Value Hive Podcast

Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC 12.06.2026 26mnt

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

[REPLAY] Rebecca Hunter: Life As A Uranium Explorer 05.06.2026 54mnt

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's like to explore for uranium. We discuss everything that goes into it, including geophysics, drilling, capital allocation, where to drill, and what red flags Rebecca sees in other junior explorer companies.Finally, we end the conversation discussing the uranium market, it's supply/demand imbalance, and what higher prices mean for the future of yellow cake.If you enjoyed this episode, please follow Rebecca on Twitter @UraniumHuntress.Also, please note that I do not own shares in $FMC.V. This podcast is for entertainment/educational purposes only. Please do you own work before investing in any security.

[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX 22.05.2026 1j 11mnt

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 YOU TAKE ANY OF THIS AS ADVICE.

Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital 15.05.2026 35mnt

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Gator CapitalRowan Street CapitalThird Point CapitalPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

[REPLAY] Oliver Friesen: All Things Tungsten 08.05.2026 1j 3mnt

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 tungsten’s unique properties—highest melting point of any metal, extreme density, and hardness—and why it’s indispensable in defense applications from armor‑piercing munitions to high‑temperature aerospace systems. Oliver discusses Guardian’s Nevada‑focused strategy, including its flagship Pilot Mountain project, believed to be the largest undeveloped tungsten deposit on American soil, and how the company is positioning to help re‑shore U.S. supply chains.We also explore the shifting policy landscape—China’s dominance over global tungsten supply, looming U.S. procurement bans on adversarial sources by 2027, and new federal initiatives—highlighted by a recent $6.2M U.S. Department of Defense award aimed at sustaining critical domestic tungsten production. Oliver shares how Guardian is building strategic relationships and accelerating project development to meet defense and industrial demand, while balancing responsible development and investor alignment. Disclosure: I still own shares in $GMET. Yes they have done well. No, none of this is investment advice. This is mining you will probably lose all your money. This is entertainment.

Brian Leeners (Homerun Resources): The Silica Opportunity 01.05.2026 1j 9mnt

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 discussing the solar value chain, silica's role within that chain, what makes silica different, the supply/demand dynamics of the market, and what separates Homerun Resources' asset from its peers. I learned a ton about silica and found a new interesting idea in the process. I hope you enjoy!PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

Q1 2026 Investor Audibles: Open Square Capital, JDP Capital 24.04.2026 34mnt

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Open Square CapitalJDP CapitalIdeas discussed include: VAL, RIG, PTON, OXY, MELIPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining 17.04.2026 1j 8mnt

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 thinking bigger. FNX is no longer the goal. Think closer to Teck Resources ... or even bigger. Jason explains his plans for NICU over the next 2-3 years, his goals for the company, and how they can grow into a multi-billion dollar Sudbury mining company. WARNING: NICU IS MY LARGEST POSITION. NOTHING IS INVESTMENT ADVICE. DYODD. DON'T TRADE BASED OFF THIS PODCAST. IF YOU DO YOU ARE AN IDIOT. I hope you enjoy our conversation!

Gavin McCracken: A Journey To 2,000x Returns 10.04.2026 1j 56mnt

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 two stocks: Valeura Energy (VLE) and Andean Precious Metals (APM). You will love his story on how he found, bought, and held along the way to 2,000x performance. We also talked about process, due diligence, finding an edge, investing psychology, and AI (you'll be surprised on his AI take). I know this is a 2HR conversation, but it is worth every second because Gavin is an independent thinker and worth your time. NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT/EDUCATIONAL PURPOSES. YOU ARE AN IDIOT IF YOU TAKE ANY OF THIS AS ADVICE.

Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive 03.04.2026 1j 6mnt

Stoked to have Will back on the podcast to discuss: Clean Tech Royalty companies (like CVW) Copper producersGold producersWill's Commodity Purity Index (or CPI) Using AI in investment researchGoing slow to go fast (read before summarizing)Really liked this chat. NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT PURPOSES. YOU ARE A FOOL IF YOU THINK ANY OF THIS IS ADVICE. DO YOUR OWN WORK.

[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy 27.03.2026 1j 15mnt

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 strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. I loved this conversation. Lots to learn and implement into your practice. NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World 09.03.2026 1j 14mnt

Calvin Froedge on the podcast. Not much more needs to be said here. We chatted: > Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> BooksAnd more. This podcast is for those that love commodities, politics, free-thinkers, and no bullshit discourse. By the way, if you loved this episode, consider joining our Macro Ops Collective. We have the sharpest group of traders on the internet, constantly sharing ideas, sharpening our minds, and becoming better traders every day. If you're interested in learning about our Trifecta Lens approach to markets, click here to join: https://macro-ops.com/sign-up/

Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors 06.03.2026 39mnt

Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read: Dave Waters' Tactile FundFred Liu's Hayden CapitalBob Robotti's Robotti Value InvestorsI hope you guys enjoy!

[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology 27.02.2026 1j 7mnt

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 learn something new about trading, investing, and my process along the way. Finally, a big thanks to our sponsors for making this episode happen.MitimcoThis episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!TIKRTIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.

Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals 20.02.2026 1j 11mnt

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, tellurium, and other critical materials needed to defend countries, arm armies, and build tomorrow's reality. We spent over an hour diving into this complex and crazy world. I hope you enjoy it. As always, nothing is investment advice. You're a fool if you think this is advice. It's mining ... you will likely lose all your money in the process.

Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital 13.02.2026 35mnt

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

[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum 06.02.2026 1j 33mnt

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 management teams, and making tons of money, along with a few mistakes here and there.This conversation goes deep into geopolitics, commodity cycle identification, how Gorilla analyzes materials companies, and more.You will love this episode if you like metals, materials, or commodities.DISCLOSURE: Nothing you hear on this podcast is investment advice. Please DYODD. This is all for educational purposes only.

Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining 30.01.2026 1j 8mnt

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 thinking bigger. FNX is no longer the goal. Think closer to Teck Resources ... or even bigger. Jason explains his plans for NICU over the next 2-3 years, his goals for the company, and how they can grow into a multi-billion dollar Sudbury mining company. WARNING: NICU IS MY LARGEST POSITION. NOTHING IS INVESTMENT ADVICE. DYODD. DON'T TRADE BASED OFF THIS PODCAST. IF YOU DO YOU ARE AN IDIOT. I hope you enjoy our conversation!

Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital 23.01.2026 55mnt

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Laughing Water CapitalPlural InvestingKathmandu Capital Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITEPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU 16.01.2026 1j 4mnt

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 keep it simple. I think Jason is building the next multi-billion dollar mining company.He's got everything in place ... the team, the assets, the opportunity. And I think he's the man for the job.Give this podcast a listen and let me know what you think.DISCLOSURE: NICU IS MY LARGEST PERSONAL HOLDING BY FAR. I AM BIASED. PLEASE DO YOUR OWN DUE DILIGENCE. THIS IS MINING, EVERYTHING CAN AND WILL GO WRONG. NOTHING IS ADVICE.