Best Brandon Beylo Podcasts (2025)

1
Investor Audibles: Hosking Partners May 2025 Letter 32:28

1d ago32:28

32:28

We're changing it up a bit this week! I decided to do an Investor Audible on just one "letter" ... Hosking Partner's May 2025 edition of Hosking Post. The letter discusses Capital Cycles, Warren Buffett, and how to view all investments through the capital cycle framework. I recorded this because I wish I had an audiobook version of it, so enjoy! Al…

1
[REPLAY] Jeff Sands: How To Fix A Business In 100 Days 1:12:59

10d ago1:12:59

1:12:59

Excited to replay Episode 21 with y'all! Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two things: a) the importance of cash and b) that nobody taught him how to manage th…

1
James Elbaor (Marlton LLC): Investing In Investors 1:15:17

17d ago1:15:17

1:15:17

This is one of my favorite conversations of the year. James Elbaor of Marlton LLC spent over an hour discussing all things investing. We chatted single stocks, thematics, psychology, how to invest in other investors, and what makes a great investor. We also talked about process, vibes, and of course, mining. If you're an emerging manager, or someon…

1
Erik_YWR (Part 2): French Stocks, European Banks, and South Korea 1:17:04

24d ago1:17:04

1:17:04

I'm excited to get Erik_YWR back on the podcast this week. Erik pitched European bank stocks on his first episode, and he nailed it. So today, we're asking him about French stocks, revisiting European banks, and South Korea. You'll love this conversation if you enjoy psychology, actionable ideas, and general market banter. Also -- big thanks to the…

1
Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital 30:34

1M ago30:34

30:34

Excited to have the Q1 2025 Investor Audible Series rolling through this quarter. This week, we have letters from: 1Main Capital Alluvial Capital NZS Capital Big thanks to the sponsors as well! Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests…

1
Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation 1:07:14

1M ago1:07:14

1:07:14

This is my first podcast with Adrian Godas and I am so excited to share it with you. Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided actionable investment ideas, and was a wealth of knowledge on the deep roots of mining history. In this episode, we dive deep into: The history of mining …

1
Jeremy Raper (Lost File): Westinghouse Bankruptcy Story 16:13

1M ago16:13

16:13

Hey guys -- wanted to publish a short episode this week from the Lost File of Jeremy Raper's latest podcast (Pt. 3). Jeremy covered the Westinghouse Bankruptcy, uranium, and how to think about researching new industries. I think you'll love it. Big thanks to the sponsors as well! Mitimco This episode is brought to you by MIT Investment Management C…

1
[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon 1:18:56

2M ago1:18:56

1:18:56

I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing. Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen. We cover a ton of ground during the conversation, including: Position sizing Research process Portfolio construction Investment criteria Lessons learned …

1
Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold 1:17:26

2M ago1:17:26

1:17:26

Very excited to have my friend Derrek -- aka @real_MikeBarnes on Twitter -- on the podast again. We chat gold, junior miners, Derrek's life-changing trade in Kirkland Lake Gold, his other life-changing trade in Agnico Eagle (AEM), and more. I loved this conversation. I always learn something new when talking to Derrek, and you will too. Big thanks …

1
Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More 1:17:20

2M ago1:17:20

1:17:20

Jeremy Raper is back for his third appearance on the podcast. We chat Japan, Tariffs, Trump, activist investing, Jeremy's research process, commodities, and more. As always, Jeremy leaves a ton of knowledge bombs to absorb over the hour. Big thanks to the sponsors as well! Mitimco This episode is brought to you by MIT Investment Management Company,…

1
Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL) 40:43

2M ago40:43

40:43

Q4 Investor Audibles is out. This week we cover: Massif Capital Marlton Partners Giverny Capital This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. Mitimco This episode is brought to you by MIT Investment Management Company, al…

1
[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas 1:39:22

3M ago1:39:22

1:39:22

This is a replay of our podcast in 2023. This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case. The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Act…

1
Adam Rossi: Investing In The Age of DOGE 1:09:07

3M ago1:09:07

1:09:07

I'm thrilled to have Adam Rossi on the podcast. Adam is a private investor, successful businessman, entrepreneur, beekeeper and maple syrup salesman. Adam has decades of experience building companies in the cyber and defense spaces. We spent an hour discussing DOGE, defense stocks, and investing like a family office. I really enjoyed this conversat…

1
Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai 1:14:42

3M ago1:14:42

1:14:42

I can't believe it took me this long to get Matt Warder on the podcast. But here we are. Matt is the smartest guy in the coal space, and it's not even close. We chat HCC's latest investor presentation, why coal stocks are cheap, the 2026-2027 setup, and Matt's thoughts on precious metals. We finish the conversation with lessons from Matt's dinner w…

1
Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT) 31:26

3M ago31:26

31:26

Q4 Investor Audibles is out. This week we cover: Colebrooke Opportunities Fund Tidefall Capital Maran Capital This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. Mitimco This episode is brought to you by MIT Investment Managemen…

1
Swen Lorenz: Drowning in Undervalued Shares 57:27

4M ago57:27

57:27

Global value investors will love this episode. Swen runs Undervalued-Shares.com, one of the best research services for finding off-the-beaten path ideas, hated companies, and stocks that you've never heard of. We spend over an hour discussing global value stocks, how Swen analyzes and ranks companies, and how he decides on what stocks to research i…

1
[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals) 1:16:31

4M ago1:16:31

1:16:31

I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives." I just got my copy in the mail and can't wait to read it. During the podcast, I spend an hour dissecting Ernest's writing habits/strategies, early backgr…

1
Stephen Farrington: An Unemployed Small-Cap Value Degenerate 1:24:18

4M ago1:24:18

1:24:18

This might be one of my favorite podcasts of 2025 ... and it's only January. Stephen Farrington is a small cap investor and author of the Unemployed Small-Cap Value Degenerate Substack. If you love eclectic investment journeys, you're in the right place. Stephen went from chef to student to professor to full-time investor/writer. And what a story i…

1
John Swallow (Idaho Strategic): The Golden Age of Gold Mining 1:15:58

4M ago1:15:58

1:15:58

I'm thrilled to have John Swallow, CEO of Idaho Strategic, back on the podcast. John has been one of my favorite guests over the years. He's built Idaho Strategic $IDR from a near-bankrupt entity to a $160M+ company today (as of this podcast). I first had John on the podcast last February. Things were a lot different then. Gold is much higher now. …

1
Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN) 38:49

5M ago38:49

38:49

We're back at it with Q4 2024 Investor Audibles! This week we're listening to: Vlata Fund LVS Advisory Patient Capital Management I think you'll enjoy this week's video. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the invest…

1
Peter Mantas: How To Spot Left and Right Tail Investment Ideas 1:16:48

5M ago1:16:48

1:16:48

Peter Mantas is one of the smartest investors I know. Every time I talk with Peter I get smarter. You will too. This week, Peter dissects bombed-out spaces like biotech, and discusses how to identify left and right tail investment ideas and industries. I thoroughly enjoyed this conversation, and I hope you do too. Finally, a big thanks to our spons…

1
Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO) 34:09

5M ago34:09

34:09

I hope you guys enjoy the Q3 2024 Investor Audibles from: - Saltlight Capital - Fairlight Capital Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerg…

1
[REPLAY] @Erik_YWR: A Crash Course on Inflation 59:39

5M ago59:39

59:39

I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world. This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in the US, why this time might be different, and how to profit from a higher-for-longer inflationary world. I rea…

1
Will Thomson (Massif Capital): The Zambia Copper Opportunity 1:07:01

5M ago1:07:01

1:07:01

Will Thomson joins the show (for the second time) to discuss the copper market and pitch Zambia as a potential investment jurisdiction. NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION. ANY STOCK YOU HEAR MAY OR MAY NOT BE OWNED BY THE GUEST OR HOST. Finally, a big thanks to our sponsors for making this episode happen.…

1
Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW) 1:38:29

6M ago1:38:29

1:38:29

Judd Arnold is back for another great episode. We cover so many topics in almost two hours. Stock pickers will love this episode. We discuss: Data Centers (IREN) AI (NBIS) Offshore Energy (VAL/TDW) Bitcoin (CORZ) Special Situations (BNED) I love talking stocks and there are few people I'd rather talk to than Judd. NOTHING YOU HEAR IS INVESTMENT ADV…

1
[REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis) 1:23:36

6M ago1:23:36

1:23:36

Evan Tindell runs Bireme Capital, a long/short value investment fund. I loved this episode. We spent over an hour discussing: Investor psychology Shorting Costco Lessons from being a professional poker player Position sizing Betting big on META during its Hate Day SOTP valuation stories (Bollore & Vivendi) Japanese value stocks Allocating time And …

1
Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU 1:04:54

6M ago1:04:54

1:04:54

Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I'll keep it simple. I think Jason is building the next multi-billion dollar mining company. He's got everything in place ... the team, the assets, the opportunity. And I think he's the man for the job. Giv…

1
Q3 2024 Investor Audibles: Alta Fox Capital ($APP, $REVG), Gator Capital ($CBNA), Greenhaven Road Capital ($PAR, $HGTY, $CLBT, $SOC) 44:01

6M ago44:01

44:01

I hope you guys enjoy the Q3 2024 Investor Audibles from: - Gator Capital - Alta Fox Capital - Greenhaven Road Capital Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a…

1
Purple Drink Capital: This Is Probably A Top Signal (& Trading Stories) 1:08:40

7M ago1:08:40

1:08:40

This was a fun episode. I chatted stocks, trading, philosophy, and process with @PurpleDrinkCapital. I like the way he approaches markets. He's honest about his process, and is eager to share his mistakes (which is a sign I love). I hope you enjoy this episode. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episo…

1
Stefan Lingmerth: Distress Investing, Trinseo $TSE, & Borr Drilling $BORR 1:02:53

7M ago1:02:53

1:02:53

I'm excited to share my conversation with Stefan Lingmerth, founder of Sunshine Kapital (yes, with a K!). Stefan is a distress/stress investor. He buys the common stock of bombed-out, left-for-dead companies that look like they're heading for bankruptcy. If a stock is making new lows, there's a good chance Stefan knows about it and has already anal…

1
Q3 2024 Investor Audibles: Upslope Capital, Rowan Capital, JDP Capital Management 24:54

7M ago24:54

24:54

Investor Audibles is back, baby! I hope you enjoy listening to the following Q3 investor letters: Upslope Capital Rowan Capital JDP Capital Management Let me know if there are other letters you want to hear! Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Comp…

1
Alberto Alvarez: Boab Metals $BML, Silver, and Mining Valuations 1:07:35

7M ago1:07:35

1:07:35

I hope you guys enjoy my podcast with Alberto Alvarez. We discuss Boab Metals (BML), silver, tin, and mining stock valuations. I loved this conversation and always enjoy Alberto's company. Make sure you follow him on Twitter/X @AAGresearch. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you …

1
[REPLAY] Jenny Chase: Solar Industry Deep Dive 55:54

8M ago55:54

55:54

Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon." We spend an hour diving deep into the solar industry. We cover: Solar panel adoption rates •Raw material inputs from ⁠#silver⁠ and ⁠#tin⁠ Solar value chains What investors get wrong about solar And more!I learned a ton and I know …

1
Jerome (@UzoCapital): SPACs, Warrants, & Music Royalties 1:23:48

8M ago1:23:48

1:23:48

I'm stoked to have Jerome aka @UzoCapital on the podcast this week. Jerome invests in off-the-beaten path ideas. His speciality of late has been de-SPAC'd companies, warrants, and private music royalties. This was such a fun conversation. Jerome is a great dude, has broad taste and hobbies outside investing, and just loves talking stocks. You'll he…

1
[REPLAY] Greg Orrell: How To Beat The GDX 1:19:23

8M ago1:19:23

1:19:23

I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund. Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period. During the podcast, Greg dissects the gold miner industry and gives us a crash course on how to analyze, inves…

1
Garrett Goggin: All Things Gold & Silver Mining Stocks 57:22

8M ago57:22

57:22

Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks. Garrett has over 15 years experience investing in junior precious metals miners. I spent over an hour picking his brain on portfolio construction, grade hurdle rates, red flags to avoid, and how to value a mining stock. I think…

1
[REPLAY] John Swallow: Building A Different Mining Company (Idaho Strategic $IDR) 1:15:10

8M ago1:15:10

1:15:10

I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR). IDR is a small cap gold producer that does things differently. They generate cash flow. Then use that cash flow to explore their massive land package for gold and rare earth elements (REEs). John is a true owner operator. Not only is he the CEO, he …

1
Cody Shirk: Taking Global Investing To Another Level 1:31:29

9M ago1:31:29

1:31:29

Cody Shirk is a surfer, investor, and writer/founder of the Explorer Report. Basically, I want to be like Cody when I grow up. We spend 90 minutes discussing Cody's wild adventures traveling and investing in Latin America, his trip to Chernobyl to research uranium stocks, and how he thinks about gold, the US dollar, and other commodities. This was,…

1
Josh Crumb: Global Commodity Outlook & Building ABAXX 1:12:09

9M ago1:12:09

1:12:09

Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange. I hope you enjoy. Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each y…

1
Dave Waters (Alluvial Capital): Illiquid Stocks, Process, and Investing in Tactile 1:16:51

9M ago1:16:51

1:16:51

Dave Waters returns to The Value Hive Podcast to discuss all things illiquid stocks, dark stocks, the expert market, and lessons learned from past mistakes. Investing nerds will love this episode. Dave is one of the sharpest, most unique investors I know. You'll enjoy this conversation. Finally, a big thanks to our sponsors for making this episode …

1
Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital 33:13

9M ago33:13

33:13

Investor Audibles is back, baby! I hope you enjoy listening to the following Q2 investor letters: Legacy Ridge Capital Kathmandu Capital Alluvial Capital Let me know if there are other letters you want to hear! Finally, a big thanks to our sponsors for making this episode happen. Mitimco This episode is brought to you by MIT Investment Management C…

1
Twitter Spaces: Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon 1:21:09

10M ago1:21:09

1:21:09

I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing. Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen. We cover a ton of ground during the conversation, including: Position sizing Research process Portfolio construction Investment criteria Lessons learned …

1
Chris Abbott (1035 Capital): Dumpster Diving In Preferred Stocks Pt. 2 ($LLAP, $FATBP, $ASPI) 1:12:29

10M ago1:12:29

1:12:29

I'm excited to share my latest conversation with Chris Abbott of 1035 Capital Management. Chris buys stocks that you've never heard of. When you do hear about them, they make you want to vomit. He dumpster dives into hated market corners, abandoned equities, and downright ugly situations. This week Chris pitches three off-the-beaten path ideas: LLA…

1
[REPLAY] David Kaye: The Business of Video Game Development 1:14:40

10M ago1:14:40

1:14:40

This week we had a fantastic conversation with David Kaye, the president and co-founder of Snapshot Games. We talked about a variety of different topics such as David’s first video game company, how different types of video games companies will allocate capital, how NFTs could be used in the video game industry, Unity vs. Epic Games, and what are s…

1
Don Simmons: Building Hemisphere Energy $HME 1:01:50

10M ago1:01:50

1:01:50

Don Simmons is the CEO of Hemisphere Energy (HME), a Canadian heavy oil producer. DISCLOSURE: WE/MACRO OPS OWNS SHARES IN HME AT THE TIME OF THIS PODCAST RELEASE. DO YOU OWN WORK. NONE OF THIS IS INVESTMENT ADVICE. SMALL CAP ENERGY STOCKS ARE RISKY. With that out of the way, let's get to the podcast. Don dives deep into his background and how he fo…

1
Taylor Sulik: Building A Tungsten Mining Company From Scratch 59:21

11M ago59:21

59:21

Taylor Sulik is trying to solve a problem that we all face, but nobody wants to do ... revive domestic US critical mineral production. And he's doing it with Tungsten (among other metals). This podcast explores Taylor's path towards starting a mining company, how he's built his from scratch, and his plans for future production/development. I loved …

1
Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis) 1:23:36

11M ago1:23:36

1:23:36

Evan Tindell runs Bireme Capital, a long/short value investment fund. I loved this episode. We spent over an hour discussing: Investor psychology Shorting Costco Lessons from being a professional poker player Position sizing Betting big on META during its Hate Day SOTP valuation stories (Bollore & Vivendi) Japanese value stocks Allocating time And …

1
[REPLAY] Lobo Tiggre: Junior Mining Speculation 1:12:58

11M ago1:12:58

1:12:58

This is a replay of my 2023 conversation with Lobo Tiggre of Independent Speculator. Lobo is one of the premier voices in junior mining speculation, and you can tell why throughout this podcast. Lobo pulls no punches. He tells it like it is -- the good, the bad, and the ugly -- all while educating and entertaining you along the way. It's a fantasti…

1
Luis Sanchez: Hunting for Net-Nets 1:06:02

11M ago1:06:02

1:06:02

This is a very different episode than usual. I don't think I've recorded a podcast specifically about net-net investing. But it's something I've wanted to do for a long time. That's why I'm excited to have Luis Sanchez on the podcast. Luis is a full-time net-net investor. He hunts in corners of the market you haven't even thought of. During the pod…

1
Greg Orrell: How To Outperform The $GDX 1:19:23

12M ago1:19:23

1:19:23

I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund. Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period. During the podcast, Greg dissects the gold miner industry and gives us a crash course on how to analyze, inves…

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Brandon Beylo Podcasts

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