
Advertise on podcast: Grizzle Pod: Thematic Growth Investing
Rating
4.9from
This podcast has
102 episodes
Language
EnglishPublisher
GrizzleExplicit
Yes
Date created
2021/02/15
Latest episode
2026/10/11
Average duration
124 min.
Release period
64 days
Description
The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.
Unlock Grizzle Pod: Thematic Growth Investing podcast Email contact info,
Listeners & Audience details
Email contact information
Direct podcast contact details

Listeners
Audience numbers & engagement insights

Audience details
Podcast Insights

Podcast episodes
Check latest episodes from Grizzle Pod: Thematic Growth Investing podcast
Grizzle Hard Money Conference - October 2026: Gold, Silver & Bitcoin
2026/10/11
The latest Grizzle Hard Money Conference brought together our largest and most comprehensive lineup of producers, royalty companies, developers, and explorers to map out the current trajectory of hard asset equities across gold, silver, and Bitcoin. If there is a defining takeaway from this fall edition, it is that capital discipline and organic free cash flow have permanently replaced growth-at-any-cost as the primary drivers of shareholder value.We’ve structured the interviews into three core segments:
Producers and Royalties:
Kinross Gold (NYSE: KGC)
OR Royalties (NYSE: OR)
Cerrado Gold (TSXV: CERT)
Mineros (TSX: MSA)
Nations Royalty (TSXV: NRC)
Bitcoin Halftime:
James Seyffart (Bloomberg Intelligence): A focused look at the institutional Bitcoin landscape and ETF flow dynamics.
Explorers and Developers:
Cambria Gold Mines (TSXV: CAMB)
West Point Gold (TSXV: WPG)
Suyo Mining (RTO - TSXV: SUYO)
Viva Gold (TSXV: VAU)
Silver Viper Minerals (TSXV: VIPR)
Agenda:
0:00 Intro
1:49 David Shaver, Executive Vice President, Kinross Gold (NYSE:KGC)
25:50 Heather Taylor, VP of Sustainability & Communications - OR Royalties (NYSE: OR)
38:35 Mark Brennan, CEO - Cerrado Gold (TSXV: CERT)
59:52 Daniel Henao, CEO - Mineros S.A. (TSXV: MSA)1:14:04 Derrick Pattenden, CEO - Nations Royalty (TSXV:NRC)
1:31:12 James Seyffart, ETF Analyst - Bloomberg LP
1:59:31 Rob McLeod, CEO - Cambria Gold Mines (TSXV: CAMB)
2:16:53 Derek Macpherson, CEO - West Point Gold (TSXV:WPG)
2:29:00 James Tworek, SVP of Corporate Development, Suyo Mining (RTO - TSXV:SUYO)
2:45:43 Jim Hesketh, CEO, Viva Gold (TSXV:VAU)
2:57:35 Steve Cope, CEO, Silver Viper Minerals (TSXV:VIPR)
Link to James Seyffart's New Book "Both Sides of the Coin": https://shorturl.at/ozRqZ
Hard Money Conference June 2026: Gold, Silver & Bitcoin
2026/06/07
Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams. Discussing what comes next both over the short and long term for hard assets: Gold, Silver & Bitcoin.
Agenda:
0:00 Intro
1:31 David Shaver, Executive Vice President, Kinross Gold (NYSE:KGC)
25:10 Jeroen Blokland, Blokland Smart Multi-Asset Fund
49:29 Rob McLeod, CEO - Cambria Gold Mines (TSXV: CAMB)
1:05:40 Derek Macpherson, CEO - West Point Gold (TSXV:WPG)
1:17:25 Andrew Clark, CEO Summit Royalties (TSXV:SUM)
1:29:07 Mark Brennan, Cerrado Gold (TSXV:CERT)
1:48:32 Leigh Goehring, Goehring & Rozencwajg Associates
2:25:14 Stephen Soock, VP Investor Relations, Heliostar Metals (TSXV:HSTR)
2:39:16 Steve Cope, CEO, Silver Viper Minerals (TSXV:VIPR)
2:59:55 Luke Alexander, CEO, Newcore Gold (TSXV:NCAU)
Lead Partners:Kinross Gold (NYSE:KGC): https://www.kinross.com/Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/ | https://greatrebalancing.com/Goehring & Rozencwajg Associates: https://www.gorozen.com/Godel Terminal: https://godelterminal.com/Link to Jeroen Blokland's New Book "The Great Rebalancing": https://shorturl.at/1uQad
Corporate Websites: West Point Gold (TSXV:WPG): https://westpointgold.com/Cambria Gold Mines (TSXV: CAMB): https://cambriagold.com/Silver Viper Minerals (TSXV:VIPR): https://silverviperminerals.com/Cerrado Gold (TSXV:CERT): https://www.cerradogold.com/Heliostar Metals (TSXV:HSTR): https://www.heliostarmetals.com/Newcore Gold (TSXV:NCAU): https://newcoregold.com/Summit Royalties (TSXV:SUM): https://www.summit-royalties.com/Grizzle Research & Quant: https://grizzleresearch.substack.com/
Grizzle Mines x Metals Show at PDAC 2026
2026/03/14
Mines X Metals was on the sidelines and on the show floor of the world's largest mining conference (The Prospectors & Developers Association of Canada) hearing from CEOs on what the future holds for commodities in 2026.
CONTENT
0:00 Intro
8:21 Cambria Gold (TSXV:CAMB) - Rob Mcleod, CEO
20:50 Newcore Gold (TSXV:NCAU) - Luke Alexander, CEO
29:41 Silver Viper Minerals (TSXV:VIPR) - Adam Cegielski, Chairman
38:34 Power Metallic (TSXV:PNPN) - Terry Lynch, CEO
54:09 Ecora Royalties (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO
1:04:09 Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO
1:15:35 Metallic Minerals (TSXV:MMG) - Greg Johnson, CEO
1:24:40 Hot Chili (TSX:HCH) (ASX:HCH) - Andrea Aravena, VP Geology
1:34:56 Stillwater Critical Minerals (TSXV:PGE) - Michael Rowley, CEO
1:43:43 Galleon Gold (TSXV:GGO) - David Russell, CEO
1:53:19 First Phosphate (TSXV:PHOS) - John Pasalaqua, CEO
2:01:17 Viva Gold (TSXV:VAU) - Jim Hesketh, CEO
COMPANY WEBSITES:
Anfield Energy (TSXV:AEC) (NASDAQ:AEC): https://anfieldenergy.com/investors/
Power Metallic (TSXV:PNPN): https://www.powermetallic.com/
Cambria Gold Mines (TSXV:CAMB): https://cambriagold.com/corporate/
Silver Viper Minerals (TSXV:VIPR): https://silverviperminerals.com/
Ecora Royalties (TSX:ECOR) (LSE:ECOR): https://www.ecoraroyalties.com/
Metallic Minerals (TSXV:MMG): https://metallic-minerals.com/
Stillwater Critical Minerals (TSXV:PGE): https://criticalminerals.com/
Newcore Gold (TSXV:NCAU): https://newcoregold.com/
Hot Chili (TSX:HCH) (ASX:HCH): https://www.hotchili.net.au/
Galleon Gold (TSXV:GGO): https://galleongold.com/
First Phosphate (TSXV:PHOS): https://firstphosphate.com/
Viva Gold (TSXV:VAU): https://vivagoldcorp.com/
Grizzle Commodity 1x1 - Outlook 2026: The Playbook for the Supercycle
2025/12/22
Welcome to Commodity 1x1, a one-of-a-kind event in the resource sector. We are bringing you unfiltered, real-time access to the sharpest minds in the market.
Each year, we gather top-tier portfolio managers, elite market strategists, and the executive management teams behind the companies defining the future of resources.
We don't just scratch the surface; we dive deep into the specific assets driving the current supercycle.
Join the conversation as we dissect the most critical commodities of this cycle:
Precious Metals: Gold & Silver
Critical Minerals: Copper, Uranium, & Lithium
Energy: Natural Gas & Oil
AGENDA:
0:00 Intro
1:20 Warren Pies, 3Fourteen Research (NASDAQ:RAA | NASDAQ:FCTE)
23:31 Steve Cope, Silver Viper Minerals - Silver (TSXV:VIPR)
44:31 Terry Lynch, Power Metallic - Copper, PGEs & Polymetallics (TSXV:PNPN)
1:04:54 Leigh Goehring, Goehring & Rozencwajg Associates
1:43:12 Corey Dias, Anfield Energy - Uranium (NASDAQ:AEC | TSXV:AEC)
2:05:36 Marc Bishop Lafleche, Ecora Resources - Critical Minerals (TSX:ECOR | LSE:ECOR)
2:24:35 Heather Exner-Pirot, Macdonald Laurier Institute - Canadian Resources
2:40:52 James Seyffart, Bloomberg - Bitcoin, ETFs
3:04:26 Rob Weir, Lithium Royalty Corp - Lithium (TSX:LIRC)
3:22:00 Luke Alexander, Newcore Gold - Gold (TSXV:NCAU)
3:36:05 Ian Harris, Copper Giant - Copper (TSXV:CGNT)
3:54:06 Outro
LEAD PARTNERS:
3Fourteen Research: https://www.3fourteenresearch.com/
Goehring & Rozencwajg Associates: https://www.gorozen.com/Silver Viper (TSXV:VIPR): https://silverviperminerals.com/
Ecora Resources (TSX:ECOR): https://www.ecora-resources.com/
Anfield Energy (NASDAQ:AEC | TSXV:AEC): https://anfieldenergy.com/
Power Metallic (TSXV:PNPN): https://www.powermetallic.com/
CORPORATES:
Lithium Royalty Corp (TSX:LIRC) https://lithiumroyaltycorp.com/home/default.aspx
Newcore Gold (TSXV:NCAU) https://newcoregold.com/
Copper Giant (TSXV:CGNT) https://coppergiant.co/
Critical Minerals Roundtable: Fall 2025
2025/11/08
Critical minerals are the strategic metals that are front and center for investors and governments alike, Grizzle's latest installment of the Critical Minerals Roundtable provides invaluable insights on the key metals including: copper, uranium, lithium, nickel and cobalt.
COMPANIES:◼️Power Metallic (TSXV:PNPN) - Terry Lynch, CEO: https://www.powermetallic.com/◼️Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO: https://anfieldenergy.com/◼️Ecora Resources (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO: https://www.ecora-resources.com/inves...◼️Lithium Royalty Corp (TSX:LIRC) - Rob Weir, VP Corp Development: https://lithiumroyaltycorp.com/◼️Hot Chili (TSXV:HCH) (ASX:HCH) - Christian Easterday, CEO: https://www.hotchili.net.au/
Agenda:0:00 Intro◼️Supply & Demand2:44 The Strategic Importance of Critical Minerals4:41 Addressing the Uranium Supply Crunch: Higher Prices vs. Regulatory Bottlenecks5:47 Preferred Commodity Exposure 7:02 Where will Copper Supply Growth Come From?8:18 Underappreciated Sources of Lithium Demand9:07 Where is Consensus Wrong?10:57 The Value of Commodities vs. Financial Assets13:13 Copper Supply Disruptions17:14 Copper vs. Oil 19:54 Energy Security: Nuclear Power & AI21:12 International vs. Domestic: Buyers of Emerging US Uranium Production22:19 US-Russian Relations & The Western Uranium Complex◼️Capital & Financing 22:50 Funding Environment vs. Past Cycles29:08 Royalty Pricing 31:13 Investor Appetite for Copper Investments33:13 Majors and Limited Copper Assets35:12 Governments Taking Stakes in Critical Minerals Companies36:03 New Uranium Investors36:43 Will the US Government Continue to Ease the Path to Production?37:29 The Evolution of Lithium Pricing◼️Company Specific38:50 Power Metallic: Copper, Polymetallics, PGMs & Nickel 44:11 Ecora Resources: Copper, Uranium, Nickel, Cobalt & Rare Eartchs49:51 Anfield Energy: Uranium 56:36 Lithium Royalty Corp: Lithium59:47 Hot Chili: Copper
Commodity Navigator Episode 5 - Silver Viper (silver) & Brixton Metals (gold/copper)
2025/11/04
Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.
The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.
In our 4th episode we were joined by: Silver Viper (silver - TSXV:VIPR) & Brixton Metals (gold/copper - TSXV:BBB)
Here's the format:
2 mining companies pitching their projects Why their project has merit vs competing peers?How they'll fund it while preserving current shareholder ownership?Why this is the right management team to deliver on milestones?Why should investors invest in the stock today vs. wait and see? Outline realistic M&A optionality?
Commodity Navigator Episode 4 - Power Metallic (copper /polymetallic) & Northern Superior Resources (gold)
2025/10/17
Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.
The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.
In our 4th episode we were joined by: Power Metallic (copper / polymetallics - TSXV:PNPN) & Northern Superior Resources (gold - TSXV:SUP)
Here's the format:
2 mining companies pitching their projects Why their project has merit vs competing peers?How they'll fund it while preserving current shareholder ownership?Why this is the right management team to deliver on milestones?Why should investors invest in the stock today vs. wait and see? Outline realistic M&A optionality?
Commodity Navigator: Episode 3 - Lithium Royalty Corp (lithium - TSX:LIRC) & First Phosphate (battery grade phosphate - TSXV:PHOS)
2025/10/07
Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.
The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.
In our 3rd episode we were joined by: Lithium Royalty Corp (lithium - TSX:LIRC) & First Phosphate (battery grade phosphate - TSXV:PHOS).
Here's the format:
2 mining companies pitching their projects Why their project has merit vs competing peers?How they'll fund it while preserving current shareholder ownership?Why this is the right management team to deliver on milestones?Why should investors invest in the stock today vs. wait and see? Outline realistic M&A optionality?
Commodity Navigator: Episode 2 - Anfield Energy (uranium) & Cerrado Gold (gold/critical minerals)
2025/09/29
Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X.
The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.
In our 2nd episode we were joined by: Anfield Energy (uranium - NASDAQ:AEC | TSXV:AEC) & Cerrado Gold (gold/critical minerals - TSXV:CERT).
Here's the format:
2 mining companies pitching their projects Why their project has merit vs competing peers?How they'll fund it while preserving current shareholder ownership?Why this is the right management team to deliver on milestones?Why investors should invest in the stock today vs. wait and see Outline realistic M&A optionality
Commodity Navigator: Episode 1 - First Nordic Metals (gold) & Silver47 (silver)
2025/09/17
Grizzle & Hilltower launch our new show on X: Commodity Navigator!
The goal is to investigate small & mid cap commodity companies, ask them questions about their project from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks.
In our inaugural episode we had First Nordic Metals (gold - tsxv:FNM) & Silver47 (silver - tsxv:AGA) join us.
Here's the format:
2 mining companies pitching their projects Why their project has merit vs competing peers?How they'll fund it while preserving current shareholder ownership?Why this is the right management team to deliver on milestones?Why investors should invest in the stock today vs. wait and see Outline realistic M&A optionality
Grizzle Commodity 1x1 - December 2024
2024/12/09
Live discussions with the top commodity portfolio managers, strategists and management teams - the biggest LIVE event of its kind! We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium and lithium.
AGENDA (EST):
0:00 Intro
2:16 Warren Pies, 3Fourteen Research
22:00 James Seyffart, Bloomberg
40:45 Terry Lynch, Power Nickel (TSXV:PNPN)
1:00:52 Gwen Preston, West Red Lake Gold (TSXV:WRLG)
1:21:58 Aurora Davidson, Amerigo (TSX:ARG)
1:38:17 Jeroen Blokland, Blokland Smart Multi-Asset Fund
1:57:35 Leigh Goehring, Goehring & Rozencwajg Associates
2:35:28 Rob Weir, Lithium Royalty Corp (TSX:LIRC)
2:49:41 Christian Easterday, Hot Chili (TSXV:HCH) (ASX:HCH)
3:09:34 Taj Singh, First Nordic Metals (TSXV:FNM)
3:27:33 Tracy Shuchart, Hilltower Resource Advisors
3:51:30 Paul Sarjeant, Kobo Resources (TSXV:KRI)
4:11:40 Ian Harris, Libero Copper (TSXV:LBC)
4:34:20 Rupert Mitchell, Blind Squirrel Macro
4:54:50 David Dziekanski, Quantify Funds (NYSE:BTGD)
5:11:50 Outro
LEAD PARTNERS:
3Fourteen Research: https://www.3fourteenresearch.com/
Goehring & Rozencwajg Associates: https://www.gorozen.com/
Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/
Hilltower Resource Advisors: https://hilltowerresourceadvisors.com/
West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/
Power Nickel (TSXV:PNPN): https://powernickel.com/
Ecora Resources (TSX:ECOR): https://www.ecora-resources.com/
Hot Chili (TSXV:HCH): https://www.hotchili.net.au/
CORPORATES:
Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/home/d...
First Nordic Metals (TSXV:FNM): https://fnmetals.com/
Libero Copper (TSXV:LBC): https://www.liberocopper.com/
Kobo Resources (TSXV:KRI): https://www.koboresources.com/
Quantify Funds (NYSE:BTGD): https://quantifyfunds.com/
Blind Squirrel Macro Research: https://www.blindsquirrelmacro.com/
Grizzle Research & Quant: https://grizzleresearch.substack.com/
Copper Mining Rules of Thumb with Ian Harris, CEO Libero Copper
2024/11/29
We had a really insightful conversation with Ian Harris, CEO of Libero Copper on X Spaces, discussing the fundamentals of copper mining - a real 101 / rules of thumb for mining the critical energy metal of the future. Ian brings a wealth of insight to the pod, 20 years of experience in the industry as a mining engineer.
Topics include:
Macro drivers of copper supply / demand
China's dominant role in production and smelting
Lack of large-scale copper project developments
Risk-aversion in mining and why major mining companies are more disciplined with deploying capital than before
The Valley of Death - a critical phase for junior mining companies
Market conditions heavily influence project funding opportunities
Colombia presents significant opportunities for copper mining.
Libero's Mocoa deposit: substantial resources and potential for expansion
Grizzle Uranium & Battery Metals Roundtable - The New Era of Energy
2024/10/19
We've entered a new era of power demand, underscoring the significant value of critical energy metals, including: uranium, copper, lithium and nickel.
The Uranium & Battery Metals roundtable brings together the top management teams and consultants to help you pinpoint key investment opportunities across each critical metal.
COMPANIES:
◼️Denison Mines (TSX:DML) (NYSE:DNN): https://denisonmines.com/investors/in...
◼️Power Nickel (TSXV:PNPN): https://powernickel.com
◼️Ecora Resources (TSX:ECOR) (LSE:ECOR): https://www.ecora-resources.com/investor-relations/
◼️Hot Chili (TSXV:HCH) (ASX:HCH): https://www.hotchili.net.au/
◼️Anfield Energy (TSXV:AEC): https://anfieldenergy.com/
◼️Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/
◼️Amerigo (TSX:ARG): https://www.amerigoresources.com/
◼️Bid/Ask ETF Research: https://www.bid-ask.io/
AGENDA:
◼️Uranium in Focus: David Cates, CEO Denison Mines, Corey Dias, CEO Anfield Energy & Nick Carter EVP UxC
◼️Diversified Critical Metals: Terry Lynch, CEO Power Nickel & Marc Bishop Lafleche, CEO Ecora Resources
◼️Lithium: Is the Bottom In? Rob Weir, VP Corporate Development, Lithium Royalty Corp
◼️Copper: Robust Demand, Tight Supply: Christian Easterday, CEO Hot Chili, Aurora Davidson, CEO Amerigo
◼️Analyzing Uranium ETFs: Bid/Ask ETF Strategy & Research
Topics:
0:00 Conference Intro
2:25 More Than an Inventory Restocking Cycle?
5:01 The Uranium Reshoring Opportunity
7:53 When Will SMR’s be Ready for Primetime?
12:24 AI’s Impact on Nuclear Demand
15:01 Denison Production Outlook
17:23 Acquisitions on the Horizon?
19:56 Denison: Key Catalysts
24:44 The Strategic Importance of Uranium in America
26:51 Bipartisan Support of Nuclear Power
28:34 Uranium Market Stability Without Russian Exports
29:04 U.S. Uranium Milling in Demand: 2 of 3 Assets Acquired
30:50 Time & Cost to Build a Mill from Scratch vs. Refurbish
32:18 Will More Milling Capacity be Required?
32:59 Restocking Cycle or Sustainable Demand Growth
34:48 Has Public Opinion Ever Been This Positive?
36:45 Inventory Outlook & Potential Bottlenecks
39:15 America’s Role in Uranium Supply
42:30 Where We Currently Sit in the Commodity Cycle
43:26 Commodities vs. Commodity Mining Stocks
44:15 Commodity M&A Cycle
45:27 The Significant Value of Polymetallic Deposits
48:04 Nickel Market: North America vs. Indonesia
51:22 Nisk: High Grade Polymetallic Discovery
52:46 Lion Zone & Exploratory Drilling Ahead
54:35 Outlook Among Battery Metals
58:00 Ecora’s Unique Critical Metals Royalty Model
59:47 Which Royalty in the Portfolio Could Surprise to the Upside?
1:01:52 Uranium: NexGen Patterson Corridor East Royalty
1:03:32 Catalysts Ahead for Ecora
1:07:27 Lithium: Signs the Market is Close to a Bottom
1:07:58 Structural EV Demand
1:08:53 EVs: China’s Leading the Way
1:09:33 Will Lithium Remain a Key Component in Battery Chemistry?
1:10:15 M&A: Rio Tinto & Arcadium Lithium
1:11:17 Region and Deposit Focus?
1:12:03 Applying the Royalty Model to Lithium
1:12:51 Catalysts Ahead
1:14:13 Drivers of Elongated Development Cycles
1:14:44 Exploration Budgets Still Tight
1:15:17 Chile’s Importance in Global Copper Production
1:15:57 China’s Strategic Domination in EVs & Renewables
1:17:00 Drivers of Costa Fuego’s Significant Resource Growth
1:17:54 Importance of Water Rights in Mining
1:18:59 Hot Chili Catalysts Ahead
1:20:52 The Copper Shortage
1:24:21 Copper Prices High Enough to Incentivize exploration?
1:26:26 An Underappreciated Source of Demand
1:27:40 Importance of Capital Return in Mining
1:28:51 Amerigo: The Copper Utility Model Explained
1:30:57 Bid/Ask ETF Research: Uranium ETFs
Grizzle Gold & Silver Roundtable - Fall 2024
2024/09/24
With a Fed triggering a rate cut cycle, we've brought together experts across the industry to discuss the most important topics in precious metals!
This roundtable wouldn't be possible without the support of our fantastic partners: Goehring & Rozencwajg Associates, Blokland Smart Multi-Asset Fund, West Red Lake Gold Mines and Grizzle Research & Quant.
Topics:
0:00 Intro
2:03 Valuing Gold: A Historical Context
5:53 Gold Demand: Emerging Markets vs. Developed Markets
8:34 Gold Miners vs. Physical Gold
14:40 The Golden Age for Scarce Assets
19:21 The Value of Gold as a Diversifier
22:42 Gold vs. Silver in a Portfolio Context
24:38 The Structural Decline of Europe
27:37 The Outlook for Scarce Assets
31:09 The Drivers of the Gold/Silver Ratio
32:17 Renewable Energy Demand for Silver
33:32 The Scarcity of Quality Silver Assets
35:05 What Drivers Underpin a Valuable Silver Mine
37:11 Silver Miners: Historical Drivers for Valuation Rerating
39:02 Silver & Gold Miners: M&A Cycle
41:02 Tier 1 Silver Development: Panuco Silver-Gold Project
43:24 High Grade Silver: Santa Ana Silver - Gold Project
45:43 Key Advantages of Investing in Gold Mining Projects within Canada
47:18 The Value of Having a Permitted Mine on the Cusp of Production
48:41 The Prolific Gold Mining History of Red Lake
49:52 The Importance of the Golden Runway for Investors
51:17 The Madsen Mine in the Sweet Spot of the Golden Runway
53:30 High Grade Gold in West Africa
56:06 Scandinavian Gold Exploration
57:22 Cote d’Ivoire: Underexplored vs Prolific Gold Neighbors
59:40 Open Greenstone Belt: Gold Mining Prospectivity in Sweden
1:01:35 Partnering with a Global Infrastructure Giant: Mota-Engil
1:04:58 Having a Gold Mining Titan in Your Corner: Agnico-Eagle
1:07:44 Kobo’s Exceptional Assay Results & Fall Drilling Campaign
1:12:30 The Path Ahead for First Nordic’s Flagship Barsele Gold Project
LEAD PARTNERS:
Goehring & Rozencwajg Associates: https://www.gorozen.com/
Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/
West Red Lake Gold Mines: https://westredlakegold.com/
Grizzle Research & Quant: https://grizzleresearch.substack.com/
COMPANIES:
West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/
Vizsla Silver (TSXV:VZLA): https://vizslasilvercorp.com/
Kobo Resources (TSXV:KRI): https://www.koboresources.com/
First Nordic Metals (TSXV:FNM): https://fnmetals.com/
Outcrop Silver (TSXV:OCG): https://outcropsilver.com/
Grizzle Hard Money Conference - Gold, Silver & Bitcoin - Spring 2024
2024/05/10
Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams. Discussing the impact of the halving on Bitcoin and how far the current gold and silver bull markets could go. The largest LIVE event of its kind!
AGENDA (EST)
Introduction
Warren Pies - 3Fourteen Research
Bob Elliot -Unlimited Funds
Shane Williams - West Red Lake Gold
Shawn Khunkhun - Dolly Varden Silver
Adam Rozencwajg - Goehring & Rozencwajg Associates
Paul Sarjeant - Kobo Resources
Taj Singh - First Nordic Metals
James Tworek - Element79 Gold
Tracy Shuchart - Hilltower Research
Dan Weiskopf - Amplify ETFs
Jeroen Blokland - Blokland Fund
Fred Kreuger - Math, Money, Bitcoin
LEAD PARTNERS:
West Red Lake Gold Mines: https://westredlakegold.com/
Dolly Varden Silver: https://dollyvardensilver.com/
Amplify ETFs: https://amplifyetfs.com/
3Fourteen Research: https://www.3fourteenresearch.com/
Unlimited Funds: https://www.unlimitedfunds.com/
Hilltower Resource Advisors: https://hilltowerresourceadvisors.com/
Goehring & Rozencwajg Associates: https://www.gorozen.com/
Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/
Grizzle Research & Quant: https://grizzleresearch.substack.com/
COMPANIES:
West Red Lake Gold: https://westredlakegold.com/
Dolly Varden Silver: https://dollyvardensilver.com/
Element 79 Gold: https://www.element79.gold/
First Nordic Metals: https://fnmetals.com/
Kobo Resources: https://www.koboresources.com/
Math, Money, Bitcoin: https://www.youtube.com/@bitcoinkrueger
Podcast reviews
Read Grizzle Pod: Thematic Growth Investing podcast reviews
Havy09 2022/01/07
Not for everyone
Perfect for those who watch Fox News and GAARP Invest
IHE3000 2021/05/01
Enjoying this podcast. Its excellent.
Great podcast. Ive always been a fan of the newsletter/website. Love the way you guys simplify seemingly complex financial info. My hope is that you a...
WestKnoxville 2021/04/11
Great information
These two guys are great. Awesome energy and content! Thank you
toddt74 2021/04/04
Best Podcast & Huddle around
Thomas and Scott deliver the best macro and stock advice on the market today. Best of all they do it in a down to earth and way to understand way. Th...
IFnotTHENwhat 2021/04/03
Mr
I've been a Grizzler for about a year. The content was second to none with the huddles and podcasts, so these 2 things are beyond what I have seen any...
Mr_Hummus 2021/04/03
Excellent Long-term Fundamental Analysis
Grizzle provides great insights with their conviction calls and fundamental analysis of individual companies and thematic sector investing. Helpful us...
Scott-G. 2021/04/01
Great info. Great energy.
The Grizzle strategy matches up with my long term investing focus. They look for big growth opportunities while still remaining loyal to fundamentals....
Jbr1111 2021/03/29
Well worth listening to.
These guys do a great job - breaking down serious topics with clear explanation, analysis and opinion.
lostcoastkid 2021/03/29
Grizzle guys are on point!
I first saw an interview they did with CEO of Trulieve about a year ago....before the pod and weekly huddles.....fast forward to now and i was stoked ...
Ryan5347 2021/03/29
Grizzle Fam
Love these guys! I started watching their YouTube channel a few weeks ago and my knowledge of the stock market has grown exponentially. Thank you Tom ...
Podcast sponsorship advertising
Start advertising on Grizzle Pod: Thematic Growth Investing relevant audience podcasts
You may also like to advertise on these Podcasts

4.8219787
Imperfect Action
Steph Taylor

4.727561589
This Past Weekend w/ Theo Von
Theo Von

4.713027376
The Tim Dillon Show
The Tim Dillon Show

4.115993461
The Tucker Carlson Show
Tucker Carlson Network

4.828061453
Huberman Lab
Scicomm Media

4.240683
To Be The Man
Podcast Heat | Cumulus Podcast Network

4.41511512000
The Ben Shapiro Show
The Daily Wire

4.2155648
TENNIS.com Podcast
TENNIS.com Podcast/Tennis Channel Podcast Network

4.510858774
The Joe Budden Podcast
The Joe Budden Network

4.611654506
The Bulwark Podcast
The Bulwark