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Value Hive Podcast

Brandon Beylo
Investment Strategies
Gold Mining
Value Investing
Emerging Managers
Copper
Uranium
Rare Earth Elements
Investing
China
Inflation
Shipping Industry
Deep Value Investing
Solar Energy
Mining
Commodities
Investment Management
Energy Transition
Diversification
GDX
Magna Mining

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 ... more

PublishesWeeklyEpisodes340Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Value Hive Podcast

Latest Episodes

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 normaliza... more

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 re... more

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.

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 ... more

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Recent Guests

Peter Mantas
Biotech capital-cycle investor and savant referenced in intro
Independent investor / biotech-focused capital allocator
Episode: Peter Mantas: The Biotech Bubble Whisperer
SaltLight Capital
Investment firm presenting a long-term investing philosophy
SaltLight Capital
Episode: Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC
Blue Tower Asset Management
Asset management firm sharing Q1 2026 letter and market viewpoints
Blue Tower Asset Management
Episode: Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC
Andrew O'Scooey
CFA and Portfolio Manager
Blue Tower Asset Management
Episode: Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC
Rebecca Hunter
VP of Exploration at Forum Energy (guest)
Forum Energy
Episode: [REPLAY] Rebecca Hunter: Life As A Uranium Explorer
Derek Pilecki
Portfolio manager, Gator Capital Management
Gator Capital Management
Episode: Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital
Alex Kopel
Portfolio manager, Rowan Street Capital
Rowan Street Capital
Episode: Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital
Dan Loeb
Founder and CEO of Third Point LLC
Third Point Capital
Episode: Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital
Oliver Friesen
Founder and CEO of Guardian Metals
Guardian Metals
Episode: [REPLAY] Oliver Friesen: All Things Tungsten

Host

Brandon
Host introducing the episode and guiding the interview; co-host on MacroOps Value Hive Podcast

Reviews

4.7 out of 5 stars from 287 ratings
  • Entertaining and interesting

    Brandon does a fantastic job getting the best out of his usually very interesting guests. Highly recommended for anyone interested in value investing and commodities! I have been a loyal listener since the beginning and look forward to every episode.

    Apple Podcasts
    5
    @FriendlyCapMgmt
    Germany2 years ago
  • A good listen in a strong field

    If you are a value investor, you are most likely interested in detail. This pod has a succession of detailed , enthusiastic guests, making it particularly engaging. Thanks !

    Apple Podcasts
    5
    capt mainwaring
    United Kingdom2 years ago
  • Stay For The Audibles

    I stay subscribed to Value Hive for the valuable ‘Investor Audibles’ episodes. My wish would be that you expand this part of the podcast.

    Apple Podcasts
    5
    Missing61
    Canada2 years ago
  • Mike Alkin: The Ultimate Uranium Crash Course

    One of the most comprehensive industry breakdowns I’ve heard on one of the most complex and opaque industries there is. Spectacular interview!

    Apple Podcasts
    5
    Pie GuyS18
    United States3 years ago
  • Incredible stuff

    The guest list says it all in terms of quality content

    Apple Podcasts
    5
    wwwwwku
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

- Guests are consistently high-caliber, with thoughtful questions that let experts explain complex topics.
- Some listeners feel sponsor mentions disrupt the flow, but overall content quality remains strong.
- The show is considered a go-to for investors seeking in-depth discussions on metals and policy implications.
- Audiences value the mix of macro themes, mining, and energy with practical investment takeaways.
- Listeners praise the host for deep, substantive interviews and actionable insights for value investing and commodities.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers
Q: What is the COVID normalization thesis and how does it drive investing ideas?
The COVID normalization thesis links a broad macro-to-micro sequence: initial COVID-driven demand surges and liquidity, followed by supply responses and a return toward pre-COVID norms. The idea is to buy into businesses where the normalization will unlock value—particularly where debt, liquidity, and contract structures create an inflection that expands margins and cash flows as rates, utilization, and demand normalize.
[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX
Q: Why Singapore as a base, and how do you see the chicken-and-egg problem of liquidity and counterparties being solved?
The interview discusses Singapore's regulatory environment and regional trading hubs, the long-term view required to build liquidity, and the strategy of leveraging existing OTC flows to seed the exchange with participants.
[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX
Q: What is Abaxx trying to build and how do you approach getting that first contract online?
Crumb explains the ground-up approach, the focus on physical delivery contracts, and bootstrapping by converting OTC trading into a centralized exchange with a clearinghouse and digital title capabilities.
[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX
Q: And let's start with you and your background. How did you get into this space and come to found Abaxx?
Josh describes his path from mining engineering to the capital markets, his time at Goldman Sachs, and the drive to apply technology to commodity markets, culminating in the founding of Abaxx to build a full-stack, ground-up exchange.
[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Q: How does Magna plan to manage growth and financing for Crane Hill and other projects as production starts?
Magnus plans to use a mix of equity, potential debt later on, and internal cash flows from Lavac and other producing assets; they emphasize disciplined capex, prudent financing, and leveraging early production to fund expansion while keeping dilution in check.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Value Hive Podcast

What is Value Hive Podcast about and what kind of topics does it cover?

- A data-driven, macro-focused interview show that leans into value investing in commodities, mining, and energy. Episodes frequently explore critical metals, supply chains, geopolitics, and capital allocation, with practical takeaways for investors and operators. Notable strengths include deep technical dives, candid discussions of risk and balance sheets, and a clear emphasis on real-world investment theses across cycles. A standout is the consistent pairing of seasoned investors with operators or researchers to surface actionable insights for sophisticated audiences.

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Which podcasts are similar to Value Hive Podcast?

These podcasts share a similar audience with Value Hive Podcast:

1. Yet Another Value Podcast
2. The Market Huddle
3. The Acquirers Podcast
4. Monetary Matters with Jack Farley
5. Excess Returns

How many episodes of Value Hive Podcast are there?

Value Hive Podcast launched 7 years ago and published 340 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Value Hive Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Value Hive Podcast?

Recent guests on Value Hive Podcast include:

1. Peter Mantas
2. SaltLight Capital
3. Blue Tower Asset Management
4. Andrew O'Scooey
5. Rebecca Hunter
6. Derek Pilecki
7. Alex Kopel
8. Dan Loeb

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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