Best Stuart Collins Podcasts (2025)

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Jeffrey Collins - Uncorrelated Private Assets 1:06:13

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3d ago1:06:13

1:06:13

Jeffrey Collins, Managing Partner of Cloverlay, stops by to discuss how Cloverlay builds private portfolios to offer clients uncorrelated returns. In this conversation, Jeff explains how Cloverlay provides access to private assets that are often overlooked by traditional investors, emphasizing the importance of correlation in portfolio management. …

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Ryan Dobratz - Fannie, Freddie & The Future 1:12:45

9d ago1:12:45

1:12:45

Ryan Dobratz stops by to discuss various aspects of the real estate market, primarily focusing on Freddie Mac and Fannie Mae. The discussion touches on the political implications surrounding Freddie and Fannie, as well as trends in the residential housing market and manufactured housing policies. Weaved into the conversation is interest rates, CPI,…

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Stuart Loren - Navigating the Age of Social Disruption 1:19:29

15d ago1:19:29

1:19:29

Stuart Loren, Managing Director at Fort Sheridan Advisors, stops by the show to discuss investing in The Age of Social Disruption (that hyperlinks to his presentation of the idea). Stuart explores how economic, social, and political disaffection is reshaping investment opportunities and societal dynamics. He highlights the decline in geographic mob…

1
The Magic of Human Connection with Stuart Knight 33:38

22d ago33:38

33:38

Stuart Knight is an expert at Human Connection. He's launched the Human Connection Group among many of his ventures. During this conversation Stuart shares stories, strategies and advice on how we can deepen our human connections to be more effective as professionals and happier as human beings. I think you'll enjoy this conversation as much as I d…

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James Davolos - Liquid Assets: Water’s Role in Oil’s Future 1:07:32

22d ago1:07:32

1:07:32

James Davolos stops by to discuss the emerging importance of water solutions in oil and gas production. He shares insights on behavioral investing, the evolution of investment strategies at Horizon Kinetics, and the challenges and innovations in water management within the energy industry. The discussion also touches on market dynamics, competitive…

1
Screenworks Regional to Global Conference June 2025 19:48

2M ago19:48

19:48

Screenworks is a National Film and TV body based in Northern NSW Australia that has grown from a small local, to national to global influential body in 25 years. I popped along to their 2025 conference and 25th birthday party , sponsored by Netflix, to ask a few people the simple question- who are you, where have you come from, why are you here - t…

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Diversifying Concentrated Positions While Deferring Taxes with Wes Gray 1:06:46

2M ago1:06:46

1:06:46

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…

1
Andrew Freedman - AI Insights, Integration, and Best Practices 1:42:36

3M ago1:42:36

1:42:36

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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John Huber - Mental Flexibility and Trying To Win The Game 1:06:19

3M ago1:06:19

1:06:19

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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Process, Culture & Clients with Hazel Lord, Founder and President of Pearl Operational Design 27:52

4M ago27:52

27:52

Hazel Lord is passionate about process design, organizational culture, her team and her clients. We read business books about leaders who focus on the right things.. They're talking about Hazel. Every time we speak I'm inspired by her commitment to fostering a positive and productive culture that embraces her clients and helps her team achieve thei…

1
Andy Constan on Today's Macro Backdrop 58:29

4M ago58:29

58:29

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 v3vFINAL 1:43:40

4M ago1:43:40

1:43:40

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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Dan Sindel - They Only Love you when you're Winnning 23:44

4M ago23:44

23:44

Heavy Metal guitarist Dan Sindel releases his second album and talks about why it has taken so long, the difficulties all independent musicians face and his triumph over personal adversary. Several tracks from his latest album are featured.By Karena Wynn-Moylan

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China's Investment Potential: A Deep Dive with Jingshu Zhang 1:08:55

5M ago1:08:55

1:08:55

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…

1
Evan Tindell Returns: Navigating Investment Challenges & Opportunities in 2025 1:21:21

5M ago1:21:21

1:21:21

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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A masterclass on innovation and engagement from Mark Williams, CEO of the Toronto Symphony Orchestra 35:26

6M ago35:26

35:26

I could talk to Mark Williams, CEO of the Toronto Symphony Orchestra all day. His vision and guidance has forged deep connections between our uber talented orchestra and the various communities it serves while creating the space for the orchestra to explore innovative ways to collaborate with great artists beyond the traditional scope of classical …

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Unlocking Unconscious Performance in Sports 1:17:47

6M ago1:17:47

1:17:47

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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Bespoke Investing and Unconventional Wisdom with Le Shrub 1:08:31

6M ago1:08:31

1:08:31

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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Larry Hozenthaler - Private Credit Risks and Opportunities 1:09:33

7M ago1:09:33

1:09:33

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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George Livadas: Market Echoes, European Stocks, and Investment Strategy Insights 49:01

7M ago49:01

49:01

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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Alex Morris - Buffettology 1:07:05

7M ago1:07:05

1:07:05

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…

1
Tom Morgan - Mysteries, Mystics, and Personal Transformation 1:23:08

7M ago1:23:08

1:23:08

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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John Maxfield - Maxfield on Banks 1:16:50

9M ago1:16:50

1:16:50

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 - Real Opportunities 1:22:00

9M ago1:22:00

1:22:00

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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Update - Bill's Brain 11:59

10M ago11:59

11:59

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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John Buckingham - The Prudent Election Episode 1:08:17

10M ago1:08:17

1:08:17

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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Mike Alkin - Talking Uranium 1:24:34

11M ago1:24:34

1:24:34

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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Dylan Marrello - Raging Bull 1:41:24

12M ago1:41:24

1:41:24

Dylan is a former attorney turned private investor focused on small/microcap stocks and overlooked pockets of the market. He publishes a free newsletter on Substack called Raging Bull Investments, which provides deep-dive investment write-ups and occasional market commentary, and is active on Twitter as raging bull cap/Jake LaMotta.…

1
Richard Cook - Traversing For Value 1:29:07

1y ago1:29:07

1:29:07

Richard Cook, Co-Founder of Cook and Bynum, stops by The Business Brew to discuss his approach to global investing. Richard discusses his concentrated investment strategies, focusing on emerging markets, government dynamics, consumer behavior, and intrinsic value. Highlighting key investments in markets like Mexico, Turkey, Pakistan, and Bangladesh…

1
Bruce Berkowitz - Avoiding Disaster And Generating Returns While Doing So 1:03:49

1y ago1:03:49

1:03:49

In this episode of the Business Brew, host Bill Brewster sits down with the esteemed investor Bruce Berkowitz. They delve deep into Berkowitz's illustrious career, from his strategies during the financial crisis to his current outlook on various investment opportunities, including midstream energy and Florida real estate. Berkowitz shares anecdotes…

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Blake Haxton - Industrials and High Yield 1:40:48

1y ago1:40:48

1:40:48

Blake Haxton, analyst at Brandywine Global Asset Management's High Yield and Corporate Strategies Group, joins the Business Brew. This discussion focuses on the companies Blake covers as well as his views on markets generally. Blake tends to focus on "old economy" industries so prepare yourself for plenty of energy discussion. Bill and Blake also d…

1
Indira Naidoo and Bruce Pascoe 27:50

1y ago27:50

27:50

Indira Naidoo writes of a year of discovering the small pleasures that help us heal from grief in 'The Space Between the Stars' While multi published author Bruce Pascoe writes of a year of delights on the wetlands and beaches of his home in 'Black Duck'.By Karena Wynn-Moylan

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Mark Holden and Stuart Coupe 27:56

1y ago27:56

27:56

Mark Holden tells us what it was like to become a 'rising star' in 'My Idol Years', how he accidentally insulted Elton John and about turning his back on fame to become a barrister. Stuart Coupe has hung out backstage with almost everyone from the 70s, until now. A highly respected rock journalist his book 'Roadies', is a tribute to the boys in the…

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Richard Roxburgh and Tony flowers 28:01

1y ago28:01

28:01

Richard Roxburgh, international actor has also tried his hand at children's litreature as well. Here he reads from 'Artie and the Grime Wave', and does all the funny voices. Tony Flowers and Nick Falk go one better in 'How to stop an alien invasion using Shakespeare'. This podcast good for kids and parents!…

1
James Bradley and Melissa Lucashenko 27:59

1y ago27:59

27:59

James Bradley , author of 'Clade' reads from his speculative fiction novel and discusses how he writes about global catastrophes froma human reltionships viewpoint. Melissa Lucashenko is an award winning Australian indigenous author who gives us an insight to the personal struggles of individuals as they attempt to make their way in a white dominat…

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Unlocking REIT Potential with Bill Chen: Navigating Multifamily and Office Market Dynamics 1:45:35

1y ago1:45:35

1:45:35

Bill Chen returns to The Business Brew to explore the current landscape of Real Estate Investment Trusts (REITs). Delve into Chen's comprehensive due diligence process, investment strategies, and the future of multifamily and office REITs. Discover key insights on market conditions, cap rates, capital allocation, and the impact of interest rates on…

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Jess Kitchings and Jacinta Parsons - women's lives fact and fiction 27:53

1y ago27:53

27:53

Jess Kitching's book is fiction but based on her own experience and that of other women who have felt the fear of being stalked by a serial killer. Jess tries to get right into the mind of one such character in her book -'Lucky Number 11'; In her book 'A Question of Age' Jacinta Parsons is concerned that society is stacked against women when it com…

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Al Goldstein - Stoic Lane 1:01:09

1y ago1:01:09

1:01:09

Al Goldstein, Co-Founder, CEO, and Chairman of Stoic Lane stops by The Business Brew to discuss what his firm is doing in the private markets. Stoic lane is focused on acquiring controlling positions primarily in short term rental management and back office solutions for entrepreneurs. The entity is structured as a corporation with shares rather th…

1
Update 6:57

1y ago6:57

6:57

Bill drops in to give a podcast status update and let the listeners know what is going on. Come see him at The CFA Society of New York on June 25th. If you are interested in the golf events please send your information to [email protected]. Thank you as always for listening!

1
Charles Lemonides - ValueWorks 53:34

1y ago53:34

53:34

Charles Lemonides, founder and CIO of ValueWorks LLC, stops by The Business Brew to discuss his investment philosophy. Charles started his career as a high yield bond analyst. Over time, he gravitated towards equity. In this episode he says "I find the best investment opportunities are where you can find something that is a real growth opportunity …

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Black and Write! 27:54

1y ago27:54

27:54

Dinuka McKenzie - The Torrent Dinuka McKenzie is an Australian Indigenous novelist who writes Crime novels. "It’s hard enough being a female detective without being pregnant, exhausted and with a competitive and ambitious, new partner in tow .Detective Sergeant Kate Miles is counting down the days until her maternity leave when not one but two new …

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Consuelo Mack - Host of WealthTrack 1:04:22

1+ y ago1:04:22

1:04:22

Consuelo Mack stops by The Business Brew to discuss her career in financial media. Consuelo hosts the show WealthTrack, a show Bill has watched and/or listened to for years. This conversation will help Consuelo's fans understand more about her early career and how she developed WealthTrack. Bill was very happy Consuelo said yes to coming on the sho…

1
Hunter Hopcroft - In Defense of REITS (and Marty Whitman!) 1:07:30

1+ y ago1:07:30

1:07:30

Hunter Hopcroft, Managing Director, Portfolio Solutions at Armada ETF Advisors, stops by The Business Brew to primarily discuss REITs. Hunter is quite a thinker and the conversation veers into other parts of markets such as AI, how the economy is changing and more. You can find Hunter's writing here: https://www.lewisenterprises.blog/ Bill pinged H…

1
Elliot Turner Returns 1:40:40

1+ y ago1:40:40

1:40:40

Elliot Turner, Managing Partner and CIO of RGIA Investment Advisors, returns to The Business Brew for a great conversation. To start, Bill and Elliot discuss what Elliot learned from the period of 2021 to now. They then discuss some specific stock ideas, thoughts on portfolio management, and much more. We hope you enjoy. Note: This episode was reco…

1
Literary Time Travelling - Suzanne Gervay and Sally Collin-James 27:52

1+ y ago27:52

27:52

Two very different authors , but both wonderful storytellers with deep messages. Suzanne Gervay – Heroes of the Secret Underground Suzanne Gervay OAM is also a lifetime Social Justice Literature Award winner. Suzanne’s family were Holocaust survivors who escaped to Australia after the war. In this read we witness the start of the oppression of the …

1
From Vikings to death in a Sauna - Lisa Hannet and Dennis Altman 27:54

1+ y ago27:54

27:54

As always on the Narratives Library National Edition, our authors will read for a about 5 minutes then discuss their work. Always illuminating! DENNIS ALTMAN – Death in the Sauna A crime story that leads us from a gay sauna, to the intrigues of of an international AIDS conference. This is celebrated gay activist Altman's 17th book and draws on his …

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The Narratives Library -Fantasy and Crime -Lucy Sussex and Anne Buisst 27:54

1+ y ago27:54

27:54

This edition, a crime thriller and a fantasy novel. Just to keep you balanced! ANNE BUISST- Locked Ward A psychiatrist with a bipolar disorder suspects the police have arrested the wrong person in a murder case. An insightful story about how women are often more vulnerable than men when it comes to mental health issues, written by an author who has…

1
Craig Silvey and Nat Amore 28:11

1+ y ago28:11

28:11

It was Youth Book week so I have featured these two outstanding Young Adult Authors. As always on Narratives they read fromtheir own work and then discuss the book, their lives and being a writer. NAT AMOORE - WE RUN TOMORROW Nat Amoore hosts a podcast on kidslit, rides a skateboard and had very cool sneakers which matched the illustrations in her …

1
Darren Fisk 1:07:03

1+ y ago1:07:03

1:07:03

Darren Fisk, Founder and CEO of Forum Investment Group, LLC, stops by The Business Brew to discuss his real estate investment firm, strategy, and thoughts. Darren focuses on multifamily real estate. His background is in lending and he added an equity focus during the GFC. This conversation covers lending, insurance, how to think about development, …

1
Matthew Sweeney - Discussing Value 1:34:51

1+ y ago1:34:51

1:34:51

Matthew Sweeney, CFA, Managing Partner & Portfolio Manager of Laughing Water Capital stops by The Business Brew for a laid back conversation about how he approaching investing. Laughing Water Capital tends to focus on smaller companies in an effort to find overlooked opportunities. In the episode, Matt talks about his idea of "value," how he got st…