Value Hive Podcast
Brandon Beylo
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/
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
Mentioned books
Mar 1, 2024 • 1h 4min
Left Field Investing: Acne, Fungus, and Prison Stocks
A conversation with Left Field Investing, known for unique small-to-micro cap ideas. Topics include investing journey, solar industry, pharmaceutical investments, unethical financial maneuvers, monetizing a newsletter, online presence in investing, and the era of Tesla innovations.
Feb 23, 2024 • 1h 15min
John Swallow: Building A Different Mining Company (Idaho Strategic)
John Swallow, CEO of Idaho Strategic Resources, discusses their unique approach to mining, focusing on cash flow, ownership, and real results. The podcast explores the challenges of the mining industry, inclusive leadership, cost inflation, rare earth elements, personal dreams, and long-term investments.
Feb 16, 2024 • 1h 17min
Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)
Ernest Scheyder, author of 'The War Below: Lithium, Copper, And The Global Battle To Power Our Lives,' discusses the complexities of critical minerals sourcing, challenges of writing a solution-oriented book, and insights from mining industry executives. They also explore living in a town owned by a major corporation and the significance of metals and minerals in the energy transition.
Feb 9, 2024 • 1h 11min
Aaron Edelheit: Dumpster Diving in Cannabis
Guest Aaron Edelheit, an investor in the cannabis industry, discusses the challenges of cannabis investing in 2022, the benefits of cannabis as a replacement for toxic substances, the potential of the cannabis sector, measuring and comparing cannabis companies, craft branding strategy, revenue and growth in the industry, and opportunities in the cannabis industry. Two sponsors, Ticker and Marhelm, are also mentioned.
5 snips
Feb 2, 2024 • 58min
Rebecca Hunter: Life As A Uranium Explorer
Rebecca Hunter, VP of Exploration at Forum Energy Metals, shares her experience as a uranium explorer. Topics include geophysics, drilling, capital allocation, red flags in junior explorer companies, uranium market supply/demand imbalance, and the future of yellow cake.
Jan 26, 2024 • 1h 54min
Peter Pham: Inversion Investing
Peter Pham, a unique investor with a different type of conversation, discusses topics such as overcoming biases, inversion investing by betting on the US dollar, analyzing market highs and lows, exploring the macro economy and societal trends, and communicating and creating a unique brand. The podcast also delves into the rise and fall of China and India as superpowers, using broad knowledge for informed trading decisions, and the intriguing story of the last alchemist.
11 snips
Jan 19, 2024 • 46min
Q4 2023 Investor Audibles: PFH Capital, Sohra Peak Capital, Old West Management
Investor Audibles series featuring PFH Capital, Sohra Peak Capital, and Old West Asset Management. Topics include evaluating investments, inflation, gold as international reserves, uranium sector opportunities, investing alongside management, value investing, and U-Haul's business performance.
Jan 15, 2024 • 1h 3min
Philoinvestor: Know Thy Edge, Know Thyself
Philo Investor, an experienced investor, discusses developing your own investing style, old vs. new business models, Coursera, Udemy, Duolingo, Disney vs. Netflix, breaking bad habits, and buying on the highs versus lows.
32 snips
Jan 5, 2024 • 1h 21min
Chris Martenson: Uranium, Tin, Copper, and Oil
Chris Martenson, author of 'Crash Course' and founder of PeakProsperity.com, discusses commodities like tin, copper, uranium, oil, gold, and silver. They explore investment opportunities in the oil market, the importance of uranium in the energy sector, challenges in upgrading the electricity grid, and government interventions in financial crises. They also discuss the influence of Carl Jung and recommend a book that changed their perspective.
Dec 29, 2023 • 1h 17min
Alberto Ayuso: Shipping & Tankers 101
Alberto Ayuso, a shipping/tankers analyst shares his expertise on the shipping industry. Topics discussed include the boom-bust cycle, the business model of Zim Shipping Company, financing and loan maturities, areas of interest and past opportunities, leveraging Twitter for information, and a dinner with a ship owner.
