show episodes
 
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 ...
 
Stock Market Opportunities: Opto Sessions brings you in-depth interviews with the best minds in finance, from hedge fund managers to options traders, uncovering their secrets to success. Learn to trade or improve your investing with ideas, tips and techniques from the industry's greatest minds.
 
Flirting with Models is the show that aims to pull back the curtain and meet the investors who research, design, develop, and manage quantitative investment strategies. Join Corey Hoffstein, Chief Investment Officer of Newfound Research, on a journey to explore systematic investment strategies, ranging from value to momentum and merger arbitrage to managed futures. Episodes released in topic-specific seasons. For more on Newfound Research, visit ThinkNewfound.com. And to learn about Newfound ...
 
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show series
 
This week I’ve had the pleasure of interviewing Tobias Carlisle, founder and managing director of Acquirers Funds where he manages the firm's deep value strategy as a portfolio manager. Tobias is also the author of The Acquirer’s Multiple (2017), Concentrated Investing (2016), Deep Value (2014), and Quantitative Value (2012). In this interview, we …
 
IN THIS EPISODE, YOU’LL LEARN: 01:07 - What is Tobias Carlisle's view on the general stock market? 03:20 - Why angel investing and venture capital is currently being indexed without due diligence. 05:35 - Why Tobias Carlisle thinks that Lockheed Martin is undervalued (Ticker: LMT). 24:32 - Whether Stig Brodersen has doubled down on Alibaba. 25:39 -…
 
IN THIS EPISODE, YOU’LL LEARN: 09:27 - Investing and being a board member alongside Bill Gates on many companies. 18:13 - The future of nuclear energy. 24:30 - Manufacturing in space and iPhone-sized satellite technology. 28:34 - 3D printing 44:41 - The privatization of defense. 50:15 - Quantum computing 56:19 - Virtual reality and the metaverse, w…
 
Richard Lightbound is EMEA & Asia CEO of ROBO Global, an index advisory and Research company helping investors capture the unique opportunities presented by Robotics, Artificial intelligence, and Healthcare technology. Each of those themes within the Disruptive Innovation landscape is represented by a ROBO Global index, and cumulatively those indic…
 
The one and only David Gardner stops by The Business Brew for an interview Bill has been looking forward to for over a year. David is a Co-Founder of The Motley Fool. He is best known for his Rule Breaker investing strategy but Bill knows him as a person that forced Bill to contemplate how he looks at investing. You can find David’s Rule Breaker po…
 
IN THIS EPISODE, YOU’LL LEARN: 01:07 - How they have learned so much at such a young age. 13:10 - Long-term Versus Short-term investors and using their on-chain fingerprint to help manage longer-term positions. 27:33 - How they think about volatility and how derivatives are impacting the Bitcoin Price Action. 40:04 - Borrowing premiums and how it c…
 
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/…
 
IN THIS EPISODE, YOU’LL LEARN: 00:53 - Which book that Charlie Munger had recently said is “one of the best ever written.” 06:46 - Whether the best investors truly live by an inner scorecard. 11:09 - Whether there is such a thing as the “right background” to become a successful investor. 24:36 - Whether concentration indeed is how to become rich an…
 
IN THIS EPISODE, YOU’LL LEARN: 01:39 - What the Dollar Milkshake Theory is. 31:53 - How the Dollar Milkshake Theory has evolved through Covid. 56:50 - The range to watch for the DXY (a.k.a US dollar index) but more importantly at what rate of change. 61:49 - How supply shocks could impact the dollar in 2022. And a whole lot more! *Disclaimer: Sligh…
 
Jonathan Boyar stops by The Business Brew to discuss his investing philosophy. Jonathan is the President of Boyar's Intrinsic Value Research LLC., an independent research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of…
 
IN THIS EPISODE, YOU’LL LEARN: 04:50 - Jeff's thoughts on the supply chain impacts. 10:56 - How he sees central bankers adjusting policy moving forward. 13:22 - What another liquidity crisis might look like. 49:55 - Equity valuations. 01:00:09 - The idea of smaller amounts of debt in the system in a post-bitcoinized world. 01:08:07 - How will the t…
 
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/…
 
IN THIS EPISODE, YOU’LL LEARN: 04:19 - The early days of Hayman Capital. 23:07 - Why Kyle is protecting his capital by buying farmland. 24:34 - Bitcoin, gold, and central bank digital currencies. 41:23 - Chinese real estate, demographics, accounting concerns. 49:47 - Oil and natural gas and why Kyle thinks we’ll soon be seeing unprecedented prices.…
 
IN THIS EPISODE, YOU’LL LEARN: 01:47 - Tom’s billion-dollar entrepreneurial journey. 19:12 - How to identify companies with high implied volatility and expected return and what that means. 20:12 - How layering options on top of buy and hold strategies can help generate income whether markets are up, down, or sideways. 31:54 - The optimal time to bu…
 
David Fauchier stops by The Business Brew to discuss crypto and market neutral strategies in crypto assets. David works at Nickel Digital Asset Management, an investment manager connecting traditional finance with the digital assets market. The firm deploys highly sophisticated low-latency algorithmic trading, pursuing a range of arbitrage strategi…
 
Ali Urman is ARK Invest’s Genomic Revolution analyst, responsible for the company’s research on Gene editing, DNA sequencing, Stem cell technologies & Immunotherapy. As of September 2021, ARK’s AUM stood at a colossal $42.4 billion, spearheaded by investing legend and household name, Cathie Wood. To speak to ARK’s Genomics analyst as a global pande…
 
IN THIS EPISODE, YOU’LL LEARN: 01:35 - Guy and Greg's thoughts on the pop culture impact. 10:33 - The White House committee guidance for stable coins. 21:58 - Greg's thoughts on CPI Versus Interest rates. 38:03 - How should people manage their personal mortgages? 01:04:01 - What do interest rates look like in hyperbitcoinization? 01:15:09 - The cha…
 
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 no…
 
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/…
 
IN THIS EPISODE, YOU’LL LEARN: 01:43 - Which ETF strategy is right for you? 06:49 - Why there is no such thing as passive investing? 12:17 - How does an ETF technically work, and why is it a tax-efficient investment instrument. 22:18 - What is the difference between the gross and net expense ratio? 26:16 - Should you pay attention to backtesting re…
 
IN THIS EPISODE, YOU’LL LEARN: 09:23 - Key lessons in approaching acquisitions. 12:27 - What Brent has learned from breaking bread with the likes of Warren Buffett and Charlie Munger. 45:11 - Managing styles and the importance of autonomy. 47:33 - Learnings from the private market that translate to the public markets. And a whole lot more! *Disclai…
 
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 to…
 
This week we’ve got Austin Lieberman on the show, one of the 11 portfolio managers at Chamaths Social Capital. The 11 fund managers were given $50million by social capital earlier this year to try and achieve abnormal returns from the markets. Austin was previously a lead advisor at 7investing, a regular contributor to the motley fool, and a vetera…
 
IN THIS EPISODE, YOU’LL LEARN: 01:17 - CJ's experience in the MLB. 10:48 - Why was CJ in Washington DC recently? 17:18 - What do most staffers think of Bitcoin? 18:50 - What do most politicians ask when it comes to Bitcoin? 31:42 - How are core developers and upgrades incorporated into the Bitcoin protocol? 31:42 - What risks are there for governan…
 
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/…
 
IN THIS EPISODE, YOU’LL LEARN: 02:09 - Kat’s rise from being a Hooters waitress at age 18 to being a VP of Hooters by age 26. 22:21 - What it was like to be placed at the helm of Cinnabon during the great recession and how she pulled off a miraculous turnaround. 26:40 - Operating principles that can be applied to any business. 41:21 - The importanc…
 
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 let…
 
On Friday 15th October we hosted our third live interview on Twitter Spaces, with Sessions favourite, Dr. Jeff Ross. Having previously quizzed Jeff about Bitcoin’s long-term outlook and the Crypto’s credentials as a Store of Value, this time we focused on his hedge fund’s stock-picking strategy. Vailshire Partners operates a Long/Short approach, id…
 
IN THIS EPISODE, YOU’LL LEARN: 01:01 - Willy's thoughts on the super-cycle theory. 05:53 - Willy's thoughts on the ETFs and what it means for S2F. 10:39 - Why Realized Market Cap is an important metric. 13:57 - What is one of Willy's favorite charts right now? 26:05 - Short term traders versus long term hodlers and how they impact the price action.…
 
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ About Jake: Jake is a partner at Farnam Street. Jake's website: http://farnam-street.com/vah Jake's podcast: https://twitter.com/…
 
IN THIS EPISODE, YOU’LL LEARN: 21:41 - When to use leverage and when not to. 24:16 - The interesting correlation between gold and lumber and how to use it as a key indicator. 28:31 - How a highly active tactical rotation approach can beat the market. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform…
 
IN THIS EPISODE, YOU'LL LEARN: 17:27 - How to invest through recessions. 19:23 - Why Dev no longer invests in Biotech after he spent 18 years in Biotech Ventures. 48:21 - The value of running a highly concentrated portfolio. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RE…
 
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: - …
 
This week I’m delighted to introduce Jaime Rogozinsk, Founder of the notorious WSB subreddit, you’ll all know them from the infamous GameStop short squeeze. A moment that will go down in history alongside the rise of the retail trader and the power of communities. Jaime founded WSB, a movement for ​​financial democracy, in 2012. The community curre…
 
IN THIS EPISODE, YOU’LL LEARN: 02:33 - What's happening in the broader macro economy from his perspective? 16:56 - Will the Stock to Flow model eventually fail? 30:49 - Regional trends - specifically with Proof of Work. 38:16 - When will more countries start to adopt it? 41:33 - Is the ETF important? 50:29 - Lightning adoption, what's the impact? 5…
 
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's …
 
IN THIS EPISODE, YOU'LL LEARN: 05:16 - The biggest takeaways from his discussion with Stan. 26:35 - Trung's background in real estate in Asia with thoughts on Evergrande. 38:16 - What opportunities are most exciting. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES:…
 
IN THIS EPISODE, YOU'LL LEARN: 01:12 - The 4 pillars of inflation. 31:16 - Opportunities in Gold, Silver, and Palladium. 51:54 - The risks of deglobalization especially from China. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES: Crescat Capital's Website. Tavi Cos…
 
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…
 
Emmet Savage is Chief Investor and Co-Founder of MyWallSt. MyWallSt’s mission is to get their readers successfully investing in the stock market, over a long-term time horizon. In addition to timely market insights and illuminating educational content on the firm’s App and website, Emmet offers 24/7 access to his Horizon portfolio, a group of 20-50…
 
IN THIS EPISODE, YOU’LL LEARN: 02:20 - What's happening at the state level with Bitcoin legislation? 08:34 - Why Parker encourages people to delete Facebook. 10:39 - Parker's thoughts on the current supply chain issues. 29:55 - Parker's thoughts on the debt ceiling. 55:53 - Whether a Bitcoin ETF will impact things much. 01:03:19 - Does the typical …
 
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's …
 
IN THIS EPISODE, YOU'LL LEARN: 00:43 - How does Treasury-Inflation-Protected-Securities (TIPS) work, and is it good inflation protection? 04:26 - Are TIPS a good investment for some investors but not for others? 05:24 - How to protect yourself against inflation 09:53 - How to rank asset classes based on attractiveness? 13:16 - How to value a stock …
 
IN THIS EPISODE, YOU'LL LEARN: 00:06:59 - How to identify Rule Breaking companies. 00:37:30 - Why optionality is a great indicator of a company's future success. 00:42:50 - David’s 25 point system to identify risk. 00:48:00 - What is Conscious Capitalism and why it should become a focus for your portfolio. And so much more! *Disclaimer: Slight time…
 
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 rec…
 
Last week we hosted our second live interview on Twitter Spaces, this time with Biotechnology investment expert and pioneer, Brad Loncar. Brad is the creator of two Nasdaq-listed funds: The Cancer Immunotherapy ETF & The China BioPharma ETF, and as a result, we focus on oncology innovation and Evergrande’s impact on Chinese biopharma. But to kick o…
 
IN THIS EPISODE, YOU’LL LEARN: 03:46 - How BTC Sessions first got introduced to Bitcoin. 07:09 - Why a person should run a full node. 07:09 - What does a full node enable? 14:03 - Twitter's Bitcoin tipping integration. 17:40 - What tools and applications exist on layer 2. 32:49 - What's the best way to think about opening channels on layer 2? 41:38…
 
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 Kyl…
 
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, Bill Brewster and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/ https://www.gmo.com/americas/research-library/value-vs.-growth-reversals/ About Jake: Jake is a partner at Farnam Street. Jake's …
 
On today’s show, Stig Brodersen has invited back David Stein. David is a former chief investment strategist for Fund Evaluation Group, a $70 billion investment advisory firm. In this episode, David will break down what is going on in China and whether we as investors should be concerned about a stock market collapse. IN THIS EPISODE, YOU’LL LEARN: …
 
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