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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

PublishesWeeklyEpisodes338Founded6 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Value Hive Podcast

Latest Episodes

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

* SaltLight Capital

* Blue Tower Asset Management LLC

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

Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V.

Rebecca has spent her life exploring the world for commodities, specifically uranium.

This week, we get a boots-on-the-ground view of what it's like ... more

Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange.

I hope you enjoy.

NOTHING YOU HEAR IS INVESTMENT ADVICE. IT IS FOR ENTERTAINMENT PURPOSES ONLY. YOU ARE A FOOL IF YOU TAKE... more

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

* Gator Capital

* Rowan Street Capital

* Third Point Capital

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

Key Facts

Accepts Guests
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Contact Information
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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
Brian Leeners
CEO, Homerun Resources
Homerun Resources
Episode: Brian Leeners (Homerun Resources): The Silica Opportunity
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)

Host

Brandon
Host introducing the episode and guiding the interview; co-host on MacroOps Value Hive Podcast

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.

- Guests are consistently high-caliber, with thoughtful questions that let experts explain complex topics.
- Some listeners feel sponsor mentions disrupt the flow, but overall content quality remains strong.
- The show is considered a go-to for investors seeking in-depth discussions on metals and policy implications.
- Audiences value the mix of macro themes, mining, and energy with practical investment takeaways.
- Listeners praise the host for deep, substantive interviews and actionable insights for value investing and commodities.

Chart Rankings

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

Apple Podcasts
#233
United Kingdom/Business/Investing
Apple Podcasts
#73
Italy/Business/Investing
Apple Podcasts
#199
Italy/Business
Apple Podcasts
#80
Indonesia/Business/Investing
Apple Podcasts
#166
Indonesia/Business
Apple Podcasts
#218
South Korea/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

[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.
[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.

Audience Metrics

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

Listeners per Episode
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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 data-driven, macro-focused interview show that leans into value investing in commodities, mining, and energy. Episodes frequently explore critical metals, supply chains, geopolitics, and capital allocation, with practical takeaways for investors and operators. Notable strengths include deep technical dives, candid discussions of risk and balance sheets, and a clear emphasis on real-world investment theses across cycles. A standout is the consistent pairing of seasoned investors with operators or researchers to surface actionable insights for sophisticated audiences.

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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 Market Huddle
3. The Acquirers Podcast
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 338 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. Derek Pilecki
2. Alex Kopel
3. Dan Loeb
4. Oliver Friesen
5. Brian Leeners
6. Gavin McCracken
7. Harris Kupperman
8. Tomasz Nadrowski

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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