Grizzle Pod: Thematic Growth Investing

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101

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Jun 2026

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About the show

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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June 7, 20263 hr 14 min

Hard Money Conference June 2026: Gold, Silver & Bitcoin

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 Intro1:31 David Shaver, Executive Vice President, Kinross Gold (NYSE:KGC)25:10 Jeroen Blokland, Blokland Smart Multi-Asset Fund49:29 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 Associates2:25:14 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/1uQadCorporate 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/

March 14, 20262 hr 9 min

Grizzle Mines x Metals Show at PDAC 2026

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.CONTENT0:00 Intro8:21 Cambria Gold (TSXV:CAMB) - Rob Mcleod, CEO20:50 Newcore Gold (TSXV:NCAU) - Luke Alexander, CEO29:41 Silver Viper Minerals (TSXV:VIPR) - Adam Cegielski, Chairman38:34 Power Metallic (TSXV:PNPN) - Terry Lynch, CEO54:09 Ecora Royalties (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO1:04:09 Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO1:15:35 Metallic Minerals (TSXV:MMG) - Greg Johnson, CEO1:24:40 Hot Chili (TSX:HCH) (ASX:HCH) - Andrea Aravena, VP Geology1:34:56 Stillwater Critical Minerals (TSXV:PGE) - Michael Rowley, CEO1:43:43 Galleon Gold (TSXV:GGO) - David Russell, CEO1:53:19 First Phosphate (TSXV:PHOS) - John Pasalaqua, CEO2:01:17 Viva Gold (TSXV:VAU) - Jim Hesketh, CEOCOMPANY 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/

December 22, 20253 hr 55 min

Grizzle Commodity 1x1 - Outlook 2026: The Playbook for the Supercycle

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 & SilverCritical Minerals: Copper, Uranium, & LithiumEnergy: Natural Gas & OilAGENDA: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 Associates1:43:12 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 Resources2:40:52 James Seyffart, Bloomberg - Bitcoin, ETFs3:04:26 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 OutroLEAD 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.aspxNewcore Gold (TSXV:NCAU) https://newcoregold.com/Copper Giant (TSXV:CGNT) https://coppergiant.co/

November 8, 20251 hr 6 min

Critical Minerals Roundtable: Fall 2025

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

November 4, 202540 min

Commodity Navigator Episode 5 - Silver Viper (silver) & Brixton Metals (gold/copper)

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?

October 17, 202537 min

Commodity Navigator Episode 4 - Power Metallic (copper /polymetallic) & Northern Superior Resources (gold)

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?

October 7, 202549 min

Commodity Navigator: Episode 3 - Lithium Royalty Corp (lithium - TSX:LIRC) & First Phosphate (battery grade phosphate - TSXV:PHOS)

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?

September 29, 202544 min

Commodity Navigator: Episode 2 - Anfield Energy (uranium) & Cerrado Gold (gold/critical minerals)

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

September 17, 202536 min

Commodity Navigator: Episode 1 - First Nordic Metals (gold) & Silver47 (silver)

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

December 9, 20245 hr 15 min

Grizzle Commodity 1x1 - December 2024

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/