John McClain, CFA stops by The Business Brew for a discussion about credit. John serves as a portfolio manager for the Brandywine Global’s High Yield and Corporate Credit Strategies. In this episode John makes the case for wh...
Dave Girouard stops by The Business Brew to discuss how Upstart is attempting to change the way credit is underwritten. Upstart uses machine learning and artificial intelligence to expand loan underwriting beyond FICO scores. The...
Simeon Siegel, Managing Director and Senior Analyst at BMO Captial Markets, stops by The Business Brew to discuss his prescient call to sell Peloton, the oddity that brands peak at $3Bn in sales, the role of “Sell Side” analysts, and …
Michael Green stops by The Business Brew to discuss his inelastic market theory, the outlook for inflation, why the market might be too excited about rate normalization, and much more. Michael is a frequent contributor to Real Vision and has...
Chris Cerrone, a Partner at Akre Capital Management, stops by The Business Brew for a discussion about his investment philosophy, simplicity, the definition of quality, and much more. Chris’ paper, The Art of (Not) Selling, really made an...
Andrew Freedman stops by The Business Brew for a discussion about the ever changing media landscape. In this discussion, Andrew articulates how he views valuation, what makes stocks good “long” and “short” candidates, and how his process...
Troy Lavinia, founder of Stream by Mosaic, stops by The Business Brew to discuss creating Stream, building teams, and strategic thinking. Troy is a really interesting thinker, approaches life with an abundance mentality, and is always looking to...
Will Thomson stops by The Business Brew to discuss his approach to real asset investing. Will is the Founder and Managing Partner of Massif Capital, LLC. He has experience in private equity and credit/political risk insurance, in...
Muji stops by The Business Brew to discuss modern internet infrastructure. Muji has extensive technical knowledge about internet infrastructure, network security, and high growth companies such as Snowflake. He shares his knowledge via a...
Denise Shull is Founder and CEO of The ReThink Group (see ). She developed the Shull method, which relies on the latest brain research on how humans perceive, judge and decide. Understanding this on a practical level routinely allows The...
Kristi Ross stops by The Business Brew to discuss her career, leading companies through M&A, and two notable exits exceeding $1.5Bn (the most recent of which was valued at $1Bn ). Kristi is the co-CEO of tastytrade, which launched in...
Jillian Jaccard Murrish stops by The Business Brew to discuss co-founding and running Pier Asset Management; an alternative credit firm. Pier delivers fixed income yield by investing in alternative credit, which they define as all nonbank...
NOTE: For 20% off of KOYFIN please use the following link: The discount will be applied at checkout. Rob Koyfman stops by The Business Brew to discuss his background, starting a Fintech business, building teams, and much more. Rob’s...
Tren Griffin stops by The Business Brew for a fun conversation about his career, investing, and life. Tren is an author of 7 books, had a front row seat to Bill Gates’ career, sold ½ of his business in the …
Louisa Nicola stops by The Business Brew to discuss her time as a triathlete, recovering from a major injury, and how she got curious about the power of the brain during her rehab from injury. Today, Louisa is Director and …
The one and only David Gardner stops by The Business Brew for an interview Bill has been looking forward to for over a year. David is a Co-Founder of The Motley Fool. He is best known for his Rule Breaker …
Jonathan Boyar stops by The Business Brew to discuss his investing philosophy. Jonathan is the President of Boyar's Intrinsic Value Research LLC., an independent research boutique established in 1975 that counts some of the world’s largest...
David Fauchier stops by The Business Brew to discuss crypto and market neutral strategies in crypto assets. David works at Nickel Digital Asset Management, an investment manager connecting traditional finance with the digital assets market. The...
Alexandra Blumenfeld stops by The Business Brew to discuss her business, Red Rover. Alex is a Junior at Vanderbuilt University and founded Red Rover, an expert network. Bill, Josh Tarasoff, Trey Kuppin, and Elliot Turner have all used...
Kyler Hasson () stops by The Business Brew to discuss how he has morphed as an investor and as a Registered Investment Advisor. Kyler is one of Bill's good friends and they've chatted about investments for a number of years …
This week Chris Bloomstran stops by The Business Brew to catch up. Part of this conversation are a bit scary. Parts you may disagree with. Regardless, it's very apparent that Chris thinks A LOT about what he is investing in. …
Margot Edelman stops by The Business Brew to discuss corporate communications as well as the Edelman Trust Barometer (see ). Edelman is an award-winning global public relations consultancy firm. Key findings from the 2021...
Stinson Dean (@lumbertrading on Twitter), owner of Deacon Lumber, stops by The Business Brew to discuss the current lumber market, what happened to lumber in 2020, and how the market got to where it is. This is a long conversation, …
Meb Faber joins The Business Brew to discuss his views on investments, geographical diversification, trend following, and much more. Meb's podcast, The Meb Faber Show , was one of the first financial podcasts Bill listened to. That show has...
Kyla Scanlon stops by The Business Brew to discuss the life of a finance content creator. Kyla is a Gen Z financial content creator. Her content focuses on macro economics, monetary policy, crypto innovation, and more. She chooses to...
J Mintzmyer () is a renowned maritime shipping analyst who directs the ("VIE") research platform on Seeking Alpha. He stopped by The Business Brew to discuss the shipping industry. J is a frequent speaker at industry...
Rui Ma, co host of Tech Buzz China, stops by The Business Brew to discuss what is going on with China's current regulations. This conversation is nuanced, offers perspective on some of China's goals, and touches on a variety of …
This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out to see what a Bloomberg-lite, with tons of high-quality fundamental data and a...
This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out to see what a Bloomberg-lite, with tons of high-quality fundamental data and a...
This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out to see what a Bloomberg-lite, with tons of high-quality fundamental data and a...
This episode is brought you by Koyfin, one of the fastest-growing platforms for financial data and analytics to research stocks and understand market trends. Check out Koyfin.com to see what a Bloomberg-lite, with tons of high-quality fundamental data...
Wall Street legend, best selling author, Godfather of FinTwit, and Chief Meme Officer James P. O'Shaugnessy joins The Business Brew. Jim is a one of a kind individual who took time out of his life to help Bill work through …