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Value Hive
Value Hive
345 episodes · by Brandon Beylo
About Value Hive
Value Hive is a podcast with 345 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. Welcome to The Hive! It's nice in here, isn't it?
The Hive is a collection of investors, entrepreneurs, thinkers and individuals dedicated to getting a little smarter each day.
If you're a fan of value investing, business models, eclectic success and failure stories -- this is your podcast.
Our goal is to provide you the highest quality interviews with new twists on old topics. Fresh perspectives on antiquated ideas. Passionate discourse on all things investing.
Join us as we strive to improve a little bit each day: https://macro-ops.com/ PodLexicon indexes every episode of Value Hive and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.
Topics Covered on Value Hive
European Banks as Inflation Hedge Capital Allocation and Shareholder Returns
Notable Guests on Value Hive
Popular Episodes
Recent Episodes
Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point — August 21, 2026[REPLAY] Gavin McCracken: A Journey To 2,000x Returns — August 14, 2026Jeremy Raper: Cycles, AI, and Activism — July 31, 2026Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU — July 24, 2026Seedy19: A 35x Return From Biotech Investing — July 10, 2026Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers — June 26, 2026Peter Mantas: The Biotech Bubble Whisperer — June 19, 2026Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC — June 12, 2026[REPLAY] Rebecca Hunter: Life As A Uranium Explorer — June 05, 2026[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX — May 22, 2026Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital — May 15, 2026[REPLAY] Oliver Friesen: All Things Tungsten — May 08, 2026Brian Leeners (Homerun Resources): The Silica Opportunity — May 01, 2026Q1 2026 Investor Audibles: Open Square Capital, JDP Capital — April 24, 2026[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining — April 17, 2026Gavin McCracken: A Journey To 2,000x Returns — April 10, 2026Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive — April 03, 2026[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy — March 27, 2026Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World — March 09, 2026Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors — March 06, 2026[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology — February 27, 2026Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals — February 20, 2026Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital — February 13, 2026[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum — February 06, 2026Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining — January 30, 2026Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital — January 23, 2026[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU — January 16, 2026Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX) — January 09, 2026Chris Abbott (1035 Capital Management): Comstock (LODE), SkyX Platform (SKYX), Mobilicom (MOB), Research Frontiers (REFR) — December 19, 2025Q3 2025 Investor Audibles: Hinde Group, Atai Capital, Greenhaven Road Capital — December 12, 2025[REPLAY] Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager — December 05, 2025Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy — November 28, 2025Q3 2025 Investor Audibles: Kingdom Capital, Hirschmann Capital, Greenlight Capital — November 21, 2025[REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation — November 14, 2025Tim Elliott: Geology 101 For Generalist Investors — November 07, 2025Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology — October 31, 2025[REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager — October 24, 2025[REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive — October 17, 2025Q2 2025 Investor Audibles: Bonsai Partners, Cedar Creek Capital, Hayden Capital — October 10, 2025[REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity — October 03, 2025Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection — September 26, 2025[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024) — September 19, 2025Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps — September 12, 2025Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital — September 05, 2025[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023) — August 29, 2025Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More — August 22, 2025Oliver Friesen (GMET): All Things Tungsten — August 15, 2025Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital — August 08, 2025Q2 2025 Investor Audibles: Rowan Street, Desert Lion, Minot Light Capital Partners — August 01, 2025Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager — July 25, 2025
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