Best Drinks And Discourse Podcasts (2025)

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

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5 days 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

6 days 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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Investor Audibles: Hosking Partners May 2025 Letter 32:28

12 days 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

19 days 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

20 days 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

26 days 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

27 days 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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 473 1:20:06

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about a year 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

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about a year 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

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about a year ago1:00:31

1:00:31

This week we talk about movies we have completely forgotten about

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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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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

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about a year 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…

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

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about a year 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…

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

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

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about a year 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…

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

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about a year 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…

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Episode 468 54:24

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about a year ago54:24

54:24

This week we go on some insane rants

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Episode 467 1:00:24

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about a year ago1:00:24

1:00:24

This week we look back on 2024 and look ahead to 2025

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

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about a year 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…

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Holiday Traditions 1:00:05

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about a year ago1:00:05

1:00:05

Send us a text Welcome to Episode 212! It's the end of the year that was 2024 and Mark & Casey are enjoying their holidays. Before they go off enjoying their holidays, Casey & Mark sat down to discuss traditions and facts. Every person has some holiday traditions, whether handed down for generations or starting new ones this year, traditions hold s…

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

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about a year 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…

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

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about a year 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.…

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Deep In The Mail 1:00:46

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about a year ago1:00:46

1:00:46

Send us a text Welcome to Episode 211! Its been teased and teased for weeks and it's finally here! It's the annual mail-in episode and boy, oh boys, are Casey & Mark ready for you. That's right! It's mail time. The Boys are sitting down and reading just a few of the letters that have come in through out the season; be it via email, text message, DM…

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Episode 466 1:02:12

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about a year ago1:02:12

1:02:12

This week we catch up with Gordon and chat about some nonesense

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

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about a year 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…

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Fall Film Fabulosity! 59:19

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about a year ago59:19

59:19

Send us a text Welcome to Episode 209! It's been some time coming, but it's finally here! It's the annual Fall Film Preview! Each year, this is the time of year all the producing houses for film open their gates to flood the theaters with awards contenders and this year is no exception. The late fall time is traditionally the time the strongest fil…