
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
| Publishes | Twice monthly | Episodes | 350 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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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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.
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 !
I stay subscribed to Value Hive for the valuable ‘Investor Audibles’ episodes. My wish would be that you expand this part of the podcast.
One of the most comprehensive industry breakdowns I’ve heard on one of the most complex and opaque industries there is. Spectacular interview!
The guest list says it all in terms of quality content
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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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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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
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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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
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