Grizzle Pod: Thematic Growth Investing

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/

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

A conversation with Aurora Davidson, CEO of copper producer Amerigo Resources (TSX:ARG) and Rob Weir, VP of corporate development at Lithium Royalty Corp (TSX:LIRC). They talk about what the future holds for copper and lithium prices in both the short and long term.

A conversation with Paul Sarjeant, the COO of West African gold explorer Kobo Resources, to talk about the potential of West Africa as an emerging gold hub. Paul has been operating in Cote d'Ivoire for over a decade and discusses at length why he thinks the country has better exploration potential than anywhere else. A useful primer on Cote d'Ivoire, judging the stability of an emerging market government, operating in emerging markets and other important topics useful for gold investors.

The first spot bitcoin ETF's are now approved. Here is why we think the market is underestimating how big this will be for Bitcoin and Bitcoin miners in 2024. Subscribe for stock specific investment research: http://grizzleresearch.substack.com/ YouTube video: https://youtu.be/ohlGvfYMikI?si=xP11rhqH6jUURuPU

We've put together a stellar lineup for Grizzle Hard Money - Gold, Silver & Bitcoin. Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams - the biggest LIVE event of its kind! Agenda: 0:00 Intro 2:11 Warren Pies, Cofounder & Strategist | 3Fourteen Research 15:58 Bob Elliot, CEO & CIO | Unlimited Funds 31:06 Shawn Khunkhun, CEO & Director| Dolly Varden Silver (TSXV:DVV) 51:30 Shane Williams, CEO & Director | West Red Lake Gold (TSXV:WRLG) 1:06:09 Mark Brennan, CEO & Chairman | Cerrado Gold (TSXV:CERT) 1:23:03 Galen McNamara, CEO & Director | Summa Silver (TSXV:SSVR) 1:39:11 James Seyffart - Bloomberg LP 2:04:45 Sue Ennis, VP Corporate Development | Hut 8 2:18:35 Grizzle Takeaways and Wrap-up LEAD PARTNERS: Dolly Varden Silver: https://dollyvardensilver.com/ 3Fourteen Research: https://www.3fourteenresearch.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: Dolly Varden Silver: https://dollyvardensilver.com/ West Red Lake Gold: https://westredlakegold.com/ Cerrado Gold: https://www.cerradogold.com/ Summa Silver: https://summasilver.com/ Subscribe to receive Grizzle's free investment research on Substack: http://grizzleresearch.substack.com/ Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #gold #silver #bitcoin

Battery metals are what underpin the technologies that underpin the world's energy transition; however, investor capital has been focused on the shiny objects downstream like electric vehicles and solar panels. We believe some of the best growth opportunities can be found in the battery metals sector and at far more reasonable valuations than electric vehicle manufacturers. We've brought together a stellar lineup of management teams, strategists and investors to highlight the compelling opportunities in the sector: copper, lithium, nickel, cobalt, vanadium and more. 2:16 Tracy Shuchart, CEO/Founder & Chief Market Strategist | Hill Tower Resource Advisors 15:27 Mark Selby, CEO & Director | Canada Nickel 30:05 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 48:29 Christian Easterday, CEO & Managing Director | Hot Chili Ltd 1:05:45 Aurora Davidson, CEO | Amerigo 1:23:51 Mark Brennan, Executive Chairman & Founder | Ascendant Resources 1:35:51 Blake Hylands, CEO | Lithium Ionic 1:51:56 Dale Ginn, CEO & Director | Lithium One 1:58:16 Adam Webb, Product Director | Benchmark Mineral Intelligence 2:12:35 Robert McEwen, Executive Chairman & Chief Owner | McEwen Mining 2:34:57 Closing Notes LEAD PARTNERS: Hill Tower Resource Advisors: https://hilltowerresourceadvisors.com/ Canada Nickel: https://canadanickel.com/ Sprott: https://sprottetfs.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: Canada Nickel: https://canadanickel.com/ Hot Chili: https://www.hotchili.net.au/ Amerigo: https://www.amerigoresources.com/ Ascendant Resources: https://www.ascendantresources.com/ Lithium Ionic: https://lithiumionic.com/ Lithium One: https://www.lithiumonemetals.com/ McEwen Mining: https://mcewenmining.com/ Subscribe to receive Grizzle's free investment research on battery metals: https://grizzleresearch.substack.com/ Follow us on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia ​ #lithum #nickel #copper

The nuclear renaissance is here - a clean, scalable source of baseload power. We've brought together an all-star team of investors, strategists and operators to talk about the future and opportunities ahead for uranium! AGENDA: 0:00 Intro 1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital 21:18 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 41:13 Corey Dias, CEO & Co-Founder | Anfield Energy 52:12 Dr. Rebecca Hunter, Vice-President Exploration | Forum Energy Metals 1:03:53 William Sheriff, Chairman | Nuclear Fuels 1:16:48 Bruce Lane, Executive Director | GTI Energy 1:30:13 Doomberg 1:52:57 Leigh Goehring, Managing Partner | Goehring & Rozencwajg Associates 2:28:38 Grizzle Research & Quant LEAD PARTNERS: Praetorian Capital: https://pracap.com/ Goehring & Rozencwajg Associates: https://www.gorozen.com/ Doomberg: https://doomberg.substack.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ Sprott: https://sprott.com/ COMPANIES: Anfield Energy: https://anfieldenergy.com/ Forum Energy Metals: https://forumenergymetals.com/ GTI Energy: https://www.gtienergy.au/ Nuclear Fuels: https://nuclearfuels.energy/ Watch Uranium 1x1 on YouTube: https://www.youtube.com/live/p24TZzN9pc0?si=S2shbYR9vOJrZO65 Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #uranium #nuclear #energy

Grizzle had the opportunity to sit down with Mark Brennan, CEO of Cerrado Gold (TSXV:CERT) - an emerging mid-tier low cost gold producer, operating and building projects in South America. He's one of the industry's great mining operators, a builder that consistently delivers growth and shareholder value. Topics: 00:00 Intro 01:40 Fundamentals for gold in the current macro environment 06:00 Operating environment in South America - Brazil & Argentina 12:18 Mining in Quebec 14:11 Capital investment in Argentina and resource endowment 20:15 Bonanza grades of gold a game changer for Minera Don Nicolas 27:18 Cerrado's oversubscribed low cost project financing and the significant value for the company 32:05 Export credit funding a source of low cost of capital 37:21 Cerrado's longer term development roadmap 42:24 Hunting for mining opportunities across the metals complex - Assets are everything 45:50 Exploration a key driver to increase net present value (NPV) for Monte Do Carmo (Brazil) 49:31 The right asset needs the right team Cerrado Gold: https://www.cerradogold.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/

The Beaver Creek Precious Metals Summit was an excellent gathering of some of the best small and mid cap companies in the mining sector. We had the opportunity to interview the CEOs of 6 dynamic companies at the conference: Dolly Varden Silver (TSXV:DV), Cerrado Gold (TSXV:CERT), West Red Lake Gold (TSXV:WRLG), Hot Chili (TSXV:HCH), Summa Silver (TSXV:SSVR) and Viva Gold (TSXV:VAU) 00:00:00 Dolly Varden - Shawn Khunkhun 00:17:49 Cerrado Gold - Mark Brennan 00:27:20 West Red Lake Gold - Shane Williams 00:43:40 Hot Chili - Christian Easterday 00:57:12 Summa Silver - Galen McNamara 01:05:10 Viva Gold - James Hesketh Company Websites: Dolly Varden Silver: https://dollyvardensilver.com/ Cerrado Gold: https://www.cerradogold.com/ West Red Lake Gold: https://westredlakegold.com/ Hot Chili: https://www.hotchili.net.au/ Summa Silver: https://summasilver.com/ Viva Gold: https://vivagoldcorp.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com Grizzle Twitter: @grizzlemedia @thomasg_grizzle @scottw_grizzle

A far ranging conversation on the state of the copper market with Aurora Davidson, CEO of Amerigo Resources, a copper producer in the heart of copper's heartland, Chile. Aurora is a veteran of the copper market, especially in Chile, the world's largest copper producing country, making this a must listen if you are looking for a future outlook for copper or to learn if Chilean production will be able to meet lofty demand forecasts from the renewables industry. A summary of topics discussed include: Fundamental view on copper and 2024 price outlook 1. Why is Chile so important to the global copper story, and why is copper so vital to Chile? 2. Thoughts on CODELCO's recent financing (Chile's state owned copper company) and whether investors should worry about CODELCO's ability to access funds and grow production. 3. Amerigo's sustainable 9.3% dividend yield, low debt and plans for growing the dividend from here. 4. Amerigo's capital return strategy if copper prices move higher this decade. Amerigo: https://www.amerigoresources.com Amerigo Twitter: @AmerigoRes Grizzle Research & Quant: https://grizzleresearch.substack.com Grizzle Twitter: @grizzlemedia @thomasg_grizzle @scottw_grizzle

We had the pleasure of catching up with Warren Pies, Founder & Strategist at 3Fourteen Research, a great conversation with one of the best quantitative macro strategists on Wall Street. The last time we had Warren on the show (June 2023) he shared his bullish view on oil for 2H 2023, he absolutely nailed the call - he provides an update to his outlook going forward and implications for the broader market. He also provides excellent insights on energy equities and the underlying drivers, why investors have to look beyond spot oil prices. Warren also shares his data backed view on the probability of a hard vs. soft landing in the economy, and his current asset class preferences. We also talk about the death of the 60/40 equity and bond asset allocation portfolio and why investors have to be a lot more tactical and active going forward.   3Fourteen Research: https://www.3fourteenresearch.com/ Twitter: https://twitter.com/WarrenPies / https://twitter.com/3F_Research Grizzle Research & Quant Substack: https://grizzleresearch.substack.com Follow Grizzle on Twitter: @grizzlemedia @thomasg_grizzle @scottw_grizzle #energy #oil #macroeconomics

We sat down with Ben Bajarin, CEO of Creative Strategies to discuss the latest Nvidia drama about their investment in Coreweave. Are we ushering a genuine computing revolution or is this an elaborate AI Ponzi scheme? Ben's provides excellent insight on the state of artificial intelligence and unquenched demand for Nvidia's chips. Ben covers consumer technology, personal computing devices, semiconductors, investments, and business strategy. His research has focused on the relationship between humans and technology, seeking to understand what drives their behavior with products and services. He also hosts 'The Circuit' with Jay Goldberg - an excellent podcast dedicated to the business of the semiconductor industry. Follow Ben on Twitter: https://twitter.com/BenBajarin The Circuit Podcast: https://thecircuit.fm/ Creative Strategies: https://creativestrategies.com/ #artificialintelligence #nvidia #ai

The Canadian housing market is in upheaval on all fronts. The rapid rise in interest rates has significantly increased the cost of home ownership for a highly indebted country, while on the flip side the mass influx of immigrants has squeezed the already tight rental market. Grizzle sits down with one of the most insightful housing analysts in the country, Ben Rabidoux, Founder of North Cove Advisors. This is a must watch interview, Ben brings a ton of insight and incredible charts to shed light on a housing market that's tethering on the edge. Follow Ben on Twitter @BenRabidoux North Cove Advisors: https://northcove.net/ & Edge Realty Analytics: https://edgeanalytics.ca/ Subscribe to Grizzle Research: https://grizzleresearch.substack.com/

Grizzle was joined by two leaders in their respective industries: Jason Wild, CEO of Terrascend & James Lanthier, CEO of Mindset Pharma for a Cannabis & Psychedelics market update. For cannabis we delve into the value of a TSX listing, why cash flow is king and catalysts. For psychedelics we discuss the renewed interest in the sector, Mindset's key differentiators vs peers and catalysts ahead. A great discuss on all fronts, enjoy!

We had the opportunity to sit down with Corey Dias, CEO of Anfield Energy to discuss the dynamics of the uranium market. It was a fantastic discussion covering a broad range of topics in the market including: the nuclear renaissance, Ontario's new nuclear reactor, US production of uranium, pricing and Anfield's unique strategic positioning in the market.

We've put together a stellar lineup for the Grizzle Hard Money Conference 2023. Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams - the biggest LIVE event of its kind! Grizzle Hard Money 1x1 is brought to you in partnership with: Hilltower Resource Advisors http://hilltowerresourceadvisors.com/ Tidal Financial Group https://www.tidalfinancialgroup.com/ Grizzle Research & Quant http://grizzleresearch.substack.com/ Agenda: 00:00 Intro 01:11 Partnerships 02:04 Tracy Shuchart - Hilltower Resource Advisors 17:22 Bob Elliott - Unlimited Funds 33:30 Shawn Khunkhun - Dolly Varden Silver 48:53 Mark Brennan - Cerrado Gold 01:03:22 Michael Venuto - Tidal 01:16:60 Dr.Mark Thorpe - EnviroGold 01:30:55 Amandip Singh - West Red Lake Gold Mines 01:48:13 Galen Mcnamara - Summa Silver 01:57:03 Greg Foss - Looking Glass 02:18:53 Outro Subscribe to receive Grizzle's investment research on Substack: http://grizzleresearch.substack.com/ Follow Grizzle on Twitter : @thomasg_grizzle @scottw_grizzle @margot_rubin @grizzlemedia ​ #bitcoin #gold #silver

In this week's Grizzle podcast, we sat down with Shawn Khnunkhun the CEO of Dolly Varden to discuss how he's navigating the precious metals market amid rate volatility and sticky inflation. He also discusses future catalysts for Dolly Varden and their new drill program, and why he expects the price of silver and gold to move higher in the year ahead. Key Points: Navigating the precious metals market amid rising rates Future catalysts for Dolly Varden Launch of new 45K meter drill program Outlook on silver and gold prices

Grizzle had the pleasure of sitting down with the Phil Hodge, CEO of Pine Cliff Energy (TSX:PNE). Pine Cliff was the highest ranked company in our "Hunting for Elite Dividend Yields in Oil & Gas" quantitative study (link below). Phil provides excellent insight on the sustainability of his company's 10% dividend yield, the importance of cash vs. zero debt and if he favors stable or growing production in the future. Grizzle Research & Quant Elite Dividend Yields in Oil & Gas Report: https://grizzleresearch.substack.com/p/hunting-for-elite-dividend-yields Pine Cliff Energy: https://www.pinecliffenergy.com/investor-relations#presentations

In this week's podcast, Grizzle spoke with Aurora Davidson, the CEO of Amerigo Resources, to discuss her outlook on the looming copper deficit, and the current supply vs demand fundamentals at stake as the energy transition unfolds. Davidson also discusses Amerigo's unique business model as a copper producer that recovers the metal from waste materials, and what gives her company an edge over conventional miners. Davidson also highlights their 7.5% dividend yield, and how they've been able to grow and sustain it throughout the years, Key Points: Amerigo's unique business model China's impact on the copper market Low inventories vs recession fears Copper's role in the energy transition Amerigo's 7.5% dividend yield Amerigo Resources:https://amerigoresources.com// Twitter: https://twitter.com/AmerigoRes// Grizzle Research & Quant Substack: https://grizzleresearch.substack.com Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle  

In this week's podcast, Grizzle spoke with Robin Dunbar, the CEO of Grid Metals, to discuss Canada's role as a lithium producer as the global energy transition unfolds. Dunbar also highlights why North America is becoming an attractive hub for the sector, as more countries like Chile and Mexico work towards nationalizing their industry. He also outlines key advantages that will accelerate Grid Metal's production timelines such as their processing deal with one of the only operating lithium mines in Canada, the Tanco Mine. Key Topics Discussed: History of Grid Metals Outlook On Chile Nationalzing Their Lithium Sector Why Canada Is Becoming A Top Jurisdiction For Mining Geographic Location To Produce Lithium In Canada Why Grid Metal's Deal With Tanco Could Accelerate Their Production Timeline Outlook On Global EV Demand And Lithium Prices Grid Metals: https://gridmetalscorp.com// Twitter: https://twitter.com/GRIDMETALS Grizzle Research & Quant Substack: https://grizzleresearch.substack.com Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle  

We put together a stellar lineup for Grizzle Commodity Conference 1x1! We go one-on-one with the top commodity portfolio managers, strategists and management teams in the industry. We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium, lithium and vanadium. Grizzle Commodity 1x1 is Brought to you in partnership with Doomberg, Sprott, Goehring & Rozencwajg, Hilltower Resource Advisors, Largo, Canada Nickel, Dolly Varden Silver, Amerigo, Anfield Energy, Grild Metals, Cerrado Gold and Summa Silver. Additional presenting companies include: California Resources, Crescent Point, White Gold, EnviroGold, First Phosphate and Stria Lithium. 00:00:00 Intro 00:02:21 Doomberg 00:28:57 Largo 00:42:44 Canada Nickel 00:57:47 Dolly Varden 01:13:51 Grid Metals 01:30:04 Sprott 01:57:06 Anfield 02:09:58 Cerrado Gold 02:24:08 Amerigo 02:37:33 Goehring & Rozencwajg 03:00:49 California Resources 03:15:39 Crescent Point 03:28:26 White Gold 03:43:18 EnviroGold 03:55:15 Summa Silver 04:11:34 First Phosphate 04:24:18 Stria Lithium 04:33:00 Hilltower Resource Advisors

In this week's podcast Grizzle was joined by Warren Pies, the Co-founder and Strategist at 3Fourteen Research, to help us make sense of both the equity and commodity markets, and why he believes we are in the midst of a bear market rally. Key topics discussed: Why The Market Hasn't Bottomed   Earnings Still Falling Yield Curve Still Inverted Fed Still Hiking Lack of Market Breadth Why Pies Remains Long Oil Inventory Draws Are Improving   OPEC Cuts Take Effect in May China Demand Picking Up US Recession Won't Be Drastic Will The Fed Pause? Historically Fed Doesn't Pause When Markets Rally 5-10% Correction Comes at End of Hike Cycle What Happens in June Will Be Dictated By Market Performance   If CPI Remains Sticky A Pause From The Fed Will Be Harder 3Fourteen Research: https://www.3fourteenresearch.com/ Twitter: https://twitter.com/WarrenPies / https://twitter.com/3F_Research Grizzle Research & Quant Substack: https://grizzleresearch.substack.com Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle

Grizzle had the pleasure of launching its Mining 101 Twitter Spaces series with Shawn Khunkhun, CEO of Dolly Varden. It was a dynamic discussion that covered the historical fundamentals of gold and silver, his bullish outlook for silver, BC's prolific Golden Triangle and why miners provide significant leverage over owning physical precious metals. Bio of Shawn Khunkhun: Mr. Khunkhun has over 20 years of experience in the capital markets, mineral exploration and development sector with a focus on enhancing shareholder value. He has served in a variety of strategic roles including Investor Relations, Corporate Development, CEO, Director and Executive Chairman. Mr. Khunkhun has been instrumental in creating awareness for undervalued companies including grass root explorers, developers and producers. Mr. Khunkhun' s experience in incubating and growing early stage companies through capital raises, acquisitions, joint ventures and spinouts, as well as long-standing relationships with an extensive global network of HNW investors, private equity and institutional investors, analysts, brokers, and investment bankers, have been a valuable asset to growing mineral explorations companies. Mr. Khunkhun is a Director of Goldshore Resources Inc. and is Director & Exec. Chairman of StrikePoint Gold. Mr. Khunkhun has facilitated over $1B in capital raises. Dolly Varden: https://dollyvardensilver.com/ | Dolly Varden Twitter: https://twitter.com/SilverVarden | Shawn Khunkhun Twitter: https://twitter.com/ShawnKhunkhun | Follow Grizzle on Twitter: @grizzlemedia @thomasg_grizzle @scottw_grizzle @margot_rubin This Twitter Spaces was sponsored by Grizzle Research & Quant: https://grizzleresearch.substack.com/ & Dolly Varden: https://dollyvardensilver.com/

Harris Kupperman, Founder & CIO of Praetorian Capital joins Grizzle Media to discuss his outlook on OPEC's surprise output cut, how it will impact the markets & the Fed, and the bull thesis for oil and commodities going forward. Praetorian Capital: https://pracap.com/ Kuppy's Event Driven Monitor: https://kedm.com/ Twitter: https://twitter.com/KEDM_COM | https://twitter.com/hkuppy Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

This week Grizzle had the pleasure of speaking with Phil Bak, the CEO of Armada ETF Advisors, to discuss his outlook on the state of the US banking system, and how today's current investment environment differs from the past. He also discusses potential risks facing the Private REITs sector, and what entrepreneurs need to know when it comes to starting a business. https://www.armadaetfs.com/ Phil Bak Twitter: @philbak1Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

Grizzle had the pleasures of speaking with leaders in the mining industry at this year's 2023 PDAC convention - one of the world's largest mining conferences, to discuss the opportunities in gold, uranium and battery metals such as vanadium, nickel and lithium. 00:00 Intro 00:28 Agnico Eagle - David Smith, CFO 04:17 Largo - Earnest Cleave, CFO 08:16 Sprott - John Ciampaglia, CEO 17:30 Canada Nickel - Mark Selby, CEO 24:45 Grid Metals - Robin Dunbar, CEO Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

In this week's Grizzle podcast we interview Nancy Davis, Founder of Quadratic Capital to discuss her outlook on the disconnection between the Federal Reserve versus the bond market, her outlook on rates, and how she's navigating market volatility from banking woes as a rate investor. Quadratic Capital: https://quadraticllc.com/ Nancy Davis' Twitter: @nancy__davis Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

In this week's Grizzle podcast we interview veteran hedge fund manager Michael Kao, to discuss his outlook on contagion risks facing the banking industry amid the fallout of SVB, and why he thinks China is a bigger risk to the global financial system than the US. He also discusses macro themes impacting the US dollar and oil. Michael Kao's Substack - Kaoboy Musings: https://urbankaoboy.substack.com/about & Twitter: @UrbanKaoboy Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

he global energy crisis has sparked a renewed interest in nuclear energy. It is a clean, scalable source of baseload power - exactly the type of energy that is desperately needed. Is this Nuclear Prime Time? We're bringing together an all-star team to talk about the future and opportunities ahead with Grizzle Uranium 1x1! Hear from some of the most exciting companies and respected analysts about the opportunities ahead! 00:00:00 Intro 00:11:26 Chris Keefer | Canadians for Nuclear Energy 00:26:33 Justin Huhn | Uranium Insider 00:39:41 Corey Dias | Anfield Energy (CVE: AEC) 00:53:28 Cory Belyk | CanAlaska Uranium (CVE: CVV) 01:08:29 William Sheriff | enCore Energy (CVE: EU) 01:23:48 Dev Randhawa | Fission 3.0 (CVE: FUU) 01:37:31 Rick Rule | Rule Investment Media 02:08:48 David Talbot | Red Cloud Securities 02:21:13 Doomberg | Doomberg Substack 02:46:46 Mart Wolbert | Contrarian Codex 03:00:57 Grizzle Outro Grizzle Uranium 1x1 is brought to you in partnership with: Red Cloud Financial Services: https://redcloudfs.com/ Doomberg: https://doomberg.substack.com Uranium Insider: https://www.uraniuminsider.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ Company Websites: Canadians for Nuclear Energy: https://www.canfornuclearenergy.org/ Uranium Insider: https://www.uraniuminsider.com/ Anfield Energy: https://anfieldenergy.com/ CanAlaska Uranium: https://canalaska.com/ enCore Energy: https://encoreuranium.com/ Fission 3.0: https://www.fission3corp.com/ Rule Investment Media: https://ruleinvestmentmedia.com/ Red Cloud Securities: https://redcloudsecurities.com/ Doomberg: https://doomberg.substack.com Contrarian Codex: https://www.patreon.com/contrariancodex Subscribe to receive Grizzle's investment research on growth & disruption ️: https://grizzle.com/subscribe

The FTX fraud has shook the foundation of the cryptocurrency world, we brought together some of the foremost thought leaders in crypto and Bitcoin to discuss what emerges from the ashes. An incredible set of interviews that pull no punches, critical listening for crypto and Bitcoin investors. 00:00:00 Intro 00:00:13 Doomberg 00:22:53 Stephane Ouellette, CEO FRNT Financial 00:40:11 James Seyffart, Bloomberg Crypto 00:56:20 Ben Hunt, Epsilon Theory 01:14:57 Lawrence Lepard, Equity Management Associates 01:35:33 Greg Foss, Looking Glass Education 01:53:51 Grizzle The conference was made possible by our partners: Doomberg Substack: https://doomberg.substack.com/ FRNT Financial Newsletter: https://www.frnt.io/newsletter Epsilon Theory: https://www.epsilontheory.com/ Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

We had the pleasure of sitting down with Chris Gannatti, Global Head of Research at WisdomTree. He gave us an overview of WisdomTree's investment process and how the firm identifies emerging investment themes - great insight for investors examining thematic ETFs. Chris also laid out a compelling bullish backdrop in the cybersecurity and semiconductor industries.

The foundation of the world's energy transition is electric metals, it's also the sector with some of the best growth opportunities! Live discussions with the top battery metals investors and management teams - we're bringing sizzle to the materials building the future of renewables: lithium, vanadium, cobalt, copper and nickel. 00:00:00 Intro 00:02:07 Benchmark Mineral Intelligence - Andrew Miller, COO 00:19:00 Largo - Alberto Arias, Chairman (TSE:LGO) 00:32:00 Amerigo - Aurora Davidson, CEO (TSE:ARG) 00:54:50 Canada Nickel, Mark Selby, Chairman & CEO (CVE: CNC) 01:02:40 WisdomTree, Christopher Gannatti, Global Head of Research 01:20:05 ACME Lithium, Steve Hanson, CEO (CNSX: ACME) 01:34:44 Grid Metals, Dave Peck, VP of Exploration & Business Dev. (CVE: GRDM) 01:47:50 Quebec Nickel, David Patterson, CEO (CNSX: QNI) 02:04:42 Quebec Silica, Raymond Wladichuck, CEO (CNSX: QTZ) 02:33:59 Steve LeVine, The Electric 02:53:55 Red Cloud Securities, Koby Kushner, Mining Analyst 03:07:33 Grizzle Energy Strategy Debrief

In our second episode of the Management 1x1 Series we are thrilled to have James Lanthier, CEO of Mindset Pharma join us. Mindset is one of the world's leading companies in the field of psychedelic medicines to treat neurological and psychiatric disorders. James brings a wealth of insight to the pod and breaks down the big picture of the true disruption happening in the psychedelics industry - enjoy the interview. Segments: 0:40 What's the opportunity set and how disruptive are psychedelics? 4:58 Where are we in terms of cultural and medical acceptance of psychedelics? 9:26 Mindset Pharma's science driven focus in the sector 13:42 Understanding the process of enhancing 1st generation psychedelic drugs. 18:45 Mindset's partnership with big pharma - Otsuka Pharmaceuticals, understanding the validation and importance for the industry. 23:40 The asset light nature of the business model. 25:13 The outlook for the psychedelics industry and what separates winners from losers?

We're thrilled to kick off the Grizzle 1x1 Management podcast series with Alberto Arias, Chairman of Largo - one of the world's largest producers of battery and energy efficiency metal - vanadium. 0:42 The most exciting evolutions in the energy industry 2:11 Geographies that are going to lead the energy transition 3:34 The demand potential for vanadium within the steel industry and CO2 reduction 7:02 Is there a latent opportunity for energy storage given all the installed capacity of renewables 8:22 Are vanadium redox flow batteries at a tipping point for demand? 9:56 Understanding the vanadium industry from the production perspective 12:35 The demand for mined vanadium 13:35 The vanadium exploration upside for Largo 14:58 The structural supply deficit of vanadium and China's dominance in battery metals 17:42 Are more countries looking to increase vanadium alloy usage in steel to increase energy efficiency of their economies? 21:40 Understanding the drivers behind the creation of Largo Physical Vanadium Corp 27:11 How Largo Physical Vanadium Corp jumpstarts the long duration battery storage industry. 

In this week's pod we analyze the icy relationship between OPEC and the West; we also analyze valuation multiples within the software sector. Scott breaks down what Joe Biden's marijuana pardon means for cannabis stocks. Stay tuned for our management 1x1 podcast series that kicks off on October 14th! Links from the episode: The Energy Density Ladder with Doomberg: https://youtu.be/o3j8GLhH0uo YCharts: ycharts.com GRZZ ETF: etf.grizzle.com

In this week's pod we analyze the sharp market selloff, the broken bond market and the death of the balanced 60/40 bond/equity portfolio. We also present a framework for investing in growth stocks in the current market environment: Big Tech, SPACs, SaaS, cannabis & psychedelics. The Grizzle Pod is brought to you by YCharts ( ycharts.com ) and the GRZZ ETF ( etf.grizzle.com ).

The weekly Grizzle Pod is back! This week we provide an update on our market outlook and what we view as the optimal portfolio asset allocation of energy security and technology stocks. The Grizzle Pod is brought to you by YCharts ( ycharts.com ) and the GRZZ ETF ( etf.grizzle.com ).

The political winds are finally changing for nuclear energy. Come learn where experts in nuclear and uranium investing are putting their money at the Grizzle Uranium Con. 00:00:10 Intro 00:01:19 Doomberg: https://doomberg.substack.com/ 00:31:43 David Talbot, Head of Research - Red Cloud Securities: https://redcloudsecurities.com/ 00:55:54 John Ciampaglia, CEO - Sprott Asset Management: https://sprott.com/ 01:29:19 Justin Huhn, Uranium Insider: https://www.uraniuminsider.com/ 01:47:06 Chapman Scarborough, Proven Reserves: https://provenreserves.substack.com/ 02:01:50 Nick Piquard, VP & Portfolio Manager - Horizons ETF: https://horizonsetfs.com/ Subscribe to receive Grizzle's investment research on growth & disruption: https://grizzle.com/subscribe

We've put together a stellar lineup for Grizzle Commodity Con 2022. Live discussions with the top commodity portfolio managers, strategists and management teams - we're bringing sizzle to the commodity bull market We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium, lithium and vanadium. 00:00 Intro 01:43 Harris "Kuppy" Kupperman - Kuppy's Event Driven Monitor / Praetorian Capital 27:21 David Smith, CFO - Agnico Eagle (AEM) 41:40 Patrick Brindle, COO - Piedmont Lithium (PLL) 51:47 Keith Neumeyer, CEO - First Majestic Silver (AG) 01:07:00 Alberto Arias, Non Executive Chairman - Largo (LGO) 01:21:19 Shant Madian VP Capital Markets & David Gowland Director ESG - Crescent Point 01:32:54 David D'Onofrio, CEO - White Gold (WGO) 01:54:02 Doomberg 02:21:47 Chris Jordaan, CEO - Superior Gold (SGI) 02:37:18 Christiana Papadopoulos, Manager Investor Relations, Sierra Metals (SMTS) 02:51:24 Paul Gill, CEO - Pampa Metals (PM) 03:09:01 Leigh Goehring & Adam Rozencwajg, Goehring & Rozencwajg Natural Resource Investors Links to Portfolio Managers & Strategists: Kuppy's KEDM: https://kedm.com/ Doomberg Substack: http://doomberg.substack.com/ Goehring & Rozencwajg Investment Funds: http://gorozen.com/ Grizzle Growth ETF (NYSE:GRZZ): https://etf.grizzle.com/ Links to Presenting Companies: Agnico Eagle: https://www.agnicoeagle.com/English/investor-relations/default.aspx First Majestic Silver (NYSE:AG): https://firstmajestic.com/investors/presentation/ Largo (NASD:LGO): https://www.largoinc.com/investors/Overview/default.aspx Crescent Point (NYSE:CPG): https://www.crescentpointenergy.com/invest White Gold (TSXV:WGO): https://whitegoldcorp.ca/investors/overview/ Superior Gold (TSXV:SGI): https://superior-gold.com/investors/ Sierra Metals (NYSE:SMTS): https://www.sierrametals.com/investors/default.aspx Pampa Metals (CSE:PM): https://pampametals.com/investor/

We're back with another edition of Grizzle Psychedelics Con, live discussions with the top leaders in the industry on their goals to revolutionize how consumers deal with mental wellness. (1:15) Compass Pathways (CMPS) - George Goldsmith, CEO (15:46) Mindset Pharma (MSET) - James Lanthier, CEO (30:01) Cybin (CYBN) - Doug Drysdale, CEO (41:27) HAVN Life (HAVN) - Tim Moore, CEO (55:42) PharmaTher (PHRM) - Fabio Chianelli, CEO (1:07:34) FieldTrip (FTRP) - Ronan Levy, Chairman (1:18:01) Atai Life Sciences (ATAI) - Christian Angermayer, Chairman Full conference video available on YouTube: https://youtu.be/JCwKd4KgDEA Conference notes: https://grizzle.com/psychedelics-con-june-2022/ Subscribe to receive Grizzle's research on growth investing: https://grizzle.com/subscribe/

Grizzle Cannabis Con is back! We've put together a great lineup of leaders who are defining the future of the industry. Agenda: (1:14) Terrascend (TER) - Jason Wild, Chairman (19:15) Trulieve (TRUL) - Kim Rivers, CEO (38:03) Leafly (LFLY) - Yoko Miyashita, CEO (49:03) Cannabis Drinks Panel: Lisa Hurwitz, CEO Happi & Jake Bullock, Founder Cann (1:06:22) Future Products: Colin Landforce, CTO Rivaled Brands & Gord Nichol, Founder 40North Cannabis (1:22:32) Merdia Capital - Mitch Baruchowitz Full conference video available on YouTube: https://youtu.be/D0fG0WFnr7w Subscribe to receive Grizzle's research on growth investing: https://grizzle.com/subscribe/

Grizzle hosted a special strategy luncheon in New York City on April 11th, where we had the opportunity to sit down with investing legends. Macro Strategy: Chris Wood, Partner Grizzle, Global Head of Equity Strategy, Jefferies. Natural Resources: Leigh Goehring and Adam Rozencwajg from Goehring & Rozencwajg. Cannabis: Mitch Baruchowitz, Managing Partner Merida Capital.

A special year-end edition of the Grizzle Pod - we review stock market performance across the key growth sectors. Big tech was the belle of the ball in 2021, Science Fair Project growth stocks got taken to the woodshed, Cloud software a tale of two growth tapes, cannabis stocks got the regulatory hammer, and commodities went bananas! Grizzle Pod is brought to you by our friends at YCharts ( ycharts.com ) and the GRZZ ETF ( etf.grizzle.com )

Grizzle Cannabis Con 1x1: Intimate live Q&A sessions with a targeted group of leaders who are pushing the industry forward. Agenda: (1:11) Trulieve (TRUL) - Kim Rivers (18:27) Verano (VRNO) - Aaron Miles (33:23) Terrascend (TER) - Jason Wild & Fabian Monaco (47:21) Valens (VLNS) - Everett Knight (1:04:42) Sundial (SNDL) - Zach George (1:20:52) Ayr Wellness (AYR) - Jennifer Drake (1:39:25) Goodness Growth (GDNS) - Kyle Kingsley (1:48:35) AdvisorShares (MSOS) - Noah Hamman (2:01:18) Merida Capital - Mitch Baruchowitz Full conference video available on YouTube: https://youtu.be/jgXslDIKQyQ Subscribe to receive Grizzle's investment research on growth & disruption: https://grizzle.com/subscribe

Grizzle Psychedelics Con 1x1: Intimate live Q&A with leaders in the industry on their plans to revolutionize the treatment mental health. Agenda: (1:11) - Atai (ATAI) - Christian Angermayer (21:50) Field Trip (FTRP) - Ronan Levy (37:55) HAVN Life (HAVN) - Tim Moore (52:43) PharmaTher (PHRM) - Fabio Chianelli (1:09:22) Mindset Pharma (MSET) - James Lanthier (1:27:24) Psyched Wellness (PSYC) - Jeff Stevens (1:43:15) Goodness Growth (GDNS) - Stephen Dahmer (1:55:00) COMPASS Pathways (CMPS) - George Goldsmith Full conference video available on YouTube: https://youtu.be/7TqMHBbxDvA Subscribe to receive Grizzle's investment research on growth & disruption: https://grizzle.com/subscribe

This week we bring you a special deep dive cannabis episode. We examine the politics, volume, performance and then cap it off with a review of earnings. Grizzle Pod is brought to you by our friends at ycharts.com 

In this week's pod we examine Business Insider's attempted takedown of media mogul Dave Portnoy and why we're buyers of Penn Gaming (6:39). We also review Grizzle conviction calls (29:24): Dutch Brothers, Compass Pathways, Airbnb, Arc Resources & Range Resources. We cap off the episode with an analysis of software growth rates vs. share price performance (50:25); and a postmortem on Peloton's ugly quarter (56:23). Charts for this episode can be found here: https://youtu.be/7PLPkMB-0Sw Grizzle Pod is brought to you by our friends at ycharts.com

This week is all about the metaverse and why Facebook is going for a branding and growth hail mary. We're also talking Bitcoin, Trump Media, Indian stock market outperformance and the hyperinflation boogeyman. Charts for this episode can be found here: https://youtu.be/imNhkKcx_f8

Grizzle had the pleasure of interviewing an investing heavyweight - Leigh Goehring of Goehring & Rosencwajg. Leigh Goehring is a commodity investing veteran - he was the portfolio manager of the Chilton Global Natural Resources Hedge Fund (over $5 billion of assets at its peak). He believes commodity prices are going a lot higher over the coming years and explains why.

The commodity squeeze is in full effect; we talk through the state of natural gas and electricity prices in Europe and tight supply of copper globally. We look at performance of the different areas of technology this year and highlight which area the the market will continue to reward. Lastly, we highlight a Grizzle classic long-term "buy every dip" holding - Adobe.