Podcast Episodes

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

Season 7 Episode 11

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, bombe…

3 hours ago

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

Season 7 Episode 10

Calvin Froedge on the podcast. Not much more needs to be said here.

We chatted:

> Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflati…

2 weeks, 3 days ago

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

Season 7 Episode 9

Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read:

Dave Waters' Tactile FundFred …

3 weeks ago

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

Season 7 Episode 8

Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??).

We chatted robotics, NVDA, market blow-off tops, tra…

1 month ago

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

Season 7 Episode 7

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 …

1 month, 1 week ago

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

Season 7 Episode 6

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters:

Hirschmann CapitalArquitos CapitalThird Point

PLEASE NOTE THAT NO…

1 month, 2 weeks ago

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

Season 7 Episode 5

This was one of my favorite episodes of the year.

I love interviewing anonymous Twitter personalities, and GorillaGrip delivered.

Gorilla is a full-tim…

1 month, 3 weeks ago

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

Season 7 Episode 4

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 eve…

1 month, 3 weeks ago

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

Season 7 Episode 3

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters:

Laughing Water CapitalPlural InvestingKathmandu Capital

Ideas dis…

2 months ago

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

Season 7 Episode 2

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 k…

2 months, 1 week ago

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