Grizzle Pod: Thematic Growth Investing

Author: Grizzle

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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Grizzle Commodity 1x1 - Outlook 2026: The Playbook for the Supercycle
Monday, 22 December, 2025

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. Each year, we gather top-tier portfolio managers, elite market strategists, and the executive management teams behind the companies defining the future of resources. We don't just scratch the surface; we dive deep into the specific assets driving the current supercycle.Join the conversation as we dissect the most critical commodities of this cycle:Precious Metals: Gold & SilverCritical Minerals: Copper, Uranium, & LithiumEnergy: Natural Gas & OilAGENDA:0:00 Intro 1:20 Warren Pies, 3Fourteen Research (NASDAQ:RAA | NASDAQ:FCTE)23:31 Steve Cope, Silver Viper Minerals - Silver (TSXV:VIPR)44:31 Terry Lynch, Power Metallic - Copper, PGEs & Polymetallics (TSXV:PNPN)1:04:54 Leigh Goehring, Goehring & Rozencwajg Associates1:43:12 Corey Dias, Anfield Energy - Uranium (NASDAQ:AEC | TSXV:AEC)2:05:36 Marc Bishop Lafleche, Ecora Resources - Critical Minerals (TSX:ECOR | LSE:ECOR)2:24:35 Heather Exner-Pirot, Macdonald Laurier Institute - Canadian Resources2:40:52 James Seyffart, Bloomberg - Bitcoin, ETFs3:04:26 Rob Weir, Lithium Royalty Corp - Lithium (TSX:LIRC)3:22:00 Luke Alexander, Newcore Gold - Gold (TSXV:NCAU)3:36:05 Ian Harris, Copper Giant - Copper (TSXV:CGNT)3:54:06 OutroLEAD PARTNERS:3Fourteen Research: https://www.3fourteenresearch.com/Goehring & Rozencwajg Associates: https://www.gorozen.com/Silver Viper (TSXV:VIPR): https://silverviperminerals.com/Ecora Resources (TSX:ECOR): https://www.ecora-resources.com/Anfield Energy (NASDAQ:AEC | TSXV:AEC): https://anfieldenergy.com/Power Metallic (TSXV:PNPN): https://www.powermetallic.com/CORPORATES:Lithium Royalty Corp (TSX:LIRC) https://lithiumroyaltycorp.com/home/default.aspxNewcore Gold (TSXV:NCAU) https://newcoregold.com/Copper Giant (TSXV:CGNT) https://coppergiant.co/