Podcast Episodes

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

Season 7 Episode 14

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…

2 months, 3 weeks ago

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Gavin McCracken: A Journey To 2,000x Returns

Season 7 Episode 13

This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests.

Gavin is a one-of-…

3 months ago

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Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive

Season 7 Episode 12

Stoked to have Will back on the podcast to discuss:

Clean Tech Royalty companies (like CVW) Copper producersGold producersWill's Commodity Purity Ind…

3 months, 1 week ago

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[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 months, 1 week 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…

4 months 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 …

4 months 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…

4 months, 1 week 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 …

4 months, 2 weeks 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…

4 months, 3 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…

5 months ago

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