Podcast Episodes

Tim Elliott: Geology 101 For Generalist Investors

Season 6 Episode 43

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 gene…

Published on 10 hours ago

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

Season 6 Episode 42

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…

Published on 1 week ago

[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager

Season 6 Episode 41

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 th…

Published on 2 weeks ago

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

Season 6 Episode 40

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.

St…

Published on 3 weeks ago

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

Season 6 Episode 39

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 m…

Published on 4 weeks ago

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

Season 6 Episode 38

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 an…

Published on 1 month ago

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

Season 6 Episode 37

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 s…

Published on 1 month, 1 week ago

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

Season 6 Episode 36

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 dev…

Published on 1 month, 2 weeks ago

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

Season 6 Episode 35

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 ana…

Published on 1 month, 3 weeks ago

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

Season 6 Episode 34

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.T…

Published on 2 months ago