Grizzle Pod: Thematic Growth Investing

Dec 09 2024 92 ep. 72 mins 16
Grizzle Pod: Thematic Growth Investing Podcast artwork

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.

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Grizzle Commodity 1x1 - December 2024

Dec 09 2024 315 mins  
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

Copper Mining Rules of Thumb with Ian Harris, CEO Libero Copper

Nov 29 2024 52 mins  
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 Ch

Grizzle Uranium & Battery Metals Roundtable - The New Era of Energy

Oct 19 2024 100 mins  
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):

Grizzle Gold & Silver Roundtable - Fall 2024

Sep 24 2024 74 mins  
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:

Grizzle Hard Money Conference - Gold, Silver & Bitcoin - Spring 2024

May 10 2024 278 mins  
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

Battery Metals in Demand: Copper and Lithium

Apr 10 2024 43 mins  
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.

West Africa Gold Mining 101: Cote d'Ivoire - Kobo Resources

Feb 18 2024 49 mins  
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 eme

Why $50 Billion is Headed into Bitcoin ETFs in Year 1

Jan 10 2024 13 mins  
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

Grizzle Hard Money: Gold, Silver & Bitcoin - Winter 2023

Dec 15 2023 145 mins  
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

Grizzle Battery Metals 1x1 Conference 2023

Dec 13 2023 158 mins  
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.