Value Hive Podcast

01:08:27

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

Value Hive Podcast ·

2026/10/09

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:

en

00:31:56

Q2 2026 Investor Audibles: Legacy Ridge Capital,...

Value Hive Podcast ·

2026/10/02

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 risk and you should always consult a professional before making any investment decisions.

en

01:14:47

Astrid Wilde: A Bright AI & Robotics Future

Value Hive Podcast ·

2026/09/11

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, enabling capability to compound instead of restart with every newembodiment.”Don’t worry if you didn’t understand a word from that sentence. I didn’t either. Which is why I wanted to interview Astrid.We’re deeply curious (and bullish) about Physical AI and the

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01:13:43

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

Value Hive Podcast ·

2026/08/28

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 robotics, mainly because it aligns with my initial hypotheses. But it's always good to bounce ideas off a AI PhD. Remember, NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS TWO DUDES CHATTING MARKETS FOR ENTERTAINMENT ONLY. YOU ARE AN IDIOT IF YOU THINK THIS IS

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00:43:47

Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main...

Value Hive Podcast ·

2026/08/21

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!

en

01:56:00

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

Value Hive Podcast ·

2026/08/14

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

en

01:32:53

Jeremy Raper: Cycles, AI, and Activism

Value Hive Podcast ·

2026/07/31

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLYI had a great time chatting with Jeremy Raper of Raper Capital. I always learn something new from him, and this episode doesn't disappoint. This week, we chat: Cyclicality in AI/semiconductorsUsing AI in Jeremy's investment research processActivism in AustraliaBack to writing onlineAnd more!I know you'll love this episode. Big thanks to

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00:45:01

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

Value Hive Podcast ·

2026/07/24

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. Mercado Libre (MELI)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

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00:53:25

Seedy19: A 35x Return From Biotech Investing

Value Hive Podcast ·

2026/07/10

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 stocks. Biotech stocks, of course. But common stocks nonetheless!We spend an hour diving into Seedy's process, how he identifies new ideas, researches positions, weighs probabilities, and separates the real companies from the shams. I loved recording this

en

01:17:55

Judd Arnold (CIO of Lake Cornelia): Hunting For...

Value Hive Podcast ·

2026/06/26

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 normalization, pool companies, and investment process. I hope you enjoy this conversation as much as I did. PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

en

01:16:35

Peter Mantas: The Biotech Bubble Whisperer

Value Hive Podcast ·

2026/06/19

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 spot the real AI winners from vaporware in the biotech space. I loved recording this episode and learned a ton, I know you will too.PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

en

00:26:52

Q1 2026 Investor Audibles: SaltLight Capital & Blue...

Value Hive Podcast ·

2026/06/12

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.

en

00:54:13

[REPLAY] Rebecca Hunter: Life As A Uranium Explorer

Value Hive Podcast ·

2026/06/05

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

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01:11:45

[REPLAY] Josh Crumb: Global Commodity Outlook &...

Value Hive Podcast ·

2026/05/22

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.

en

00:35:52

Q1 2026 Investor Audibles: Gator Capital, Rowan...

Value Hive Podcast ·

2026/05/15

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.

en

01:03:05

[REPLAY] Oliver Friesen: All Things Tungsten

Value Hive Podcast ·

2026/05/08

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

en

01:09:19

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

Value Hive Podcast ·

2026/05/01

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

en

00:34:06

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

Value Hive Podcast ·

2026/04/24

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.

en

01:08:27

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

Value Hive Podcast ·

2026/04/17

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:

en

01:56:00

Gavin McCracken: A Journey To 2,000x Returns

Value Hive Podcast ·

2026/04/10

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

en

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