All Episodes

Lonis Hamaili: Launching an AI Supply Chain Hedge Fund

[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining

Q2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight Capital

Astrid Wilde: A Bright AI & Robotics Future

Gavin McCracken (Pt. 2): Robotics, AI, and A Commodities Supercycle

Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point

[REPLAY] Gavin McCracken: A Journey To 2,000x Returns

Jeremy Raper: Cycles, AI, and Activism

Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU

Seedy19: A 35x Return From Biotech Investing

Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers

Peter Mantas: The Biotech Bubble Whisperer

Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC

[REPLAY] Rebecca Hunter: Life As A Uranium Explorer

[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX

Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital

[REPLAY] Oliver Friesen: All Things Tungsten

Brian Leeners (Homerun Resources): The Silica Opportunity

Q1 2026 Investor Audibles: Open Square Capital, JDP Capital

[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining

Gavin McCracken: A Journey To 2,000x Returns

Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive

[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World

Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors

[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology

Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals

Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital

[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining

Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital

[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU

Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX)

Chris Abbott (1035 Capital Management): Comstock (LODE), SkyX Platform (SKYX), Mobilicom (MOB), Research Frontiers (REFR)

Q3 2025 Investor Audibles: Hinde Group, Atai Capital, Greenhaven Road Capital

[REPLAY] Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager

Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

Q3 2025 Investor Audibles: Kingdom Capital, Hirschmann Capital, Greenlight Capital

[REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation

Tim Elliott: Geology 101 For Generalist Investors

Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology

[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager

[REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive

Q2 2025 Investor Audibles: Bonsai Partners, Cedar Creek Capital, Hayden Capital

[REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity

Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection

[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)

Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps

Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital

[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)

Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More

Oliver Friesen (GMET): All Things Tungsten

Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital

Q2 2025 Investor Audibles: Rowan Street, Desert Lion, Minot Light Capital Partners

Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager

Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital

[REPLAY] John Swallow (Idaho Strategic): The Golden Age of Gold Mining

Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More)

@Sustainabledud1: Rare Earth Element (REE) Deep Dive

[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks

@ContrarianCurse: From Analyst To Portfolio Manager

Purple Drink Capital (Pt. 2): Trading, Psychology, and Crude Oil

Investor Audibles: Hosking Partners May 2025 Letter

[REPLAY] Jeff Sands: How To Fix A Business In 100 Days

James Elbaor (Marlton LLC): Investing In Investors

Erik_YWR (Part 2): French Stocks, European Banks, and South Korea

Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital

Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation

Jeremy Raper (Lost File): Westinghouse Bankruptcy Story

[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon

Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold

Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More

Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)

[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

Adam Rossi: Investing In The Age of DOGE

Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai

Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)

Swen Lorenz: Drowning in Undervalued Shares

[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)

Stephen Farrington: An Unemployed Small-Cap Value Degenerate

John Swallow (Idaho Strategic): The Golden Age of Gold Mining

Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)

Peter Mantas: How To Spot Left and Right Tail Investment Ideas

Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)

[REPLAY] @Erik_YWR: A Crash Course on Inflation

Will Thomson (Massif Capital): The Zambia Copper Opportunity

Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)

[REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU

Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)

Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)

Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR

Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management

Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations

[REPLAY] Jenny Chase: Solar Industry Deep Dive

Jerome (@UzoCapital): SPACs, Warrants, & Music Royalties

[REPLAY] Greg Orrell: How To Beat The GDX

Garrett Goggin: All Things Gold & Silver Mining Stocks

[REPLAY] John Swallow: Building A Different Mining Company (Idaho Strategic $IDR)

Cody Shirk: Taking Global Investing To Another Level