Will Thomson stops by The Business Brew to discuss his approach to real asset investing. Will focuses on companies that happen to produce commodities and/or real assets. That said, he is looking to exploit company/project s...

Thomas Ricketts, CFA, joins the pod to discuss his investment philosophy. This episode focuses on an investment style that, according to Bill's perception, seeks to identify change and innovation before the market identifies...

Henry Reardon, aka @integrity4mkts on Twitter, joins the podcast to discuss his investment philosophy. The conversation starts by discussing his Carvana short thesis then goes into his general investing philosophy. The conver...

Jake Taylor stops by The Business Brew to discuss his new product Journalytic. Journalytic is a software designed to help investors improve their process and decision making. Clear thinking and decision making has been a pa...

Bob stops by The Business Brew to discuss his early career, what he has learned over his career, investing in cyclical businesses/industries, and his biggest investment "loser." This conversation is filled with good lessons ...

Cullen Roche is the Founder of Discipline Funds. Discipline Funds is a low fee financial advisory and asset management firm. Prior to establishing his own business, Mr. Roche founded his own investment partnership in 2005 aft...

Craig Moffett has covered the telecommunications industry – first as a management consultant and later as a Wall Street analyst – for more than thirty years. He has been elected to Institutional Investor Magazine’s All-Americ...

Mark started his professional work life as a consultant with Accenture, where he helped clients for 14 years. He founded his advisory business in 2005, and in 2022 joined Journey Strategic wealth through a merger of his firm ...

Matt Cochrane (@Matt_Cochrane7 on Twitter) stops by The Business Brew to discuss his investment philosophy, how it’s evolved over the past few years, Big Tech, and more. Matt is a police officer with a passion for investing. ...

This episode features Alex Morris of TSOH Investment Research. You can find his Substack at https://substack.com/profile/10489671-the-science-of-hitting . In this episode, Alex and Bill have a casual conversation; mostly ab...

Daniel Needham, CFA, stops by The Business Brew for a wide ranging discussion. Daniel is a wealth of knowledge. He is president of Morningstar’s Wealth Management Solutions, which includes software and aggregation capabilitie...

Kyle Mowery, Founder & Portfolio Manager at GrizzlyRock Capital stops by The Business Brew to discuss his investment philosophy. Kyle is a traditional value investor that tends to focus on smaller, cyclical companies. In th...

Marc Cohodes' (@AlderLaneEggs on Twitter) LinkedIn profile describes him as the "Head Bull Fighter at Alder Lane Farm." He is a well known short seller, but in this episode he discusses how he thinks about his long positions...

Evan Tindell joins The Business Brew to discuss how his background as a poker player influences his investing philosophy, how he got started in the business, and he drops some knowledge about shorting. Bill reached out to Eva...