Grizzle Gold & Silver Roundtable - Fall 2024

With a Fed triggering a rate cut cycle, we've brought together experts across the industry to discuss the most important topics in precious metals! This roundtable wouldn't be possible without the support of our fantastic partners: Goehring & Rozencwajg Associates, Blokland Smart Multi-Asset Fund, West Red Lake Gold Mines and Grizzle Research & Quant. Topics: 0:00 Intro 2:03 Valuing Gold: A Historical Context 5:53 Gold Demand: Emerging Markets vs. Developed Markets 8:34 Gold Miners vs. Physical Gold 14:40 The Golden Age for Scarce Assets 19:21 The Value of Gold as a Diversifier 22:42 Gold vs. Silver in a Portfolio Context 24:38 The Structural Decline of Europe 27:37 The Outlook for Scarce Assets 31:09 The Drivers of the Gold/Silver Ratio 32:17 Renewable Energy Demand for Silver 33:32 The Scarcity of Quality Silver Assets 35:05 What Drivers Underpin a Valuable Silver Mine 37:11 Silver Miners: Historical Drivers for Valuation Rerating 39:02 Silver & Gold Miners: M&A Cycle 41:02 Tier 1 Silver Development: Panuco Silver-Gold Project 43:24 High Grade Silver: Santa Ana Silver - Gold Project 45:43 Key Advantages of Investing in Gold Mining Projects within Canada 47:18 The Value of Having a Permitted Mine on the Cusp of Production 48:41 The Prolific Gold Mining History of Red Lake 49:52 The Importance of the Golden Runway for Investors 51:17 The Madsen Mine in the Sweet Spot of the Golden Runway 53:30 High Grade Gold in West Africa 56:06 Scandinavian Gold Exploration 57:22 Cote d’Ivoire: Underexplored vs Prolific Gold Neighbors 59:40 Open Greenstone Belt: Gold Mining Prospectivity in Sweden 1:01:35 Partnering with a Global Infrastructure Giant: Mota-Engil 1:04:58 Having a Gold Mining Titan in Your Corner: Agnico-Eagle 1:07:44 Kobo’s Exceptional Assay Results & Fall Drilling Campaign 1:12:30 The Path Ahead for First Nordic’s Flagship Barsele Gold Project LEAD PARTNERS: Goehring & Rozencwajg Associates: https://www.gorozen.com/ Blokland Smart Multi-Asset Fund: https://bloklandfund.com/eng/ West Red Lake Gold Mines: https://westredlakegold.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ COMPANIES: West Red Lake Gold Mines (TSXV:WRLG): https://westredlakegold.com/ Vizsla Silver (TSXV:VZLA): https://vizslasilvercorp.com/ Kobo Resources (TSXV:KRI): https://www.koboresources.com/ First Nordic Metals (TSXV:FNM): https://fnmetals.com/ Outcrop Silver (TSXV:OCG): https://outcropsilver.com/