HeyJaredValue Hive Podcast
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.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 11, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Astrid Wilde: A Bright AI & Robotics Future (opens the original)
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This was one of my favorite conversations so far this year. Astrid is the founder of Inheritance HQ. According to its website, the company “transforms observation into training data that robots and world models can learn from at scale, enabling capability to compound instead of restart with every newembodiment.” Don’t worry if you didn’t understand a word from that sentence. I didn’t either. Which is why I wanted to interview Astrid.We’re deeply curious (and bullish) about Physical AI and the Ro
Gavin McCracken (Pt. 2): Robotics, AI, and A Commodities Supercycle (opens the original)
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We are back with another interview with Gavin McCracken. This time, we spend most of the podcast chatting robotics, AI, and why those two themes could kickstart the next commodities supercycle. I really enjoyed Gavin's take on AI and robotics, mainly because it aligns with my initial hypotheses. But it's always good to bounce ideas off a AI PhD. Remember, NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS TWO DUDES CHATTING MARKETS FOR ENTERTAINMENT ONLY. YOU ARE AN IDIOT IF YOU THINK THIS IS ADVICE
Q2 2026 Investor Audibles: Hirschmann Capital, 1 Main Capital, Third Point (opens the original)
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Q2 2026 Investor Audibles is live. Remember, none of this is investment advice. I just wish there were audible versions of investor letters, so I decided to make them. I hope you enjoy!
[REPLAY] Gavin McCracken: A Journey To 2,000x Returns (opens the original)
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This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests. Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically two stocks: Valeura Energy (VLE) and Andean Precious Metals (APM). You will love his story on how he found, bought, and held along the way to 2,000x performance. We also talked about process, due diligence, finding an edge, investing psychology, and AI (you'l
Jeremy Raper: Cycles, AI, and Activism (opens the original)
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PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST. THIS IS FOR EDUCATION AND ENTERTAINMENT PURPOSES ONLY I had a great time chatting with Jeremy Raper of Raper Capital. I always learn something new from him, and this episode doesn't disappoint. This week, we chat: Cyclicality in AI/semiconductors Using AI in Jeremy's investment research process Activism in Australia Back to writing online And more! I know you'll love this episode. Big thanks to Je
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