Podcast Episodes

Seedy19: A 35x Return From Biotech Investing

Season 7 Episode 24

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.…

11 hours ago

View Episode

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

Season 7 Episode 23

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 distr…

2 weeks ago

View Episode

Peter Mantas: The Biotech Bubble Whisperer

Season 7 Episode 22

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 …

3 weeks ago

View Episode

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

Season 7 Episode 21

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:

SaltLight CapitalBlue Tower Asset Management LLC

PLEASE NOTE THAT N…

4 weeks ago

View Episode

[REPLAY] Rebecca Hunter: Life As A Uranium Explorer

Season 7 Episode 20

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 …

1 month ago

View Episode

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

Season 7 Episode 19

Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange.

I hope you enjoy.

NOTHING…

1 month, 2 weeks ago

View Episode

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

Season 7 Episode 18

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:

Gator CapitalRowan Street CapitalThird Point Capital

PLEASE NOTE T…

1 month, 3 weeks ago

View Episode

[REPLAY] Oliver Friesen: All Things Tungsten

Season 7 Episode 17

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 a…

2 months ago

View Episode

Brian Leeners (Homerun Resources): The Silica Opportunity

Season 7 Episode 16

Brian Leeners is the CEO/founder of Homerun Resources (HMR.V), a Brazilian-based silica company dedicated to bringing high-quality silica to market t…

2 months, 1 week ago

View Episode

Q1 2026 Investor Audibles: Open Square Capital, JDP Capital

Season 7 Episode 15

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:

Open Square CapitalJDP Capital

Ideas discussed include: VAL, RIG, …

2 months, 2 weeks ago

View Episode