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All Episodes

The Business Brew — 201 episodes

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Title
1

Another Cyclical Masterclass with Robotti & Company

2

Another FDA vs uniQure Episode

3

Revisiting Fairfax Financial

4

Evan Tindell

5

Sonu Chawla - Managing Mid Cap Exposure - $TSCM

6

Notes From The Beauty Contest

7

Current Events - uniQure and the FDA

8

Jacob Shapiro - A "Geopolitical Cousin" Joins the Show

9

Investing Unscripted

10

Adam Wilk

11

Paying It Forward

12

Will Thomson - Real Returns: Real Assets Are Even Hotter Right Now

13

Quick Update

14

Abdul Al Assad - Leverage For The People

15

Jim Hayes - Emerging Opportunities

16

Just Some Bill

17

Mark Cooper - Hunting Internationally for Value

18

Matthew Quigley - Pricing Potential: How Lending and NIL Are Changing Sports

19

Peter Mantas Returns

20

Maja Vujinovic - Crytpo Convo; Ethereum's Role In The Ecosystem

21

Dan Rasmussen - Sacred Cow Slayer

22

David Gardner - Mastering the Art of Long Term Investing

23

Braden Dennis - Beyond Bloomberg: Competing in the AI Era of Finance

24

Spencer Cibelli - Haypp Group: Nicotine's "Win-Win-Win" Business

25

Jeffrey Collins - Uncorrelated Private Assets

26

Ryan Dobratz - Fannie, Freddie & The Future

27

Stuart Loren - Navigating the Age of Social Disruption

28

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

29

Diversifying Concentrated Positions While Deferring Taxes with Wes Gray

30

Andrew Freedman - AI Insights, Integration, and Best Practices

31

John Huber - Mental Flexibility and Trying To Win The Game

32

Andy Constan on Today's Macro Backdrop

33

Bill Chen Returns v3vFINAL

34

China's Investment Potential: A Deep Dive with Jingshu Zhang

35

Evan Tindell Returns: Navigating Investment Challenges & Opportunities in 2025

36

Unlocking Unconscious Performance in Sports

37

Bespoke Investing and Unconventional Wisdom with Le Shrub

38

Larry Hozenthaler - Private Credit Risks and Opportunities

39

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

40

Alex Morris - Buffettology

41

Tom Morgan - Mysteries, Mystics, and Personal Transformation

42

John Maxfield - Maxfield on Banks

43

Ryan Dobratz - Real Opportunities

44

Update - Bill's Brain

45

John Buckingham - The Prudent Election Episode

46

Mike Alkin - Talking Uranium

47

Dylan Marrello - Raging Bull

48

Richard Cook - Traversing For Value

49

Bruce Berkowitz - Avoiding Disaster And Generating Returns While Doing So

50

Blake Haxton - Industrials and High Yield

51

Unlocking REIT Potential with Bill Chen: Navigating Multifamily and Office Market Dynamics

52

Al Goldstein - Stoic Lane

53

Update

54

Charles Lemonides - ValueWorks

55

Consuelo Mack - Host of WealthTrack

56

Hunter Hopcroft - In Defense of REITS (and Marty Whitman!)

57

Elliot Turner Returns

58

Darren Fisk

59

Matthew Sweeney - Discussing Value

60

Hedda Nadler - Repping The Legends

61

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

62

Corey Hoffstein - Get Stacked!

63

Will Thomson On Lithium, Copper, And More

64

Devin Martin - Finding Your Drive

65

The Pros and Cons of Being Public with Andrew Walker

66

Sustainable Air Fuel - A Primer

67

Some Thoughts And Things - Regular Pod Back Next Week

68

Todd Schwartz - Expanding Credit Access

69

Ben Jenkins - On Mentorship, Being a Professional, and Allocating Capital

70

Craig Moffett Returns

71

Bill Chen - Is Now The Time for REITs

72

Andrew McAfee - The Geek Way

73

Jeremy Raper Returns

74

Keith Smith - Looking At Unique Ideas

75

Ryan O'Connor

76

Aaron Edelheit and Stuart Loren - Never Again

77

Peter Mantas - The Potential Opportunity in Life Sciences

78

Andrew Walker - Yet Another Value Discussion!

79

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

80

Arvind Sanger - The Sustainable Energy Transition

81

Derek Pilecki - A Financials Specialist

82

Value Stock Geek - Geeking on Value

83

Ian Bezek - Emerging Value

84

Braden Dennis - Building ⁠Stratosphere.io

85

Meb Faber Returns!

86

Dave Waters - Searching Nooks and Crannies

87

Josh Clarkson - Alternative Credit

88

Kristof Gliech - Choosing Managers

89

Mario Cibelli - Seeing Value in SMID

90

Dr. Luke Benoit - Grip It and Ryp It

91

Mathew Passy - THE Podcast Consultant

92

Ian Cassel - A Micro Perspective

93

Devin Anderson - Exploiting Behavioral Biases

94

Michael Batnick - The Not So Irrelevant Investor

95

Dan Zwirn - Unconstrained Opportunities

96

Mike and Eli - Chasing Scratch and Podcasting

97

Tom Gayner - A Discussion with Markel's CEO

98

Adam Wyden - Discussing The Etymology of Returns

99

Arnaud Cosserat and Rick Mercado - Researching Resilience

100

Randy Baron - International Truffle Hunting

101

Whit Clay – Crafting Communications

102

Will Thomson - Real Assets Are Like Hansel (So Hot Right Now)

103

Thomas Ricketts, CFA - Investing in Innovation

104

Henry Reardon - Asymmetric Contrarian

105

Jake Taylor - Improve Your Decisions

106

John McClain - Opportunities in Credit

107

Bob Robotti - Searching For Improving Industries

108

Cullen Roche - Why Macro Matters

109

Craig Moffett - A True Expert

110

Mark Newfield - Keep Going!

111

Matt Cochrane - Moats and More

112

Alex Morris - TSOH Returns

113

Daniel Needham - Multi Asset Investing

114

Kyle Mowery - Uncovering Hidden Growth Engines

115

Marc Cohodes - An Independent Investor

116

Evan Tindell - Where Poker and The Market Collide

117

Scott Reardon - Study The Greats

118

Be Back Soon

119

Chadd Garcia - The Intersection of Returns and Morals

120

Vitaliy Katsenelson - Soul In The Game

121

Tom Morgan - The Most Interesting Man in Finance

122

William Green - The Man Behind The Books

123

Jordan Noone - Rockets and Venture Capital!

124

BONUS: Cem Karsan - Derivatives Are The Underlying

125

Amanda Agati - Cautiously Optimistic

126

Sean Stannard Stockton - Managing In a Volatile Environment

127

J Mintzmyer Returns

128

Tim Laehy - Professionalizing Finance Departments

129

Craig Fuller - The Impending Freight Recession

130

Lost in Spaces

131

Erick Mokaya - Achiever and Learner

132

Kunik - A Conversation About Culture

133

Mark S.F. Mahaney - Nothing But Net

134

Jobs Security and Growth (JSG) Investing

135

Dave Girouard -  Disrupting Credit Underwriting

136

Simeon Siegel - Retail Therapy

137

Michael Green - Macro Contrarian

138

Chris Cerrone - A Simple, Quality Discussion

139

Andrew Freedman – TMT talk!

140

Troy Lavinia - Thinking in Systems to Build Businesses

141

Will Thomson – A Real Asset Discussion

142

Muji – A hhhypergrowth Discussion

143

Denise Shull – Discussing The Game Within The Game

144

Kristi Ross - Entrepreneur Extraordinaire

145

Jillian Jaccard Murrish – Alternative Credit

146

Rob Koyfman - Fintech Founder

147

Tren Griffin - Giving to Get

148

Louisa Nicola - Enhancing Performance

149

David Gardner - An Investing Fool

150

Jonathan Boyar - Intrinsic Value Opportunities

151

David Fauchier - Market Neutral Crypto

152

Alexandra Blumenfeld - Red Rover Founder

153

Kyler Hasson - Playing His Game

154

Chris Bloomstran - Taking Principled Stances

155

Margot Edelman - Trust This!

156

Stinson Dean - Talking Lumber

157

Meb Faber - Quant Savant

158

Kyla Scanlon - A Finfluential Conversation

159

J Mintzmyer - Shipping Extraordinaire

160

Rui Ma - Talking China

161

Logan Mohtashami - Bear Crusher

162

Seth Porges - Director: Class Action Park

163

Thomas Braziel - An Esoteric Episode

164

Jake Taylor - From First Principles

165

Jim O'Shaughnessy - Man, Myth, Legend

166

Outro - Season 1

167

Rick Van Nostrand, CFA - Consistently Hunting For Real Value

168

Jason Buck - Survive Like A Cockroach

169

Jason Wild - From $80k to $1.7Bn

170

Arnold Van Den Berg - A Must Listen Life, and Investing, Discussion

171

David Barr - From Venture Capital to The Venture Exchange

172

Francisco Olivera and Alex Morris - The Squad

173

Brian Feroldi - Man or Machine?!

174

Austin Lieberman - Squash The Beef

175

George Livadas - A Long Short Discussion

176

Jeremy Raper - Credit Focused Equity

177

Jared Kaplan - CEO Interview - OppFi

178

William Green - Author Interview - Richer, Wiser, Happier

179

Corey Hoffstein - More Than A Model; Idiot (Yes, that's a Zoolander Reference)

180

Preston Pysh - From "Value" to Bitcoin

181

Aaron Edelheit - Mindset Mastery

182

Heather Brilliant - Intentionally Constrained

183

Kyle Cerminara - All In

184

Adam Robinson - A Unique Mind

185

Sanjay Ayer - The Example of Self Awareness

186

Elliot Turner - Growth At A Reasonable Price Defined

187

Liz Simmie - A True ESG Manager

188

Ian Cassel - Micro Machine

189

Oren Falkowitz - No Phishing Way

190

Derek Walin - Entrepreneur and Music Maven

191

Moses Kagan - Permanent Real Estate Investing

192

Bonus: Andrew Walker - A SPACtacular Conversation

193

Mike aka @NonGaap - Master of the Dark Arts of Corporate Governance

194

Shomik Ghosh - A SaaSy Conversation

195

Jen Ross - Always Questioning the Narrative

196

Tyrone V Ross Jr. - A Powerful Advocate

197

Sean Stannard Stockton - A Renaissance Investor

198

Jack Rohrbach - A Success Story

199

Tobias Carlisle - A Modern Walter Schloss

200

Dan McMurtrie - The Next Market Wizard

201

Michael Mitchell - Fundamental Opportunist