Grizzle Pod: Thematic Growth Investing

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/

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): https://denisonmines.com/investors/in... ◼️Power Nickel (TSXV:PNPN): https://powernickel.com ◼️Ecora Resources (TSX:ECOR) (LSE:ECOR): https://www.ecora-resources.com/investor-relations/ ◼️Hot Chili (TSXV:HCH) (ASX:HCH): https://www.hotchili.net.au/ ◼️Anfield Energy (TSXV:AEC): https://anfieldenergy.com/ ◼️Lithium Royalty Corp (TSX:LIRC): https://lithiumroyaltycorp.com/ ◼️Amerigo (TSX:ARG): https://www.amerigoresources.com/ ◼️Bid/Ask ETF Research: https://www.bid-ask.io/ AGENDA: ◼️Uranium in Focus: David Cates, CEO Denison Mines, Corey Dias, CEO Anfield Energy & Nick Carter EVP UxC ◼️Diversified Critical Metals: Terry Lynch, CEO Power Nickel & Marc Bishop Lafleche, CEO Ecora Resources ◼️Lithium: Is the Bottom In? Rob Weir, VP Corporate Development, Lithium Royalty Corp ◼️Copper: Robust Demand, Tight Supply: Christian Easterday, CEO Hot Chili, Aurora Davidson, CEO Amerigo ◼️Analyzing Uranium ETFs: Bid/Ask ETF Strategy & Research Topics: 0:00 Conference Intro 2:25 More Than an Inventory Restocking Cycle? 5:01 The Uranium Reshoring Opportunity 7:53 When Will SMR’s be Ready for Primetime? 12:24 AI’s Impact on Nuclear Demand 15:01 Denison Production Outlook 17:23 Acquisitions on the Horizon? 19:56 Denison: Key Catalysts 24:44 The Strategic Importance of Uranium in America 26:51 Bipartisan Support of Nuclear Power 28:34 Uranium Market Stability Without Russian Exports 29:04 U.S. Uranium Milling in Demand: 2 of 3 Assets Acquired 30:50 Time & Cost to Build a Mill from Scratch vs. Refurbish 32:18 Will More Milling Capacity be Required? 32:59 Restocking Cycle or Sustainable Demand Growth 34:48 Has Public Opinion Ever Been This Positive? 36:45 Inventory Outlook & Potential Bottlenecks 39:15 America’s Role in Uranium Supply 42:30 Where We Currently Sit in the Commodity Cycle 43:26 Commodities vs. Commodity Mining Stocks 44:15 Commodity M&A Cycle 45:27 The Significant Value of Polymetallic Deposits 48:04 Nickel Market: North America vs. Indonesia 51:22 Nisk: High Grade Polymetallic Discovery 52:46 Lion Zone & Exploratory Drilling Ahead 54:35 Outlook Among Battery Metals 58:00 Ecora’s Unique Critical Metals Royalty Model 59:47 Which Royalty in the Portfolio Could Surprise to the Upside? 1:01:52 Uranium: NexGen Patterson Corridor East Royalty 1:03:32 Catalysts Ahead for Ecora 1:07:27 Lithium: Signs the Market is Close to a Bottom 1:07:58 Structural EV Demand 1:08:53 EVs: China’s Leading the Way 1:09:33 Will Lithium Remain a Key Component in Battery Chemistry? 1:10:15 M&A: Rio Tinto & Arcadium Lithium 1:11:17 Region and Deposit Focus? 1:12:03 Applying the Royalty Model to Lithium 1:12:51 Catalysts Ahead 1:14:13 Drivers of Elongated Development Cycles 1:14:44 Exploration Budgets Still Tight 1:15:17 Chile’s Importance in Global Copper Production 1:15:57 China’s Strategic Domination in EVs & Renewables 1:17:00 Drivers of Costa Fuego’s Significant Resource Growth 1:17:54 Importance of Water Rights in Mining 1:18:59 Hot Chili Catalysts Ahead 1:20:52 The Copper Shortage 1:24:21 Copper Prices High Enough to Incentivize exploration? 1:26:26 An Underappreciated Source of Demand 1:27:40 Importance of Capital Return in Mining 1:28:51 Amerigo: The Copper Utility Model Explained 1:30:57 Bid/Ask ETF Research: Uranium ETFs

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

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 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

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

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

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/

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/

The global energy crisis has sparked 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

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. 

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 )