Top Shelf Conversation

Health, Finance, Credit William Brewster Health, Finance, Credit William Brewster

Jillian Jaccard Murrish - Alternative Credit

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 lending. Typical loan sizes in Pier’s portfolio are loans less than $250,000. This was a fun conversation and touches on an asset class that hasn’t been discussed much on this program. As always, nothing is investment advice and do your own due diligence!

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Rob Koyfman - Fintech Founder

Rob Koyfman stops by The Business Brew to discuss his background, starting a Fintech business, building teams, and much more. Rob’s experience includes stints and Goldman Sachs, Citigroup and macro roles at Luxor Asset Management and Tekne Capital Management. This was a fun conversation for Bill. We hope you enjoy meeting the person behind our first sponsor.

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Tren Griffin - Giving to Get

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 .com bubble, deeply studied Charlie Munger, and now works at Microsoft. This conversation spans Tren’s career, his advice regarding giving to get, the importance of being brave, and much more.

Tren, thank you for joining The Brew. It was a pleasure speaking with you. We hope you enjoy the discussion. You can find Tren on Twitter @trengriffin and read his work at www.25iq.com

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Louisa Nicola - Enhancing Performance

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 Head Neuroscientist at Neuro Athletics. Her firm helps athletes and hedge fund managers monitor their sleep, diet, etc. in order to help them achieve their maximum potential.

You can follow Louia @lousianicola_ on Twitter or read her writing at https://substack.com/profile/32674240-louisa-nicola

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David Gardner - An Investing Fool

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 investing strategy but Bill knows him as a person that forced Bill to contemplate how he looks at investing.

You can find David’s Rule Breaker podcast at https://www.fool.com/podcasts/rule-breaker-investing/, follow him on Twitter at @DavidGFool, and sign up for The Motley Fool at https://www.fool.com/.

See also his podcasts with Invest Like The Best https://podcasts.apple.com/dk/podcast/david-gardner-finding-companies-that-break-the-rules/id1154105909?i=1000392148108 or https://open.spotify.com/episode/4bwyONARX4WeVcsPYosiuR?si=H8lR4qlwTgS92N5u6IQ2mA

Wealth Track https://wealthtrack.com/category/guests/david-gardner/

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Jonathan Boyar - Intrinsic Value Opportunities

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 sovereign wealth funds, hedge funds, mutual funds and family offices as subscribers. He is also a Principal of Boyar Asset Management, which has been managing money utilizing a value oriented strategy since 1983.

He has been interviewed by Barron’s, Welling on Wall Street and GuruFocus. He spoke at the 2017 London Value Investor Conference, the 2017 GuruFocus Value Conference and the 2017 International Value Investing Conference. He is also a contributor to the latest edition of Harriman’s Book of Investing Rules: The Do’s & Don’ts of the World’s Best Investors. He is a senior contributor to Forbes as well as the host of The World According to Boyar podcast.

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David Fauchier - Market Neutral Crypto

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 firm deploys highly sophisticated low-latency algorithmic trading, pursuing a range of arbitrage strategies in both spot and derivative markets, as well as a range of directional buy-and-hold products. All funds are designed with institutional clients in mind, but we hope the discussion is broadly applicable.

You can reach David at @dfauchier on Twitter.

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Alexandra Blumenfeld - Red Rover Founder

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 Alex's service and all recommend the service. This conversation will highlight the value Alex provides.

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Kyler Hasson - Playing His Game

Kyler Hasson (Kyler@hassoninvestments.com) 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 now. Kyler is an investor that has gravitated to high quality businesses. He has also gravitated towards a less concentrated portfolio in order to fulfill client objectives. We hope you enjoy listening to the two of them sharing lessons they've learned.

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Health, Finance, Credit William Brewster Health, Finance, Credit William Brewster

Stinson Dean - Talking Lumber

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, but deserves the length.

Stinson goes deep into what it means to trade physical lumber, how he manages risk, why he is hedged, and much, much more.

The goal of this conversation was to have a calmer conversation about lumber than what may have occurred just a year ago.

Lumber is an extremely volatile market and Stinson is a fantastic person to discuss the market with.

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This episode is brought to 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 and a powerful graph engine looks like.

Album art photo taken by Mike Ando.

Please see https://www.mikeando.com/

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