The Business Brew

By: Bill Brewster
Listen for free

  • Summary

  • 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/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast. While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.” Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification. Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.
    Bill Brewster
    Show More Show Less
Economics Personal Finance
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • John Maxfield - Maxfield on Banks

    John Maxfield - Maxfield on Banks
    Dec 12 2024

    John Maxfield from "Maxfield on Banks" stops by the show. John is a wealth of knowledge and has an entertaining personality. Bill and John cover a lot of ground. John discusses the history and dynamics of banking, including the unique supply and demand of credit, traits of successful bankers, and the impact of historical tragedies on banker psychology. The episode also covers stories of notable bankers and failures, the free banking era, liquidity surges, and banking crises. John also delves into modern banking dynamics, including the rise of private credit, and shares insights from his extensive research and personal experiences with top bankers.

    Additionally, John talks about his elite banking symposium and unique forms of networking and learning in the banking sector. You can find John's past symposiums here: ⁠https://www.thebankingsymposium.com/⁠ And his archive on ⁠https://www.maxfieldonbanks.com/⁠ Show Notes: 00:00 Welcome to the Business Brew

    01:23 Introducing John Maxfield

    01:54 The Art of Banking

    02:28 The Common Traits of Great Bankers

    16:22 Historical Perspectives on Banking

    20:16 The Free Banking Era

    25:03 Modern Banking Challenges and Innovations

    41:04 The Beale Model and Banking Risks

    41:45 Factoring Company Acquisition

    43:14 Blockchain in Trucking Industry

    44:03 Building a Competitive Network

    50:51 Banking Failures and Historical Insights

    56:08 The Role of AI in Banking Research

    01:00:48 Personal Stories and Networking

    01:05:45 Citigroup's Complexities and Global Role

    01:10:55 Elite Banking Symposium

    01:15:51 Final Thoughts and Farewell

    Show More Show Less
    1 hr and 17 mins
  • Ryan Dobratz - Real Opportunities

    Ryan Dobratz - Real Opportunities
    Nov 30 2024

    Ryan Dobratz, from Third Avenue Funds, stops by The Business Brew to discuss Third Ave’s real estate strategy. Ryan discusses the benefits of focusing on real estate operating companies over REITs, the potential of investments like CBRE, challenges in the office market, and the outlook for residential real estate. They also discuss investment strategies in the residential market, opportunities in Fannie Mae and Freddie Mac, and Dobratz's personal career journey.

    00:00 Welcome to the Business Brew

    00:03 Introducing Ryan Dobratz and Third Avenue Funds

    00:39 Disclaimer and Financial Advice Warning

    01:44 Starting the Conversation with Ryan Dobratz

    02:46 Ryan's Career Journey and Early Influences

    05:51 Joining Third Avenue and Moving to New York

    08:24 Strategic Move to Austin and Real Estate Insights

    09:38 Challenges and Opportunities in the Office Sector

    13:10 Investing in Real Estate Services Companies

    15:02 Philosophy on NAV and Investment Strategies

    23:55 Preference for C Corps Over REITs

    28:11 Prologis and Industrial Real Estate

    35:21 Public vs. Private Real Estate Investments

    39:46 Incentives and Behavioral Finance in Private Markets

    40:18 Active vs Passive Investing in Real Estate

    42:57 Third Avenue's Real Estate Strategy

    46:27 Residential Real Estate Investments

    59:46 Fannie Mae and Freddie Mac: A Deep Dive

    01:18:01 Challenges and Opportunities in Tower REITs

    01:22:06 Conclusion and Final Thoughts

    Show More Show Less
    1 hr and 22 mins
  • Update - Bill's Brain

    Update - Bill's Brain
    Nov 16 2024

    Shoutout to SpeechDocs (@speechdocs on X) for the show notes below.

    🎙️ Welcome to The Business Brew! 🎙️

    In this special solo episode, host Bill Brewster opens up about life, markets, and the future of The Business Brew. From surviving Hurricane Milton and its aftermath to contemplating a rebrand of the show, Bill shares raw and unfiltered thoughts on resilience, growth, and change.

    📌 What You’ll Learn in This Episode:

    • The surprising truth about ETF tax loopholes 🤔

    • Reflections on Florida real estate and climate challenges 🌴

    • How personal challenges shape perspective and growth 💡

    • A candid take on rebranding The Business Brew for a fresh start 🚀

    • Insights on parenting, relationships, and navigating life’s toughest moments 👨‍👩‍👧

    💭 Key Quote:
    "The Business Brew has to die for me to live."

    Whether you’re here for market insights, personal reflections, or a behind-the-scenes look at the podcast’s evolution, this episode is packed with value. Hit play, and let’s brew up something new together. ☕

    🛠️ Stay Connected: ✅ Subscribe for more unfiltered insights and updates on the show’s rebranding journey.
    ✅ Like and share this episode if it resonates with you.
    ✅ Drop a comment below—what do you think about the future of The Business Brew?

    #TheBusinessBrew #PodcastRebrand #MarketInsights #PersonalGrowth #HurricaneMilton #Resilience

    Show More Show Less
    12 mins

What listeners say about The Business Brew

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available