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Artwork for Value Hive Podcast

Value Hive Podcast

Brandon Beylo
Shipping Industry
Tankers
Uranium
Supply and Demand Dynamics
Market Volatility
Midwest Energy Emissions Corp
Dry Bulk
Emerging Managers
Refined Coal
Security Point Holdings
LNG
Geology
Copper
Rare Earth Elements
Litigation
Small Cap Stocks
Preferred Stocks
Third Point Capital
Sohra Peak Capital Partners
Greenhaven Road Capital

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

PublishesWeeklyEpisodes325Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Value Hive Podcast

Latest Episodes

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 love having PurpleDrink on because I learn somet... more

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" critical minerals like gallium, germanium, telluriu... more

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters:

* Hirschmann Capital

* Arquitos Capital

* Third Point

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

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 traveling the world, kicking rocks, meeting managemen... more

Key Facts

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Recent Guests

Tomasz Nadrowski
CEO of Amvest Terraden Critical Minerals Fund, expert in resource investing
Amvest Terraden
Episode: Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
Tim Call
Founder and Investment Manager at Capital Management Corp
Capital Management Corp
Episode: Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX)
Matthew Pierson
Founder and CEO of Merit Oak Capital. Former Navy SEAL with a focus on long-term capital appreciation.
Merit Oak Capital
Episode: [REPLAY] Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager
Adrian Godas
Battery Metals Consultant Analyst at Fast Markets and author of 'Underground'
Fast Markets
Episode: [REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation
Tim Elliott
An experienced geologist with a background in mining and metals.
Episode: Tim Elliott: Geology 101 For Generalist Investors
Sustainable Dude
Expert in Rare Earth Elements and a writer on sustainable investments
Episode: [REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive
Jason Jessup
CEO of Magna Mining, former executive at FNX Mining
Magna Mining
Episode: [REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024)
Andrei Stetsenko
Founder and Manager of Gymkhana Partners, an India-focused investment fund
Gymkhana Partners
Episode: Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Tavi Costa
Portfolio Manager at Crescat Capital
Crescat Capital
Episode: [REPLAY] Otavio Costa: Precious Metals Deep Dive (2023)

Host

Brandon
Host of the Value Hive Podcast, known for engaging discussions that blend in-depth analysis with compelling narratives on value investing and market dynamics.

Reviews

4.7 out of 5 stars from 284 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
    Germanya year 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.

Some listeners appreciate the unique segments like 'Investor Audibles', indicating a desire for continued expansion of such content.
There is a consistent endorsement of the podcast being a valuable resource for investors of all experience levels.
The host is praised for his ability to engage with guests and draw out informative insights.
Listeners appreciate the high-quality discussions and the depth of knowledge provided by the guests.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
Q: How do you assess value when analyzing these businesses?
Strategic pricing is the starting point, not the end of the work.
Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
Q: What unique insights did you gain while writing your book related to your investment process?
I realized how inefficient our system is in terms of rebuilding the entire supply chain.
Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Q: What are the long-term goals for Magna Mining?
We aim to have multiple active mines generating significant cash flow, while expanding our exploration efforts and land portfolio in Sudbury.
Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Q: How do you view the current state of nickel production?
The nickel market is volatile, but changes in Indonesia's production strategy may influence prices positively.
Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Q: How do you plan and strategize for workforce needs as you envision expansion?
It's crucial to attract outstanding individuals aligned with the company's values, even if positions are not currently open, to be prepared for future growth.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Value Hive Podcast

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

The content encompasses a broad spectrum of topics related to investing, with a strong emphasis on value investing strategies, entrepreneurial insights, and market analysis. Conversations frequently feature experts discussing their unique perspectives on current market trends, including commodities, energy, mining, and precious metals. Episodes often highlight individual investment strategies, provide historical context to present challenges, and explore lesser-known opportunities within niche markets. Unique features include segments like 'Investor Audibles,' which provide listeners with curated insights from various investment firms. Overall, the discussions are characterized by their depth and the quality of guests, making it a valuable ... more

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Which podcasts are similar to Value Hive Podcast?

These podcasts share a similar audience with Value Hive Podcast:

1. The Market Huddle
2. Monetary Matters with Jack Farley
3. Forward Guidance
4. The Meb Faber Show - Better Investing
5. Macro Voices

How many episodes of Value Hive Podcast are there?

Value Hive Podcast launched 6 years ago and published 325 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. Tomasz Nadrowski
2. Tim Call
3. Matthew Pierson
4. Adrian Godas
5. Tim Elliott
6. Sustainable Dude
7. Jason Jessup
8. Andrei Stetsenko

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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