Best Matthew Kristoff Podcasts (2025)

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

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5h 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

6d 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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164 - Rethinking Forestry: Bold Ideas for a Sustainable Future with Gary Bull

8d ago

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In this episode of YourForest, Matthew Kristoff discusses the future of forestry with Dr. Gary Bull, a leading expert in forestry economics, policy, and sustainability. Dr. Bull, a Professor Emeritus at the University of British Columbia, explores the evolving relationship between forest management, biodiversity, and the forest industry. He emphasi…

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

13d 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

20d 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

28d 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

1M 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

1M 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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163-Breaking the Silence: Workplace Culture Challenges and Change in Forestry with Kelly Cooper & Greg Herringer

2M ago

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In this episode of YourForest Podcast, host Matthew Kristoff is joined by Kelly Cooper, founder of the Free to Grow in Forestry initiative, and Greg Herringer, chair of the Canadian Institute of Forestry’s DEI leadership team. Through honest and eye-opening conversation, they unpack why change is so difficult, highlighting deep-rooted resistance, f…

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

2M 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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Sultan Ameerali: Finding Value In Garbage (LODE, Miners, and More) 1:13:12

2M 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

2M 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

2M 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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162-Intentional Fire-Shifting Society’s Relationship with Wildfire w/ Marissa Christansen & Chris Anthony

2M ago

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This YourForest Podcast episode, featuring experts Marissa Christansen and Chris Anthony, argues for a fundamental shift in how we handle wildfires. They advocate for "intentional fire" – using practices like prescribed burns and Indigenous cultural burning. This approach helps keep landscapes healthy, reduces the risk of massive wildfires, and eve…

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

3M 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

3M 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

3M 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

3M 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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161-Mastering Conflict-The Role of Dialogue in Landscape Management with Robin Freeman and James Whitehead

3M ago

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In this episode of the YourForest Podcast, Matthew Kristof explores the essential role of dialogue in effective landscape and wildfire management. Joined by Robin Freeman, Project Manager for the Wildfire Networks at the SFU Centre for Dialogue, and James Whitehead, Special Projects Manager for the Mitigating Wildfires Project, they dive into how o…

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

4M 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

4M 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

4M 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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Fire In Our DNA with Elizabeth Azzuz and Margo Robbins

4M ago

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Good Fire Podcast by Amy Cardinal Christianson and Matthew Kristoff Stories of Indigenous fire stewardship, cultural and social empowerment, and environmental integrity Fire In Our DNA with Elizabeth Azzuz and Margo Robbins Episode highlight In this episode, Elizabeth Azzuz and Margo Robbins talk about restoring cultural fire in their tribal territ…

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

4M 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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The Power of Fire and Memory with Lisa Shepherd and Paul Courtoreille

4M ago

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The Power of Fire and Memory with Lisa Shepherd and Paul Courtoreille Episode highlight In this episode, Lisa Shepherd and Paul Courtoreille share personal memories and cultural insights into fire’s role within Métis traditions. From childhood experiences to modern applications, they discuss fire's ability to connect communities, heal the land, and…

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

4M 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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Survivorship into Thrivorship with Ryan Reed

4M ago

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Good Fire Podcast by Amy Cardinal Christianson and Matthew Kristoff Stories of Indigenous fire stewardship, cultural and social empowerment and environmental integrity Survivorship into Thrivorship with Ryan Reed Episode highlight In this episode, Ryan Reed talks about how the younger generations are leading the way into the future with a move away…

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160-Understanding Conflict-The Role of Dialogue in Landscape Management with James Whitehead

5M ago

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Welcome to YourForest Podcast, where Matthew Kristoff and James Whitehead navigate the crucial role of dialogue in managing environmental challenges, particularly wildfire mitigation. This episode not only highlights the importance of understanding and engaging in effective dialogue but also emphasizes the need for diverse stakeholders to come toge…

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

5M 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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Indigenous Wisdom in Climate Care with Rachael Cavanagh and Melinda Adams

5M ago

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Good Fire Podcast by Amy Cardinal Christianson and Matthew Kristoff Stories of Indigenous fire stewardship, cultural and social empowerment and environmental integrity Indigenous Wisdom in Climate Care with Rachael Cavanagh and Melinda Adams Episode highlight In this episode, Rachael Cavanagh and Melinda Adams talk about the role of Indigenous fire…

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

5M 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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Accomplices: Special Episode with Alex Zahara

5M ago

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Accomplices: Special Episode with Alex Zahara Episode highlight In this episode, Alex Zahara talks about how a non-Indigenous person can be a good ally and accomplice to Indigenous peoples in Canada. Resources Alex Zahara UR Pride Center Case Accomplices Not Allies: Abolishing the Ally Industrial Complex Pollution is Colonialism Mohawk Interruptus …

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

5M 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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Existence Is Resistance with Tiffany Joseph

5M ago

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Good Fire Podcast by Amy Cardinal Christianson and Matthew Kristoff Stories of Indigenous fire stewardship, cultural and social empowerment and environmental integrity Existence Is Resistance with Tiffany Joseph Episode highlight In this episode, Tiffany Joseph talks about native Indigenous plants and their ability to heal the ecosystem. Resources …

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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

5M 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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The Social Dynamics of Fire Management with Vanessa Luna-Celino

5M ago

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Good Fire Podcast by Amy Cardinal Christianson and Matthew Kristoff Stories of Indigenous fire stewardship, cultural and social empowerment and environmental integrity The Social Dynamics of Fire Management with Vanessa Luna-Celino Episode highlight In this episode, Vanessa Luna-Celino talks about how community-based fire management is the way to s…

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

6M 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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We Are Fire People with Jessica Angel

6M ago

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Good Fire Podcast by Amy Cardinal Christianson and Matthew Kristoff Stories of Indigenous fire stewardship, cultural and social empowerment and environmental integrity We Are Fire People with Jessica Angel Episode highlight In this podcast, Jessica Angel talks to Amy Cardinal Christianson and Vikki Preston about being an Indigenous trans woman brin…

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

6M 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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Healing Trauma Through Burning with Vikki Preston and Monique Wynecoop

6M ago

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Good Fire Podcast by Amy Cardinal Christianson and Matthew Kristoff Stories of Indigenous fire stewardship, cultural and social empowerment and environmental integrity Healing Trauma Through Burning with Vikki Preston and Monique Wynecoop Episode highlight In this podcast, Vikki and Monique talk about the role of Indigenous women in fire and the pa…

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159 - Understanding Monarch Conservation with Mike Leahy and Rebeca Quiñonez-Piñón

6M ago

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Welcome to YourForest Podcast, where we explore the interconnections between environmental science, sustainability, and the human connection to nature. In this captivating episode, hosted by Matthew Kristoff, we engage in a deep dive with Mike Leahy and Rebecca Quiñonez-Piñón about the enchanting world of the Monarch butterfly and the concerted eff…

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

6M 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

6M 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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158 - Guardian Movements and Indigenous Leadership with Amy Cardinal Christianson

6M ago

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Welcome to YourForest Podcast, where we explore the vital connections between environmental science, sustainability, and the essential role of forests. This enlightening episode of the YourForest Podcast, hosted by Matthew Kristoff features an engaging discussion with Dr. Amy Cardinal Christianson who serves as the Senior Fire Advisor at the Indige…

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Swen Lorenz: Drowning in Undervalued Shares 57:27

7M 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

7M 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

7M 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

7M 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

8M 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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157 - Can Tree Planting Help Solve The Climate Crisis with Lauren Oakes

8M ago

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Welcome to YourForest Podcast, where we explore the vital connections between environmental science, sustainability, and the essential role of forests. In today’s episode join host Matthew Kristoff on YourForest Podcast for an inspiring conversation with Lauren Oakes, scientist, storyteller, and author of Tree Keepers: The Race for a Forested Futur…