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 4…

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 driver…

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 Min…

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 & Qua…

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 Sha…

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…

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 | Unli…

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 elect…

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 Intro1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital21:18 John Ciampaglia, CEO & Senior…

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 Intro01:40 Fundamentals for gol…

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 (T…

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 c…

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 outl…

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 consume…

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 c…

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…

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 m…

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://hilltowerresourceadvisor…

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 ahea…

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. zer…

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 mater…

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 out…

We put together a stellar lineup for Grizzle Commodity Conference 1x1! We go one-on-one with the top commodity portfolio managers, strategists and management teams in the industry. We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium, lithium and vanadium. Grizzle Commodity 1x1 is Brought to…

In this week’s podcast Grizzle was joined by Warren Pies, the Co-founder and Strategist at 3Fourteen Research, to help us make sense of both the equity and commodity markets, and why he believes we are in the midst of a bear market rally. Key topics discussed: Why The Market Hasn't Bottomed Earnings Still Falling Yield Curve Still Inverted Fed Stil…

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.B…

Harris Kupperman, Founder & CIO of Praetorian Capital joins Grizzle Media to discuss his outlook on OPEC's surprise output cut, how it will impact the markets & the Fed, and the bull thesis for oil and commodities going forward. Praetorian Capital: https://pracap.com/Kuppy's Event Driven Monitor: https://kedm.com/Twitter: https://twitter.com/KEDM_C…

This week Grizzle had the pleasure of speaking with Phil Bak, the CEO of Armada ETF Advisors, to discuss his outlook on the state of the US banking system, and how today’s current investment environment differs from the past. He also discusses potential risks facing the Private REITs sector, and what entrepreneurs need to know when it comes to star…

Grizzle had the pleasures of speaking with leaders in the mining industry at this year’s 2023 PDAC convention - one of the world’s largest mining conferences, to discuss the opportunities in gold, uranium and battery metals such as vanadium, nickel and lithium. 00:00 Intro 00:28 Agnico Eagle - David Smith, CFO 04:17 Largo - Earnest Cleave, CFO 08:1…

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…

In this week’s Grizzle podcast we interview veteran hedge fund manager Michael Kao, to discuss his outlook on contagion risks facing the banking industry amid the fallout of SVB, and why he thinks China is a bigger risk to the global financial system than the US. He also discusses macro themes impacting the US dollar and oil. Michael Kao's Substack…

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 …

We had the pleasure of sitting down with Chris Gannatti, Global Head of Research at WisdomTree. He gave us an overview of WisdomTree's investment process and how the firm identifies emerging investment themes - great insight for investors examining thematic ETFs. Chris also laid out a compelling bullish backdrop in the cybersecurity and semiconduct…

The foundation of the world's energy transition is electric metals, it's also the sector with some of the best growth opportunities! Live discussions with the top battery metals investors and management teams - we're bringing sizzle to the materials building the future of renewables: lithium, vanadium, cobalt, copper and nickel. 00:00:00 Intro 00:0…

In our second episode of the Management 1x1 Series we are thrilled to have James Lanthier, CEO of Mindset Pharma join us. Mindset is one of the world's leading companies in the field of psychedelic medicines to treat neurological and psychiatric disorders. James brings a wealth of insight to the pod and breaks down the big picture of the true disru…

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 vana…

In this week's pod we analyze the icy relationship between OPEC and the West; we also analyze valuation multiples within the software sector. Scott breaks down what Joe Biden's marijuana pardon means for cannabis stocks. Stay tuned for our management 1x1 podcast series that kicks off on October 14th! Links from the episode: The Energy Density Ladde…

In this week's pod we analyze the sharp market selloff, the broken bond market and the death of the balanced 60/40 bond/equity portfolio. We also present a framework for investing in growth stocks in the current market environment: Big Tech, SPACs, SaaS, cannabis & psychedelics. The Grizzle Pod is brought to you by YCharts ( ycharts.com ) and the G…

The weekly Grizzle Pod is back! This week we provide an update on our market outlook and what we view as the optimal portfolio asset allocation of energy security and technology stocks. The Grizzle Pod is brought to you by YCharts ( ycharts.com ) and the GRZZ ETF ( etf.grizzle.com ).

The political winds are finally changing for nuclear energy. Come learn where experts in nuclear and uranium investing are putting their money at the Grizzle Uranium Con. 00:00:10 Intro 00:01:19 Doomberg: https://doomberg.substack.com/ 00:31:43 David Talbot, Head of Research - Red Cloud Securities: https://redcloudsecurities.com/ 00:55:54 John Ciam…

Welcome to Grizzle’s House! A normal everyday American, multicultural, millennial-aged male, with life experiences to share with the masses! As you enter be prepared for raw dialogue, discussions about topics such as: sex, music, business, education, healthcare, politics, sports, and all things happening in the world today! --- Send in a voice mess…

We've put together a stellar lineup for Grizzle Commodity Con 2022. Live discussions with the top commodity portfolio managers, strategists and management teams - we're bringing sizzle to the commodity bull market We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium, lithium and vanadium. 00…

We're back with another edition of Grizzle Psychedelics Con, live discussions with the top leaders in the industry on their goals to revolutionize how consumers deal with mental wellness. (1:15) Compass Pathways (CMPS) - George Goldsmith, CEO (15:46) Mindset Pharma (MSET) - James Lanthier, CEO (30:01) Cybin (CYBN) - Doug Drysdale, CEO (41:27) HAVN …

Grizzle Cannabis Con is back! We've put together a great lineup of leaders who are defining the future of the industry. Agenda: (1:14) Terrascend (TER) - Jason Wild, Chairman (19:15) Trulieve (TRUL) - Kim Rivers, CEO (38:03) Leafly (LFLY) - Yoko Miyashita, CEO (49:03) Cannabis Drinks Panel: Lisa Hurwitz, CEO Happi & Jake Bullock, Founder Cann (1:06…

Grizzle hosted a special strategy luncheon in New York City on April 11th, where we had the opportunity to sit down with investing legends. Macro Strategy: Chris Wood, Partner Grizzle, Global Head of Equity Strategy, Jefferies. Natural Resources: Leigh Goehring and Adam Rozencwajg from Goehring & Rozencwajg. Cannabis: Mitch Baruchowitz, Managing Pa…

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…

Grizzle Cannabis Con 1x1: Intimate live Q&A sessions with a targeted group of leaders who are pushing the industry forward. Agenda: (1:11) Trulieve (TRUL) - Kim Rivers (18:27) Verano (VRNO) - Aaron Miles (33:23) Terrascend (TER) - Jason Wild & Fabian Monaco (47:21) Valens (VLNS) - Everett Knight (1:04:42) Sundial (SNDL) - Zach George (1:20:52) Ayr …

Grizzle Psychedelics Con 1x1: Intimate live Q&A with leaders in the industry on their plans to revolutionize the treatment mental health. Agenda: (1:11) - Atai (ATAI) - Christian Angermayer (21:50) Field Trip (FTRP) - Ronan Levy (37:55) HAVN Life (HAVN) - Tim Moore (52:43) PharmaTher (PHRM) - Fabio Chianelli (1:09:22) Mindset Pharma (MSET) - James …