Podcast Episodes

[REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive

Season 6 Episode 40

This is a replay of my June 27th conversation with @Sustainabledud1 on all things Rare Earths (REE) ... before they were popular :)

I hope you guys e…

5 months, 1 week ago

View Episode

Q2 2025 Investor Audibles: Bonsai Partners, Cedar Creek Capital, Hayden Capital

Season 6 Episode 39

I hope you guys enjoy the latest Q2 2025 Investor Audible series.

This week, we read Cedar Creek Capital, Bonsai Partners, and Hayden Capital's Q2 le…

5 months, 2 weeks ago

View Episode

[REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity

Season 6 Episode 38

This is a replay of my December 2024 conversation with Will Thomson, portfolio manager and founder of Massif Capital.

Will Thomson joins the show (fo…

5 months, 3 weeks ago

View Episode

Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection

Season 6 Episode 37

Anyone that's followed CLPT or QURE has probably listened to Peter Mantas of Logos LP.

If you haven't ... what are you doing? And do you even like ge…

6 months ago

View Episode

[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)

Season 6 Episode 36

Please enjoy this replay of my 2024 conversation with Jason Jessup, CEO of Magna Mining $NICU.

Jason Jessup is the CEO/founder of Magna Mining $NICU.…

6 months, 1 week ago

View Episode

Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps

Season 6 Episode 35

Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989.  After graduating summa cum laude from Princeton in 2…

6 months, 2 weeks ago

View Episode

Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital

Season 6 Episode 34

I hope you guys enjoy the latest Q2 2025 Investor Audible series.

This week, we read Greystone Capital, SpringView Capital, and Praetorian Capital's …

6 months, 3 weeks ago

View Episode

[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)

Season 6 Episode 33

Precious metals are starting to move. Otavio Costa was pounding the table on gold and silver back in 2023. This is a replay of that conversation.

I h…

6 months, 3 weeks ago

View Episode

Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More

Season 6 Episode 32

In this episode, Kristoffer Lindström—founder and analyst at LIND Research—joins to unpack his investment process and deliver a compelling pitch on P…

7 months ago

View Episode

Oliver Friesen (GMET): All Things Tungsten

Season 6 Episode 31

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…

7 months, 1 week ago

View Episode