March 26, 2026
Sonu Chawla of Times Square Capital discusses her mid-cap ETF ($TSCM) and "growth with a conscience" philosophy, balancing quality with valuation.
March 21, 2026
Deep dive into Regeneron's innovative R&D and BMW's unconventional strategy with "Crash Kolnikov" of Notes From The Beauty Contest.
March 6, 2026
A deep dive into the FDA's controversial stance on uniQure's Huntington's therapy, exploring the clash between scientific rigor and patient needs.
February 13, 2026
An unscripted chat on Zoom's valuation, consumer brand challenges, capital allocation flaws, and personal investing journeys.
February 1, 2026
The host shares his personal transformation through a 30-day diet and sobriety challenge, emphasizing the power of accountability and momentum.
December 26, 2025
Host Bill Brewster discusses a lost episode on "The Fairfax Way," reflects on Basic Capital's model, and previews the show's return.
December 11, 2025
Basic Capital's founder explains his vision for democratizing wealth through long-term, non-recourse leverage for diversified investing.
December 6, 2025
Jim Hayes of Lucerna Global Capital details the compelling secular shift to emerging markets, highlighting undervalued opportunities ex-China.
November 21, 2025
Bill Brewster's solo rant on why cable stocks are cheap but risky, questioning John Malone, and sharing thoughts on market valuations.
November 18, 2025
Mark Cooper of Mac Alpha Capital on the generational opportunity in international small-cap value and bubble risks in overvalued US markets.
October 29, 2025
Matthew Quigley of DraftLine Capital discusses the evolution of NIL, the business of lending to athletes, and private credit opportunities.
October 15, 2025
Biotech is emerging from a deep bear market. Peter Mantas discusses catalysts like Unicure's data and undervalued tool providers like Twist.
October 9, 2025
FGNX CEO Maja Vujinovic on her crypto journey, Tether's origins, and why Ethereum is becoming the essential settlement layer for a new global financial system.
September 25, 2025
Dan Rasmussen challenges the private equity consensus, champions value investing based on growth's unpredictability, and highlights Japan's potential.
September 16, 2025
Motley Fool's David Gardner shares his 'Rule Breaker Investing' philosophy: buy 'overvalued' stocks, let winners run, and hold long-term.
