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Grizzle Pod: Thematic Growth Investing
Grizzle
98 episodes
5 days ago
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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Investing
Business
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All content for Grizzle Pod: Thematic Growth Investing is the property of Grizzle and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
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Grizzle Commodity 1x1 - December 2024
Grizzle Pod: Thematic Growth Investing
5 hours 15 minutes 15 seconds
11 months ago
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/


Grizzle Pod: Thematic Growth Investing
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.