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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
Berkshire Hathaway
Oil and Gas Industry
Huntington's Disease
Unicure
Microsoft
Financial Crisis Of 2008
Copper

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

PublishesWeeklyEpisodes200Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Business Brew

Latest Episodes

Peter Mantas returns to the show. This is a follow up episode to the episode discussing uniQure. It's timely given the amount of media attention Marty Makary is getting; in part because of uniQure.

Describing his trip on his Substack:

"I flew to ... more

Charles Frischer and Asheef Lalani stop by The Business Brew to update the listeners on Fairfax Financial. They originally came on the program on 7/20/2023 when the stock was quite unloved. Bill asked them to return to the program after almost 3 year... more

YouTube

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

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Asheef Lalani
Investment professional discussing Fairfax
Fairfax Financial?
Episode: Revisiting Fairfax Financial
Charlie Frischer
Investment professional discussing Fairfax
Independent investor/analyst
Episode: Revisiting Fairfax Financial
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

Host

Bill Brewster
Host of The Business Brew; focuses on long-form discussions about finance, capital allocation, and investing psychology.

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 Kingdom3 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
    4 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 States8 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.

The host asks thoughtful questions and lets guests speak at length.
Guests are consistently high quality and well-prepared.
Audience notes the conversations feel genuine and educational.
The show is a reliable source for investing frameworks and real-world context.
Listeners praise the long-form format and depth of insights.

Chart Rankings

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

Apple Podcasts
#184
Chile/Business/Investing
Apple Podcasts
#237
Indonesia/Business/Investing

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

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Business Brew

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

The audience likely consists of finance-minded listeners drawn to long-form, in-depth conversations about investing, capital allocation, and the psychology behind decision-making. Episodes typically feature portfolio managers, investors, and industry observers who unpack strategy, valuation, and regulatory or market dynamics with a practical, real-world lens. Notable strengths include a habit of lengthy, candid discussions with high-profile guests, a focus on long-horizon compounding and practical investing frameworks, and a preference for exploring how theory translates into portfolio and business outcomes. This show is likely particularly valuable for listeners who want actionable insights from seasoned professionals and enjoy hearing gue... more

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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 Hive Podcast
4. Focused Compounding
5. Value Investing with Legends

How many episodes of The Business Brew are there?

The Business Brew launched 6 years ago and published 200 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Business Brew?

Recent guests on The Business Brew include:

1. Asheef Lalani
2. Charlie Frischer
3. Sonu Chawla
4. Crash Kilnikov
5. Victor Sung
6. Sarah Tabrizi
7. Jacob Shapiro
8. Adam Wilk

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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