack
1:04:22
1:04:22
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Redefining Moat Investing with Yuri Khodjamirian
1:01:57
1:01:57
Play later
Play later
Lists
Like
Liked
1:01:57
In this episode of Excess Returns, we talk Moat investing with Yuri Khodjamirian, CIO of Tema ETFs. We discuss his unique approach to identifying companies with durable competitive advantages and how it differs from traditional Moat investing. We also look at the various types of moats, such as economies of scale, strong network effects, non-replic…
…
continue reading
1
Value After Hours S06 E21: Brian Bares on Moats, Analytical Edges, and the Importance of Growth
1:00:27
1:00:27
Play later
Play later
Lists
Like
Liked
1:00:27
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
Value After Hours S06 E20: Tom Morgan on McGilchrist’s Hemisphere Theory and the Hero's Journey
1:01:16
1:01:16
Play later
Play later
Lists
Like
Liked
1:01:16
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
Value Investing is BACK - with Tobias Carlisle
1:08:51
1:08:51
Play later
Play later
Lists
Like
Liked
1:08:51
In this episode, we delve into the world of value investing with Tobias Carlisle, the founder of The Acquirer's Multiple and author of the book 'The Acquirer's Multiple'. From his journey from a lawyer in Australia to a value funds manager in California, to his unique approach towards value investing, this conversation is a treasure trove of insigh…
…
continue reading
1
Inside the Berkshire Hathaway Annual Meeting with Adam Mead
58:00
58:00
Play later
Play later
Lists
Like
Liked
58:00
In this episode of Excess Returns, we sit down with Adam Mead, founder of Mead Capital Management and author of the Complete Financial History of Berkshire Hathaway. We discuss the recent Berkshire Hathaway Annual Meeting, notably missing the presence of the late Charlie Munger. Adam shares insights on Munger's contributions to Berkshire, the compa…
…
continue reading
1
Hunter Hopcroft - In Defense of REITS (and Marty Whitman!)
1:07:30
1:07:30
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
56. Is the Stock Market Really as Predictable as You Think? Decoding the Cockroach Strategy (Part 1)
20:49
20:49
Play later
Play later
Lists
Like
Liked
20:49
In this episode, Jason Buck (Mutiny CIO) and Taylor Pearson (Mutiny CEO) embark on the first of a series discussing the Cockroach Strategy. They are excited to share insights into the decade-long development of this strategy. Jason and Taylor explore the probabilities of loss over extended time horizons, shedding light on often overlooked aspects o…
…
continue reading
1
Corey Hoffstein and Ben Hunt | PNL For a Purpose
59:05
59:05
Play later
Play later
Lists
Like
Liked
59:05
On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Corey Hoffstein and Ben Hunt. You can watch the full day of interviews or make a donation…
…
continue reading
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…
…
continue reading
1
Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham
1:02:46
1:02:46
Play later
Play later
Lists
Like
Liked
1:02:46
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
Mike Green and Mike Taylor | PNL For a Purpose
56:55
56:55
Play later
Play later
Lists
Like
Liked
56:55
On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Mike Green and Mike Taylor. You can watch the full day of interviews or make a donation b…
…
continue reading
1
Value After Hours S06 E18: Ben Claremon on Devonshire Partners' Micro Public-to-Private Equity Strat
1:00:11
1:00:11
Play later
Play later
Lists
Like
Liked
1:00:11
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
E1: Enter the New World of Return Stacking - Inaugural Episode!
1:14:05
1:14:05
Play later
Play later
Lists
Like
Liked
1:14:05
In today’s ReSolve Riffs we’re taking the opportunity to introduce the inaugural episode of a brand new podcast channel called the Get Stacked Investment Podcast. In this series, we dive deep into the world of Return Stacking, exploring the latest projects, content, and insights from the www.returnstacked.com website. Co-hosted by Corey Hosteen, CI…
…
continue reading
1
Cem Karsan and Andy Constan | PNL For A Purpose
58:25
58:25
Play later
Play later
Lists
Like
Liked
58:25
On April 30th, 2024, Excess Returns and SpotGamma brought together 24 of the smartest minds in the investing world for an all-day interview event to raise money for Susan G. Komen. In this episode we are providing two of our favorite interviews of the day with Cem Karsan and Andy Constan. You can watch the full day of interviews or make a donation …
…
continue reading
1
#57 Pieter Slegers on The Art of Quality Investing
1:18:05
1:18:05
Play later
Play later
Lists
Like
Liked
1:18:05
How to invest in the best companies in the world? This is the topic for our episode with Pieter Slegers – founder of the investment newsletter Compounding Quality and previously a professional investor in Belgium. The book we discuss is The Art of Quality Investing, a new but timeless title that Pieter has collaborated on with its author Luc Kroeze…
…
continue reading
1
Value After Hours S06 E17: Jason C. Buck on the Mutiny Fund, the Cockroach Portfolio and Volatility
1:01:45
1:01:45
Play later
Play later
Lists
Like
Liked
1:01:45
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading
1
Jared Dillian: The Hidden Dangers in the Global Economy
55:24
55:24
Play later
Play later
Lists
Like
Liked
55:24
In this episode, the ReSolve team is joined by Jared Dillian, the editor of The Daily Dirtnap and author of the book No Worries: How to Live a Stress-Free Financial Life. They delve into a variety of topics, including the power of diversification, the importance of understanding financial stress, and the current state of global financial markets. T…
…
continue reading
In this episode of Show Us Your Portfolio, Jared Dillian, author of the investment newsletter The Daily Dirt Nap and the book "No Worries: How to Live a Stress-Free Financial Life," discusses his personal investing philosophy and portfolio. Dillian advocates for a diversified approach that includes stocks, bonds, cash, gold, and real estate, which …
…
continue reading
1
Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return
1:00:03
1:00:03
Play later
Play later
Lists
Like
Liked
1:00:03
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
…
continue reading