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The Business Brew

Bill Brewster
Value Investing
Investing
Investment Strategies
Reits
Banking
Private Equity
China
Uranium
Emerging Markets
Water Disposal
International Small Cap Value Investing
Market Volatility
John Maxfield
Oil and Gas Industry
Microsoft
Copper
Sustainable Aviation Fuel
Financial Crisis Of 2008
Digitalbridge
Tom Morgan

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/busine... more

PublishesTwice monthlyEpisodes198Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Business Brew

Latest Episodes

Evan Tindell, CIO at Bireme Capital, returns to The Brew for a laid back conversation. The impetus for the conversation is Evan's Q4 letter. A year ago Evan came on the show to educate people about some mistakes he made in 2024. In that show he made ... more

YouTube

Sonu Chawla of Times Square Capital Management shares her investment philosophy, focusing on growth with a conscience, valuation discipline, and management assessment. Stocks discussed include Argenx, Carpenter Technologies, Cheniere, and JFrog. The ... more

YouTube

@crashkolnikov on X, and author of Notes From The Beauty Contest Substack, joins the show. Notes From The Beauty Contest is a long form Substack that focuses on stocks that are somewhat under covered elsewhere. It got its start with a deep dive into ... more

uniQure is a business that develops gene therapies. uniQure's AMT-130 is currently in the headlines. This podcast episode attempts to present the Huntington's Disease community's arguments for why the FDA should work collaboratively to design a palat... more

Key Facts

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Recent Guests

Sonu Chawla
Portfolio Manager, Times Square Capital Management
Times Square Capital Management
Episode: Sonu Chawla - Managing Mid Cap Exposure - $TSCM
Crash Kilnikov
Writer of Notes From The Beauty Contest, Twitter handle @CrashKilnikov
Notes From The Beauty Contest (Substack)
Episode: Notes From The Beauty Contest
Victor Sung
Lead clinician/researcher connected with AMT-130/Unicure discussions
Unicure / AMT-130 program
Episode: Current Events - uniQure and the FDA
Sarah Tabrizi
Clinician/researcher and key figure in Huntington's research
University College London / CHDI collaborators
Episode: Current Events - uniQure and the FDA
Jacob Shapiro
Geopolitical commentator and co-host of Geopolitical Cousins
Geopolitical Cousins podcast; former Stratfor analyst
Episode: Jacob Shapiro - A "Geopolitical Cousin" Joins the Show
Adam Wilk
Investor at Greystone Capital Partners
Greystone Capital Partners
Episode: Adam Wilk
Will Thomson
Investment manager and expert in real assets, with insights on commodities.
Episode: Will Thomson - Real Returns: Real Assets Are Even Hotter Right Now
Abdul Al Assad
Co-founder and CEO of Basic Capital, focused on providing credit for investment purposes.
Basic Capital
Episode: Abdul Al Assad - Leverage For The People
Jim Hayes
Founder of Lucerna Global Capital Management with over 30 years of experience in emerging markets investing.
Lucerna Global Capital Management
Episode: Jim Hayes - Emerging Opportunities

Host

Bill Brewster
Bill Brewster hosts a series of thoughtful discussions that explore investment strategies and the intricacies of business. He aims to provide a platform for in-depth conversations with industry experts, allowing guests to share their insights and experiences comprehensively.

Reviews

4.8 out of 5 stars from 601 ratings
  • Bill - real and cool guy

    One of my favourite financial commenters

    Apple Podcasts
    4
    MusicmanJ
    United Kingdom2 months ago
  • Podcaster does not even do his basic research... It's not only about the intrinsic value of the guest, as the best are found in the best media all the time.

    Podcast Addict
    1
    alpha
    3 months ago
  • Best subconscious in sports podcast

    Outstanding.

    Well done and captivating talk on skill building in the conscious and execution in the subconscious

    Apple Podcasts
    5
    Pamperred
    United States7 months ago
  • Tom Morgan episode

    Welcome to the woo club, Bill! 😘

    Apple Podcasts
    5
    ADHD Fin Advisor
    United Statesa year ago
  • ETF Stacking with Cory

    Bill outstanding interview, good questions. Very interesting concepts.

    Apple Podcasts
    5
    BadDebt
    Canada2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the authentic, long-form discussions and the wealth of knowledge shared by guests.
Bill Brewster's interviewing style is frequently praised for its depth and clarity, allowing guests to express their insights freely.
The variety of guests from diverse backgrounds in finance and business keeps the content engaging and relevant.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Current Events - uniQure and the FDA
Q: Why is propensity score matching used, and what are its limitations in this context?
Propensity score matching attempts to mimic randomization by pairing trial participants with external controls who have similar observed characteristics. Its limitations include reliance on observed variables only, potential residual confounding, and questions about whether the external dataset truly represents the treated population over long-term outcomes. It is viewed as a pragmatic, not perfect, solution in rare, invasive therapies where internal placebo controls are impractical.
Current Events - uniQure and the FDA
Q: What were the caveats in using external control data for AMT-130?
External controls via Enroll HD and similar datasets offer a practical workaround when randomized sham controls are unethical or impractical, but they are not as rigorous as internal controls. Matching on demographics and disease characteristics is essential, and regulators require high-quality, longitudinal data with standardized assessments. The approach is accepted in some rare diseases but remains contentious due to variability and the absence of true randomization.
Jacob Shapiro - A "Geopolitical Cousin" Joins the Show
Q: How do you assess the shift from a liberal order to a multipolar world?
He argues that the U.S. has implicitly accepted multipolarity and that the liberal order is not guaranteed to prevail; interest and power politics will drive policy, with alliances and rivalries forming around regional centers of gravity rather than a single global order.
Jacob Shapiro - A "Geopolitical Cousin" Joins the Show
Q: What is your background and how did you enter geopolitics?
Jacob describes starting at Stratfor, the path through the Middle East desk, and how a liberal-arts background and opportunistic timing shaped his approach to geopolitics and risk. He emphasizes learning through varied roles, humility to revise beliefs, and the importance of not over-anchoring to a single region.
Jim Hayes - Emerging Opportunities
Q: How are you monitoring trade deadlines and whether we're decoupling from China?
Hayes believes that the US and China are separating economically, which creates opportunities for other markets; his firm focuses on domestic consumption-related sectors in emerging markets.

Audience Metrics

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Frequently Asked Questions About The Business Brew

What is The Business Brew about and what kind of topics does it cover?

The content revolves around insightful conversations with experienced investors and business leaders, addressing the complexities of finance, investment strategies, and the psychology behind decision-making in business. Episodes cover a range of topics such as capital allocation, investment philosophies, and the nuances of emerging markets, combining personal anecdotes and professional insights to create a rich and engaging listening experience. The desire for long-form discussions allows guests to thoroughly explore their thoughts and expertise, providing listeners with valuable perspectives and a deeper understanding of the financial landscape.

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How many listeners does The Business Brew get?

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How many subscribers and views does The Business Brew have?

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Which podcasts are similar to The Business Brew?

These podcasts share a similar audience with The Business Brew:

1. The Acquirers Podcast
2. Yet Another Value Podcast
3. Value Investing with Legends
4. Focused Compounding
5. The Meb Faber Show - Better Investing

How many episodes of The Business Brew are there?

The Business Brew launched 5 years ago and published 198 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Business Brew?

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Where can I see ratings and reviews for The Business Brew?

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What guests have appeared on The Business Brew?

Recent guests on The Business Brew include:

1. Sonu Chawla
2. Crash Kilnikov
3. Victor Sung
4. Sarah Tabrizi
5. Jacob Shapiro
6. Adam Wilk
7. Will Thomson
8. Abdul Al Assad

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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