Best Drinks And Discourse Podcasts (2025)

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

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1d 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. …

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The Hub Stats 1:03:05

5d ago1:03:05

1:03:05

Send us a text Welcome to Episode 226! Pride Month has just come to a close and The Boys are looking to have a bit more fun before lunching into the heights of summer. Hopefully you had a great Pride and are enjoying some downtime for the 4th of July. To close out Painted Trash's Pride Month it seems only fitting to review some annual statistics re…

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Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More) 1:13:12

7d ago1:13:12

1:13:12

I had the pleasure of interviewing Sultan Ameerali for this week's Value Hive Podcast. Sultan is a self-taught investor specializing in industries and companies others hate. We covered A LOT in this podcast. We chatted mining stocks, Comstock (LODE), Fat Brands (FATBP), AI, hockey, journalism, and boxing. I thoroughly enjoyed this podcast and I hop…

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@Sustainabledud1: Rare Earth Element (REE) Deep Dive 1:10:47

16d ago1:10:47

1:10:47

Stoked to have Sustainable Dude on the podcast to dive deep into the world of Rare Earth Elements (or REEs). They're messy, complicated, opaque, and rich with opportunity. We talk processing, refining, production, China's dominance, how the West can build its supply chain, and individual stock names. This was terrific. Give Sustainable dude a follo…

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Blazing The Trail 1:00:57

17d ago1:00:57

1:00:57

Send us a text Welcome to Episode 225! June 2025 is winding down but Pride is reaching it's peak. This week marks many of the major USA Pride Parades and celebrations of visibility, but a reminder of what the LGBTQIA+ community has fought for as well as how and why the fight continues today. It's also that time where Painted Trash Podcast caps off …

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Episode 50: The new age of tech job interviews and how to conquer them 25:27

20d ago25:27

25:27

In this weeks episode, Josh and James discuss the challenges of securing a job in the tech industry, particularly focusing on the impact of ageism, evolving expectations for tech roles, and the influence of AI on the interview process. They cover the importance of communication skills, personal branding, and the need for candidates to be honest abo…

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[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks 59:25

23d ago59:25

59:25

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…

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Violation! 55:43

24d ago55:43

55:43

Send us a text Welcome to Episode 224! Have you ever had your privacy or financial world violated? How about your belongings? Well, it's been an eventful week for at least one of your GBFFs and its sparked some feelings and, of course, plenty of thoughts and reactions. That's right, y'all. One event on one evening hit both of your GBFFs last week a…

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Episode 49: Navigating the AI discourse — Why can't we talk properly about AI? 29:29

27d ago29:29

29:29

In this weeks episode, Josh and James delve into the complexities of the discourse surrounding artificial intelligence (AI), exploring the polarising perspectives that dominate discussions. In a balanced debate, they emphasise the importance of understanding AI as a tool rather than a stand-alone entity, highlighting the need for responsible usage …

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@ContrarianCurse: From Analyst To Portfolio Manager 1:19:41

30d ago1:19:41

1:19:41

Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first ever podcast. I had a blast chatting with "Suspended Cap" about his switch from analyst to PM, how he covers industries and analyzes stocks, how he thinks about idiosyncratic risk, and his thoughts on brands and retail companies. This was such a fun ep…

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Gurl Fight! 59:32

1M ago59:32

59:32

Send us a text Welcome to Episode 223! Everybody loves when the messy gurls start drama, right? Well -- drama that doesn't involve you! Especially watching it all go down right in front of you. Well that's what The Boys are delving into this week! That's right! We all have seats to the fight that's been playing out in a very public way. Elon (proun…

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Purple Drink Capital (Pt. 2): Trading, Psychology, and Crude Oil 1:16:58

1M ago1:16:58

1:16:58

Purple Drink Capital is back for Round 2 at Value Hive. I love talking to Purple Drink. The dude is a Trader's Trader. He's a slave to the tape, respects his biases, and understands the game he's playing. I love the way he views markets and positions himself in various thematics. Even if you're not a "trader" you will learn something new and useful…

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Pardon? 59:35

1M ago59:35

59:35

Send us a text Welcome to Episode 222! What a wreck! If you're anything like Casey & Mark, you watch headlines and delve in deeper if it interests you, but your intake of the news is cautious and limited. Well this last week has been full of things filling our headlines and news feeds with stories that were too wild to imagine and one specific tren…

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Episode 48: AI interoperability and MCP 26:49

1M ago26:49

26:49

In this conversation, Josh and James discuss AI interoperability and the concept of MCP (Model Context Protocol). They explore the initial skepticism surrounding MCP, the process of building custom MCP servers, and the importance of permissions and security in AI integrations. The discussion also touches on the future of AI integration in various a…

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Investor Audibles: Hosking Partners May 2025 Letter 32:28

1M 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…

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

2M 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…

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Summer Movie Prieve-yah! 1:00:39

2M ago1:00:39

1:00:39

Send us a text Welcome to Episode 221! It that time of year again. The movie theaters are about to become a haven for the summer heat and folks are going to be turning to entertainment with some of the downtime summer brings. It's traditionally the time of big budget, big name, big production power houses. And Painted Trash has the tea on this summ…

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

2M 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…

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Less Miserables 1:00:47

2M ago1:00:47

1:00:47

Send us a text Welcome to Episode 220! The world is all over the place and so much feels out of control. From layoffs, gifted airplanes, film production, hell, even theater (yes - it's still an important part of our culture)! The Boys are sitting down to catch up, and discuss the most recent chapter of the fascist takeover of an American Institutio…

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

2M 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…

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Dead Or Alive 58:45

2M ago58:45

58:45

Send us a text Welcome to Episode 219! Ya know, there is a lot going on in the world and everything seems so serious and heavy. What better way to combat all that than by playing a game. Amiright?? And The Boys are doing just that. This week, Casey & Mark are playing a little game they like to call, "Dead Or Alive?" Each of them is bringing a list …

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

2M 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…

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Conclave 1:02:57

2M ago1:02:57

1:02:57

Send us a text Welcome to Episode 218! Phew -- it's been awhile but The Boys are back! A lot has been going on in the family life of your hosts making recording difficult. But The Boys are back on track for regular drops into your stream! And what time to return! The tub has taken some big names of late none the least, Pope Francis. As the 266th le…

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Episode 476 50:02

3M ago50:02

50:02

This week we invite the tripope

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

3M 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 …

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

3M 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…

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It's Madness! 59:29

3M ago59:29

59:29

Send us a text Welcome to Episode 217! It's been a minute, y'all. But The Boys are back this week with an episode that's been in the can for a bit, Linda was finally able to get this content in your streams and ears. While Painted Trash prides itself on hitting the pop-culture bullseye, the content is quality and gives you all the tea. That's why t…

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Episode 475 1:01:37

3M ago1:01:37

1:01:37

This week we talk about what's the best fictional car

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

3M 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 …

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Episode 474 1:16:09

3M ago1:16:09

1:16:09

This week we talk about shitty kids toys!

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

3M 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 …

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Episode 47: Behind the scenes of running a tech conference 21:17

3M ago21:17

21:17

How do you structure and run the perfect tech conference? What things are involved behind the scenes that attendees don’t see? What advice would you give to someone looking to start their own event? We’re glad you asked! This episode is an All Day Hey! Special where hosts, Josh and James spill the beans on what goes on behind the All Day Hey! confe…

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Episode 473 1:20:06

3M ago1:20:06

1:20:06

This week Carlos has heat again!

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

4M 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,…

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Episode 472 1:00:31

4M ago1:00:31

1:00:31

This week we talk about movies we have completely forgotten about

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Episode 46: How to plan and run a discovery workshop 28:04

4M ago28:04

28:04

What is a discovery workshop and how can they be used to work through problems in your business? In this episode, James and Josh discuss how they've run them in the past and offer some tips and tricks to getting the most out of these sessions. Listen now for a brand new instalment of Off Script! 00:00 Introduction 01:00 What is a discovery workshop…

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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

4M 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…

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It's Mayhem! 58:51

4M ago58:51

58:51

Send us a text Welcome to Episode 215! The Boys are back this week and they've been hitting the dance floors dropping it down. The summer hits are just starting to hit our services and the concert line-ups are getting released, all with Coachella on the horizon! And we have received a major release from one of our icons and vocal activist ally. Tha…

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

4M 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…

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The Mystery of Gene; A Choose Your Own Adventure Tale 59:37

4M ago59:37

59:37

Send us a text Welcome to Episode 214! Boy, oh boy, the news these days is chocked full of trash, and to add to the difficulties of the daily news, we lost a titan of the silver screen. The circumstances seem almost unbelievable and with each announcement, the more wild the events become. Each week thus far it has seemed new shocking details have e…

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Episode 471 52:12

4M ago52:12

52:12

This week we talk about Nonsense and things

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

4M 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…

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30 Day Report Card 58:46

4M ago58:46

58:46

Send us a text You've been waiting for it and here it is -- It's the Season 6 Premiere of Painted Trash Podcast: Your LGBTQIA+ Podcast of Hilarity, F*ggotry, and Discourse! The Boys are back from the Season Break Hiatus and they are firing on all cylinders, giving you all the tea of the the week and their break between seasons. This week, in their …

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

4M 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…

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Episode 470 1:14:14

5M ago1:14:14

1:14:14

This week we have a full studio, and figure out What we'd rather do

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

5M 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…

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Swen Lorenz: Drowning in Undervalued Shares 57:27

5M 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…

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Best of Season 5 1:36:47

5M ago1:36:47

1:36:47

Send us a text Welcome to Episode 213! Well, well, well... lookie what we got here. Its the highly anticipated "Best of..." for Season 5 of your favorite poddie with your GBFFs! The Boys have sat down with Linda and reviewed the list of their favorite moments and mixed in with one from listener, reader, writer, viewer, and even a caller or two. Wha…

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Episode 469 1:23:20

5M ago1:23:20

1:23:20

This week we visit a small town on the sword coast and get to know the locals

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

5M 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…