Podcast Episodes

[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks

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Season 6 Episode 23

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Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks.

Garrett has over 15 years experience investing in junior precious metals min…

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Published on 4 months, 2 weeks ago

@ContrarianCurse: From Analyst To Portfolio Manager

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Season 6 Episode 22

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Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first ever podcast.

I had a blast chatting with "Suspended Cap" about his switch from analyst to PM, how he…

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Published on 4 months, 3 weeks ago

Purple Drink Capital (Pt. 2): Trading, Psychology, and Crude Oil

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Season 6 Episode 21

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Purple Drink Capital is back for Round 2 at Value Hive. I love talking to Purple Drink. The dude is a Trader's Trader. He's a slave to the tape, respects his biases, and understands the game he's pla…

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Published on 5 months ago

Investor Audibles: Hosking Partners May 2025 Letter

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Season 6 Episode 20

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We're changing it up a bit this week! I decided to do an Investor Audible on just one "letter" ... Hosking Partner's May 2025 edition of Hosking Post.

The letter discusses Capital Cycles, Warren Buff…

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Published on 5 months, 1 week ago

[REPLAY] Jeff Sands: How To Fix A Business In 100 Days

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Season 6 Episode 19

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Excited to replay Episode 21 with y'all! 

Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family b…

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Published on 5 months, 2 weeks ago

James Elbaor (Marlton LLC): Investing In Investors

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Season 6 Episode 18

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This is one of my favorite conversations of the year. James Elbaor of Marlton LLC spent over an hour discussing all things investing.

We chatted single stocks, thematics, psychology, how to invest in…

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Published on 5 months, 3 weeks ago

Erik_YWR (Part 2): French Stocks, European Banks, and South Korea

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Season 6 Episode 17

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I'm excited to get Erik_YWR back on the podcast this week. Erik pitched European bank stocks on his first episode, and he nailed it.

So today, we're asking him about French stocks, revisiting Europea…

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Published on 5 months, 4 weeks ago

Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital

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Season 6 Episode 16

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Excited to have the Q1 2025 Investor Audible Series rolling through this quarter.

This week, we have letters from:

1Main CapitalAlluvial CapitalNZS Capital

Big thanks to the sponsors as well!

Mitimco

This…

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Published on 6 months ago

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

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Season 6 Episode 15

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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…

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Published on 6 months, 1 week ago

Jeremy Raper (Lost File): Westinghouse Bankruptcy Story

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Season 6 Episode 14

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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…

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Published on 6 months, 2 weeks ago