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The Business Brew

Bill Brewster

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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 a ...
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Brewing After Hours with Sarah Flora

Sarah Flora | Bleav Podcast Network

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The Brewing After Hours Podcast is hosted by homebrewer and digital creator Sarah Flora (aka Flora Brewing), known for her popular Instagram and YouTube content breaking down the art of brewing from her home in Los Angeles. This series goes beyond the brew kettle — exploring the history, culture, and untold stories behind beer, with guest appearances from homebrewers and industry pros alike. While new episodes aren’t currently dropping, the full archive is packed with brewing deep-dives, fun ...
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Wes Gray returns to the show to discuss a potential solution for those with concentrated financial investments. Wes discusses a solution, via a Registered Investment Company, that enables investors to diversify their position while deferring taxes. We hope the episode is informative. Find Wes at: Twitter: https://x.com/alphaarchitect RIA/blog/educa…
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How do you run a full-blown pinball bar until 2 AM every night and stay married? Rachel and Cale from Electric Bat Arcade break it all down—logistics, love, location pinball, and late-night arcade life in Tempe. We talk running machines in the desert heat, Arizona pinball culture, and how to build a community one quarter at a time. Praise the Great…
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Charles Skaggs & Xan Sprouse watch Friday the 13th, the 1980 slasher film directed by Sean S. Cunningham, and starring Betsy Palmer as Pamela Vorhees, Adrienne King as Alice Hardy, Kevin Bacon as Jack Burrell, and Ari Lehman as Jason Vorhees! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @udanax19 Facebook: @DrunkCinema Bluesky: @charle…
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The widebody has landed. We sit down with Daniel Jansen, CEO of Pinball Brothers, to talk about their new Predator machine: the rules, the features, and the sheer guts it takes to bring a licensed behemoth like this to life. We dig into the use of AI in their teaser campaign, the implications of AI-generated art in the industry, and whether high im…
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We head south to San Antonio to talk to Tony, the owner of What’s Brewing, a coffee roastery that also happens to double as a pinball arcade. We get into the grind of running two very different scenes under one roof, from roasting beans to repairing flippers, and how a city like San Antonio shaped the culture of both. Turns out, coffee people and p…
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Davey from Stumblor joins Dirty Pool to discuss how one of the most respected names in pinball modding became a quiet powerhouse. Twitch – https://twitch.tv/dirtypoolpinball YouTube – https://youtube.com/@DirtyPoolPinball Instagram – https://instagram.com/dirtypoolpinball Facebook – https://facebook.com/dirtypoolpinball Known for high-end, limited-…
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Andrew Freedman, Communications Analyst at Hedgeye Risk Management, stops by to discuss his experience integrating AI in his life. Bill contacted Andrew after Andrew tweeted "So many (very smart) people still can’t grasp the implications of AI…" This episode is premised on that tweet. It's a good one! Follow Andrew on X at https://x.com/HedgeyeComm…
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This week’s guest has a lot to say—and somehow says it all without moving his lips. We get into pinball, performance art, and the unique acoustics of Logan Arcade. Let’s just say this one might take flight in unexpected directions. 00:00:00 - Intro 00:01:15 - What Are You? 00:02:32 - Did I Pay Chad? ... No. 00:03:30 - Bi-coastal? Bi-Polar. 00:04:00…
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David Van Es joins us to talk about launching Barrels of Fun, building a creative-first pinball company, and the wild process behind their debut game Labyrinth. With Dune now on the line, we dig into how his background in film and licensing feeds into game development—and why the second act might be even more ambitious than the first. 00:00:00 - In…
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The one and only John Huber stops by The Business Brew. John runs Saber Capital Management. Bill found John through Base Hit Investing back in the day. Today you can follow John's writing at Basehitinvesting.substack.com. Bill admires John's mental flexibility, grit, and consistency. The Business Brew is happy to feature John this week! 🧠 What You’…
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Talking pinball lifestyle and punk rock with Ian Jacoby, founder of Nudge,a print only pinball magazine that’s flipping the bird to digital trend. We dig into why print still matters, the aesthetics of rebellion, and the dedicated art of saying no to AI.. 00:00:00 - Intro 00:00:16 - Welcome! 00:00:58 - Jeff May Introduced Me To Nudge @heytherejeffr…
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Charles Skaggs & Xan Sprouse watch Return of the Jedi, the 1983 sequel to The Empire Strikes Back directed by Richard Marquand, and starring Mark Hamill as Luke Skywalker, Carrie Fisher as Leia Organa, Harrison Ford as Han Solo, and Billy Dee Williams as Lando Calrissian! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @udanax19 Facebook:…
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From tagging as ZEN in Montreal’s graffiti scene to illustrating Jurassic Park, Dune, and Labyrinth for Stern and Barrels of Fun—Johnny Crap has carved a path through art that’s anything but ordinary. In this episode, we trace Jonathan Bergeron’s evolution from punk-fueled muralist to in-demand illustrator, designing merch for Slayer and Guns N’ Ro…
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What makes a pinball ruleset click? In this episode of the Dirty Pool Pinball Podcast, we’re joined by Bowen Kerins—rules designer at Barrels of Fun—to unpack how a game's structure comes together behind the glass. From early concepts to deep code layering, we talk about balancing challenge, flow, and accessibility. Bowen shares insights from his c…
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Episode one of the Dirty Pool Podcast kicks off with Kineticist, the go-to news source for all things pinball. We dig into how the site got started, what it's like covering this wild hobby, and what stories aren’t getting told. A candid conversation about keeping the silverball press rolling. 00:00:00 - Intro 00:00:45 - Colin Introduction 00:03:05 …
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Andy Constan stops by to discuss today's US macro backdrop. Importantly, this discuss was recorded on 4/24. Since then the narrative around the tax bill has gotten incrementally more stimulative. Do what you will with that information. Bill reached out to Andy after following him for a while on Twitter. Andy appears to use Twitter to educate, infor…
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Bill Chen returns for a third time. Bill focuses on "hard assets," with a specific focus on real estate. The conversation winds from some macro (from 15 minutes to 22ish minutes) to more REIT specific ideas (after 24 minutes). Please note, some of the tariff discussion is already out of date. Nevertheless, we hope you enjoy the conversation! Bill C…
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Charles Skaggs and Xan Sprouse pay tribute to Val Kilmer as they watch Real Genius, the 1985 comedy directed by Martha Coolidge, featuring Val Kilmer as Chris Knight, Gabriel Jarret as Mitch Taylor, Michelle Meyrink as Jordan Cochran, and William Atherton as Jerry Hathaway! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @udanax19 Faceboo…
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Charles Skaggs and Xan Sprouse watch Strange Brew, the 1983 comedy directed by and starring Rick Moranis and Dave Thomas as Bob and Doug McKenzie, featuring Max von Sydow as Brewmeister Smith, Paul Dooley as Uncle Claude, and Angus MacInnes as Jean "Rosie" LaRose! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @udanax19 Facebook: @DrunkC…
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Few things are more ironic than releasing a China focused episode on Liberation Day. Nevertheless, here we go! In this episode of The Business Brew, host Bill Brewster interviews Jingshu Zhang, a persistent listener who recommended looking into China's investment opportunities. Zhang shares his journey from studying in the United States to becoming…
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Charles Skaggs and Xan Sprouse pay tribute to Gene Hackman as they watch The Royal Tenenbaums, the 2001 comedy-drama directed by Wes Anderson, featuring Gene Hackman as Royal Tenenbaum, Ben Stiller as Chas Tenenbaum, Gwyneth Paltrow as Margot Tenenbaum, and Luke Wilson as Richie Tenenbaum! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @…
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Welcome to The Business Brew! Host Bill Brewster is joined by repeat guest Evan Tindell to delve into pressing investment topics for 2024. Evan is the founder and portfolio manager of Bireme Capital. You can find his first episode here: https://creators.spotify.com/pod/show/william-brewster1/episodes/Evan-Tindell---Where-Poker-and-The-Market-Collid…
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This is a special episode featuring an interview with Shirley Wu from a brand-new podcast series, Portraits of an Artist. In this new series, Ryan Burgess explores the creative journeys of artists—diving deep into their process, inspirations, and the stories behind their work. In this conversation, Shirley shares her transition from software engine…
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Charles Skaggs and Xan Sprouse watch For Your Eyes Only, the 1981 James Bond series espionage film directed by John Glen, featuring Roger Moore as James Bond, Carole Bouquet as Melina Havelock, Chaim Topol as Milos Columbo, and Julian Glover as Aristotle Kristatos! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @udanax19 Facebook: @Drunk…
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In this episode, the host welcomes back Devin Anderson, co-founder of an investment advisory firm and competitive shotgun shooter. They delve into the psychology and skills required for high performance in sports like shooting, golf, and tennis. Devin shares insights from his own experience and coaching on the importance of building skills consciou…
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Join host Bill Brewster as he converses with the intriguing and often humorous anonymous guest, Le Shrub, in this episode of 'The Business Brew'. Le Shrub's writings can be found at https://www.shrubstack.com/ He can also be followed on Twitter/X at https://x.com/agnostoxxx With a unique approach to investing, Le Shrub shares his thoughts on market…
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In this episode of 'The Business Brew,' host Bill Brewster is joined by Larry Holzenthaler, a portfolio manager at First Eagle Alternative Credit (FEAC). The discussion focuses on the complexities and nuances of private credit. Recorded on February 3rd, the episode delves into the differences between traditional equity value investing and private c…
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Charles Skaggs & Xan Sprouse watch The Silence of the Lambs, the 1991 psychological horror thriller directed by Jonathan Demme, featuring Jodie Foster as Clarice Starling, Anthony Hopkins as Dr. Hannibal Lecter, and Scott Glenn as Jack Crawford! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @udanax19 Facebook: @DrunkCinema Bluesky: @cha…
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In this episode of The Business Brew, host Bill Brewster engages in a comprehensive discussion with George Livadas about the complexities and current state of the market. Livadas, known for his candid tweets and insightful views, covers topics ranging from market fluctuations in 2024, reminiscent of the 2021 SPAC bubble, to challenges and opportuni…
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Charles Skaggs & Xan Sprouse pay tribute to legendary director David Lynch as they watch Blue Velvet, the 1986 neo-noir mystery thriller directed by Lynch, featuring Kyle MacLachlan as Jeffrey Beaumont, Laura Dern as Sandy Williams, Isabella Rossellini as Dorothy Vallens, and Dennis Hopper as Frank Booth! Find us here:X/Twitter: @DrunkCinemaCast, @…
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Buffett and Munger Unscripted: A Conversation with Alex Morris Alex Morris, friend of the show (and IRL), author of TSOH Investment Research stops by to discuss his new book "Buffett and Munger Unscripted." The book offers three decades of insights from Berkshire Hathaway shareholder meetings, grouped by topic area to provide a coherent understandi…
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Charles Skaggs & Xan Sprouse watch Tron, the 1982 science fiction action-adventure film directed by Steven Lisberger, featuring Jeff Bridges as Kevin Flynn/Clu, Bruce Boxleitner as Alan Bradley/Tron, and David Warner as Edward Dillinger/Sark/MCP! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @udanax19 Facebook: @DrunkCinema Bluesky: @ch…
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In this unconventional episode of 'The Business Brew,' host Bill Brewster sits down with Tom Morgan for a deep dive into topics that blur the line between science and spirituality. From exploring the existence of non-human intelligence and its implications, to discussing personal transformative experiences facilitated by psychedelics, this episode …
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Charles Skaggs & Xan Sprouse watch After Hours, the 1985 dark comedy directed by Martin Scorcese, featuring Griffin Dunne as Paul Hackett, Rosanna Arquette as Marcy Franklin, Teri Garr as Julie, and Linda Fiorentino as Kiki Bridges! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @udanax19 Facebook: @DrunkCinema Email: DrunkCinemaPodcast@…
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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 psychol…
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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 strat…
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Celebrating the 4th Anniversary of Drunk Cinema, Charles Skaggs & Xan Sprouse watch Ed Wood, the 1994 biographical comedy-drama directed by Tim Burton, featuring Johnny Depp as Ed Wood, Martin Landau as Bela Lugosi, Sarah Jessica Parker as Dolores Fuller, and Patricia Arquette as Kathy O'Hara! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkagg…
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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 …
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In this episode of The Business Brew, host Bill Brewsterinterviews John Buckingham, editor of the Prudent Speculator newsletter. John shares his investing expertise, strategies for managing a diversified portfolio, and provides data-driven insights on how stock markets perform under different tax regimes, political administrations, and election cyc…
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In this episode of Front End Happy Hour, we’re joined by Karen to dive into an essential conversation about allyship and inclusion in the tech industry. We discuss what it means to actively support underrepresented groups, the challenges of fostering genuine inclusivity, and practical ways to make an impact as allies. From actionable advice to thou…
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Charles Skaggs & Xan Sprouse watch Bill & Ted's Bogus Journey, the 1991 science fiction comedy directed by Pete Hewitt, featuring the return of Alex Winter as Bill S. Preston, Esq. and Keanu Reeves as Ted "Theodore" Logan, and introducing William Sadler as Death! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @udanax19 Facebook: @DrunkCi…
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In this episode of Front End Happy Hour, we explore the benefits and challenges of Server-Driven UI, especially in the context of large-scale applications. Join us as we discuss how this approach impacts front-end development, enhances flexibility, and scales effectively within big companies. Whether you’re curious about its implementation or looki…
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In this episode of Front End Happy Hour’s Sips of Wisdom, Ryan Burgess sits down with Taylor Desseyn, a long-time recruiter turned leader, to discuss his exciting new leadership role and his approach to building global communities. Taylor shares insights from his 13+ years of experience recruiting engineers and how he’s transitioned into a role foc…
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Charles Skaggs & Xan Sprouse watch Horror of Dracula, the 1958 gothic horror film directed by Terence Fisher, featuring Peter Cushing as Dr. Van Helsing, Christopher Lee as Count Dracula, and Michael Gough as Arthur Holmwood! Find us here:X/Twitter: @DrunkCinemaCast, @CharlesSkaggs, @udanax19 Facebook: @DrunkCinema Email: [email protected]
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In this episode of Front End Happy Hour, we sit down with Emre Baran, Co-founder and CEO of Cerbos, to dive deep into the world of startups, product-market fit, and scaling a tech company. With over 20 years of experience, Emre’s journey includes building Turkey’s largest social network, contributing to $1 billion in revenue at Google, and now tack…
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We dive into Amazon’s recent decision to end its hybrid work policy and require employees to return to the office five days a week. We discuss the impact of this decision on both Amazon employees and the broader tech industry. Is this the beginning of the end for remote work, or will other companies continue to offer flexibility? Join Ryan, Jem, an…
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Mike Alkin of Sachem Cove Partners stops by The Business Brew to share his journey in uncovering the uranium investment thesis. Bill found out about Mike when he began listening to Mike's podcast in 2018/19. At that time, Mike was telling everyone that would listen about how asymmetric the opportunity was. Mike interviewed industry insiders, other …
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Charles Skaggs & Xan Sprouse are joined by special guest Jesse Jackson as they watch The In-Laws, the 1979 action comedy film directed by Arthur Hiller and featuring Peter Falk as Vince Ricardo, Alan Arkin as Sheldon Kornpett, and Richard Libertini as General Garcia! Find us here:X/Twitter: @DrunkCinemaCast @CharlesSkaggs @udanax19 @JesseJacksonDFW…
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In this episode of Front End Happy Hour, Ryan Burgess sits down with Ken Wheeler for a no-holds-barred conversation about the tech industry’s evolution and what it really takes to succeed. From starting out as a butcher and telemarketer to making waves in Silicon Valley, Ken shares his unfiltered thoughts on everything from early career struggles t…
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In this Sips of Wisdom episode of Front End Happy Hour, Ryan Burgess interviews Jason Torres, who made the bold leap from a 15-year career in the film industry to becoming a software developer. They discuss the surprising similarities between film and tech, the challenges of transitioning careers, and how Jason’s creative skills translated into the…
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