Grizzle Pod: Thematic Growth Investing

Grizzle Pod: Thematic Growth Investing

Grizzle

4.9from 34 ratings

ca

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102
Episodes
5
Transcribed
34
Ratings
Monthly
Cadence
2021
First episode

About 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.

Publisher
Grizzle
Category
business
Language
en
Explicit
Yes
First episode
15 Feb 2021
Latest episode
11 Oct 2026

Latest episodes

5 of 102 episodes have a transcript.

  1. 11 Oct 2026TRANSCRIPT

    Grizzle Hard Money Conference - October 2026: Gold, Silver & Bitcoin

  2. 7 Jun 2026TRANSCRIPT

    Hard Money Conference June 2026: Gold, Silver & Bitcoin

  3. 14 Mar 2026

    Grizzle Mines x Metals Show at PDAC 2026

Inside a recent episode

Grizzle Hard Money Conference - October 2026: Gold, Silver & Bitcoin

Published 11 Oct 2026 · Transcript excerpt

[…] My guess would be something more like Q1 2028, but that would be the next one coming online to take us from a one royalty company to a two royalty paying company. And then those last two, the smaller of the two is Kitsalt, which is a molybdenum stage project. It's a molybdenum project in the development stage. It's privately owned by New Molly, so there's not a ton. of public disclosure out there on that, but we have an NSR on that one. And then KSM is no question the most valuable one in our portfolio. It's owned by Seabridge Gold, which is about a $4.5 billion company. And what makes that asset unique is it is the largest permitted but undeveloped gold copper deposit in the world. […]

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Who has been a guest on Grizzle Pod: Thematic Growth Investing

Names identified in recent episode analyses. Showing up to five guests.

  • James Seyffart
  • David Shaver
  • Heather Taylor
  • Mark Brennan
  • Daniel Henao

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)
4.9 / 5
28 ratings
Spotify
5.0 / 5
6 ratings

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