Value Hive Podcast

Stoked to have Will back on the podcast to discuss:
Clean Tech Royalty companies (like CVW)
Copper producers
Gold producers
Will's Commodity Purity Index (or CPI)
Using AI in investment research
Going slow to go fast (read before summarizing)
Really liked this chat.
NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT PURPOSES. YOU ARE A FOOL IF YOU THINK ANY OF THIS IS ADVICE. DO YOUR OWN WORK.

Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast.
This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy.
We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set.
I loved this conversation. Lots to learn and implement into your practice.
NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

Calvin Froedge on the podcast. Not much more needs to be said here.
We chatted:
> Iran> Shipping> Commodities> Nickels> Chemicals> Food> War> Inflation> Books
And more.
This podcast is for those that love commodities, politics, free-thinkers, and no bullshit discourse.
By the way, if you loved this episode, consider joining our Macro Ops Collective. We have the sharpest group of traders on the internet, constantly sharing ideas, sharpening our minds, and becoming better traders every day.
If you're interested in learning about our Trifecta Lens approach to markets, click here to join: https://macro-ops.com/sign-up/

Welcome to another episode of Q4 Investor Audibles where I read three letters from value investors. This week, I read:
Dave Waters' Tactile Fund
Fred Liu's Hayden Capital
Bob Robotti's Robotti Value Investors
I hope you guys enjoy!

Stoked to have PurpleDrinkCapital on the podcast for his third appearance (Value Hive record??).
We chatted robotics, NVDA, market blow-off tops, trading psychology, technical analysis, and energy. I love having PurpleDrink on because I learn something new about trading, investing, and my process along the way.
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 emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠, a website for emerging manager stockpickers.
I highly recommend the site for those looking to start a stock-picking fund or just learning about how others have done it. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers, and more!
TIKR
TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠.