Podcast Episodes

Jeffrey Collins - Uncorrelated Private Assets

Jeffrey Collins, Managing Partner of Cloverlay, stops by to discuss how Cloverlay builds private portfolios to offer clients uncorrelated returns. In this conversation, Jeff explains how Cloverlay pr…

Published on 3 months, 2 weeks ago

Ryan Dobratz - Fannie, Freddie & The Future

Ryan Dobratz stops by to discuss various aspects of the real estate market, primarily focusing on Freddie Mac and Fannie Mae. The discussion touches on the political implications surrounding Freddie …

Published on 3 months, 3 weeks ago

Stuart Loren - Navigating the Age of Social Disruption

Stuart Loren, Managing Director at Fort Sheridan Advisors, stops by the show to discuss investing in The Age of Social Disruption (that hyperlinks to his presentation of the idea).

Stuart explores ho…

Published on 3 months, 3 weeks ago

James Davolos - Liquid Assets: Water’s Role in Oil’s Future

James Davolos stops by to discuss the emerging importance of water solutions in oil and gas production.

He shares insights on behavioral investing, the evolution of investment strategies at Horizon K…

Published on 4 months ago

Diversifying Concentrated Positions While Deferring Taxes with Wes Gray

Wes Gray returns to the show to discuss a potential solution for those with concentrated financial investments. Wes discusses a solution, via a Registered Investment Company, that enables investors t…

Published on 5 months, 2 weeks ago

Andrew Freedman - AI Insights, Integration, and Best Practices

Andrew Freedman, Communications Analyst at Hedgeye Risk Management, stops by to discuss his experience integrating AI in his life. Bill contacted Andrew after Andrew tweeted "So many (very smart) peo…

Published on 6 months ago

John Huber - Mental Flexibility and Trying To Win The Game

The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehit…

Published on 6 months, 2 weeks ago

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…

Published on 7 months, 1 week ago

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 specifi…

Published on 7 months, 2 weeks ago

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 pers…

Published on 8 months, 1 week ago