The Derivative

"Maybe I’m the Retail Idiot" with Bill Brewster


Listen Later

Dive into this fun chat with the equally irreverent and intelligent Bill Brewster, the self-made value investor in the style of Warren Buffet who dishes on twitter @BillBrewsterSCG hosts the Business Brew podcast in his spare time. We go into Chicago vs Florida real estate and taxes, commercial banking, TastyTrade and options, just how big of a Buffet fan you have to be to name your son Warren, Marvel vs Star Wars, the ultimate recurring revenue game that is cable companies, the brilliance of Disney+, how exactly can some random guy compete with huge investment firms, the dangerously gamified Robinhood, lessons learned from the pros, Cam Newton, not caring about drawdowns, owning poor franchises, the value trap, long term options, the Twitter machine, second order vs no order thinking, and of course, maybe just being some lucky retail idiot.

Enjoy


Chapters:

00:00-01:52=Intro

01:53-13:38=Options, TastyTrade, Law School and Value Investing

13:39-26-40=Wait til companies get cheap, then buy them

26:41-38:04=Some Lucky Retail Idiot & Disney+

38:05-47:56=“The Buff Dog” would still Wax All of Us

47:57-01:06:28=The Business Brew Podcast & Platform concerns

01:06:29-01:16:35=Favorites


From the episode:

The Business Brew podcast, Arnold Vanderburgh Episode, Adam Robinson Episode

Ice Man/Maverick blog post

Follow along with Bill on twitter @BillBrewsterSCG and visit his podcast page The Business Brew

Don't forget to subscribe to The Derivative, and follow us on Twitter at @rcmAlts and our host Jeff at @AttainCap2,  or LinkedIn , and Facebook, and sign-up for our blog digest.

And visit our sponsor, the CME Group at www.cmegroup.com to learn more about futures and options.

Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

...more
View all episodesView all episodes
Download on the App Store

The DerivativeBy RCM Alternatives

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

49 ratings


More shows like The Derivative

View all
Exchanges by Goldman Sachs

Exchanges

971 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,067 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

584 Listeners

Masters in Business by Bloomberg

Masters in Business

2,190 Listeners

Odd Lots by Bloomberg

Odd Lots

1,994 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

943 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,019 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

356 Listeners

Excess Returns by Excess Returns

Excess Returns

84 Listeners

Forward Guidance by Blockworks

Forward Guidance

275 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

218 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

417 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

406 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

156 Listeners