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 27, 2026 • 1h 16min
[REPLAY] Harris Kupperman (Praetorian Capital): Brazil, Commodities, and Strategy
Harris Kupperman, investor and founder known for macro and value-oriented investing, discusses Brazil, commodities, and tactical allocation. He covers country bets, picking mid-cap names, agriculture and beef exporters, copper and LATAM momentum. He also talks gold/miner sizing regrets, riding trends with conviction, and Hong Kong as a financial pivot.
6 snips
Mar 9, 2026 • 1h 15min
Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World
Calvin Froedge, a commodities and macro analyst specializing in shipping, energy, and supply chains, discusses the strategic fallout of a Hormuz closure and its threat to global oil flows. He covers shipping reroutes, fertilizer and food supply risks, difficulty of reopening trade routes, trading headline risk, and where value may hide in chemicals, energy, and war metals.
Mar 6, 2026 • 40min
Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors
Three investor letters are read and compared, spotlighting physical, inflation‑resistant assets and why railways and real estate can weather AI disruption. A global value manager explains skepticism of AI hype and the case for application‑layer winners, networks and durable data moats. Another investor highlights cyclicals, industrial underinvestment, gold and dollar risk, and the need for patience through uneven recoveries.
Feb 27, 2026 • 1h 7min
[REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
A wide-ranging chat about robotics hype and household robot narratives. They cover semiconductors, NVIDIA-led rallies, and theme-based watchlists. Trading psychology, intuition around stops, and how to handle volatile bull markets get attention. Energy, uranium, and critical-minerals themes are debated along with thematic fast-money risks. Practical daily workflows and lessons on trading less and staying accountable are discussed.
16 snips
Feb 20, 2026 • 1h 12min
Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
Tomasz Nadrowski, portfolio manager at Amvest Terraden and author on critical and specialty metals. He tours the world of gallium, germanium and rare earths. He contrasts China’s market tactics and Africa strategies. He explains how to evaluate niche-metal projects, timing to production, and building proprietary data for byproduct-driven markets.
Feb 13, 2026 • 36min
Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital
A dive into Q4 2025 investor letters covering gold-focused bear strategies and sovereign debt risk. Deep looks at concentrated special-situations plays, patent litigation and potential value unlocks. Discussion of portfolio positioning shifts, shorts, and rotations into semiconductors, defense and industrials. Notes on structured credit, corporate restructurings, and potential M&A catalysts.
Feb 6, 2026 • 1h 34min
[REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum
GorillaGrip, an anonymous Twitter personality and full‑time commodities investor with deep metals and mining field experience. He recounts on‑the‑ground due diligence, management character, and orebody modeling. He digs into geopolitics shaping supply chains, China’s refining dominance, and why aluminum and domestic base‑materials matter. He also discusses workforce limits, nuclear deals, and strategic demand shifts.
Jan 30, 2026 • 1h 8min
Jason Jessup (Pt. 2): Thinking Bigger Than FNX Mining
Jason Jessup, CEO of Magna Mining, is an operator-focused Sudbury mining executive steering exploration, production restarts and acquisitions. He lays out a bold plan to scale beyond FNX-era goals into a multi-billion dollar company. Topics include prioritizing McCready West, the R2 high-grade discovery, sequencing nickel versus copper, hiring A-players, financing strategy, and a clear 18-month roadmap for multiple producing mines.
5 snips
Jan 23, 2026 • 55min
Q4 2025 Investor Audibles: Laughing Water Capital, Plural Investing, Kathmandu Capital
This discussion dives into fascinating investment strategies from Laughing Water Capital, Plural Investing, and Kathmandu Capital. Hear insights on Lifecore’s market disconnect and NextNav's ambitious plans for terrestrial GPS. The hosts tackle the intriguing case of Watches of Switzerland and its role in Rolex retail economics. Additionally, Kathmandu provides a unique look at gold allocation amidst US-China tensions. Expect sharp critiques on holdings and a thought-provoking exploration of evolving investment philosophies!
Jan 16, 2026 • 1h 5min
[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU
Jason Jessup, the CEO and founder of Magna Mining, previously led operations at FNX Mining. He shares insights into building a billion-dollar mining company, discussing his journey from Inco to FNX and establishing Magna in 2016. They explore the unique challenges of junior versus major miners, the strategic acquisition of undervalued assets, and the importance of a strong, local team. Jessup emphasizes operational resilience, a focus on safety, and transparent communication with shareholders as key ingredients for success.
