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Value Hive Podcast Transcripts

Brandon Beylo · 348 episodes with transcripts

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.

Spoken has transcripts of 348 Value Hive Podcast episodes, with the speakers named. The newest listed here is from October 16, 2026.

InvestingBusiness

Every Value Hive Podcast transcript in one script

348 episodes of Value Hive Podcast have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

archive.sh
curl -s -H "x-api-key: YOUR_KEY" \
  https://spoken.md/podcasts/1492171651/episodes \
  | jq -r '.episodes[] | "\(.id) \(.title)"' \
  | while IFS=' ' read -r id title; do
      slug=$(echo "$title" | tr '[:upper:]' '[:lower:]' | tr -cs 'a-z0-9' '-' | sed 's/-*$//')
      [ -f "${id}-${slug}.md" ] && continue
      curl -sf -H "x-api-key: YOUR_KEY" \
        -o "${id}-${slug}.md" \
        https://spoken.md/transcripts/$id || rm -f "${id}-${slug}.md"
      sleep 0.34
    done

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Latest Value Hive Podcast transcripts

Lonis Hamaili: Launching an AI Supply Chain Hedge Fund

October 16, 2026

Brandon Beylo (0:00)

This is Brandon from the MacroOps Value Hive Podcast. Just a quick note that nothing you hear is investment advice, and you should always consult an investment professional before making any investment decisions. Everything that I say or any other guest that says anything in this podcast is for educational and…

And South Korea is imploding.

Lonis Hamaili (0:47)

Yeah.

Brandon Beylo (0:47)

But here you are launching a brand new fund, Cambrian Management, and the tagline is investing across the AI infrastructure supply chain. And so we're going to talk all about that, and where you're finding the best ideas, how you're structuring the fund, the principles around it, the thesis. But before we do all of…

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  https://spoken.md/transcripts/1000796643135

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