Grizzle Pod: Thematic Growth Investing

Grizzle

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.

  1. 12/22/2025

    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 & 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/

    3h 56m
  2. 11/08/2025

    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

    1h 7m
  3. 12/09/2024

    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/

    5h 15m
4.9
out of 5
28 Ratings

About

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.