Value Hive Podcast

Brandon Beylo

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About

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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Recent episodes

  • Will McLane & Max Howard: Starbucks (SBUX), Dutch Bros (BROS), and Investing in Consumer BrandsOct 23, 2026 · 1 hr 7 min
  • Lonis Hamaili: Launching an AI Supply Chain Hedge FundOct 16, 2026 · 52 min
  • [REPLAY] Jason Jessup (Pt. 2): Thinking Bigger Than FNX MiningOct 9, 2026 · 1 hr 8 min
  • Q2 2026 Investor Audibles: Legacy Ridge Capital, Pernas Research, Greenlight CapitalOct 2, 2026 · 32 min
  • Astrid Wilde: A Bright AI & Robotics FutureSep 11, 2026 · 1 hr 15 min
  • Gavin McCracken (Pt. 2): Robotics, AI, and A Commodities SupercycleAug 28, 2026 · 1 hr 14 min
  • Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third PointAug 21, 2026 · 44 min
  • [REPLAY] Gavin McCracken: A Journey To 2,000x ReturnsAug 14, 2026 · 1 hr 56 min
  • Jeremy Raper: Cycles, AI, and ActivismJul 31, 2026 · 1 hr 33 min
  • Evan Vanderveer (Vanshap Capital): MELI, KSPI, and NUJul 24, 2026 · 45 min

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