All episodes

Cody Shirk: Taking Global Investing To Another Level

Josh Crumb: Global Commodity Outlook & Building ABAXX

Dave Waters (Alluvial Capital): Illiquid Stocks, Process, and Investing in Tactile

Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital

Twitter Spaces: Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon

Chris Abbott (1035 Capital): Dumpster Diving In Preferred Stocks Pt. 2 ($LLAP, $FATBP, $ASPI)

[REPLAY] David Kaye: The Business of Video Game Development

Don Simmons: Building Hemisphere Energy $HME

Taylor Sulik: Building A Tungsten Mining Company From Scratch

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

[REPLAY] Lobo Tiggre: Junior Mining Speculation

Luis Sanchez: Hunting for Net-Nets

Greg Orrell: How To Outperform The $GDX

Jenny Chase: Solar Industry Deep Dive

Lake Cornelia's Judd Arnold: Navios Maritime $NMM Deep Dive

GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

Mat Roiss: How To Buy Hated Stocks (& Other Investing Things)

[REPLAY] Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar

Doug Ramshaw: How To Build A Mine That Makes Money

[REPLAY] Carvana $CVNA: Will It Survive? (July 2022)

@RagingBullCap: BQE Water $BQE.V Deep Dive

@Erik_YWR: A Crash Course on Inflation

[REPLAY] Calvin Froedge: An Unconventional Path To Common Sense Investing

Q4 2023 Investor Audibles: Greenhaven Road Capital, GreenWood Investors, Silver Beech Capital

David Bastian: GEN Restaurant Group (GENK), Coal, and Retailers

Alberto Alvarez: Uranium, Ero Copper, and PGMs

Q4 2023 Investor Audibles: SaltLight Capital, Cedar Creek Partners, Legacy Ridge Capital

Auke Hoekstra: The Bull Case For Renewables

Left Field Investing: Acne, Fungus, and Prison Stocks

John Swallow: Building A Different Mining Company (Idaho Strategic)

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

Aaron Edelheit: Dumpster Diving in Cannabis

Rebecca Hunter: Life As A Uranium Explorer

Peter Pham: Inversion Investing

Q4 2023 Investor Audibles: PFH Capital, Sohra Peak Capital, Old West Management

Philoinvestor: Know Thy Edge, Know Thyself

Chris Martenson: Uranium, Tin, Copper, and Oil

Alberto Ayuso: Shipping & Tankers 101

Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar

Yaron Naymark: Reflecting On Six Years At 1 Main Capital

Q3 2023 Investor Audibles: Third Point, Sohra Peak, Greenhaven Road

Chris Abbott: Extreme Dumpster Diving & Preferred Stocks (LFMD, CSSE, VTNR, SNLH)

Dan Bianchini: Midwest Energy Emissions Corp $MEEC Deep Dive

Q3 2023 Investor Audibles: Cedar Creek Capital, Laughing Water Capital, & Alta Fox Capital

Calvin Froedge: First Quantum (FM), Commodity Complex, and Sibanye-Stillwater (SBSW)

[REPLAY] Judd Arnold: Seeking Convexity in Offshore Energy

Conor Maguire: Fertilizer Stocks & $OCI

Lobo Tiggre: Junior Mining Speculation

Keith Smith: Mining Services 101

Brian Laks: Uranium, Tin, and Hunting For Hated

Toff Capital: Physics, Specialty Chemicals Distribution, and $YAK

Q2 2023 Investor Audibles: Buckley Capital, Immersion Investments, & Greenlight Capital

Daren Heitman (Azarias Capital): Uranium Bull Thesis 101

[REPLAY] Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel

David Bastian: Distressed Investing 101 w/ Kingdom Capital

Q2 2023 Investor Audibles: Gator Capital, Palm Harbour Capital, and SaltLight Capital

John Evans: Dissecting Offshore Services w/ Subsea7 CEO

[REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less

Q2 2023 Investor Audibles: Alluvial Capital, Laughing Water Capital, Cedar Creek Capital

Shubham Garg: Small-Cap E&Ps & Launching White Tundra Petroleum

Avi Fisher: Industrials, Construction, and Matrix Services $MTRX

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

Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks

[REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing

Mike Alkin: The Ultimate Uranium Crash Course

Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas

Q1 2023 Investor Audibles: Alluvial Capital, Greenhaven Road, & 1 Main Capital

James Davolos: Precious Metals Royalty & Streaming Deep Dive

Calvin Froedge: An Unconventional Path To Common Sense Investing

Otavio Costa: Precious Metals Deep Dive

Alex Verge: Building Journey Energy $JOY

Jared Dillian: All Things Writing, Creative Process, and Craft

Will Thomson: Critical Raw Materials Deep Dive

Judd Arnold: Seeking Convexity in Offshore Energy

Q4 2022 Investor Audibles: SRK Capital, HCM Capital, and Bonhoeffer Capital

WTI Realist: Taking A Realistic View on The Bull Energy Thesis

Harris Kupperman: Journey Energy $JOY, Patience, and Inflection Investing

Trader Ferg: Investing in Post-Bankruptcy Energy Plays

Christine Guerrero: An Inside Look at Integrated Oil E&Ps

Josh Young: Energy Value Chain Analysis (Offshore & Onshore)

Victor Swishchuk: A Beginner's Guide To Analyzing Oil E&Ps

Brian Gitt: Busting The Myths of ESG & "Green" Energy

Q4 Investor Audible Series: Praetorian Capital, Gator Capital, & Maran Capital

Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing

Rory Johnston: Oil & Gas Industry Crash Course

Dede Eyesan: How To Find Stocks That Return 10x in 10 Years

Nathalie Sinyard: Crash Course on Burnout

Q3-Q4 Investor Audible Series: Vlata Fund, Greenhaven Road Capital, and Tourlite Capital

[REPLAY] Shrubbery Capital: What 15 Years In Hedge Funds Teaches You

Luke Wolgram: AutoPartner $APR & The Hunt For Unique Ideas

Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel

Peter Mantas: Life Sciences Deep Dive (Part 2)

Mike (@TheRealEstateG6): Zero To One In Real Estate

Samer Hakoura: Ashtead Group $AHT Deep Dive

Robert Brooks: CECO Environmental $CECE Deep Dive

Twitter Spaces: @Mr_Neutral_Man Howard Hughes $HHC Deep Dive

Q3 2022 Investor Audibles: Nordstern Capital, Praetorian Capital, and Maran Capital

Scott Willis: Commodity Investing 101

Q3 2022 Investor Audibles: Third Point Capital, Ensemble Capital, Greenlight Capital