Podcast Episodes

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

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds:

Greenhaven Road GreenWood Investo…

1 year, 11 months ago

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

Season 5 Episode 14

David Bastian of Kingdom Capital is BACK for another podcast. This time we're diving deep into GEN Restaurant Group (GENK).

DISCLOSURE: I/WE AND DAV…

1 year, 11 months ago

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Alberto Alvarez: Uranium, Ero Copper, and PGMs

Season 5 Episode 13

Alberto is one of the most underfollowed accounts on Twitter/X. He provides tremendous value for generalist investors willing to hunt in commodity ma…

2 years ago

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

Season 5 Episode 12

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds:

SaltLight Capital Cedar Creek Par…

2 years ago

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Auke Hoekstra: The Bull Case For Renewables

Season 5 Episode 11

I loved this conversation for a few reasons. One, Auke is an incredibly smart person. You'll pick that up quickly. Two, I don't agree with everything…

2 years ago

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Left Field Investing: Acne, Fungus, and Prison Stocks

Season 5 Episode 10

I'm excited to share my conversation with Left Field Investing. Left Field is quickly becoming one of my favorite Substack research accounts.

He has…

2 years ago

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

Season 5 Episode 9

I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR).

IDR is a small cap gold producer that does thin…

2 years, 1 month ago

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

Season 5 Episode 8

I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Cop…

2 years, 1 month ago

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Aaron Edelheit: Dumpster Diving in Cannabis

Season 5 Episode 7

I hope you guys enjoy my podcast with Aaron Edelheit on the Cannabis industry.

I had Aaron on the podcast two years ago to dive deep into the canna…

2 years, 1 month ago

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Rebecca Hunter: Life As A Uranium Explorer

Season 5 Episode 6

Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V.

Rebecca has spent her life exploring the world fo…

2 years, 1 month ago

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