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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
Artificial Intelligence
Mining
Commodities
Investment Management
Energy Transition
Diversification
GDX

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

PublishesTwice monthlyEpisodes350Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Value Hive Podcast

Latest Episodes

I'm excited to have Lonis Hamaili on the podcast this week to discuss the launch of his new fund, Cambrian Capital.

Cambrian's bet is that we're closer to AGI than people think, and the AI bull market isn't ending, but just getting started.

We sp... more

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 yo... more

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 cap... more

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, main... more

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Recent Guests

Lonis Hamaili
Investor and technology entrepreneur launching an AI infrastructure supply chain fund
Cambrian Capital
Episode: Lonis Hamaili: Launching an AI Supply Chain Hedge Fund
Legacy Ridge Capital
Investment partnership featured in the episode
Legacy Ridge Capital
Episode: Q2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight Capital
Dia Pernas
Dia Pernas, of Pernas Research
Pernas Research
Episode: Q2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight Capital
David Einhorn
Founder/Managing Partner of Greenlight Capital
Greenlight Capital
Episode: Q2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight Capital
Astrid Wilde
Investor and founder focusing on AI/robotics at Inheritance AI
Inheritance AI
Episode: Astrid Wilde: A Bright AI & Robotics Future
Gavin McCracken
Investor, mining and AI PhD who discusses AI, mathematics, and commodity markets
Independent / MacroOps context implied
Episode: Gavin McCracken (Pt. 2): Robotics, AI, and A Commodities Supercycle
Jeremy Raper
Investor focusing on activist campaigns and special situations; runs rapercapital.com
Raper Capital (rapercapital.com)
Episode: Jeremy Raper: Cycles, AI, and Activism
Evan Vanderveer
Founder/Portfolio manager at Vanshap Capital
Vanshap Capital
Episode: Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU
Judd Arnold
CIO of Lake Cornelia
Lake Cornelia (investment firm)
Episode: Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers

Host

Brandon
Host of Value Hive Podcast

Reviews

4.7 out of 5 stars from 289 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
    Canada3 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 States4 years ago

Listeners Say

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

Guest lineup is strong; host asks great questions and lets experts explain
Consistently high-quality guests and topical discussions
Thoughtful, deep-dive conversations with top-tier guests

Chart Rankings

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

Apple Podcasts
#110
Indonesia/Business/Investing
Apple Podcasts
#202
Ireland/Business/Investing
Apple Podcasts
#206
Singapore/Business/Investing
Apple Podcasts
#217
Israel/Business/Investing
Apple Podcasts
#225
Belgium/Business/Investing
Apple Podcasts
#236
Sweden/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Lonis Hamaili: Launching an AI Supply Chain Hedge Fund
Q: Where do you think agents will have the most disruption?
Hamaili expects agents initially to take over browser-based administrative tasks and improve white-collar productivity, then gradually perform more work without a human in the loop.
Lonis Hamaili: Launching an AI Supply Chain Hedge Fund
Q: How do you view valuation, not only on maybe the next 12 months or a year or two out, but longer term? And then how do you work backwards from that?
Hamaili argues that AI infrastructure suppliers trade at low multiples because their fixed costs and historical cyclicality make them look unattractive in normal conditions. AI-driven supply constraints can create operating leverage and pricing power, while software faces growing competition from AI labs.
Jeremy Raper: Cycles, AI, and Activism
Q: Do you think there's a world where you can get into this AI‑driven activist trading, or is it not part of your process?
I was late to the AI wave but have since embraced it to accelerate due diligence, document handling, and campaign speed. It's not about replacing judgment; it's about expanding capacity and shortening response times so I can act on opportunities before they vanish.
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.

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?

The show centers on value investing and strategic betting across traditional and emerging sectors, with a strong emphasis on macro cycles, capital allocation, and risk-controlled experimentation. Episodes frequently explore commodities, energy, mining, biotech, and technology-enabled investing, often tying company-level theses to big-picture themes like macro policy, geopolitical risk, and AI-driven research. The host pulls in guest perspectives from investors, operators, and founders who emphasize balance-sheet quality, disciplined position sizing, and patient, multi-year horizons. A standout trait is the depth of technical context paired with practical, real-world decision frameworks, making it valuable for listeners who want rigorous, co... more

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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 Acquirers Podcast
3. Monetary Matters with Jack Farley
4. The Market Huddle
5. Excess Returns

How many episodes of Value Hive Podcast are there?

Value Hive Podcast launched 7 years ago and published 350 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Value Hive Podcast?

Recent guests on Value Hive Podcast include:

1. Lonis Hamaili
2. Legacy Ridge Capital
3. Dia Pernas
4. David Einhorn
5. Astrid Wilde
6. Gavin McCracken
7. Jeremy Raper
8. Evan Vanderveer

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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