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Value Hive Podcast

Value Hive Podcast

By: Brandon Beylo
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About this listen

 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/Brandon Beylo Economics Personal Finance
Episodes
  • Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World

    Calvin Froedge: Iran, Hormuz Closure, Oil, & A New Geopolitical World
    Mar 9 2026

    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/
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    1 hr and 15 mins
  • Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors

    Q4 Investor Audibles: Tactile Fund, Hayden Capital, Robotti Value Investors
    Mar 6 2026

    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!
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    40 mins
  • [REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology

    [REPLAY]Purple Drink Capital: Robotics, Blow-off Tops, NVDA, Energy, and Psychology
    Feb 27 2026

    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.
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    1 hr and 7 mins
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