Podcast Episodes

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 4 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 4 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 5 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 5 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 6 months, 1 week ago

Evan Tindell Returns: Navigating Investment Challenges & Opportunities in 2025

Welcome to The Business Brew! Host Bill Brewster is joined by repeat guest Evan Tindell to delve into pressing investment topics for 2024. Evan is the founder and portfolio manager of Bireme Capital.…

Published on 6 months, 2 weeks ago

Unlocking Unconscious Performance in Sports

In this episode, the host welcomes back Devin Anderson, co-founder of an investment advisory firm and competitive shotgun shooter. They delve into the psychology and skills required for high performa…

Published on 7 months, 1 week ago

Bespoke Investing and Unconventional Wisdom with Le Shrub

Join host Bill Brewster as he converses with the intriguing and often humorous anonymous guest, Le Shrub, in this episode of 'The Business Brew'. Le Shrub's writings can be found at https://www.shrub…

Published on 7 months, 2 weeks ago

Larry Hozenthaler - Private Credit Risks and Opportunities

In this episode of 'The Business Brew,' host Bill Brewster is joined by Larry Holzenthaler, a portfolio manager at First Eagle Alternative Credit (FEAC). The discussion focuses on the complexities an…

Published on 7 months, 3 weeks ago

George Livadas: Market Echoes, European Stocks, and Investment Strategy Insights

In this episode of The Business Brew, host Bill Brewster engages in a comprehensive discussion with George Livadas about the complexities and current state of the market. Livadas, known for his can…

Published on 8 months ago