Grizzle Commodity 1x1 - December 2024 Grizzle Pod: Thematic Growth Investing podcast

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Grizzle Pod: Thematic Growth Investing »
Grizzle Commodity 1x1 - December 2024

14d ago 5:15:15

MP3•Pagina principale dell'episodio

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/

92 episodi

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