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Value Hive Podcast

von Brandon Beylo

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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: macro-ops.com

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  1. Will McLane & Max Howard (@CreditCapi): Starbucks (SBUX), Dutch Bros (BROS), and Investing in Consumer Brands

    I hope you guys enjoy my conversation with Will McLane and Max Howard. Will and Max attend Georgetown University and run a hedge fund. They publish their thinking and ideas online, for the world to see, and engage in thoughtful discourse/pu

  2. Lonis Hamaili: Launching an AI Supply Chain Hedge Fund

    I'm excited to have Lonis Hamaili on the podcast this week to discuss the launch of his new fund, Cambrian Capital. Cambrian's bet is that we're closer to AGI than people think, and the AI bull market isn't ending, but just getting started.

  3. [REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining

    The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak. But here we are a year later, and Jason is

  4. Q2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight Capital

    I hope you guys enjoy this Q2 Investor Audibles series. As always, none of this is investment advice. You are an idiot if you think otherwise. Everything is for entertainment and educational purposes only. Investment carries substantial ris

  5. Astrid Wilde: A Bright AI & Robotics Future

    This was one of my favorite conversations so far this year. Astrid is the founder of Inheritance HQ. According to its website, the company “transforms observation into training data that robots and world models can learn from at scale, enab

  6. Gavin McCracken (Pt. 2): Robotics, AI, and A Commodities Supercycle

    We are back with another interview with Gavin McCracken. This time, we spend most of the podcast chatting robotics, AI, and why those two themes could kickstart the next commodities supercycle. I really enjoyed Gavin's take on AI and roboti

  7. Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point

    Q2 2026 Investor Audibles is live. Remember, none of this is investment advice. I just wish there were audible versions of investor letters, so I decided to make them. I hope you enjoy!

  8. [REPLAY] Gavin McCracken: A Journey To 2,000x Returns

    This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests. Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically

  9. Jeremy Raper: Cycles, AI, and Activism

    PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY I had a great time chatting with Jeremy Raper of Raper Capital. I always learn somethi

  10. Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU

    I hope you enjoy this podcast with Evan Vanderveer, founder of Vanshap Capital. Vanshap invests in founder-led businesses that focus on Customer Fanaticism. We discuss three of Evan's core holdings: 1. Kaspi (KSPI) 2. Nu Holdings (NU) 3. Me

  11. Seedy19: A 35x Return From Biotech Investing

    I hope you guys enjoy my podcast with @Seedy19 (from X). Seedy is a full-time biotech investor. He generated a 35x on his entire portfolio last year. Not just one stock, his entire portfolio. The crazy part? He did it buying mostly common s

  12. Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers

    I've got Judd Arnold back on the podcast for another great episode of distressed investing. Judd is one of the best investors I know at finding distressed situations at inflection points. We spent almost two hours discussing energy, COVID n

  13. Peter Mantas: The Biotech Bubble Whisperer

    This is my fifth interview with Peter Mantas. I learn something new each time I talk to Peter. This week, we discuss Peter's views on where the Left Tail lies in biotech, why bubbles are great for biotech's long-term success, and how to spo

  14. Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC

    I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: • SaltLight Capital • Blue Tower Asset Management LLC PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

  15. [REPLAY] Rebecca Hunter: Life As A Uranium Explorer

    Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V. Rebecca has spent her life exploring the world for commodities, specifically uranium. This week, we get a boots-on-the-ground view of what it

  16. [REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX

    Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange. I hope you enjoy. NOTHING YOU HEAR IS INVESTMENT ADVICE. IT IS FOR ENTERTAINMENT PURPOSES ONLY. YOU ARE A FOOL IF

  17. Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital

    I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: • Gator Capital • Rowan Street Capital • Third Point Capital PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODC

  18. [REPLAY] Oliver Friesen: All Things Tungsten

    In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply chains, and industrial resilience. We unpack

  19. Brian Leeners (Homerun Resources): The Silica Opportunity

    Brian Leeners is the CEO/founder of Homerun Resources (HMR.V), a Brazilian-based silica company dedicated to bringing high-quality silica to market to help advance the solar, renewables, and AI growth initiatives. We spent the podcast discu

  20. Q1 2026 Investor Audibles: Open Square Capital, JDP Capital

    I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: • Open Square Capital • JDP Capital Ideas discussed include: VAL, RIG, PTON, OXY, MELI PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTH

  21. [REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining

    The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak. But here we are a year later, and Jason is

  22. Gavin McCracken: A Journey To 2,000x Returns

    This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests. Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically

  23. Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive

    Stoked to have Will back on the podcast to discuss: • Clean Tech Royalty companies (like CVW) • Copper producers • Gold producers • Will's Commodity Purity Index (or CPI) • Using AI in investment research • Going slow to go fast (read befor

  24. [REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

    Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strate

  25. Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World

    Calvin Froedge on the podcast. Not much more needs to be said here. We chatted: > Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> Books And more. This podcast is for those that love commodities, politics, free-thinker

  26. Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors

    Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read: • Dave Waters' Tactile Fund • Fred Liu's Hayden Capital • Bob Robotti's Robotti Value Investors I hope you guys enjoy!

  27. [REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology

    Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??). We chatted robotics, NVDA, market blow-off tops, trading psychology, technical analysis, and energy. I love having PurpleDrink on because I lea

  28. Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals

    Hey guys -- I'm stoked to bring you my conversation with Tomasz Nadrowski, PM of Amvest Terraden Capital. Tomasz is one of the sharpest investors in the metals space, focusing on the "Major Minor" critical minerals like gallium, germanium,

  29. Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital

    I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: • Hirschmann Capital • Arquitos Capital • Third Point PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

  30. [REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

    This was one of my favorite episodes of the year. I love interviewing anonymous Twitter personalities, and GorillaGrip delivered. Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting m

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