{"podcast":{"title":"Value Hive Podcast","slug":"value-hive-podcast-353041","podcast_index_feed_id":353041,"rss_url":"https://anchor.fm/s/11a83958/podcast/rss","website_url":"https://twitter.com/marketplunger1","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/2862374/2862374-1613085518959-c8592d1bd21bb.jpg","author":"Brandon Beylo","episode_count":342,"summary":"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 improve a little bit each day: https://macro-ops.com/","last_synced_at":"2026-07-24T20:17:11.801080+00:00","page_url":"https://stenobird.com/podcast/value-hive-podcast-353041"},"episode":{"title":"Brian Leeners (Homerun Resources): The Silica Opportunity","slug":"brian-leeners-homerun-resources-the-silica-opportunity","published_at":"2026-05-01T10:00:00+00:00","page_url":"https://stenobird.com/podcast/value-hive-podcast-353041/brian-leeners-homerun-resources-the-silica-opportunity","show_page_url":"https://stenobird.com/podcast/value-hive-podcast-353041","url":"https://podcasters.spotify.com/pod/show/valuehive/episodes/Brian-Leeners-Homerun-Resources-The-Silica-Opportunity-e3inoim","audio_url":"https://anchor.fm/s/11a83958/podcast/play/119316502/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-1%2Fbbdf8aef-d40a-953b-5355-dd90043ac61e.mp3","summary":"Brian Leeners is the CEO/founder of Homerun Resources (HMR.V), a Brazilian-based silica company dedicated to bringing high-quality silica to market to help advance the solar, renewables, and AI growth initiatives. We spent the podcast discussing the solar value chain, silica's role within that chain, what makes silica different, the supply/demand dynamics of the market, and what separates Homerun Resources' asset from its peers. I learned a ton about silica and found a new interesting idea in the process. I hope you enjoy! PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.","meta_description":"Brian Leeners is the CEO/founder of Homerun Resources (HMR.V), a Brazilian-based silica company dedicated to bringing high-quality silica to market to hel…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4159,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/value-hive-podcast-353041/episodes/brian-leeners-homerun-resources-the-silica-opportunity/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/value-hive-podcast-353041/brian-leeners-homerun-resources-the-silica-opportunity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}