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Carol Costello Presents: The God Hook


In this premiere episode of "The God Hook," host Carol Costello introduces the chilling story of Richard Beasley, infamously known as the Ohio Craigslist Killer. In previously unreleased jailhouse recordings, Beasley portrays himself as a devout Christian, concealing his manipulative and predatory behavior. As the story unfolds, it becomes clear that Beasley's deceitfulness extends beyond the victims he buried in shallow graves. Listen to the preview of a bonus conversation between Carol and Emily available after the episode. Additional info at carolcostellopresents.com . Do you have questions about this series? Submit them for future Q&A episodes . Subscribe to our YouTube channel to see additional videos, photos, and conversations. For early and ad-free episodes and exclusive bonus content, subscribe to the podcast via Supporting Cast or Apple Podcasts. EPISODE CREDITS Host - Carol Costello Co-Host - Emily Pelphrey Producer - Chris Aiola Sound Design & Mixing - Lochlainn Harte Mixing Supervisor - Sean Rule-Hoffman Production Director - Brigid Coyne Executive Producer - Gerardo Orlando Original Music - Timothy Law Snyder SPECIAL THANKS Kevin Huffman Zoe Louisa Lewis GUESTS Doug Oplinger - Former Managing Editor of the Akron Beacon Journal Volkan Topalli - Professor of Criminal Justice and Criminology Amir Hussain - Professor of Theological Studies Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://evergreenpodcasts.supportingcast.fm…
Grizzle Pod: Thematic Growth Investing explicit
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Grizzle에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Grizzle 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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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92 에피소드
모두 재생(하지 않음)으로 표시
Manage series 3373282
Grizzle에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Grizzle 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
…
continue reading
92 에피소드
모든 에피소드
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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/…
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Grizzle Pod: Thematic Growth Investing

1 Copper Mining Rules of Thumb with Ian Harris, CEO Libero Copper 52:33
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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 drivers of copper supply / demand China's dominant role in production and smelting Lack of large-scale copper project developments Risk-aversion in mining and why major mining companies are more disciplined with deploying capital than before The Valley of Death - a critical phase for junior mining companies Market conditions heavily influence project funding opportunities Colombia presents significant opportunities for copper mining. Libero's Mocoa deposit: substantial resources and potential for expansion…
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Grizzle Pod: Thematic Growth Investing

1 Grizzle Uranium & Battery Metals Roundtable - The New Era of Energy 1:40:56
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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…
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Grizzle Pod: Thematic Growth Investing

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 & Quant. Topics: 0:00 Intro 2:03 Valuing Gold: A Historical Context 5:53 Gold Demand: Emerging Markets vs. Developed Markets 8:34 Gold Miners vs. Physical Gold 14:40 The Golden Age for Scarce Assets 19:21 The Value of Gold as a Diversifier 22:42 Gold vs. Silver in a Portfolio Context 24:38 The Structural Decline of Europe 27:37 The Outlook for Scarce Assets 31:09 The Drivers of the Gold/Silver Ratio 32:17 Renewable Energy Demand for Silver 33:32 The Scarcity of Quality Silver Assets 35:05 What Drivers Underpin a Valuable Silver Mine 37:11 Silver Miners: Historical Drivers for Valuation Rerating 39:02 Silver & Gold Miners: M&A Cycle 41:02 Tier 1 Silver Development: Panuco Silver-Gold Project 43:24 High Grade Silver: Santa Ana Silver - Gold Project 45:43 Key Advantages of Investing in Gold Mining Projects within Canada 47:18 The Value of Having a Permitted Mine on the Cusp of Production 48:41 The Prolific Gold Mining History of Red Lake 49:52 The Importance of the Golden Runway for Investors 51:17 The Madsen Mine in the Sweet Spot of the Golden Runway 53:30 High Grade Gold in West Africa 56:06 Scandinavian Gold Exploration 57:22 Cote d’Ivoire: Underexplored vs Prolific Gold Neighbors 59:40 Open Greenstone Belt: Gold Mining Prospectivity in Sweden 1:01:35 Partnering with a Global Infrastructure Giant: Mota-Engil 1:04:58 Having a Gold Mining Titan in Your Corner: Agnico-Eagle 1:07:44 Kobo’s Exceptional Assay Results & Fall Drilling Campaign 1:12:30 The Path Ahead for First Nordic’s Flagship Barsele Gold Project LEAD PARTNERS: Goehring & Rozencwajg Associates: https://www.gorozen.com/ Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/ West Red Lake Gold Mines: https://westredlakegold.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/ Vizsla Silver (TSXV:VZLA): https://vizslasilvercorp.com/ Kobo Resources (TSXV:KRI): https://www.koboresources.com/ First Nordic Metals (TSXV:FNM): https://fnmetals.com/ Outcrop Silver (TSXV:OCG): https://outcropsilver.com/…
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Grizzle Pod: Thematic Growth Investing

1 Grizzle Hard Money Conference - Gold, Silver & Bitcoin - Spring 2024 4:38:56
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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…
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Grizzle Pod: Thematic Growth Investing

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.
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Grizzle Pod: Thematic Growth Investing

1 West Africa Gold Mining 101: Cote d'Ivoire - Kobo Resources 49:38
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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, judging the stability of an emerging market government, operating in emerging markets and other important topics useful for gold investors.…
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Grizzle Pod: Thematic Growth Investing

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…
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Grizzle Pod: Thematic Growth Investing

1 Grizzle Hard Money: Gold, Silver & Bitcoin - Winter 2023 2:25:29
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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 | Unlimited Funds 31:06 Shawn Khunkhun, CEO & Director| Dolly Varden Silver (TSXV:DVV) 51:30 Shane Williams, CEO & Director | West Red Lake Gold (TSXV:WRLG) 1:06:09 Mark Brennan, CEO & Chairman | Cerrado Gold (TSXV:CERT) 1:23:03 Galen McNamara, CEO & Director | Summa Silver (TSXV:SSVR) 1:39:11 James Seyffart - Bloomberg LP 2:04:45 Sue Ennis, VP Corporate Development | Hut 8 2:18:35 Grizzle Takeaways and Wrap-up LEAD PARTNERS: Dolly Varden Silver: https://dollyvardensilver.com/ 3Fourteen Research: https://www.3fourteenresearch.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: Dolly Varden Silver: https://dollyvardensilver.com/ West Red Lake Gold: https://westredlakegold.com/ Cerrado Gold: https://www.cerradogold.com/ Summa Silver: https://summasilver.com/ Subscribe to receive Grizzle's free investment research on Substack: http://grizzleresearch.substack.com/ Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #gold #silver #bitcoin…
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Grizzle Pod: Thematic Growth Investing

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 electric vehicle manufacturers. We've brought together a stellar lineup of management teams, strategists and investors to highlight the compelling opportunities in the sector: copper, lithium, nickel, cobalt, vanadium and more. 2:16 Tracy Shuchart, CEO/Founder & Chief Market Strategist | Hill Tower Resource Advisors 15:27 Mark Selby, CEO & Director | Canada Nickel 30:05 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 48:29 Christian Easterday, CEO & Managing Director | Hot Chili Ltd 1:05:45 Aurora Davidson, CEO | Amerigo 1:23:51 Mark Brennan, Executive Chairman & Founder | Ascendant Resources 1:35:51 Blake Hylands, CEO | Lithium Ionic 1:51:56 Dale Ginn, CEO & Director | Lithium One 1:58:16 Adam Webb, Product Director | Benchmark Mineral Intelligence 2:12:35 Robert McEwen, Executive Chairman & Chief Owner | McEwen Mining 2:34:57 Closing Notes LEAD PARTNERS: Hill Tower Resource Advisors: https://hilltowerresourceadvisors.com/ Canada Nickel: https://canadanickel.com/ Sprott: https://sprottetfs.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: Canada Nickel: https://canadanickel.com/ Hot Chili: https://www.hotchili.net.au/ Amerigo: https://www.amerigoresources.com/ Ascendant Resources: https://www.ascendantresources.com/ Lithium Ionic: https://lithiumionic.com/ Lithium One: https://www.lithiumonemetals.com/ McEwen Mining: https://mcewenmining.com/ Subscribe to receive Grizzle's free investment research on battery metals: https://grizzleresearch.substack.com/ Follow us on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #lithum #nickel #copper…
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Grizzle Pod: Thematic Growth Investing

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 Intro 1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital 21:18 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 41:13 Corey Dias, CEO & Co-Founder | Anfield Energy 52:12 Dr. Rebecca Hunter, Vice-President Exploration | Forum Energy Metals 1:03:53 William Sheriff, Chairman | Nuclear Fuels 1:16:48 Bruce Lane, Executive Director | GTI Energy 1:30:13 Doomberg 1:52:57 Leigh Goehring, Managing Partner | Goehring & Rozencwajg Associates 2:28:38 Grizzle Research & Quant LEAD PARTNERS: Praetorian Capital: https://pracap.com/ Goehring & Rozencwajg Associates: https://www.gorozen.com/ Doomberg: https://doomberg.substack.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ Sprott: https://sprott.com/ COMPANIES: Anfield Energy: https://anfieldenergy.com/ Forum Energy Metals: https://forumenergymetals.com/ GTI Energy: https://www.gtienergy.au/ Nuclear Fuels: https://nuclearfuels.energy/ Watch Uranium 1x1 on YouTube: https://www.youtube.com/live/p24TZzN9pc0?si=S2shbYR9vOJrZO65 Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #uranium #nuclear #energy…
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Grizzle Pod: Thematic Growth Investing

1 Gold Mining & Shareholder Value with Mark Brennan, CEO of Cerrado Gold 51:58
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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 Intro 01:40 Fundamentals for gold in the current macro environment 06:00 Operating environment in South America - Brazil & Argentina 12:18 Mining in Quebec 14:11 Capital investment in Argentina and resource endowment 20:15 Bonanza grades of gold a game changer for Minera Don Nicolas 27:18 Cerrado's oversubscribed low cost project financing and the significant value for the company 32:05 Export credit funding a source of low cost of capital 37:21 Cerrado's longer term development roadmap 42:24 Hunting for mining opportunities across the metals complex - Assets are everything 45:50 Exploration a key driver to increase net present value (NPV) for Monte Do Carmo (Brazil) 49:31 The right asset needs the right team Cerrado Gold: https://www.cerradogold.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/…
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Grizzle Pod: Thematic Growth Investing

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 (TSXV:SSVR) and Viva Gold (TSXV:VAU) 00:00:00 Dolly Varden - Shawn Khunkhun 00:17:49 Cerrado Gold - Mark Brennan 00:27:20 West Red Lake Gold - Shane Williams 00:43:40 Hot Chili - Christian Easterday 00:57:12 Summa Silver - Galen McNamara 01:05:10 Viva Gold - James Hesketh Company Websites: Dolly Varden Silver: https://dollyvardensilver.com/ Cerrado Gold: https://www.cerradogold.com/ West Red Lake Gold: https://westredlakegold.com/ Hot Chili: https://www.hotchili.net.au/ Summa Silver: https://summasilver.com/ Viva Gold: https://vivagoldcorp.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com Grizzle Twitter: @grizzlemedia @thomasg_grizzle @scottw_grizzle…
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Grizzle Pod: Thematic Growth Investing

1 The Copper Bull Market with Aurora Davidson, CEO of Amerigo Resources 36:00
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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 copper or to learn if Chilean production will be able to meet lofty demand forecasts from the renewables industry. A summary of topics discussed include: Fundamental view on copper and 2024 price outlook 1. Why is Chile so important to the global copper story, and why is copper so vital to Chile? 2. Thoughts on CODELCO’s recent financing (Chile’s state owned copper company) and whether investors should worry about CODELCO’s ability to access funds and grow production. 3. Amerigo’s sustainable 9.3% dividend yield, low debt and plans for growing the dividend from here. 4. Amerigo’s capital return strategy if copper prices move higher this decade. Amerigo: https://www.amerigoresources.com Amerigo Twitter: @AmerigoRes Grizzle Research & Quant: https://grizzleresearch.substack.com Grizzle Twitter: @grizzlemedia @thomasg_grizzle @scottw_grizzle…
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Grizzle Pod: Thematic Growth Investing

1 Energy & Market Outlook with Warren Pies, Founder & Strategist at 3Fourteen Research 35:23
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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…
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Grizzle Pod: Thematic Growth Investing

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 consumer technology, personal computing devices, semiconductors, investments, and business strategy. His research has focused on the relationship between humans and technology, seeking to understand what drives their behavior with products and services. He also hosts 'The Circuit' with Jay Goldberg - an excellent podcast dedicated to the business of the semiconductor industry. Follow Ben on Twitter: https://twitter.com/BenBajarin The Circuit Podcast: https://thecircuit.fm/ Creative Strategies: https://creativestrategies.com/ #artificialintelligence #nvidia #ai…
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Grizzle Pod: Thematic Growth Investing

1 The Canadian Housing Crisis with Ben Rabidoux, North Cove Advisors 31:49
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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 country, Ben Rabidoux, Founder of North Cove Advisors. This is a must watch interview, Ben brings a ton of insight and incredible charts to shed light on a housing market that's tethering on the edge. Follow Ben on Twitter @BenRabidoux North Cove Advisors: https://northcove.net/ & Edge Realty Analytics: https://edgeanalytics.ca/ Subscribe to Grizzle Research: https://grizzleresearch.substack.com/…
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Grizzle Pod: Thematic Growth Investing

1 Cannabis & Psychedelics Market Update: Jason Wild, Terrascend & James Lanthier, Mindset Pharma 57:00
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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 differentiators vs peers and catalysts ahead. A great discussion on all fronts, enjoy!…
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Grizzle Pod: Thematic Growth Investing

1 Uranium Market Update with Corey Dias, CEO of Anfield Energy 59:53
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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 market.…
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Grizzle Pod: Thematic Growth Investing

1 Grizzle Hard Money Conference: Gold, Silver & Bitcoin 2:22:11
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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://hilltowerresourceadvisors.com/ Tidal Financial Group https://www.tidalfinancialgroup.com/ Grizzle Research & Quant http://grizzleresearch.substack.com/ Agenda: 00:00 Intro 01:11 Partnerships 02:04 Tracy Shuchart - Hilltower Resource Advisors 17:22 Bob Elliott - Unlimited Funds 33:30 Shawn Khunkhun - Dolly Varden Silver 48:53 Mark Brennan - Cerrado Gold 01:03:22 Michael Venuto - Tidal 01:16:60 Dr.Mark Thorpe - EnviroGold 01:30:55 Amandip Singh - West Red Lake Gold Mines 01:48:13 Galen Mcnamara - Summa Silver 01:57:03 Greg Foss - Looking Glass 02:18:53 Outro Subscribe to receive Grizzle's investment research on Substack: http://grizzleresearch.substack.com/ Follow Grizzle on Twitter : @thomasg_grizzle @scottw_grizzle @margot_rubin @grizzlemedia #bitcoin #gold #silver…
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Grizzle Pod: Thematic Growth Investing

1 Navigating the Silver Market With Dolly Varden’s Shawn Khunkhun 53:28
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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…
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Grizzle Pod: Thematic Growth Investing

1 Elite Dividend Yields | Q&A with Phil Hodge, CEO of Pine Cliff Energy 24:37
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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. zero debt and if he favors stable or growing production in the future. Grizzle Research & Quant Elite Dividend Yields in Oil & Gas Report: https://grizzleresearch.substack.com/p/hunting-for-elite-dividend-yields Pine Cliff Energy: https://www.pinecliffenergy.com/investor-relations#presentations…
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Grizzle Pod: Thematic Growth Investing

1 Navigating The Copper Deficit With Amerigo's Aurora Davidson 40:43
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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 materials, and what gives her company an edge over conventional miners. Davidson also highlights their 7.5% dividend yield, and how they've been able to grow and sustain it throughout the years, Key Points: Amerigo's unique business model China's impact on the copper market Low inventories vs recession fears Copper's role in the energy transition Amerigo's 7.5% dividend yield Amerigo Resources:https://amerigoresources.com// Twitter: https://twitter.com/AmerigoRes// Grizzle Research & Quant Substack: https://grizzleresearch.substack.com Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle…
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Grizzle Pod: Thematic Growth Investing

1 Canada's Role as a Lithium Producer with Robin Dunbar, CEO of Grid Metals 56:28
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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…
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Grizzle Pod: Thematic Growth Investing

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 you in partnership with Doomberg, Sprott, Goehring & Rozencwajg, Hilltower Resource Advisors, Largo, Canada Nickel, Dolly Varden Silver, Amerigo, Anfield Energy, Grild Metals, Cerrado Gold and Summa Silver. Additional presenting companies include: California Resources, Crescent Point, White Gold, EnviroGold, First Phosphate and Stria Lithium. 00:00:00 Intro 00:02:21 Doomberg 00:28:57 Largo 00:42:44 Canada Nickel 00:57:47 Dolly Varden 01:13:51 Grid Metals 01:30:04 Sprott 01:57:06 Anfield 02:09:58 Cerrado Gold 02:24:08 Amerigo 02:37:33 Goehring & Rozencwajg 03:00:49 California Resources 03:15:39 Crescent Point 03:28:26 White Gold 03:43:18 EnviroGold 03:55:15 Summa Silver 04:11:34 First Phosphate 04:24:18 Stria Lithium 04:33:00 Hilltower Resource Advisors…
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Grizzle Pod: Thematic Growth Investing

1 Bear Market Rally vs New Bull Market with Warren Pies of 3Fourteen Research 1:01:35
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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 Still Hiking Lack of Market Breadth Why Pies Remains Long Oil Inventory Draws Are Improving OPEC Cuts Take Effect in May China Demand Picking Up US Recession Won’t Be Drastic Will The Fed Pause? Historically Fed Doesn’t Pause When Markets Rally 5-10% Correction Comes at End of Hike Cycle What Happens in June Will Be Dictated By Market Performance If CPI Remains Sticky A Pause From The Fed Will Be Harder 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 @margot_rubin @thomasg_grizzle @scottw_grizzle…
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Grizzle Pod: Thematic Growth Investing

1 Mining 101: BC's Golden Triangle and the Leverage of Owning Silver Stocks 59:22
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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/…
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Grizzle Pod: Thematic Growth Investing

1 All In Commodities with Harris "Kuppy" Kupperman of Praetorian Capital 21:14
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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_COM | https://twitter.com/hkuppy Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/…
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Grizzle Pod: Thematic Growth Investing

1 Banking, Real Estate ETFs, & Growing a Startup with Armada ETF Advisors' Phil Bak 54:26
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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 starting a business. https://www.armadaetfs.com/ Phil Bak Twitter: @philbak1 Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/…
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Grizzle Pod: Thematic Growth Investing

1 2023 PDAC Mining Conference 1x1 Series: Agnico Eagle, Largo, Sprott, Canada Nickel & Grid Metals 28:43
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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 08:16 Sprott - John Ciampaglia, CEO 17:30 Canada Nickel - Mark Selby, CEO 24:45 Grid Metals - Robin Dunbar, CEO Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/…
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