Podcast Episodes

Stephen Farrington: An Unemployed Small-Cap Value Degenerate

Season 6 Episode 5

This might be one of my favorite podcasts of 2025 ... and it's only January.

Stephen Farrington is a small cap investor and author of the Unemployed…

1 year, 5 months ago

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

Season 6 Episode 4

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 I…

1 year, 5 months ago

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Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN)

Season 6 Episode 3

We're back at it with Q4 2024 Investor Audibles! This week we're listening to:

Vlata Fund LVS Advisory Patient Capital Management

I think you…

1 year, 5 months ago

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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, 6 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, 6 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, 6 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, 6 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, 6 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, 7 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, 7 months ago

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