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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

PublishesWeeklyEpisodes346Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Value Hive Podcast

Latest Episodes

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

Q2 2026 Investor Audibles is live.

Remember, none of this is investment advice. I just wish there were audible versions of investor letters, so I decided to make them.

I hope you enjoy!

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 stoc... more

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY

I had a great time chatting with Jeremy Raper of Raper Capital. I always learn something new fr... more

Key Facts

Accepts Guests
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Recent Guests

Evan Vanderveer
Founder/Portfolio manager at Vanshap Capital
Vanshap Capital
Episode: Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU
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 of 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
    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 States3 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.

Talking Points

Recent interactions between the hosts and their guests.

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.
[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.

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. Excess Returns
5. Macro Voices

How many episodes of Value Hive Podcast are there?

Value Hive Podcast launched 7 years ago and published 346 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. Evan Vanderveer
2. SaltLight Capital
3. Blue Tower Asset Management
4. Andrew O'Scooey
5. Rebecca Hunter
6. Derek Pilecki
7. Alex Kopel
8. Dan Loeb

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