Grizzle Pod: Thematic Growth Investing

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) 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 discussion 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:

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 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