Episodes
344
Latest episode
Aug 2026
Language
EN
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/
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!
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.
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
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
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.
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.
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.
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 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.
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.
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Valerie Hail
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Russ Mathews
