最高の Thematic ポッドキャスト (2024)

1
Grizzle Hard Money Conference - Gold, Silver & Bitcoin - Spring 2024 4:38:56

7d ago4:38:56

4:38:56

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 Sha…

1
Battery Metals in Demand: Copper and Lithium 43:12

1M ago43:12

43:12

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.

1
Season 2, Episode 9: Let's talk about human-centered brand experience 23:00

2M ago23:00

23:00

All brand experiences are influenced by how any customer shows up in that given moment. What is their mindset? How are they feeling? Are they fully present? What if brands could influence how a customer experiences their brand so as to ensure that customer is fully present for the experience that you designed for them? What is their level of human …

1
Season 2, Episode 8: How do you begin again? 17:51

2M ago17:51

17:51

Seems like a straightforward enough question. Begin again is a simple concept that Rajesh leverages as a part of his daily Vipassana meditation practice, but what could this concept mean for business? What if we could get out from under the burden of years of knowledge at our company? “We tried that already.” “That won’t work because….” Ask yoursel…

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West Africa Gold Mining 101: Cote d'Ivoire - Kobo Resources 49:38

3M ago49:38

49:38

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…

1
Season 2, Episode 7: Framing the criteria of evaluation 22:13

3M ago22:13

22:13

Every day, we make a million different choices. Choices about what to do, what to buy, and what brands or companies to interact with. But as a marketer, have you ever stopped to think about how or why consumers choose your brand or service over another? If you ask Ari, he says the secret is to “frame the criteria of evaluation.” Marketers must fram…

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Season 2, Episode 6: How the experiences all around us shape our thinking 25:50

4M ago25:50

25:50

Experience has a lot to do with expectations. When they are met or exceeded, experiences can create memorable moments in our personal lives or with our most beloved brands. Join Ari & Rajesh as they discuss their favorite experiences from the holiday season and how these experiences are helping them to rethink the norms and expect more…

1
Why $50 Billion is Headed into Bitcoin ETFs in Year 1 13:22

4M ago13:22

13:22

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…

1
Grizzle Hard Money: Gold, Silver & Bitcoin - Winter 2023 2:25:29

5M ago2:25:29

2:25:29

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 | Unli…

1
Grizzle Battery Metals 1x1 Conference 2023 2:38:25

5M ago2:38:25

2:38:25

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 elect…

1
Grizzle Uranium 1x1 Conference 2023 2:51:47

5M ago2:51:47

2:51:47

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 Intro1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital21:18 John Ciampaglia, CEO & Senior…

1
Season. 2, Episode 5: Do things that don’t scale 23:39

5M ago23:39

23:39

What would it take to have 100% engagement and retention as a brand? Much of the time, marketers tend to think in terms of scalability. But what might happen if we purposefully did things that didn’t scale? What if we allowed ourselves the freedom to explore? A means to delight customers in ways that don’t seem scalable on the surface? Join Ari & R…

1
Season 2, Episode 4: Are political campaigns really all that bad? 25:36

6M ago25:36

25:36

Have you ever stopped for a minute to think about why political campaigns are so successful and painfully memorable? In its simplest form, a political campaign is really no different from any other B2B campaign – it seeks to influence the decision-making progress within a specific group of people. Political campaigns, just like any other marketing …

1
Gold Mining & Shareholder Value with Mark Brennan, CEO of Cerrado Gold 51:58

7M ago51:58

51:58

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 Intro01:40 Fundamentals for gol…

1
Season 2, Episode 3: People are even more complicated than we think. 46:24

7M ago46:24

46:24

Promotion or prevention. Concrete or abstract. Trait or state. Emotional or Rational. Do you really know what motivates your customers? Good news is that we’ve got behavioral science expert Christopher Graves joining us today for an engaging and illuminating discussion about the complexity of people, many of whom are your buyers. Are you digging de…

1
Beaver Creek Precious Metals Summit Interviews 1:12:07

7M ago1:12:07

1:12:07

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 (T…

1
The Copper Bull Market with Aurora Davidson, CEO of Amerigo Resources 36:00

8M ago36:00

36:00

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 c…

1
Energy & Market Outlook with Warren Pies, Founder & Strategist at 3Fourteen Research 35:23

8M ago35:23

35:23

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 outl…

1
Season 2, Episode 2: AI: The world is going to be better for it 22:54

8M ago22:54

22:54

Sometimes it seems like AI is taking over the world. And in some ways, it just might be. We know that there is an important partnership that must exist between humans and AI – a partnership that can help brands get to market faster, enhance creativity, optimize operational processes, implement real personalization at scale, and save a ton of money …

1
Nvidia: AI Coreweave Mirage or Moon Mode Activated? 24:04

8M ago24:04

24:04

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 consume…

1
Season 2, Episode 1: Exploring the path right in front of you 19:45

8M ago19:45

19:45

During this new season of Thematically Speaking, Ari & Rajesh will continue to delve into the world of product growth and B2B marketing beginning with this first conversation sparked by a hiking trail in Ari’s neighborhood in New York. What seemed like a simple, uninteresting path, turned out to be an expansive series of pathways and new routes to …

1
The Canadian Housing Crisis with Ben Rabidoux, North Cove Advisors 31:49

9M ago31:49

31:49

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 c…

1
Cannabis & Psychedelics Market Update: Jason Wild, Terrascend & James Lanthier, Mindset Pharma 57:00

9M ago57:00

57:00

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…

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Uranium Market Update with Corey Dias, CEO of Anfield Energy 59:53

10M ago59:53

59:53

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 m…

1
Grizzle Hard Money Conference: Gold, Silver & Bitcoin 2:22:11

11M ago2:22:11

2:22:11

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://hilltowerresourceadvisor…

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Navigating the Silver Market With Dolly Varden’s Shawn Khunkhun 53:28

11M ago53:28

53:28

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 ahea…

1
Season 1, Episode 10: Ari & Rajesh go to summer camp 21:27

12M ago21:27

21:27

They spent time together in Napa recently at WPP Stream, a kind of summer camp for marketers. What did they learn? What were the key topics? What insights did they unearth? Join Ari & Rajesh as they reminisce about their bonding during their travels to Napa and highlight key learnings from sessions around “storytelling to storyliving” and the compl…

1
Elite Dividend Yields | Q&A with Phil Hodge, CEO of Pine Cliff Energy 24:37

1y ago24:37

24:37

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. zer…

1
Navigating The Copper Deficit With Amerigo's Aurora Davidson 40:43

1y ago40:43

40:43

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 mater…

1
Season 1, Episode 9: What do Ari, Rajesh, and famous Met’s player and announcer Keith Hernandez have in common? 24:46

1y ago24:46

24:46

The answer? They all believe in the beautiful aspect of the basics, or fundamentals (or Fundies as Met’s fans might recognize). There is something beautiful about the basics as they are the stepping stones for success in marketing and product-led growth. Join Ari & Rajesh as they discuss how to get back to the basics and the importance of the funda…

1
Canada's Role as a Lithium Producer with Robin Dunbar, CEO of Grid Metals 56:28

1y ago56:28

56:28

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 out…

1
Grizzle Commodity Conference 1x1 - 2023 4:56:15

1y ago4:56:15

4:56:15

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…

1
Bear Market Rally vs New Bull Market with Warren Pies of 3Fourteen Research 1:01:35

1y ago1:01:35

1:01:35

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 Stil…

1
Mining 101: BC's Golden Triangle and the Leverage of Owning Silver Stocks 59:22

1y ago59:22

59:22

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.B…

1
All In Commodities with Harris "Kuppy" Kupperman of Praetorian Capital 21:14

1y ago21:14

21:14

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_C…

1
Banking, Real Estate ETFs, & Growing a Startup with Armada ETF Advisors' Phil Bak 54:26

1y ago54:26

54:26

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 star…

1
2023 PDAC Mining Conference 1x1 Series: Agnico Eagle, Largo, Sprott, Canada Nickel & Grid Metals 28:43

1y ago28:43

28:43

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 08:1…

1
Analyzing the Fed vs. The Bond Market with Quadratic Capital's Nancy Davis 52:15

1y ago52:15

52:15

In this week’s Grizzle podcast we interview Nancy Davis, Founder of Quadratic Capital to discuss her outlook on the disconnection between the Federal Reserve versus the bond market, her outlook on rates, and how she’s navigating market volatility from banking woes as a rate investor. Quadratic Capital: https://quadraticllc.com/ Nancy Davis' Twitter…

1
Season 1, Episode 8: Ari's Pet Peeve 27:08

1y ago27:08

27:08

How many times have you or someone you work with used the term “single source of truth?” Yes, data is imperative to any business, but to be used most effectively, data must be about more than scoreboard keeping. If you approach data from a small perspective, it simply becomes a reporting tool. The scoreboard may give you the data, but it doesn’t te…

1
Unpacking U.S. Bank Turmoil and Contagion Fears with Michael Kao 1:09:08

1y ago1:09:08

1:09:08

In this week’s Grizzle podcast we interview veteran hedge fund manager Michael Kao, to discuss his outlook on contagion risks facing the banking industry amid the fallout of SVB, and why he thinks China is a bigger risk to the global financial system than the US. He also discusses macro themes impacting the US dollar and oil. Michael Kao's Substack…

1
Season 1, Episode 7: Velveeta isn’t cheese 25:23

1y ago25:23

25:23

This week on Thematically Speaking, Ari & Rajesh dive into some very different brands and what each can teach us about growth hacking and B2B marketing The answer? Pay attention to your super fans. Every brand has them. Even Velveeta. Tune in as Ari & Rajesh discuss how activating these super fans could be the changing dynamic in your brand growth.…

1
Season 1, Episode 6: What’s really behind extreme beliefs? 20:02

1y ago20:02

20:02

People will believe almost anything. Are birds real? Is the earth really flat? Is it because we as humans are constantly searching for communities and a place to feel that we truly belong? Or is it because it’s only natural to want to be surrounded by like-minded individuals who support us, believe in us, and live life in a way that we understand a…

1
Season 1, Episode 5: Today we’re talking Muffulettas, hotel pillows, and rental cars 24:11

1+ y ago24:11

24:11

What’s more important…personalization, customization or simply putting yourself in your users’ shoes? Believe in the power of choice and the importance of context. Join Ari & Rajesh as they unpack these concepts through the lens of real-life experiences.Ari Sheinkin & Rajesh Midha による

1
Season 1, Episode 4: Understanding the magic in Magical Moments 23:36

1+ y ago23:36

23:36

What is it that makes certain experiences so magical and memorable? From Atari to Disney and everything in between, join Ari & Rajesh as they unpack their favorite experiences and what we can all learn from those special and highly magical moments in our lives.Ari Sheinkin & Rajesh Midha による

1
Season 1, Episode 3: Journey to the center of the Labyrinth 19:34

1+ y ago19:34

19:34

Mazes vs. Labyrinths…do you know the difference? And what does it have to do with B2B marketing & product growth?Ari Sheinkin & Rajesh Midha による

1
Grizzle Uranium 1x1 Conference 3:09:53

1+ y ago3:09:53

3:09:53

The global energy crisis has sparked renewed interest in nuclear energy. It is a clean, scalable source of baseload power - exactly the type of energy that is desperately needed. Is this Nuclear Prime Time? We’re bringing together an all-star team to talk about the future and opportunities ahead with Grizzle Uranium 1x1! Hear from some of the most …

1
Grizzle Crypto: From the Ashes. Featuring: Doomberg, Stephane Ouellette, Ben Hunt, Lawrence Lepard & Greg Foss 2:00:18

1+ y ago2:00:18

2:00:18

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Season 1, Episode 2: Who doesn't love a good Infomercial? 22:10

1+ y ago22:10

22:10

What can we apply from the basics of infomercials and legends such as Ron Popeil to digital product growth and marketing?Ari Sheinkin & Rajesh Midha による

1
Season 1, Episode 1: A Lesson From Ancient Greece 16:31

1+ y ago16:31

16:31

Ari & Rajesh discuss Rajesh’s recent family trip to Greece and what we can learn from experiences of the past and applications to modern day B2B marketing and product growth.Ari Sheinkin & Rajesh Midha による

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Portfolio Manager 1x1: Christopher Gannatti, Global Head of Research at WisdomTree 34:49

1+ y ago34:49

34:49

We had the pleasure of sitting down with Chris Gannatti, Global Head of Research at WisdomTree. He gave us an overview of WisdomTree's investment process and how the firm identifies emerging investment themes - great insight for investors examining thematic ETFs. Chris also laid out a compelling bullish backdrop in the cybersecurity and semiconduct…

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