Podcast Episodes

Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation

---

Season 6 Episode 15

---

This is my first podcast with Adrian Godas and I am so excited to share it with you.

Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided act…

---

Published on 4 months, 2 weeks ago

Jeremy Raper (Lost File): Westinghouse Bankruptcy Story

---

Season 6 Episode 14

---

Hey guys -- wanted to publish a short episode this week from the Lost File of Jeremy Raper's latest podcast (Pt. 3). Jeremy covered the Westinghouse Bankruptcy, uranium, and how to think about resear…

---

Published on 4 months, 3 weeks ago

[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon

---

Season 6 Episode 13

---

I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing.

Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen.

We…

---

Published on 5 months ago

Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold

---

Season 6 Episode 12

---

Very excited to have my friend Derrek -- aka @real_MikeBarnes on Twitter -- on the podast again.

We chat gold, junior miners, Derrek's life-changing trade in Kirkland Lake Gold, his other life-changi…

---

Published on 5 months, 1 week ago

Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More

---

Season 6 Episode 11

---

Jeremy Raper is back for his third appearance on the podcast. We chat Japan, Tariffs, Trump, activist investing, Jeremy's research process, commodities, and more.

As always, Jeremy leaves a ton of kn…

---

Published on 5 months, 2 weeks ago

Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL)

---

Season 6 Episode 10

---

Q4 Investor Audibles is out. This week we cover:

Massif Capital Marlton PartnersGiverny Capital

This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the …

---

Published on 5 months, 3 weeks ago

[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas

---

Season 6 Episode 9

---

This is a replay of our podcast in 2023.

This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, i…

---

Published on 5 months, 4 weeks ago

Adam Rossi: Investing In The Age of DOGE

---

Season 6 Episode 8

---

I'm thrilled to have Adam Rossi on the podcast. Adam is a private investor, successful businessman, entrepreneur, beekeeper and maple syrup salesman.

Adam has decades of experience building companies…

---

Published on 6 months ago

Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai

---

Season 6 Episode 7

---

I can't believe it took me this long to get Matt Warder on the podcast. But here we are.

Matt is the smartest guy in the coal space, and it's not even close.

We chat HCC's latest investor presentatio…

---

Published on 6 months, 2 weeks ago

Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT)

---

Season 6 Episode 6

---

Q4 Investor Audibles is out. This week we cover:

Colebrooke Opportunities Fund Tidefall Capital Maran Capital

This is an idea heavy episode that I know you'll love. Make sure to subscribe and leav…

---

Published on 6 months, 3 weeks ago