Value Hive Podcast
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/
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Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive
<p>Stoked to have Will back on the podcast to discuss: </p>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)<p>Really liked this chat. </p><p>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. </p>
[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
<p>Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. </p><p>This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. </p><p>We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. </p><p>I loved this conversation. Lots to learn and implement into your practice. </p><p>NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY. </p>
Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World
<p>Calvin Froedge on the podcast. Not much more needs to be said here. </p><p>We chatted: </p><p>> Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> Books</p><p>And more. </p><p>This podcast is for those that love commodities, politics, free-thinkers, and no bullshit discourse. </p><p>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. </p><p>If you're interested in learning about our Trifecta Lens approach to...
Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors
<p>Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read: </p>Dave Waters' Tactile FundFred Liu's Hayden CapitalBob Robotti's Robotti Value Investors<p>I hope you guys enjoy!</p>
[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
<p>Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??). </p><p>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. </p><p>Finally, a big thanks to our sponsors for making this episode happen.</p><p>Mitimco</p><p>This 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...
Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
<p>Hey guys -- I'm stoked to bring you my conversation with Tomasz Nadrowski, PM of Amvest Terraden Capital. </p><p>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. </p><p>We spent over an hour diving into this complex and crazy world. I hope you enjoy it. </p><p>As always, nothing is investment advice. You're a fool if you think this is advice. It's mining ... you will likely lose all...
Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital
<p>I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: </p>Hirschmann CapitalArquitos CapitalThird Point <p>PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. </p>
[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum
<p>This was one of my favorite episodes of the year.</p><p>I love interviewing anonymous Twitter personalities, and GorillaGrip delivered.</p><p>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.</p><p>This conversation goes deep into geopolitics, commodity cycle identification, how Gorilla analyzes materials companies, and more.</p><p>You will love this episode if you like metals, materials, or commodities.</p><p>DISCLOSURE: Nothing you hear on this podcast is investment advice. Please...
Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
<p>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. </p><p>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. </p><p>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. </p><p>...
Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital
<p>I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: </p>Laughing Water CapitalPlural InvestingKathmandu Capital <p>Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITE</p><p>PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. </p>
