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.
Grizzle Pod: Thematic Growth Investing
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101 episodes
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Podcast Overview
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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Publishing Since
2/15/2021
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Recent Episodes
June 7, 2026
Hard Money Conference June 2026: Gold, Silver & Bitcoin
Industry experts discuss the future of gold, silver, and Bitcoin, offering insights into hard asset investment strategies.
March 14, 2026
Grizzle Mines x Metals Show at PDAC 2026
<p>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.</p><p><br></p><p>CONTENT</p><p>0:00 Intro</p><p>8:21 Cambria Gold (TSXV:CAMB) - Rob Mcleod, CEO</p><p>20:50 Newcore Gold (TSXV:NCAU) - Luke Alexander, CEO</p><p>29:41 Silver Viper Minerals (TSXV:VIPR) - Adam Cegielski, Chairman</p><p>38:34 Power Metallic (TSXV:PNPN) - Terry Lynch, CEO</p><p>54:09 Ecora Royalties (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO</p><p>1:04:09 Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO</p><p>1:15:35 Metallic Minerals (TSXV:MMG) - Greg Johnson, CEO</p><p>1:24:40 Hot Chili (TSX:HCH) (ASX:HCH) - Andrea Aravena, VP Geology</p><p>1:34:56 Stillwater Critical Minerals (TSXV:PGE) - Michael Rowley, CEO</p><p>1:43:43 Galleon Gold (TSXV:GGO) - David Russell, CEO</p><p>1:53:19 First Phosphate (TSXV:PHOS) - John Pasalaqua, CEO</p><p>2:01:17 Viva Gold (TSXV:VAU) - Jim Hesketh, CEO</p><p><br></p><p>COMPANY WEBSITES:</p><p>Anfield Energy (TSXV:AEC) (NASDAQ:AEC): https://anfieldenergy.com/investors/</p><p>Power Metallic (TSXV:PNPN): https://www.powermetallic.com/</p><p>Cambria Gold Mines (TSXV:CAMB): https://cambriagold.com/corporate/</p><p>Silver Viper Minerals (TSXV:VIPR): https://silverviperminerals.com/</p><p>Ecora Royalties (TSX:ECOR) (LSE:ECOR): https://www.ecoraroyalties.com/</p><p>Metallic Minerals (TSXV:MMG): https://metallic-minerals.com/</p><p>Stillwater Critical Minerals (TSXV:PGE): https://criticalminerals.com/</p><p>Newcore Gold (TSXV:NCAU): https://newcoregold.com/</p><p>Hot Chili (TSX:HCH) (ASX:HCH): https://www.hotchili.net.au/</p><p>Galleon Gold (TSXV:GGO): https://galleongold.com/</p><p>First Phosphate (TSXV:PHOS): https://firstphosphate.com/</p><p>Viva Gold (TSXV:VAU): https://vivagoldcorp.com/</p>
December 22, 2025
Grizzle Commodity 1x1 - Outlook 2026: The Playbook for the Supercycle
<p>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. </p><p>Each year, we gather top-tier portfolio managers, elite market strategists, and the executive management teams behind the companies defining the future of resources. </p><p>We don't just scratch the surface; we dive deep into the specific assets driving the current supercycle.</p><p>Join the conversation as we dissect the most critical commodities of this cycle:</p><p>Precious Metals: Gold & Silver</p><p>Critical Minerals: Copper, Uranium, & Lithium</p><p>Energy: Natural Gas & Oil</p><p><br></p><p>AGENDA:</p><p>0:00 Intro </p><p>1:20 Warren Pies, 3Fourteen Research (NASDAQ:RAA | NASDAQ:FCTE)</p><p>23:31 Steve Cope, Silver Viper Minerals - Silver (TSXV:VIPR)</p><p>44:31 Terry Lynch, Power Metallic - Copper, PGEs & Polymetallics (TSXV:PNPN)</p><p>1:04:54 Leigh Goehring, Goehring & Rozencwajg Associates</p><p>1:43:12 Corey Dias, Anfield Energy - Uranium (NASDAQ:AEC | TSXV:AEC)</p><p>2:05:36 Marc Bishop Lafleche, Ecora Resources - Critical Minerals (TSX:ECOR | LSE:ECOR)</p><p>2:24:35 Heather Exner-Pirot, Macdonald Laurier Institute - Canadian Resources</p><p>2:40:52 James Seyffart, Bloomberg - Bitcoin, ETFs</p><p>3:04:26 Rob Weir, Lithium Royalty Corp - Lithium (TSX:LIRC)</p><p>3:22:00 Luke Alexander, Newcore Gold - Gold (TSXV:NCAU)</p><p>3:36:05 Ian Harris, Copper Giant - Copper (TSXV:CGNT)</p><p>3:54:06 Outro</p><p><br></p><p>LEAD PARTNERS:</p><p>3Fourteen Research: https://www.3fourteenresearch.com/</p><p>Goehring & Rozencwajg Associates: https://www.gorozen.com/Silver Viper (TSXV:VIPR): https://silverviperminerals.com/</p><p>Ecora Resources (TSX:ECOR): https://www.ecora-resources.com/</p><p>Anfield Energy (NASDAQ:AEC | TSXV:AEC): https://anfieldenergy.com/</p><p>Power Metallic (TSXV:PNPN): https://www.powermetallic.com/</p><p><br></p><p>CORPORATES:</p><p>Lithium Royalty Corp (TSX:LIRC) https://lithiumroyaltycorp.com/home/default.aspx</p><p>Newcore Gold (TSXV:NCAU) https://newcoregold.com/</p><p>Copper Giant (TSXV:CGNT) https://coppergiant.co/</p>
101 total episodes available with 4 transcripts
Recent guests on Grizzle Pod: Thematic Growth Investing
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
David Shaver
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Jeroen Blokland
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Rob McLeod
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Derek Macpherson
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Andrew Clark
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Mark Brennan
Guest
Leigh Goehring
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Stephen Soock
Guest
Steve Cope
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Luke Alexander
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