Grizzle Pod: Thematic Growth Investing

Hard Money Conference June 2026: Gold, Silver & Bitcoin

Grizzle Pod: Thematic Growth Investing

Show Notes

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.

Agenda: 0:00 Intro 1:31 David Shaver, Executive Vice President, Kinross Gold (NYSE:KGC) 25:10 Jeroen Blokland, Blokland Smart Multi-Asset Fund 49:29 Rob McLeod, CEO - Cambria Gold Mines (TSXV: CAMB) 1:05:40 Derek Macpherson, CEO - West Point Gold (TSXV:WPG) 1:17:25 Andrew Clark, CEO Summit Royalties (TSXV:SUM) 1:29:07 Mark Brennan, Cerrado Gold (TSXV:CERT) 1:48:32 Leigh Goehring, Goehring & Rozencwajg Associates 2:25:14 Stephen Soock, VP Investor Relations, Heliostar Metals (TSXV:HSTR) 2:39:16 Steve Cope, CEO, Silver Viper Minerals (TSXV:VIPR) 2:59:55 Luke Alexander, CEO, Newcore Gold (TSXV:NCAU) Lead Partners:Kinross Gold (NYSE:KGC): https://www.kinross.com/Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/ | https://greatrebalancing.com/Goehring & Rozencwajg Associates: https://www.gorozen.com/Godel Terminal: https://godelterminal.com/Link to Jeroen Blokland's New Book "The Great Rebalancing": https://shorturl.at/1uQad

Corporate Websites: West Point Gold (TSXV:WPG): https://westpointgold.com/Cambria Gold Mines (TSXV: CAMB): https://cambriagold.com/Silver Viper Minerals (TSXV:VIPR): https://silverviperminerals.com/Cerrado Gold (TSXV:CERT): https://www.cerradogold.com/Heliostar Metals (TSXV:HSTR): https://www.heliostarmetals.com/Newcore Gold (TSXV:NCAU): https://newcoregold.com/Summit Royalties (TSXV:SUM): https://www.summit-royalties.com/Grizzle Research & Quant: 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)

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/

Nov 4, 2025

Grizzle & Hilltower present Commodity Navigator, a Spaces show that we record live on X. The goal is to investigate small & mid cap commodity companies, ask them questions about their projects from an institutional investor perspective (opportunities and risks) - Shark Tank for stocks. In our 4th episode we were joined by: Silver Viper (silver - TSXV:VIPR) & Brixton Metals (gold/copper - TSXV:BBB) Here's the format: 2 mining companies pitching their projects Why their project has merit vs competing peers? How they'll fund it while preserving current shareholder ownership? Why this is the right management team to deliver on milestones? Why should investors invest in the stock today vs. wait and see? Outline realistic M&A optionality?

See all episodes →