Grizzle Pod: Thematic Growth Investing

2023 PDAC Mining Conference 1x1 Series: Agnico Eagle, Largo, Sprott, Canada Nickel & Grid Metals

Grizzle Pod: Thematic Growth Investing

Show Notes

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/

More from Grizzle Pod: Thematic Growth Investing

Oct 11, 2026

The latest Grizzle Hard Money Conference brought together our largest and most comprehensive lineup of producers, royalty companies, developers, and explorers to map out the current trajectory of hard asset equities across gold, silver, and Bitcoin. If there is a defining takeaway from this fall edition, it is that capital discipline and organic free cash flow have permanently replaced growth-at-any-cost as the primary drivers of shareholder value. We’ve structured the interviews into three core segments: Producers and Royalties: Kinross Gold (NYSE: KGC)

Jun 7, 2026

Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams. Discussing what comes next both over the short and long term for hard assets: Gold, Silver & Bitcoin.

Mar 14, 2026

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.

Dec 22, 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 & Silver Critical Minerals: Copper, Uranium, & Lithium Energy: Natural Gas & Oil

Nov 8, 2025

Critical minerals are the strategic metals that are front and center for investors and governments alike, Grizzle's latest installment of the Critical Minerals Roundtable provides invaluable insights on the key metals including: copper, uranium, lithium, nickel and cobalt. COMPANIES:◼️Power Metallic (TSXV:PNPN) - Terry Lynch, CEO: https://www.powermetallic.com/◼️Anfield Energy (TSXV:AEC) (NASDAQ:AEC) - Corey Dias, CEO: https://anfieldenergy.com/◼️Ecora Resources (TSX:ECOR) (LSE:ECOR) - Marc Bishop Lafleche, CEO: https://www.ecora-resources.com/inves...◼️Lithium Royalty Corp (TSX:LIRC) - Rob Weir, VP Corp Development: https://lithiumroyaltycorp.com/◼️Hot Chili (TSXV:HCH) (ASX:HCH) - Christian Easterday, CEO: https://www.hotchili.net.au/

See all episodes →