Trends with Benefits is a podcast by VanEck with a forward-looking perspective. Host Ed Lopez interviews a guest each week to discover new ways of thinking about the markets, investing, work and life. Subscribe today.
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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 impro ...
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Taylor Sulik: Building A Tungsten Mining Company From Scratch
59:21
59:21
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Taylor Sulik is trying to solve a problem that we all face, but nobody wants to do ... revive domestic US critical mineral production. And he's doing it with Tungsten (among other metals). This podcast explores Taylor's path towards starting a mining company, how he's built his from scratch, and his plans for future production/development. I loved …
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Investing Using Artificial Intelligence with Ron Insana
36:25
36:25
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Hear from Ron Insana about artificial intelligence as an investing tool, India’s economic potential, and whether he’s concerned about Nvidia’s concentration in the market.By VanEck
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Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis)
1:23:36
1:23:36
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1:23:36
Evan Tindell runs Bireme Capital, a long/short value investment fund. I loved this episode. We spent over an hour discussing: Investor psychology Shorting Costco Lessons from being a professional poker player Position sizing Betting big on META during its Hate Day SOTP valuation stories (Bollore & Vivendi) Japanese value stocks Allocating time And …
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[REPLAY] Lobo Tiggre: Junior Mining Speculation
1:12:58
1:12:58
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This is a replay of my 2023 conversation with Lobo Tiggre of Independent Speculator. Lobo is one of the premier voices in junior mining speculation, and you can tell why throughout this podcast. Lobo pulls no punches. He tells it like it is -- the good, the bad, and the ugly -- all while educating and entertaining you along the way. It's a fantasti…
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This is a very different episode than usual. I don't think I've recorded a podcast specifically about net-net investing. But it's something I've wanted to do for a long time. That's why I'm excited to have Luis Sanchez on the podcast. Luis is a full-time net-net investor. He hunts in corners of the market you haven't even thought of. During the pod…
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Investing in Corporate Credit with Winnie Cisar
38:29
38:29
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Learn about the top factors to consider when investing in corporate bonds and prominent trends in fixed income.By VanEck
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Greg Orrell: How To Outperform The $GDX
1:19:23
1:19:23
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I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund. Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period. During the podcast, Greg dissects the gold miner industry and gives us a crash course on how to analyze, inves…
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Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon." We spend an hour diving deep into the solar industry. We cover: Solar panel adoption rates •Raw material inputs from #silver and #tin Solar value chains What investors get wrong about solar And more!I learned a ton and I know you …
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Lake Cornelia's Judd Arnold: Navios Maritime $NMM Deep Dive
1:13:13
1:13:13
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1:13:13
Just Judd Arnold pitching Navios Maritime $NMM and why he thinks its cheap and why it could reach $200/share in the future. Remember guys, none of this is investment advice. It's shipping. You will probably lose all your money, This is for educational/entertainment purposes only. Make sure you read Judd's 50-page memo on $NMM if you want to explore…
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GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum
1:34:21
1:34:21
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1:34:21
This was one of my favorite episodes of the year. I love interviewing anonymous Twitter personalities, and GorillaGrip delivered. Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a few mistakes here and there. This conversation goes de…
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The Growth of Padel and What’s Next in Financial Services
37:30
37:30
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Bill Ullman joins this episode to discuss padel, a fast-growing racket sport, as well as factors transforming the financial services industry.By VanEck
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Mat Roiss: How To Buy Hated Stocks (& Other Investing Things)
1:01:37
1:01:37
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1:01:37
This episode features Mat Roiss (@InvestRoiss), an investor and writer who shares his approach to portfolio construction, stock selection, valuation criteria, sourcing investment ideas, and areas of current interest. Mat also discusses his Substack (roiss.substack.com) where he publishes investment analysis. Disclaimer: Nothing discussed constitute…
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[REPLAY] Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar
1:01:10
1:01:10
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The first time I released this podcast it was two days before Christmas. Probably not the best timing if I wanted people to listen to the podcast. That's why I'm re-releasing this conversation with Judd Arnold today. If you like crazy finance stories, you will love this podcast. I hope you enjoy and tell your friends! I'm excited to share this week…
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Doug Clinton discusses how AI models can drive investment decisions.By VanEck
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Doug Ramshaw: How To Build A Mine That Makes Money
1:28:44
1:28:44
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1:28:44
I'm stoked to bring you my conversation with Doug Ramshaw, CEO of Minera Alamos $MAI.V. PLEASE NOTE: I AM NOT A SHAREHOLDER OF MAI.V AS OF THIS RECORDING. I DO NOT PLAN TO OWN SHARES FOR AT LEAST TWO WEEKS AFTER THIS PODCAST IS RELEASED AS I'M STILL DOING DUE DILIGENCE. THIS IS MINING PEOPLE, IT'S RISKY. DO YOUR OWN WORK. MOST MINES FAIL. ITS HARD.…
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[REPLAY] Carvana $CVNA: Will It Survive? (July 2022)
1:34:11
1:34:11
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What better time to replay my 2022 Twitter Spaces on Carvana (CVNA) and its ability to survive a potential bankruptcy than this week? If you haven't heard, CVNA has ripped over the past two years, rising from a low of ~$4/share to over $100/share. This is easily one of the most controversial stocks on Twitter. You either LOVE or HATE Carvana. There…
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Hear about trends in digital assets, including NFTs and tokenization, and how SegMint is enhancing protection for digital assets.By VanEck
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@RagingBullCap: BQE Water $BQE.V Deep Dive
1:08:44
1:08:44
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1:08:44
I'm excited to share my conversation with Raging Bull Cap on BQE Water $BQE.V. DISCLAIMER: I DO NOT OWN SHARES IN $BQE AS OF THE DATE OF THIS PODCAST OR AT ANY POINT BEFORE THE PODCAST. THAT COULD CHANGE IN THE FUTURE AND I WILL PROBABLY BUY SOME SHARES ON A PULLBACK IF I EVER GET ONE. DYODD PEOPLE NONE OF THIS IS INVESTMENT ADVICE. With that out o…
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I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world. This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in the US, why this time might be different, and how to profit from a higher-for-longer inflationary world. I rea…
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Anne Rhodes discusses estate planning, addresses common obstacles, and highlights why having some plan in place is better than nothing.By VanEck
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[REPLAY] Calvin Froedge: An Unconventional Path To Common Sense Investing
1:18:03
1:18:03
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I'm stoked to share my conversation with Calvin Froedge. Calvin has one of the most unique investing backgrounds I've encountered in four years of the podcast. He didn't graduate high school. Instead, he spent his late teen years working for his dad's machinery business. He explored other business ventures in his early twenties before moving to Pan…
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Q4 2023 Investor Audibles: Greenhaven Road Capital, GreenWood Investors, Silver Beech Capital
59:41
59:41
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59:41
This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: Greenhaven Road GreenWood Investors Silver Beech Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a realit…
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David Bastian: GEN Restaurant Group (GENK), Coal, and Retailers
56:46
56:46
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David Bastian of Kingdom Capital is BACK for another podcast. This time we're diving deep into GEN Restaurant Group (GENK). DISCLOSURE: I/WE AND DAVID OWN SHARES AS OF THIS PODCAST. We are free to change our minds and trade in/out of this position after the podcast is released. I'll say it again, none of this is investment advice. Do your own work.…
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Alberto Alvarez: Uranium, Ero Copper, and PGMs
1:13:28
1:13:28
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Alberto is one of the most underfollowed accounts on Twitter/X. He provides tremendous value for generalist investors willing to hunt in commodity markets. This week, Alberto dove deep into uranium assets, Ero Copper, and the bull case for Platinum Group Metals (PGMs). I'm a huge fan of Alberto's Substack, which you can read here: https://albertoag…
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Supporting Bitcoin Core Developers with Brink
35:08
35:08
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35:08
Learn about the technical side of bitcoin, including the developers who maintain the network, how they do it, and how Brink supports them through grants and fellowships.By VanEck
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Q4 2023 Investor Audibles: SaltLight Capital, Cedar Creek Partners, Legacy Ridge Capital
50:51
50:51
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50:51
This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: SaltLight Capital Cedar Creek Partners Legacy Ridge Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a rea…
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Auke Hoekstra: The Bull Case For Renewables
1:28:22
1:28:22
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1:28:22
I loved this conversation for a few reasons. One, Auke is an incredibly smart person. You'll pick that up quickly. Two, I don't agree with everything Auke believes, which makes for a fascinating conversation. Auke is a staunch renewable energy advocate. I'm on the fence. I think we can live somewhere in between where fossil fuels play their role, a…
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Model Portfolio Solutions with Joe Mallen
32:10
32:10
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Joe Mallen discusses how customizable model portfolios can meet financial advisors’ needs.By VanEck
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Left Field Investing: Acne, Fungus, and Prison Stocks
1:03:49
1:03:49
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1:03:49
I'm excited to share my conversation with Left Field Investing. Left Field is quickly becoming one of my favorite Substack research accounts. He has a knack for finding off-the-beaten-path small-to-micro cap ideas that nobody else is writing about. Another reason I love this guy is he has a unique, non-investment background. In other words, he cut …
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John Swallow: Building A Different Mining Company (Idaho Strategic)
1:15:10
1:15:10
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I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR). IDR is a small cap gold producer that does things differently. They generate cash flow. Then use that cash flow to explore their massive land package for gold and rare earth elements (REEs). John is a true owner operator. Not only is he the CEO, he …
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What’s Shaping the Asset Management Industry with Ben Johnson
41:32
41:32
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Ben Johnson covers the top trends in asset management.By VanEck
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Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)
1:16:31
1:16:31
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I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives." I just got my copy in the mail and can't wait to read it. During the podcast, I spend an hour dissecting Ernest's writing habits/strategies, early backgr…
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Aaron Edelheit: Dumpster Diving in Cannabis
1:10:30
1:10:30
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I hope you guys enjoy my podcast with Aaron Edelheit on the Cannabis industry. I had Aaron on the podcast two years ago to dive deep into the cannabis space. Since then, the industry has done nothing but incinerate investor capital. And that's precisely why I wanted to interview Aaron. I love his transparency, humility, and ability to objectively a…
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Goals-Based Asset Allocation with Jack Ablin
34:39
34:39
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Jack Ablin discusses goals-based investing, volatility in bond markets, the U.S. fiscal situation, and tax loss harvesting.By VanEck
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Rebecca Hunter: Life As A Uranium Explorer
57:32
57:32
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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, capit…
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I hope you enjoy this podcast with Peter Pham of Inversion Investor. Peter is one of the most unique investors I've come across. The way he thinks about the world, markets, trades, and wisdom is unlike anything I've seen before in finance. This is definitely a different type of conversation. We cover a ton of ground, spanning myriad topics and thou…
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Geopolitics and Your Portfolio with Charles Myers
45:19
45:19
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As geopolitical risks escalate, investors should be aware of the potential financial implications of these events.By VanEck
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Q4 2023 Investor Audibles: PFH Capital, Sohra Peak Capital, Old West Management
45:54
45:54
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This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds: PFH Capital Sohra Peak Capital Old West Asset Management Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a reali…
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Philoinvestor: Know Thy Edge, Know Thyself
1:02:38
1:02:38
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1:02:38
I'm stoked to bring you my conversation with Philo Investor! Philo spends an hour diving deep on: Developing your own investing style Old vs. New Business Models Coursera, Udemy, and Duolingo Disney vs. Netflix Breaking bad habits Buying on the highs versus lows And more! If you enjoyed this podcast, check out Philo Investor on Twitter @philoinvest…
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Creating Shareholder Value Amid India’s Digitization with Vellayan Subbiah
24:22
24:22
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Learn from Vellayan Subbiah about running a successful business in India and how digitization and policy changes are impacting the business climate.By VanEck
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Chris Martenson: Uranium, Tin, Copper, and Oil
1:20:48
1:20:48
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1:20:48
I'm excited to get Chris Martenson on the podcast this week. Chris is the author of "Crash Course" and founder of PeakProsperity.com. This week, I pick Chris's brain on all things Commodities. We explore: Tin Copper Uranium Oil Gold Silver Chris has decades of experience in natural resources and I know you'll learn a lot from him. I know I did. Als…
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Alberto Ayuso: Shipping & Tankers 101
1:16:43
1:16:43
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1:16:43
I'm stoked to share my conversation with Alberto Ayuso. Alberto is a shipping/tankers analyst and one of the best follows on Twitter for all things shipping. Alberto gives a deep dive on all things shipping and tankers this week. Think of it as a Crash Course in the sector. You'll learn the good, the bad, and the ugly. You'll also learn what to loo…
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Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar
1:01:48
1:01:48
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I'm excited to share this week's podcast with Judd Arnold. This is Judd's third appearance on Value Hive and he never disappoints. This week we're doing something completely different. We're dissecting one of Judd's past off-market deals that involves the TSA, The US Government, tons of patent litigation, and an 60+ year old inventor who made somet…
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Get Ready for Retirement with Mariann Montagne
32:24
32:24
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Mariann Montagne is here to help you prepare for retirement (and sleep better at night).By VanEck
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Yaron Naymark: Reflecting On Six Years At 1 Main Capital
1:14:33
1:14:33
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Hey guys! I'm thrilled to have Yaron Naymark of 1 Main Capital back on the podcast. Technically this is his third time. But it's his second one-on-one interview. In this episode, Yaron reflects on the six years he's spent building 1 Main Capital. We discuss the good, the bad, and the ugly of being an emerging, one-man shop manager. Yaron also disse…
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Q3 2023 Investor Audibles: Third Point, Sohra Peak, Greenhaven Road
45:31
45:31
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This week we're continuing our Investor Audibles series with Q3 2023 letters from the following investors/funds: Third Point Capital Sohra Peak Capital Greenhaven Road Capital Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a …
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Ed Lopez meets with Axel Merk to explore the gold demand of central banks and trends in gold markets.By VanEck
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Chris Abbott: Extreme Dumpster Diving & Preferred Stocks (LFMD, CSSE, VTNR, SNLH)
1:16:58
1:16:58
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1:16:58
I'm excited to share my podcast with Chris Abbott of 1035 Capital. Chris is a dumpster diver investor. He scours the corners of the market looking in the ugliest places and finding the ugliest stocks. I love it. I've got a soft spot for distressed/hated ideas. Maybe its because I'm reading/studying distressed investing currently. Or maybe its becau…
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Dan Bianchini: Midwest Energy Emissions Corp $MEEC Deep Dive
1:06:04
1:06:04
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Happy Thanksgiving! I hope you had a great time with family and friends this Holiday Weekend. This week, I've got Dan Bianchini on the podcast. Dan is a retail investor that knows more about $MEEC than almost anyone. He's heavily invested (as of this episode) in the special situation, and he spends an hour discussing why. This was a thoughtful conv…
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How to Allocate to CLOs with Laila Kollmorgen
17:38
17:38
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Laila Kollmorgen is back on the podcast to share what’s going on in the collateralized loan obligation (CLO) market and how to allocate to CLOs.By VanEck
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