Podcast Episodes

Peter Mantas: How To Spot Left and Right Tail Investment Ideas

Season 6 Episode 2

Peter Mantas is one of the smartest investors I know. Every time I talk with Peter I get smarter. You will too.

This week, Peter dissects bombed-out…

1 year, 2 months ago

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Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO)

Season 6 Episode 1

I hope you guys enjoy the Q3 2024 Investor Audibles from:

- Saltlight Capital

- Fairlight Capital

Finally, a big thanks to our sponsors for making …

1 year, 2 months ago

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[REPLAY] @Erik_YWR: A Crash Course on Inflation

Season 5 Episode 50

I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world.

This conversation covers all things inflation. We d…

1 year, 3 months ago

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Will Thomson (Massif Capital): The Zambia Copper Opportunity

Season 5 Episode 49

Will Thomson joins the show (for the second time) to discuss the copper market and pitch Zambia as a potential investment jurisdiction.

NOTHING YOU …

1 year, 3 months ago

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Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW)

Season 5 Episode 48

Judd Arnold is back for another great episode. We cover so many topics in almost two hours. Stock pickers will love this episode.

We discuss:

Dat…

1 year, 3 months ago

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[REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)

Season 5 Episode 46

Evan Tindell runs Bireme Capital, a long/short value investment fund.

I loved this episode. We spent over an hour discussing:

Investor psychology…

1 year, 3 months ago

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Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU

Season 5 Episode 45

Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada.

I'll…

1 year, 3 months ago

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Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC)

Season 5 Episode 44

I hope you guys enjoy the Q3 2024 Investor Audibles from:

- Gator Capital

- Alta Fox Capital

- Greenhaven Road Capital

Finally, a big thanks to our …

1 year, 4 months ago

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Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories)

Season 5 Episode 43

This was a fun episode. I chatted stocks, trading, philosophy, and process with @PurpleDrinkCapital.

I like the way he approaches markets. He's hone…

1 year, 4 months ago

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Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR

Season 5 Episode 42

I'm excited to share my conversation with Stefan Lingmerth, founder of Sunshine Kapital (yes, with a K!).

Stefan is a distress/stress investor. He b…

1 year, 4 months ago

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