Podcast Episodes

Tim Elliott: Geology 101 For Generalist Investors

Season 6 Episode 43

Tim Elliott is an old school geologist. The kind that would create physical maps using nothing but a pick, shovel, and a can of beans to sustain hims…

8 months ago

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Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology

Season 6 Episode 42

Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??).

We chatted robotics, NVDA, market blow-off tops, tra…

8 months, 1 week ago

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[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager

Season 6 Episode 41

Replay of my conversation with Twitter/X user @ContrarianCurse. This was his first ever podcast and it was well received.

I hope you guys enjoy.

Exci…

8 months, 2 weeks ago

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[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…

8 months, 3 weeks ago

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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…

9 months ago

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[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…

9 months, 1 week ago

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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…

9 months, 2 weeks ago

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[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.…

9 months, 3 weeks ago

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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…

9 months, 4 weeks ago

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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 …

10 months ago

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