Bonus: Naufal Sanaullah – Inflation: Not So Certain

Hosted by
Bill Brewster

Bill Brewster is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast.

While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world.

Naufal Sanaullah is the macro advisor at EIA Alpha Partners.  EIA is a minority-owned firm that has realized very impressive results since inception.  Among its many awards, EIA boasts the following (see 

#1 Net Returns of Top Performing Relative Value Strategies Hedge Funds in 2019

#3 Net Returns of 2017-Inception Hedge Funds in 2019

#4 Net Returns of Top Performing Volatility Trading Hedge Funds in 2019

#5 Net Returns of Top Performing Hedge Funds in 2019 with Less than $100mn in AUM

#8 Net Returns of Top Performing North America-Based Hedge Funds in 2019

#16 Net Returns of Top Performing Hedge Funds in 2019 

In this episode Naufal joins Bill to discuss Naufal’s view on inflation, policy efficacy, and what to watch for going forward.  Bill, historically an Austrian leaning investor, found it interesting to listen to Naufal describe his view of the world, which is far more Keynesian and could be called Modern Monetary Theory driven.   The Business Brew is proud to feature this conversation for many reasons.  One of which is the discussion is counter to the current market narrative/pricing on/of future inflation. If you like to consider both sides of an issue, this is a must listen macro episode.    Also, please consider donating to if Naufal’s message resonates with you.

Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification.

Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation.

This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.

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