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Brandon Beylo ยท Investment

Value Hive 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/

Episodes

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Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive

03 Apr 2026
1h 6m
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[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

27 Mar 2026
1h 15m
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Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World

09 Mar 2026
1h 14m
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Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors

06 Mar 2026
39m
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[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology

27 Feb 2026
1h 7m
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Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals

20 Feb 2026
1h 11m
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Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital

13 Feb 2026
35m
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[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

06 Feb 2026
1h 33m
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Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining

30 Jan 2026
1h 8m
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Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital

23 Jan 2026
55m
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[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU

16 Jan 2026
1h 4m
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Timothy Call (Capital Management Corp): Unloved Small Caps ($LFVN, $ACCO, $WDO.TSX)

09 Jan 2026
1h 15m
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Chris Abbott (1035 Capital Management): Comstock (LODE), SkyX Platform (SKYX), Mobilicom (MOB), Research Frontiers (REFR)

19 Dec 2025
1h 12m
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Q3 2025 Investor Audibles: Hinde Group, Atai Capital, Greenhaven Road Capital

12 Dec 2025
50m
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[REPLAY] Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager

05 Dec 2025
1h 22m
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Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy

28 Nov 2025
1h 15m
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Q3 2025 Investor Audibles: Kingdom Capital, Hirschmann Capital, Greenlight Capital

21 Nov 2025
36m
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[REPLAY] Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation

14 Nov 2025
1h 7m
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Tim Elliott: Geology 101 For Generalist Investors

07 Nov 2025
1h 24m
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Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology

31 Oct 2025
1h 7m
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