Value Hive Podcast
- Épisodes
- 351
- Parution
- hebdomadaire
- Dernier épisode
- 23 Oct 2026
À propos du podcast
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 on antiquated ideas. Passionate discourse on all things investing. Join us as we strive to improve a little bit each day: https://macro-ops.com/
Épisodes 351
Will McLane & Max Howard (@CreditCapi): Starbucks (SBUX), Dutch Bros (BROS), and Investing in Consumer Brands
I hope you guys enjoy my conversation with Will McLane and Max Howard. Will and Max attend Georgetown University and run a hedge fund. They publish their thinking and ideas online, for the world to see, and …
Notes de l’épisode
I hope you guys enjoy my conversation with Will McLane and Max Howard. Will and Max attend Georgetown University and run a hedge fund.
They publish their thinking and ideas online, for the world to see, and engage in thoughtful discourse/pushback on their theses.
They are doing it the right way. This is the blueprint I would give every new aspiring investor.
We discuss Starbucks (SBUX), Dutch Bros (BROS), and how Will and Max invest in the age of AI and leverage those tools to help make better investment decisions.
Please remember nothing is investment advice. Do your own work and always consult an investment professional. This is educational and entertainment purposes only.
Lonis Hamaili: Launching an AI Supply Chain Hedge Fund
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 …
Notes de l’épisode
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 spend nearly an hour discussing Lonis's investment philosophy, his journey to starting the fund, what types of companies he wants to invest in, and where he's finding the most value.
Please remember nothing is investment advice. Do your own work and always consult an investment professional. This is educational and entertainment purposes only.
[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
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 …
Notes de l’épisode
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 thinking bigger. FNX is no longer the goal. Think closer to Teck Resources ... or even bigger.
Jason explains his plans for NICU over the next 2-3 years, his goals for the company, and how they can grow into a multi-billion dollar Sudbury mining company.
WARNING: NICU IS MY LARGEST POSITION. NOTHING IS INVESTMENT ADVICE. DYODD. DON'T TRADE BASED OFF THIS PODCAST. IF YOU DO YOU ARE AN IDIOT.
I hope you enjoy our conversation!
Q2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight Capital
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 …
Notes de l’épisode
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 you should always consult a professional before making any investment decisions.
Astrid Wilde: A Bright AI & Robotics Future
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 …
Notes de l’épisode
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 capability to compound instead of restart with every newembodiment.”
Don’t worry if you didn’t understand a word from that sentence. I didn’t either. Which is why I wanted to interview Astrid.We’re deeply curious (and bullish) about Physical AI and the Robotics thematic at MO over the next 18-24 months. However, I only had “outside” knowledge of the theme. In other words, I digested a bunch of bullish Big Investment Bank reports, but still craved the “boots on the ground” primary contact to pressure-test these assumptions.
Astrid is that guy.
Besides founding a Physical AI/robotics data company, Astrid is a great public markets investor. We spend a lot of time exploring his investment process, why doing less hasequaled more (read: higher returns), and how Astrid cultivated a strong network of people to feed him ideas.
Please note that NONE OF THIS IS INVESTMENT ADVICE. IT IS FOR ENTERTAINMENT PURPOSES ONLY. YOU ARE AN IDIOT IF YOU THINK ANY OF THIS IS INVESTMENT ADVICE.
DO YOUR OWN WORK AND CONSULT A PROFESSIONAL BEFORE PUTTING ANY CAPITAL AT RISK.
Gavin McCracken (Pt. 2): Robotics, AI, and A Commodities Supercycle
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 …
Notes de l’épisode
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, mainly because it aligns with my initial hypotheses. But it's always good to bounce ideas off a AI PhD.
Remember, NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS TWO DUDES CHATTING MARKETS FOR ENTERTAINMENT ONLY. YOU ARE AN IDIOT IF YOU THINK THIS IS ADVICE.
I hope you guys enjoy!
Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point
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!
[REPLAY] Gavin McCracken: A Journey To 2,000x Returns
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 …
Notes de l’épisode
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 stocks: Valeura Energy (VLE) and Andean Precious Metals (APM).
You will love his story on how he found, bought, and held along the way to 2,000x performance.
We also talked about process, due diligence, finding an edge, investing psychology, and AI (you'll be surprised on his AI take).
I know this is a 2HR conversation, but it is worth every second because Gavin is an independent thinker and worth your time.
NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT/EDUCATIONAL PURPOSES. YOU ARE AN IDIOT IF YOU TAKE ANY OF THIS AS ADVICE.
Jeremy Raper: Cycles, AI, and Activism
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLYI had a great time chatting with Jeremy Raper of Raper …
Notes de l’épisode
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 from him, and this episode doesn't disappoint.
This week, we chat:
- Cyclicality in AI/semiconductors
- Using AI in Jeremy's investment research process
- Activism in Australia
- Back to writing online
And more!
I know you'll love this episode. Big thanks to Jeremy for joining and taking an hour of his morning to chat stocks and 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
Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NU
I hope you enjoy this podcast with Evan Vanderveer, founder of Vanshap Capital. Vanshap invests in founder-led businesses that focus on Customer Fanaticism. We discuss three of Evan's core holdings: 1. Kaspi …
Notes de l’épisode
I hope you enjoy this podcast with Evan Vanderveer, founder of Vanshap Capital. Vanshap invests in founder-led businesses that focus on Customer Fanaticism.
We discuss three of Evan's core holdings:
1. Kaspi (KSPI)
2. Nu Holdings (NU)
3. Mercado Libre (MELI)
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
Seedy19: A 35x Return From Biotech Investing
I hope you guys enjoy my podcast with @Seedy19 (from X). Seedy is a full-time biotech investor. He generated a 35x on his entire portfolio last year. Not just one stock, his entire portfolio. The crazy part? He …
Notes de l’épisode
I hope you guys enjoy my podcast with @Seedy19 (from X). Seedy is a full-time biotech investor. He generated a 35x on his entire portfolio last year.
Not just one stock, his entire portfolio.
The crazy part? He did it buying mostly common stocks.
Biotech stocks, of course. But common stocks nonetheless!
We spend an hour diving into Seedy's process, how he identifies new ideas, researches positions, weighs probabilities, and separates the real companies from the shams.
I loved recording this episode.
PLEASE NOTE NONE OF THIS IS INVESTMENT ADVICE. IT IS PURELY EDUCATIONAL/ENTERTAINMENT PURPOSES ONLY. DO NOT TRADE ANY OF THESE SECURITIES WITHOUT CONSULTING A LICENSED PROFESSIONAL. YOU ARE AN IDIOT FOR TRYING TO TRADE BIOTECH.
Judd Arnold (CIO of Lake Cornelia): Hunting For Distressed Multi-Baggers
I've got Judd Arnold back on the podcast for another great episode of distressed investing. Judd is one of the best investors I know at finding distressed situations at inflection points. We spent almost two …
Notes de l’épisode
I've got Judd Arnold back on the podcast for another great episode of distressed investing. Judd is one of the best investors I know at finding distressed situations at inflection points.
We spent almost two hours discussing energy, COVID normalization, pool companies, and investment process.
I hope you enjoy this conversation as much as I did.
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
Peter Mantas: The Biotech Bubble Whisperer
This is my fifth interview with Peter Mantas. I learn something new each time I talk to Peter. This week, we discuss Peter's views on where the Left Tail lies in biotech, why bubbles are great for biotech's …
Notes de l’épisode
This is my fifth interview with Peter Mantas. I learn something new each time I talk to Peter.
This week, we discuss Peter's views on where the Left Tail lies in biotech, why bubbles are great for biotech's long-term success, and how to spot the real AI winners from vaporware in the biotech space.
I loved recording this episode and learned a ton, I know you will too.
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:SaltLight CapitalBlue Tower Asset Management LLCPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS …
Notes de l’épisode
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.
[REPLAY] Rebecca Hunter: Life As A Uranium Explorer
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 …
Notes de l’épisode
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 to explore for uranium. We discuss everything that goes into it, including geophysics, drilling, capital allocation, where to drill, and what red flags Rebecca sees in other junior explorer companies.
Finally, we end the conversation discussing the uranium market, it's supply/demand imbalance, and what higher prices mean for the future of yellow cake.
If you enjoyed this episode, please follow Rebecca on Twitter @UraniumHuntress.
Also, please note that I do not own shares in $FMC.V. This podcast is for entertainment/educational purposes only. Please do you own work before investing in any security.
[REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX
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 …
Notes de l’épisode
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 ANY OF THIS AS ADVICE.
Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Gator CapitalRowan Street CapitalThird Point CapitalPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING …
Notes de l’épisode
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 PODCAST.
[REPLAY] Oliver Friesen: All Things Tungsten
In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply chains, and …
Notes de l’épisode
In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply chains, and industrial resilience.
We unpack tungsten’s unique properties—highest melting point of any metal, extreme density, and hardness—and why it’s indispensable in defense applications from armor‑piercing munitions to high‑temperature aerospace systems. Oliver discusses Guardian’s Nevada‑focused strategy, including its flagship Pilot Mountain project, believed to be the largest undeveloped tungsten deposit on American soil, and how the company is positioning to help re‑shore U.S. supply chains.
We also explore the shifting policy landscape—China’s dominance over global tungsten supply, looming U.S. procurement bans on adversarial sources by 2027, and new federal initiatives—highlighted by a recent $6.2M U.S. Department of Defense award aimed at sustaining critical domestic tungsten production. Oliver shares how Guardian is building strategic relationships and accelerating project development to meet defense and industrial demand, while balancing responsible development and investor alignment.
Disclosure: I still own shares in $GMET. Yes they have done well. No, none of this is investment advice. This is mining you will probably lose all your money. This is entertainment.
Brian Leeners (Homerun Resources): The Silica Opportunity
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 …
Notes de l’épisode
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 the solar value chain, silica's role within that chain, what makes silica different, the supply/demand dynamics of the market, and what separates Homerun Resources' asset from its peers.
I learned a ton about silica and found a new interesting idea in the process.
I hope you enjoy!
PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
Q1 2026 Investor Audibles: Open Square Capital, JDP Capital
I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters: Open Square CapitalJDP CapitalIdeas discussed include: VAL, RIG, PTON, OXY, MELIPLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE …
Notes de l’épisode
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 IS ADVICE ON THIS PODCAST.
[REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
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 …
Notes de l’épisode
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 thinking bigger. FNX is no longer the goal. Think closer to Teck Resources ... or even bigger.
Jason explains his plans for NICU over the next 2-3 years, his goals for the company, and how they can grow into a multi-billion dollar Sudbury mining company.
WARNING: NICU IS MY LARGEST POSITION. NOTHING IS INVESTMENT ADVICE. DYODD. DON'T TRADE BASED OFF THIS PODCAST. IF YOU DO YOU ARE AN IDIOT.
I hope you enjoy our conversation!
Gavin McCracken: A Journey To 2,000x Returns
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 …
Notes de l’épisode
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 stocks: Valeura Energy (VLE) and Andean Precious Metals (APM).
You will love his story on how he found, bought, and held along the way to 2,000x performance.
We also talked about process, due diligence, finding an edge, investing psychology, and AI (you'll be surprised on his AI take).
I know this is a 2HR conversation, but it is worth every second because Gavin is an independent thinker and worth your time.
NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT/EDUCATIONAL PURPOSES. YOU ARE AN IDIOT IF YOU TAKE ANY OF THIS AS ADVICE.
Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive
Stoked to have Will back on the podcast to discuss: Clean Tech Royalty companies (like CVW) Copper producersGold producersWill's Commodity Purity Index (or CPI) Using AI in investment researchGoing slow to go …
Notes de l’épisode
Stoked to have Will back on the podcast to discuss:
- Clean Tech Royalty companies (like CVW)
- Copper producers
- Gold producers
- Will's Commodity Purity Index (or CPI)
- Using AI in investment research
- Going slow to go fast (read before summarizing)
Really liked this chat.
NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT PURPOSES. YOU ARE A FOOL IF YOU THINK ANY OF THIS IS ADVICE. DO YOUR OWN WORK.
[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a …
Notes de l’épisode
Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast.
This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy.
We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set.
I loved this conversation. Lots to learn and implement into your practice.
NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.
Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World
Calvin Froedge on the podcast. Not much more needs to be said here. We chatted: > Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> BooksAnd more. This podcast is for those that love …
Notes de l’épisode
Calvin Froedge on the podcast. Not much more needs to be said here.
We chatted:
> Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> Books
And more.
This podcast is for those that love commodities, politics, free-thinkers, and no bullshit discourse.
By the way, if you loved this episode, consider joining our Macro Ops Collective. We have the sharpest group of traders on the internet, constantly sharing ideas, sharpening our minds, and becoming better traders every day.
If you're interested in learning about our Trifecta Lens approach to markets, click here to join: https://macro-ops.com/sign-up/
Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors
Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read: Dave Waters' Tactile FundFred Liu's Hayden CapitalBob Robotti's Robotti Value InvestorsI …
Notes de l’épisode
Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read:
- Dave Waters' Tactile Fund
- Fred Liu's Hayden Capital
- Bob Robotti's Robotti Value Investors
I hope you guys enjoy!
[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
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 …
Notes de l’épisode
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 something new about trading, investing, and my process along the way.
Finally, a big thanks to our sponsors for making this episode happen.
Mitimco
This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.
I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!
TIKR
TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.
Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
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 …
Notes de l’épisode
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, tellurium, and other critical materials needed to defend countries, arm armies, and build tomorrow's reality.
We spent over an hour diving into this complex and crazy world. I hope you enjoy it.
As always, nothing is investment advice. You're a fool if you think this is advice. It's mining ... you will likely lose all your money in the process.
Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital
I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters: Hirschmann CapitalArquitos CapitalThird Point PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS …
Notes de l’épisode
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.
[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum
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 …
Notes de l’épisode
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 management teams, and making tons of money, along with a few mistakes here and there.
This conversation goes deep into geopolitics, commodity cycle identification, how Gorilla analyzes materials companies, and more.
You will love this episode if you like metals, materials, or commodities.
DISCLOSURE: Nothing you hear on this podcast is investment advice. Please DYODD. This is all for educational purposes only.
Voici les 40 derniers épisodes sur 351. Les épisodes plus anciens se trouvent dans le flux du podcast.
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