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S7E20 [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…
S7E19 [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…
S7E18 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 CapitalRowan Street CapitalThird Point CapitalPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN…
S7E17 [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…
S7E16 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…
S7E15 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 CapitalJDP CapitalIdeas discussed include: VAL, RIG, PTON, OXY, MELIPLEASE NOTE THAT NOTHING IS…
S7E14 [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.…
S7E13 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…
S7E12 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 producersGold producersWill's Commodity Purity Index (or CPI) Using AI in investment researchGoing…
S7E11 [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.…
S7E10 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> BooksAnd more. This…
S7E9 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 FundFred Liu's Hayden CapitalBob Robotti's Robotti Value…
S7E8 [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…
S7E7 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"…
S7E6 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 CapitalArquitos CapitalThird Point PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK.…
S7E5 [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…
S7E4 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.…
S7E3 Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital
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,…
S7E2 [REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada.I'll keep it simple. I think Jason is building the next…
S7E1 Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX)
NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY. I hope you guys enjoy my podcast with Timothy Call of Capital Management Corp. Tim spends his time finding and investing…
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Value Hive Podcast has published 337 episodes since December 2019, covering topics in Business, Investing.
Value Hive Podcast is currently highly active with new episodes weekly. Average episode length is 1h 15m.
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