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Value Hive Podcast

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

PublishesWeeklyEpisodes333Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Value Hive Podcast

Latest Episodes

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 th... more

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:

* Open Square Capital

* JDP Capital

Ideas discussed include: VAL, RIG, PTON, OXY, MELI

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING... more

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 thinkin... more

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 sto... more

Key Facts

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Recent Guests

Gavin McCracken
Investing researcher and guest sharing his journey to outsized commodity-driven returns
Value Hive / Macro Ops
Episode: Gavin McCracken: A Journey To 2,000x Returns
Harris Kupperman
Founder/manager of Praetorian Capital
Praetorian Capital
Episode: [REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
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
Suspended Cap
High-value investor and finance commentator
Episode: [REPLAY] @ContrarianCurse: From Analyst To Portfolio Manager
Sustainable Dude
Expert in Rare Earth Elements and a writer on sustainable investments
Episode: [REPLAY] @Sustainabledud1: Rare Earth Element (REE) Deep Dive

Host

Brandon
Host of insightful discussions focusing on investing, business strategies, and expert interviews in the realm of value investing.

Reviews

4.7 out of 5 stars from 286 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.

Many express satisfaction with the quality and expertise of the content, often recommending it to fellow investors and professionals in finance.
There is a consensus on the podcast being educational and engaging, although a few listeners mention a desire for less promotional content and more pure discussion.
Listeners appreciate the in-depth discussions and insightful guests, particularly valuing the focus on value investing and economic strategies.

Chart Rankings

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

Apple Podcasts
#241
Italy/Business/Investing
Apple Podcasts
#109
Finland/Business/Investing
Apple Podcasts
#129
Ukraine/Business/Investing
Apple Podcasts
#166
Israel/Business/Investing
Apple Podcasts
#168
Denmark/Business/Investing
Apple Podcasts
#184
Argentina/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

[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.
[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Q: What has been the biggest strategic shift since the last conversation in November 2024?
The acquisition of new properties and the rapid ramp of McCready West, along with prioritizing production-ready assets and integrating a more robust exploration and corporate development framework, has shifted Magna toward a more diversified, multi-asset production strategy with clearer capital allocation across production, exploration, and acquisitions.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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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 collective space for investors, entrepreneurs, and thinkers, this podcast presents valuable insights centered around value investing and business models. It features a diverse range of in-depth conversations with industry experts, exploring eclectic success and failure stories, and offering fresh perspectives on established ideas. Each episode aims to engage listeners with passionate discourse covering various facets of investing, including critical metals, small-cap stocks, and market dynamics, making it both educational and insightful. Demonstrating a consistent focus on sophisticated investment strategies and market analysis, the discussions provide actionable knowledge for investors at all levels.

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How many listeners does Value Hive Podcast get?

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

How many episodes of Value Hive Podcast are there?

Value Hive Podcast launched 6 years ago and published 333 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. Gavin McCracken
2. Harris Kupperman
3. Tomasz Nadrowski
4. Tim Call
5. Matthew Pierson
6. Adrian Godas
7. Tim Elliott
8. Suspended Cap

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