Value investing with real operating texture.
Value Hive Podcast treats investing as a working discipline, not a slogan. Its conversations move through mining assets, royalties, oil shocks, software selloffs, and fund letters with an emphasis on process, valuation, and risk.
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Value Hive Podcast is an investing show built around interviews, market conversations, and close readings of investor thinking. Its center of gravity is value investing, but the subject matter is broader and more tactical than that label can suggest. Mining stocks are a major thread. Episodes with Jason Jessup focus on Magna Mining, FNX Mining, mine optimization, public-company flexibility, new zones, and the operating decisions that can create value in assets others might treat as non-core. The show is strongest when it keeps those details in view. It asks how a plan changes when new information arrives. It asks why a company can accept higher costs or lower near-term profits for a longer-term outcome. It asks what public-market investors may miss when they judge an operating business too narrowly. Commodities and geopolitics add another layer. Conversations with Will Thomson and Calvin Froedge move through natural resources exposure, Iran, the Strait of Hormuz, oil, LNG, refining, shipping logistics, and the difficulty of staying clear-headed when markets are absorbing political risk in real time. The show also spends time on less conventional structures, including clean-tech royalties tied to asphalt shingle processing and automated local ice production. Those examples give the finance talk a useful physical texture. It is not all mines and oil. Episodes on robotics, NVDA, energy, software, AI disruption, and chart psychology bring in technical trading language, valuation resets, and the question of when a stock or sector simply looks too heavy to fight. The Q4 Investor Audibles format shifts the mode again, reading and processing fund letters from Tactile Fund, Hayden Capital, and Robotti Value Investors. Across formats, the through line is discipline. Value Hive Podcast rewards listeners who want the reasoning path, not just the conclusion.
Made for: For finance-literate listeners who want detailed conversations about value investing, commodities, mining companies, market structure, and portfolio discipline. It is best suited to people comfortable with ticker talk, fund letters, and risk framing.
What sets it apart: The show grounds investing ideas in specific operating and portfolio examples, from mine plans and royalties to shipping chokepoints and software selloffs. Its interview style lets guests work through process instead of reducing each topic to a headline thesis.
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/
Based on 6 episodes we listened to · September 2026
Detailed interviews and fund-letter readings expose the operating assumptions, market psychology and resource economics behind investment decisions.
Value Hive Podcast keeps investment ideas close to the machinery that might make them work. Brandon's interviews move from mining economics and management decisions to market psychology, energy exposure and company turnarounds, with questions aimed at costs, operational risks…
A mine pitch meets its awkward question: how long does ore stay in the mill before you invest?
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Short reviews from the PlayNext desk, based on the episodes we processed.
A practical look at how a mining company adjusts when new information changes the plan.
Jason Jessup's conversation with Brandon follows the tension between moving quickly and building longer-term value in public markets. Jessup frames non-core assets as areas where his team can still create value, while making clear that new information can change the plan.
A practical look at geopolitical volatility, commodity exposure, and royalty-backed clean-tech models built around asphalt and ice.
Will frames market anxiety and clean-tech investing together, starting with the difficulty of reading oil markets while Iran-related uncertainty keeps shifting the geopolitical backdrop.
A practical look at how to question mining projects, from permitting and strip ratios to metallurgy and mill time.
Greg frames better mining-company questions as a test of management under pressure. The conversation stays close to the points that matter: what might go right, what might go wrong, which obstacles deserve attention, how management says it will handle them, and which answers…
A clear look at how ore grade and mine design shape gold and silver stock economics.
Gold and silver stocks come down to mine economics in this episode with Garrett Goggin, who ties together operating costs, tonnage, ore grade, and the revenue a mine can realistically produce.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Brandon hosts Garrett Goggin of Golden Portfolio to discuss gold and silver stocks.
Brandon interviews Greg Orrell, manager of the OCM Gold Fund, which has dramatically outperformed the GDX ETF since 2007.
This episode features investor audibles from three funds discussing their Q4 2024 picks including AMAT, LRCX, PTON, SOFI, and PGEN.
Flexibility is the thesis here.
An investor shares his story of achieving 2,000x returns by heavily leveraging a single stock, Andy and Precious Metals, and discusses the journey from discovery to massive gains.
Will Thomson of Massif Capital connects Trump, Iran, and 2025 oil-price volatility to a wider claim that geopolitics is becoming a persistent input in commodity pricing.
This episode is a replay of an interview with Harris Kupperman of Praetorian Capital discussing Brazil, commodities, and investment strategy.
Value Hive Podcast hosts Calvin Froedge on the Strait of Hormuz closure, which he says threatens 20% of global oil and 20–50% of some chemical and fertilizer supplies.
Dave Waters says Tactile Fund rose 4.5% in Q4 and 20.5% for 2025 while favoring railways, real estate, and mineral resources over software.
Drank and Brandon spend much of the episode on the mechanics of trading bull-market leadership, using NVIDIA, Robinhood, and Palantir to argue that "leaders lead." He says the October 10 selloff changed his behavior, because he started exiting momentum names quickly and became less eager to add new longs after the market's "kill candle." The conversation also covers blow-off tops, with Drank contrasting today’s setups against older examples like American Superconductor in 1999 and MSTR last year.
Brandon from Macro Ops introduces a replay interview with Jason Jessup about building a $1B+ mining company, preceded by promotions for Macro Ops and MIT Investment Management.
This episode is a replay of an interview with Jason Jessup about building a $1B+ mining company, preceded by promotions for Macro Ops and MIT Investment Management.
Brandon from Macro Ops introduces the podcast and promotes the Macro Ops Collective and MIT Investment Management Company's resources for emerging managers.
Brandon interviews turnaround expert Jeff Sands about his book and methods for fixing troubled businesses in 100 days.