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Value Hive Podcast

Brandon Beylo
Value Hive Podcast
Latest episode

339 episodes

  • Value Hive Podcast

    Peter Mantas: The Biotech Bubble Whisperer

    19/06/2026 | 1h 16 mins.
    This is my fifth interview with Peter Mantas. I learn something new each time I talk to Peter.
    This week, we discuss Peter's views on where the Left Tail lies in biotech, why bubbles are great for biotech's long-term success, and how to spot the real AI winners from vaporware in the biotech space.
    I loved recording this episode and learned a ton, I know you will too.
    PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
  • Value Hive Podcast

    Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC

    12/06/2026 | 26 mins.
    I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:
    SaltLight Capital
    Blue Tower Asset Management LLC
    PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
  • Value Hive Podcast

    [REPLAY] Rebecca Hunter: Life As A Uranium Explorer

    05/06/2026 | 54 mins.
    Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V.
    Rebecca has spent her life exploring the world for commodities, specifically uranium.
    This week, we get a boots-on-the-ground view of what it's like to explore for uranium. We discuss everything that goes into it, including geophysics, drilling, capital allocation, where to drill, and what red flags Rebecca sees in other junior explorer companies.
    Finally, we end the conversation discussing the uranium market, it's supply/demand imbalance, and what higher prices mean for the future of yellow cake.
    If you enjoyed this episode, please follow Rebecca on Twitter @UraniumHuntress.
    Also, please note that I do not own shares in $FMC.V. This podcast is for entertainment/educational purposes only. Please do you own work before investing in any security.
  • Value Hive Podcast

    [REPLAY] Josh Crumb: Global Commodity Outlook & Building ABAXX

    22/05/2026 | 1h 11 mins.
    Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange.
    I hope you enjoy.
    NOTHING YOU HEAR IS INVESTMENT ADVICE. IT IS FOR ENTERTAINMENT PURPOSES ONLY. YOU ARE A FOOL IF YOU TAKE ANY OF THIS AS ADVICE.
  • Value Hive Podcast

    Q1 2026 Investor Audibles: Gator Capital, Rowan Street Capital, Third Point Capital

    15/05/2026 | 35 mins.
    I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:
    Gator Capital
    Rowan Street Capital
    Third Point Capital
    PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.
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About Value Hive Podcast
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/
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