Podcast Episodes

Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital

Season 6 Episode 30

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

This week, we read Laughing Water, Jackson Peak, and Alluvial Capital letters.

Idea…

7 months, 2 weeks ago

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Q2 2025 Investor Audibles: Rowan Street, Desert Lion, Minot Light Capital Partners

Season 6 Episode 29

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

This week, we read Rowan Street, Desert Lion, and Minot Light Capital Partners.

Ide…

7 months, 3 weeks ago

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Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager

Season 6 Episode 28

I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital.

Merit Oak is a long-biased hedge fund focused on long-term capit…

8 months ago

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Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital

Season 6 Episode 27

Another edition of Investor Audibles is out. This week we read letters from LVS Advisory, Brasada Capital, and Kathmandu Capital.

Ideas include: $CW,…

8 months, 1 week ago

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[REPLAY] John Swallow (Idaho Strategic): The Golden Age of Gold Mining

Season 6 Episode 26

I'm thrilled to have John Swallow, CEO of Idaho Strategic, back on the podcast.

John has been one of my favorite guests over the years. He's built Id…

8 months, 2 weeks ago

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Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More)

Season 6 Episode 25

I had the pleasure of interviewing Sultan Ameerali for this week's Value Hive Podcast. Sultan is a self-taught investor specializing in industries an…

8 months, 3 weeks ago

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@Sustainabledud1: Rare Earth Element (REE) Deep Dive

Season 6 Episode 24

Stoked to have Sustainable Dude on the podcast to dive deep into the world of Rare Earth Elements (or REEs). They're messy, complicated, opaque, and …

9 months ago

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

Season 6 Episode 23

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

Garrett has over 15 years …

9 months, 1 week ago

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@ContrarianCurse: From Analyst To Portfolio Manager

Season 6 Episode 22

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 "Suspende…

9 months, 2 weeks ago

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

Season 6 Episode 21

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, resp…

9 months, 3 weeks ago

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