Best Jason Lindstrom Podcasts (2025)

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Q2 2025 Investor Audibles: Bonsai Partners, Cedar Creek Capital, Hayden Capital 54:56

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6d ago54:56

54:56

I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Cedar Creek Capital, Bonsai Partners, and Hayden Capital's Q2 letters. 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…

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[REPLAY] Will Thomson (Massif Capital): The Zambia Copper Opportunity 1:07:01

14d ago1:07:01

1:07:01

This is a replay of my December 2024 conversation with Will Thomson, portfolio manager and founder of Massif Capital. Will Thomson joins the show (for the second time) to discuss the copper market and pitch Zambia as a potential investment jurisdiction. NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION. ANY STOCK YOU HE…

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Peter Mantas: uniQure (QURE) and Clearpoint Neuro (CLPT) Inflection 1:11:19

21d ago1:11:19

1:11:19

Anyone that's followed CLPT or QURE has probably listened to Peter Mantas of Logos LP. If you haven't ... what are you doing? And do you even like getting smarter? Peter is unequivocally one of the smartest people I know. He knows the biotech industry better than anyone I've met, and you can hear it in our conversations. This week, we discuss the C…

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[REPLAY] Jason Jessup: Building a $1B+ Mining Company with Magna Mining (2024) 1:06:57

28d ago1:06:57

1:06:57

Please enjoy this replay of my 2024 conversation with Jason Jessup, CEO of Magna Mining $NICU. Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I'll keep it simple. I think Jason is building the next multi-billion dollar mining company. He's got everythin…

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Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps 1:10:09

1M ago1:10:09

1:10:09

Andrei Stetsenko is a first-generation immigrant from Kyiv, Ukraine, where he was born in 1989. After graduating summa cum laude from Princeton in 2010, he joined Farley Capital as an investment analyst. In 2015, he was made a partner of the firm. Over the past dozen years, Andrei has traveled to India 17 times and met with hundreds of listed India…

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Episode 4 - Friendly, Fierce, and What-the-Heck Moments 42:46

1M ago42:46

42:46

For the first time on Pilot 2 Co-Pilot, we have not just two people part of the conversation but three, as we are joined by special guest Susan Toalson McGinity, Chief Growth and Advocacy Officer at the University of Illinois “U of I” Community Credit Union. Tune in as we get into some of the "what-the-heck" moments that leaders often face - the un…

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Q2 2025 Investor Audibles: Greystone Capital, SpringView Capital, Praetorian Capital 45:35

1M ago45:35

45:35

I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Greystone Capital, SpringView Capital, and Praetorian Capital's Q2 letters. Ideas discussed: APG, KITS, NRP, SYZ.TO, DR.TO, HOOD, SEG, MCY, WS.

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[REPLAY] Otavio Costa: Precious Metals Deep Dive (2023) 1:25:47

2M ago1:25:47

1:25:47

Precious metals are starting to move. Otavio Costa was pounding the table on gold and silver back in 2023. This is a replay of that conversation. I hope you guys enjoy! Hey Guys! This episode, we hear from Tavi Costa, portfolio manager at Crescat Capital, and get his insights into the precious metals industry. Tavi talks about the importance of pre…

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Kristoffer Lindstrom: Physitrack (PTRK) Deep Dive & More 1:01:00

2M ago1:01:00

1:01:00

In this episode, Kristoffer Lindström—founder and analyst at LIND Research—joins to unpack his investment process and deliver a compelling pitch on Physitrack (ticker: PTRK). I hope you enjoyed the conversation. If you want to learn more about Kris and his process, follow him on X: https://x.com/Lindstroem_K and explore his research at LIND Researc…

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Episode 3 - Leading at Work, Showing Up at Home 34:12

2M ago34:12

34:12

In this thought-provoking conversation, we take a crucial look at some of the challenges of balancing work and home life as leaders and executives, and we open up about our personal experiences of feeling like "dynamic figures" at work only to struggle to bring that same energy and presence home to our families. Listen in as we talk about the impor…

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Oliver Friesen (GMET): All Things Tungsten 1:05:08

2M ago1:05:08

1:05:08

In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply chains, and industrial resilience. We unpack tungsten’s unique properties—highest melting point of any metal, extreme density, and hardness—and why it’s i…

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Q2 2025 Investor Audibles: Laughing Water Capital, Jackson Peak Capital, Alluvial Capital 57:26

2M ago57:26

57:26

I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Laughing Water, Jackson Peak, and Alluvial Capital letters. Ideas discussed: CLAR, SES, THRY, VTY.L, CLAR, META, TTAN, SENEA, SRC.L, and more.

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Q2 2025 Investor Audibles: Rowan Street, Desert Lion, Minot Light Capital Partners 30:58

3M ago30:58

30:58

I hope you guys enjoy the latest Q2 2025 Investor Audible series. This week, we read Rowan Street, Desert Lion, and Minot Light Capital Partners. Ideas discussed: META, SHOP, SPOT, ART, TDUP, CURV, LGCY, OM, LAKE, TTGT, RXST

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Matthew Pierson (Merit Oak Capital): From Navy Seal To Hedge Fund Manager 1:22:34

3M ago1:22:34

1:22:34

I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital. Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companies that are determined to be undervalued based on extensive fundamental research.” Matt is an American hero, on…

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Investor Audibles Q2 2025: LVS Advisory, Brasada Capital, Kathmandu Capital 36:19

3M ago36:19

36:19

Another edition of Investor Audibles is out. This week we read letters from LVS Advisory, Brasada Capital, and Kathmandu Capital. Ideas include: $CW, $ITOS, $WST, $UBER, $UI, $ACMR, Nagacorp, and more. I hope you guys enjoy!

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[REPLAY] John Swallow (Idaho Strategic): The Golden Age of Gold Mining 1:15:58

3M ago1:15:58

1:15:58

I'm thrilled to have John Swallow, CEO of Idaho Strategic, back on the podcast. John has been one of my favorite guests over the years. He's built Idaho Strategic $IDR from a near-bankrupt entity to a $160M+ company today (as of this podcast). I first had John on the podcast last February. Things were a lot different then. Gold is much higher now. …

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Episode 1 - Leading Through Uncertainty 38:16

3M ago38:16

38:16

Welcome to Pilot to Co-Pilot: A Leadership Podcast on Growth and Collaboration. We are your hosts Antonio Neves and Jason Lindstrom, and we are so happy that you have tuned in! In our inaugural episode, Jason, CEO of Evergreen Credit Union, reflects on his experiences dealing with uncertainty, such as the unprecedented challenges brought on by the …

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Episode 2 - Flying Above It All 32:49

3M ago32:49

32:49

Welcome back to the show, everyone! In our first episode, Antonio led the conversation as Jason discussed his own experiences, and in this episode, we are flipping the script, with Jason taking the lead which is definitely appropriate for our topic this episode! As leaders, we often talk about the importance of leading a team, but what about leadin…

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Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More) 1:13:12

3M ago1:13:12

1:13:12

I had the pleasure of interviewing Sultan Ameerali for this week's Value Hive Podcast. Sultan is a self-taught investor specializing in industries and companies others hate. We covered A LOT in this podcast. We chatted mining stocks, Comstock (LODE), Fat Brands (FATBP), AI, hockey, journalism, and boxing. I thoroughly enjoyed this podcast and I hop…

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@Sustainabledud1: Rare Earth Element (REE) Deep Dive 1:10:47

4M ago1:10:47

1:10:47

Stoked to have Sustainable Dude on the podcast to dive deep into the world of Rare Earth Elements (or REEs). They're messy, complicated, opaque, and rich with opportunity. We talk processing, refining, production, China's dominance, how the West can build its supply chain, and individual stock names. This was terrific. Give Sustainable dude a follo…

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[REPLAY] Garrett Goggin: All Things Gold & Silver Stocks 59:25

4M ago59:25

59:25

Garrett Goggin is the founder of The Golden Portfolio, a newsletter that exclusively covers gold and silver mining stocks. Garrett has over 15 years experience investing in junior precious metals miners. I spent over an hour picking his brain on portfolio construction, grade hurdle rates, red flags to avoid, and how to value a mining stock. I think…

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@ContrarianCurse: From Analyst To Portfolio Manager 1:19:41

4M ago1:19:41

1:19:41

Excited to have @ContrarianCurse on the podcast for the first time. I also believe it's his first ever podcast. I had a blast chatting with "Suspended Cap" about his switch from analyst to PM, how he covers industries and analyzes stocks, how he thinks about idiosyncratic risk, and his thoughts on brands and retail companies. This was such a fun ep…

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Purple Drink Capital (Pt. 2): Trading, Psychology, and Crude Oil 1:16:58

4M ago1:16:58

1:16:58

Purple Drink Capital is back for Round 2 at Value Hive. I love talking to Purple Drink. The dude is a Trader's Trader. He's a slave to the tape, respects his biases, and understands the game he's playing. I love the way he views markets and positions himself in various thematics. Even if you're not a "trader" you will learn something new and useful…

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Investor Audibles: Hosking Partners May 2025 Letter 32:28

5M ago32:28

32:28

We're changing it up a bit this week! I decided to do an Investor Audible on just one "letter" ... Hosking Partner's May 2025 edition of Hosking Post. The letter discusses Capital Cycles, Warren Buffett, and how to view all investments through the capital cycle framework. I recorded this because I wish I had an audiobook version of it, so enjoy! Al…

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[REPLAY] Jeff Sands: How To Fix A Business In 100 Days 1:12:59

5M ago1:12:59

1:12:59

Excited to replay Episode 21 with y'all! Jeff Sands is a 3x winner of the Turnaround Of The Year award (2017-2019), and he's got a good shot at 2020. He spent his early career working in his family business. When outside pressures rattled the company, Jeff realized two things: a) the importance of cash and b) that nobody taught him how to manage th…

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James Elbaor (Marlton LLC): Investing In Investors 1:15:17

5M ago1:15:17

1:15:17

This is one of my favorite conversations of the year. James Elbaor of Marlton LLC spent over an hour discussing all things investing. We chatted single stocks, thematics, psychology, how to invest in other investors, and what makes a great investor. We also talked about process, vibes, and of course, mining. If you're an emerging manager, or someon…

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Erik_YWR (Part 2): French Stocks, European Banks, and South Korea 1:17:04

5M ago1:17:04

1:17:04

I'm excited to get Erik_YWR back on the podcast this week. Erik pitched European bank stocks on his first episode, and he nailed it. So today, we're asking him about French stocks, revisiting European banks, and South Korea. You'll love this conversation if you enjoy psychology, actionable ideas, and general market banter. Also -- big thanks to the…

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Q1 2025 Investor Audibles: 1Main Capital, Alluvial Capital, NZS Capital 30:34

6M ago30:34

30:34

Excited to have the Q1 2025 Investor Audible Series rolling through this quarter. This week, we have letters from: 1Main Capital Alluvial Capital NZS Capital Big thanks to the sponsors as well! 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…

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Adrian Godas: Mining History, Alphamin Resources $AFM.V, District Metals $DXM, and Idea Generation 1:07:14

6M ago1:07:14

1:07:14

This is my first podcast with Adrian Godas and I am so excited to share it with you. Adrian is one of the OGs that helped me learn the mining industry. He answered all my dumb questions, provided actionable investment ideas, and was a wealth of knowledge on the deep roots of mining history. In this episode, we dive deep into: The history of mining …

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Jeremy Raper (Lost File): Westinghouse Bankruptcy Story 16:13

6M ago16:13

16:13

Hey guys -- wanted to publish a short episode this week from the Lost File of Jeremy Raper's latest podcast (Pt. 3). Jeremy covered the Westinghouse Bankruptcy, uranium, and how to think about researching new industries. I think you'll love it. Big thanks to the sponsors as well! Mitimco This episode is brought to you by MIT Investment Management C…

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[REPLAY] Deep Value Investing w/ @BuyCheapAndPray and @theotheraharon 1:18:56

6M ago1:18:56

1:18:56

I hope you guys enjoy my Twitter Spaces conversation on all things Deep Value Investing. Big thanks to my two co-hosts @BuyCheapAndPray and @theotheraharon for making this Spaces worth the listen. We cover a ton of ground during the conversation, including: Position sizing Research process Portfolio construction Investment criteria Lessons learned …

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Derrek @real_MikeBarnes: Gold, Nintendo, Bodybuilding, and More Gold 1:17:26

7M ago1:17:26

1:17:26

Very excited to have my friend Derrek -- aka @real_MikeBarnes on Twitter -- on the podast again. We chat gold, junior miners, Derrek's life-changing trade in Kirkland Lake Gold, his other life-changing trade in Agnico Eagle (AEM), and more. I loved this conversation. I always learn something new when talking to Derrek, and you will too. Big thanks …

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Jeremy Raper Pt. 3: Japan, Tariffs, Commodities, And More 1:17:20

7M ago1:17:20

1:17:20

Jeremy Raper is back for his third appearance on the podcast. We chat Japan, Tariffs, Trump, activist investing, Jeremy's research process, commodities, and more. As always, Jeremy leaves a ton of knowledge bombs to absorb over the hour. Big thanks to the sponsors as well! Mitimco This episode is brought to you by MIT Investment Management Company,…

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Q4 Investor Audibles: Massif Capital (GMIN), Marlton Partners (BOL.PA, JGC.LN, PRSR.LN, JARA.LN, API,LN), Giverny Capital (MTB, ALGN, MEDP, IBP, FISVA,SHTF, FERG, KNSL) 40:43

7M ago40:43

40:43

Q4 Investor Audibles is out. This week we cover: Massif Capital Marlton Partners Giverny Capital This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. Mitimco This episode is brought to you by MIT Investment Management Company, al…

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[REPLAY] Jeremy Raper Pt. 2: Activist Investing, Australian Small Caps, and Finding New Ideas 1:39:22

7M ago1:39:22

1:39:22

This is a replay of our podcast in 2023. This week we have Jeremy Rapper as a returning guest. We had a very interesting discussion on what I call Social Activism. He discusses lessons on shorting, including the Silicon Valley Bank case. The conversation then shifts to event-driven investing with the Hunter Douglass Saga as an example of Social Act…

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Adam Rossi: Investing In The Age of DOGE 1:09:07

7M ago1:09:07

1:09:07

I'm thrilled to have Adam Rossi on the podcast. Adam is a private investor, successful businessman, entrepreneur, beekeeper and maple syrup salesman. Adam has decades of experience building companies in the cyber and defense spaces. We spent an hour discussing DOGE, defense stocks, and investing like a family office. I really enjoyed this conversat…

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Matt Warder: Coal, Precious Metals, and Dinner with Mohnish Pabrai 1:14:42

8M ago1:14:42

1:14:42

I can't believe it took me this long to get Matt Warder on the podcast. But here we are. Matt is the smartest guy in the coal space, and it's not even close. We chat HCC's latest investor presentation, why coal stocks are cheap, the 2026-2027 setup, and Matt's thoughts on precious metals. We finish the conversation with lessons from Matt's dinner w…

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Q4 2024 Investor Audibles: Colebrooke Opportunities Fund (ECEL, ASOS, NAHL), Tidefall Capital (BMBL), Maran Capital (APG, CTT) 31:26

8M ago31:26

31:26

Q4 Investor Audibles is out. This week we cover: Colebrooke Opportunities Fund Tidefall Capital Maran Capital This is an idea heavy episode that I know you'll love. Make sure to subscribe and leave a review of the podcast if you have time. It helps get the word out about Value Hive. Mitimco This episode is brought to you by MIT Investment Managemen…

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Swen Lorenz: Drowning in Undervalued Shares 57:27

8M ago57:27

57:27

Global value investors will love this episode. Swen runs Undervalued-Shares.com, one of the best research services for finding off-the-beaten path ideas, hated companies, and stocks that you've never heard of. We spend over an hour discussing global value stocks, how Swen analyzes and ranks companies, and how he decides on what stocks to research i…

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[REPLAY] Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals) 1:16:31

8M ago1:16:31

1:16:31

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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Stephen Farrington: An Unemployed Small-Cap Value Degenerate 1:24:18

9M ago1:24:18

1:24:18

This might be one of my favorite podcasts of 2025 ... and it's only January. Stephen Farrington is a small cap investor and author of the Unemployed Small-Cap Value Degenerate Substack. If you love eclectic investment journeys, you're in the right place. Stephen went from chef to student to professor to full-time investor/writer. And what a story i…

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John Swallow (Idaho Strategic): The Golden Age of Gold Mining 1:15:58

9M ago1:15:58

1:15:58

I'm thrilled to have John Swallow, CEO of Idaho Strategic, back on the podcast. John has been one of my favorite guests over the years. He's built Idaho Strategic $IDR from a near-bankrupt entity to a $160M+ company today (as of this podcast). I first had John on the podcast last February. Things were a lot different then. Gold is much higher now. …

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Q4 2024 Investor Audibles: Vlata Fund (AMAT, LRCX), LVS Advisory, and Patient Capital Management (PTON, SOFI, PGEN) 38:49

9M ago38:49

38:49

We're back at it with Q4 2024 Investor Audibles! This week we're listening to: Vlata Fund LVS Advisory Patient Capital Management I think you'll enjoy this week's video. 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 invest…

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Peter Mantas: How To Spot Left and Right Tail Investment Ideas 1:16:48

9M ago1:16:48

1:16:48

Peter Mantas is one of the smartest investors I know. Every time I talk with Peter I get smarter. You will too. This week, Peter dissects bombed-out spaces like biotech, and discusses how to identify left and right tail investment ideas and industries. I thoroughly enjoyed this conversation, and I hope you do too. Finally, a big thanks to our spons…

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Q3 2024 Investor Audibles: Saltlight Capital (APP, TCEHY, RBLX, SE) and Fairlight Capital (ALLOG.PA, MMY.V, MCB.TO) 34:09

10M ago34:09

34:09

I hope you guys enjoy the Q3 2024 Investor Audibles from: - Saltlight Capital - Fairlight Capital 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 emerg…

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[REPLAY] @Erik_YWR: A Crash Course on Inflation 59:39

10M ago59:39

59:39

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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Will Thomson (Massif Capital): The Zambia Copper Opportunity 1:07:01

10M ago1:07:01

1:07:01

Will Thomson joins the show (for the second time) to discuss the copper market and pitch Zambia as a potential investment jurisdiction. NOTHING YOU HEAR IS INVESTMENT ADVICE. DO YOUR OWN RESEARCH. THIS IS EDUCATION. ANY STOCK YOU HEAR MAY OR MAY NOT BE OWNED BY THE GUEST OR HOST. Finally, a big thanks to our sponsors for making this episode happen.…

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Judd Arnold (Lake Cornelia Investment Research): Data Centers (IREN), AI (NBIS), Bitcoin (CORZ), Special Sits (BNED), and Offshore Energy (VAL/TDW) 1:38:29

10M ago1:38:29

1:38:29

Judd Arnold is back for another great episode. We cover so many topics in almost two hours. Stock pickers will love this episode. We discuss: Data Centers (IREN) AI (NBIS) Offshore Energy (VAL/TDW) Bitcoin (CORZ) Special Situations (BNED) I love talking stocks and there are few people I'd rather talk to than Judd. NOTHING YOU HEAR IS INVESTMENT ADV…

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[REPLAY] Evan Tindell (Bireme Capital): The Psychology of Value Investing (Plus poker and tennis) 1:23:36

10M ago1:23:36

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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Jason Jessup: Building a $1B+ Mining Company with Magna Mining $NICU 1:04:54

11M ago1:04:54

1:04:54

Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada. I'll keep it simple. I think Jason is building the next multi-billion dollar mining company. He's got everything in place ... the team, the assets, the opportunity. And I think he's the man for the job. Giv…