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Value Hive Podcast

Value Hive Podcast

De : Brandon Beylo
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 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/Brandon Beylo Economie Finances privées
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    Épisodes
    • Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals

      Tomasz Nadrowski (Amvest Terraden): Everything About Major Minor Metals
      Feb 20 2026

      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.

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      1 h et 12 min
    • Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital

      Q4 2025 Investor Audibles: Hirschmann Capital, Arquitos Capital, Third Point Capital
      Feb 13 2026

      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.

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      36 min
    • [REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

      [REPLAY] GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum
      Feb 6 2026

      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.

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      1 h et 34 min
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