PODCAST · business
Value Hive Podcast
by Brandon Beylo
Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/
Episodes
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Lonis Hamaili: Launching an AI Supply Chain Hedge Fund
I'm excited to have Lonis Hamaili on the podcast this week to discuss the launch of his new fund, Cambrian Capital. Cambrian's bet is that we're closer to AGI than people think, and the AI bull market isn't ending, but just getting started. We spend nearly an hour discussing Lonis's investment...
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[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak. But here we are a year later, and Jason is thinking bigger. FNX is no longer the goal. Think closer...
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Q2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight Capital
I hope you guys enjoy this Q2 Investor Audibles series. As always, none of this is investment advice. You are an idiot if you think otherwise. Everything is for entertainment and educational purposes only. Investment carries substantial risk and you should always consult a professional before...
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Astrid Wilde: A Bright AI & Robotics Future
This was one of my favorite conversations so far this year. Astrid is the founder of Inheritance HQ. According to its website, the company “transforms observation into training data that robots and world models can learn from at scale, enabling capability to compound instead of restart with every...
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Gavin McCracken (Pt. 2): Robotics, AI, and A Commodities Supercycle
We are back with another interview with Gavin McCracken. This time, we spend most of the podcast chatting robotics, AI, and why those two themes could kickstart the next commodities supercycle. I really enjoyed Gavin's take on AI and robotics, mainly because it aligns with my initial hypotheses....
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Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point
Q2 2026 Investor Audibles is live. Remember, none of this is investment advice. I just wish there were audible versions of investor letters, so I decided to make them. I hope you enjoy!
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[REPLAY] Gavin McCracken: A Journey To 2,000x Returns
This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests. Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically two stocks: Valeura Energy (VLE) and Andean Precious...
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Jeremy Raper: Cycles, AI, and Activism
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY I had a great time chatting with Jeremy Raper of Raper Capital. I always learn something new from him, and this episode doesn't disappoint.…
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Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU
I hope you enjoy this podcast with Evan Vanderveer, founder of Vanshap Capital. Vanshap invests in founder-led businesses that focus on Customer Fanaticism. We discuss three of Evan's core holdings: 1. Kaspi (KSPI) 2. Nu Holdings (NU) 3. Mercado Libre (MELI) PLEASE NOTE THAT NOTHING IS INVESTMENT...
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Seedy19: A 35x Return From Biotech Investing
I hope you guys enjoy my podcast with @Seedy19 (from X). Seedy is a full-time biotech investor. He generated a 35x on his entire portfolio last year. Not just one stock, his entire portfolio. The crazy part? He did it buying mostly common stocks. Biotech stocks, of course. But common stocks...
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Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers
I've got Judd Arnold back on the podcast for another great episode of distressed investing. Judd is one of the best investors I know at finding distressed situations at inflection points. We spent almost two hours discussing energy, COVID normalization, pool companies, and investment process. I...
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Peter Mantas: The Biotech Bubble Whisperer
This is my fifth interview with Peter Mantas. I learn something new each time I talk to Peter. This week, we discuss Peter's views on where the Left Tail lies in biotech, why bubbles are great for biotech's long-term success, and how to spot the real AI winners from vaporware in the biotech…
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Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: SaltLight Capital Blue Tower Asset Management LLC PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
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[REPLAY] Rebecca Hunter: Life As A Uranium Explorer
Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V. Rebecca has spent her life exploring the world for commodities, specifically uranium. This week, we get a boots-on-the-ground view of what it's like to explore for uranium. We discuss everything…
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[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX
Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange. I hope you enjoy. NOTHING YOU HEAR IS INVESTMENT ADVICE. IT IS FOR ENTERTAINMENT PURPOSES ONLY. YOU ARE A FOOL IF YOU TAKE ANY OF THIS AS ADVICE.
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Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Gator Capital Rowan Street Capital Third Point Capital PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
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[REPLAY] Oliver Friesen: All Things Tungsten
In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply chains, and industrial resilience. We unpack tungsten’s unique properties—highest melting point of…
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Brian Leeners (Homerun Resources): The Silica Opportunity
Brian Leeners is the CEO/founder of Homerun Resources (HMR.V), a Brazilian-based silica company dedicated to bringing high-quality silica to market to help advance the solar, renewables, and AI growth initiatives. We spent the podcast discussing the solar value chain, silica's role within that...
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Q1 2026 Investor Audibles: Open Square Capital, JDP Capital
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Open Square Capital JDP Capital Ideas discussed include: VAL, RIG, PTON, OXY, MELI PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
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[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak. But here we are a year later, and Jason is thinking bigger. FNX is no longer the goal. Think closer...
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Gavin McCracken: A Journey To 2,000x Returns
This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests. Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically two stocks: Valeura Energy (VLE) and Andean Precious...
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Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive
Stoked to have Will back on the podcast to discuss: Clean Tech Royalty companies (like CVW) Copper producers Gold producers Will's Commodity Purity Index (or CPI) Using AI in investment research Going slow to go fast (read before summarizing) Really liked this chat. NOTHING YOU HEAR IS INVESTMENT...
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[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with...
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Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World
Calvin Froedge on the podcast. Not much more needs to be said here. We chatted: > Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> Books And more. This podcast is for those that love commodities, politics, free-thinkers, and no bullshit discourse. By the way, if you loved…
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Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors
Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read: Dave Waters' Tactile Fund Fred Liu's Hayden Capital Bob Robotti's Robotti Value Investors I hope you guys enjoy!
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[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??). We chatted robotics, NVDA, market blow-off tops, trading psychology, technical analysis, and energy. I love having PurpleDrink on because I learn something new about trading, investing, and my process...
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Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
Hey guys -- I'm stoked to bring you my conversation with Tomasz Nadrowski, PM of Amvest Terraden Capital. Tomasz is one of the sharpest investors in the metals space, focusing on the "Major Minor" critical minerals like gallium, germanium, tellurium, and other critical materials needed to defend...
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Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital
I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Hirschmann Capital Arquitos Capital Third Point PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
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[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum
This was one of my favorite episodes of the year. I love interviewing anonymous Twitter personalities, and GorillaGrip delivered. Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a…
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Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak. But here we are a year later, and Jason is thinking bigger. FNX is no longer the goal. Think closer...
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Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital
I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Laughing Water Capital Plural Investing Kathmandu Capital Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITE PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE…
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[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I'll keep it simple. I think Jason is building the next multi-billion dollar mining company. He's got everything in place ... the team, the assets, the...
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Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX)
NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY. I hope you guys enjoy my podcast with Timothy Call of Capital Management Corp. Tim spends his time finding and investing in unloved small-caps that lead their little market niches. These companies are often down a lot…
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Chris Abbott (1035 Capital Management): Comstock (LODE), SkyX Platform (SKYX), Mobilicom (MOB), Research Frontiers (REFR)
Chris Abbott of 1035 Capital Management joins the podcast this week to pitch more interesting stock ideas. We discuss: Comstock (LODE) SkyX Platform (SKYX) Mobilicom (MOB) Research Frontiers (REFR) I love chatting with Chris because I always find new investments ideas and learn something…
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Q3 2025 Investor Audibles: Hinde Group, Atai Capital, Greenhaven Road Capital
I hope you guys enjoy this Q3 2025 Investor Audible Series with: Hinde Group Atai Capital Greenhaven Road Capital Lots of ideas to dig into after listening to this episode. Enjoy!
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[REPLAY] Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager
I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital. Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companies that are determined to be undervalued based on…
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Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with...
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Q3 2025 Investor Audibles: Kingdom Capital, Hirschmann Capital, Greenlight Capital
I hope you guys enjoy this Q3 2025 Investor Audible Series with: Kingdom Capital Advisors Hirschmann Capital Greenlight Capital My daughter was napping in the room next door so apologies if I sound "hushed." Nap time is precious around here! Enjoy!
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[REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
This is my first podcast with Adrian Godas and I am so excited to share it with you. Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided actionable investment ideas, and was a wealth of knowledge on the deep roots of mining history. In…
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Tim Elliott: Geology 101 For Generalist Investors
Tim Elliott is an old school geologist. The kind that would create physical maps using nothing but a pick, shovel, and a can of beans to sustain himself. This episode is a Mining Geology 101 for generalist investors. Tim provides deep insights into a geologist's perspective on the junior resource...
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Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??). We chatted robotics, NVDA, market blow-off tops, trading psychology, technical analysis, and energy. I love having PurpleDrink on because I learn something new about trading, investing, and my process...
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[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager
Replay of my conversation with Twitter/X user @ContrarianCurse. This was his first ever podcast and it was well received. I hope you guys enjoy. Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first ever podcast. I had a blast chatting with "Suspended...
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[REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive
This is a replay of my June 27th conversation with @Sustainabledud1 on all things Rare Earths (REE) ... before they were popular :) I hope you guys enjoy! Remember: EDUCATIONAL PURPOSES ONLY FOLKS. Stoked to have Sustainable Dude on the podcast to dive deep into the world of Rare Earth Elements…
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Q2 2025 Investor Audibles: Bonsai Partners, Cedar Creek Capital, Hayden Capital
I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Cedar Creek Capital, Bonsai Partners, and Hayden Capital's Q2 letters. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management...
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[REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity
This is a replay of my December 2024 conversation with Will Thomson, portfolio manager and founder of Massif Capital. Will Thomson joins the show (for the second time) to discuss the copper market and pitch Zambia as a potential investment jurisdiction. NOTHING YOU HEAR IS INVESTMENT ADVICE. DO...
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Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection
Anyone that's followed CLPT or QURE has probably listened to Peter Mantas of Logos LP. If you haven't ... what are you doing? And do you even like getting smarter? Peter is unequivocally one of the smartest people I know. He knows the biotech industry better than anyone I've met, and you can hear...
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[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)
Please enjoy this replay of my 2024 conversation with Jason Jessup, CEO of Magna Mining $NICU. Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I'll keep it simple. I think Jason is building the next...
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Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989. After graduating summa cum laude from Princeton in 2010, he joined Farley Capital as an investment analyst. In 2015, he was made a partner of the firm. Over the past dozen years, Andrei has traveled to...
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Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital
I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Greystone Capital, SpringView Capital, and Praetorian Capital's Q2 letters. Ideas discussed: APG, KITS, NRP, SYZ.TO, DR.TO, HOOD, SEG, MCY, WS.
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[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)
Precious metals are starting to move. Otavio Costa was pounding the table on gold and silver back in 2023. This is a replay of that conversation. I hope you guys enjoy! Hey Guys! This episode, we hear from Tavi Costa, portfolio manager at Crescat Capital, and get his insights into the precious...
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ABOUT THIS SHOW
Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/
HOSTED BY
Brandon Beylo
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Frequently Asked Questions
How many episodes does Value Hive Podcast have?
Value Hive Podcast currently has 350 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Value Hive Podcast about?
Welcome to The Hive! It's nice in here, isn't it? The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day. If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast. Our...
How often does Value Hive Podcast release new episodes?
Value Hive Podcast publishes regularly with 350 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Value Hive Podcast?
You can listen to Value Hive Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Value Hive Podcast?
Value Hive Podcast is created and hosted by Brandon Beylo.
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