Grizzle Pod: Thematic Growth Investing7 Jun

Hard Money Conference June 2026: Gold, Silver & Bitcoin

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/

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