Reformed Millennials - Learn Earn and Invest
285 episodes - English - Latest episode: 2 months ago -The Reformed Millennials Podcast covers a wide ranging topic arc focusing on Sports and Investing. RM Pod is dedicated to identifying the latest trends in technology, sport and investing. We discuss the ways Millennials can leverage these trends to better invest their time, fandom and money.
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Episodes
#133 - Are Current Events a Tailwind for CyberSecurity? Spotify buys Podsights + Launches “Car Thing” & Epoch Raises $3.6m to Drive Employee Meeting Engagement
March 02, 2022 12:30Listen in podcast app In this week's episode of Reformed Millennials, Broc and Joel discuss how markets are reacting to world events, highlights from the Alberta Budget, the Spotify “car-thing” and whether they’ll be able to start tracking conversions for audio advertisers after their latest acquisition. Plus a Canadian startup who started pivoted from helping refugees settle into new regions to increasing employee engagement in internal events raises a $3.5m USD seed round. Listen on Apple...
#133 - Are Current Events a Tailwind for CyberSecurity? Spotify buys Podsights & Launches “Car Thing” & Epoch Raises $3.6m to Drive Engagement in Internal Events.
March 02, 2022 12:30Listen in podcast app In this week's episode of Reformed Millennials, Broc and Joel discuss how markets are reacting to world events, highlights from the Alberta Budget, the Spotify “car-thing” and whether they’ll be able to start tracking conversions for audio advertisers after their latest acquisition. Plus a Canadian startup who started pivoted from helping refugees settle into new regions to increasing employee engagement in internal events raises a $3.5m USD seed round. Listen on Apple...
#133 - Are Current Events a Tailwind for CyberSecurity? Spotify buys Podsights + Launches “Car Thing” & Epoch Raises $3.6m to Drive Employee Meeting Engagement
March 02, 2022 12:30Listen in podcast app In this week's episode of Reformed Millennials, Broc and Joel discuss how markets are reacting to world events, highlights from the Alberta Budget, the Spotify “car-thing” and whether they’ll be able to start tracking conversions for audio advertisers after their latest acquisition. Plus a Canadian startup who started pivoted from helping refugees settle into new regions to increasing employee engagement in internal events raises a $3.5m USD seed round. Listen on Appl...
#132 - Canadian Home Buyers are INSANE, Lessons from Peter Zeihan & Russia, Plus Peloton's New Plan to Give Away Bikes
February 23, 2022 12:30Listen in podcast app In this week's episode of Reformed Millennials, Broc and Joel discuss the Canadian Mortgage/Housing problem, Putins End Game, and the Sovereign Individual. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or advice contact Joel @ Gold Investment Managemen...
#131 - Inflation Kills The Canadian Consumer, Billionaires Build by PG, Best Performing Industries in Rate Hike Cycles, and The Crypto Superbowl
February 16, 2022 12:30 - 1 hourIn this week's episode of Reformed Millennials, Broc and Joel discuss Canadian Inflation, Putin’s Next Moves, A few interesting Canadian Startups and why rich people often do know what regular people want… Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or advice contact Joel ...
#130 - 5 Reasons For $FB 30% Drop, $AMZN Earnings, Flexport Raises $1b to Fix the Supply Chain, and Wags.co is a Bet That We’re Going Back to the Office.
February 09, 2022 12:30 - 1 hourIf you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or advice contact Joel @ Gold Investment Management. 📈📊Market Update💵📉 Bear Case: The S&P 500 came close to its 50-day moving average and reversed. The Nasdaq 100 tested its 200-day moving average and pulled back lower. Finding some resistance after going up for several days...
#130 - 5 Reasons For $FB 30% Drop, $AMZN Earnings, Flexport Raises $1b to Fix the Supply Chain, and Wags.co is a Bet That We’re Going Back to the Office.
February 09, 2022 12:30 - 1 hourIf you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or advice contact Joel @ Gold Investment Management. 📈📊Market Update💵📉 Bear Case: The S&P 500 came close to its 50-day moving average and reversed. The Nasdaq 100 tested its 200-day moving average and pulled back lower. Finding some resistance after going up for several day...
#129 - The Tide Has Gone Out On Tech Stocks, Spotify Doesn't Care If You Don't Like Joe Rogan and Apple Makes More Money than Canada
February 02, 2022 14:29 - 52 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss the Canceling of Joe Rogan, what happens to stocks when rates rise, their favourite Canadian startup of the week and how companies are utilizing audience to improve their margins and grow revenues. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to...
#128 - This is What Opportunity Looks Like. Gavin Baker on Software vs. Internet, The EV Revolution and Chargelab to be Operating System for EV Chargers
January 26, 2022 12:30 - 58 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss the recent sell off in Software and Internet companies, the future of EV’s, Gavin Bakers podcast on ILTB and their favorite up and coming company in Canada. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or ...
#128 - This is What Opportunity Looks Like! Gavin Baker on Software vs. Internet, The EV Revolution and Chargelab to be the Operating System for EV Chargers
January 26, 2022 12:30 - 58 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss the recent sell off in Software and Internet companies, the future of EV’s, Gavin Bakers podcast on ILTB and their favorite up and coming company in Canada. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or...
#127 - Roadmap to Making Good Venture Bets in Bear Markets + $MSFT Buying $ATVI, the New YC SAFE Agreement, and 🇨🇦 Company Building Stripe for Defi
January 19, 2022 07:56 - 53 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss the butterfly effect of interest rate hikes, volcano eruptions and great leadership at the CEO level. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or advice contact Joel @ Gold Investment Management. 📈📊M...
#127 - Roadmap to Making Good Venture Bets in Bear Markets + $MSFT Buying $ATVI, the New YC SAFE Agreement, and 🇨🇦 Company Building Stripe for Defi
January 19, 2022 07:56 - 53 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss the butterfly effect of interest rate hikes, volcano eruptions and great leadership at the CEO level. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or advice contact Joel @ Gold Investment Management. 📈📊Ma...
#126 - Inflation Kills SAAS, NYT Buys The Athletic, Canadian Economy Booms and How To Monetize Free Products
January 12, 2022 12:30 - 46 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss why inflation is killing SAAS, the BOOMING canadian economy and how to monetize free products. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or advice contact Joel @ Gold Investment Management. 📈📊Market U...
#125 - Top 9 Predictions for 2022
January 05, 2022 14:00 - 51 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss their top 9 predictions for 2022. Check our 2021 predictions here. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or advice contact Joel @ Gold Investment Management. 📈📊Market Update💵📉 So far this year,...
#124 - 2021 Predictions Review: Will $AMZN Dominate eCommerce in 2022? Curated.com - the Marketplace to Shop With Experts, Reddit IPO and When to Join a Startup.
December 22, 2021 13:00 - 45 minutesIn this week's episode of Reformed Millennials, Broc and Joel review their 2021 predictions and give some insight into what they think 2022 has in store. Also, Joel talks about what his Q1 predictions are for the economy and the Omnicron virus. This is the last episode for the year but were excited for our listeners to check it out. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives...
#123 - Taylor Swift Made How Much on Red Re-Release? Will $LULU Sell Any Mirrors? Why Dealerships are Dying and $BRK Hitting All-Time Highs.
December 15, 2021 12:30 - 49 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk at length about markets, Elons tweet supremicy, the all-in podcast, inflation and why debt is bad.They also chat about the future of auto dealerships and how the GDP of the internet is still in its infancy. If you want to know why Berkshire and Buffet are killing it these last few weeks, you need to tune in to this weeks episode. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebo...
#122 - Is It TIme to Buy Cathie Wood’s $ARKK? Local Media Outlets are Vanishing and 15y/o CAD Entrepreneur Raises $350k To Build a B2C Rental Marketplace.
December 08, 2021 12:30 - 37 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk about Crypto flash crashes, growth stock bear markets, 15-year-old founders, and the death of old media. Tune in for an explanation on why crypto is so volatile and whether RM thinks now is the best time to invest in Cathie Wood’s flagship ARKK fund. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the invest...
#122 - Is It TIme to Buy Cathie Wood’s $ARKK? Local Media Outlets are Vanishing and 15y/o CAD Entrepreneur Raises $350k To Build a B2C Rental Marketplace.
December 08, 2021 12:30 - 37 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk about Crypto flash crashes, growth stock bear markets, 15-year-old founders, and the death of old media. Tune in for an explanation on why crypto is so volatile and whether RM thinks now is the best time to invest in Cathie Wood’s flagship ARKK fund. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investa...
RM Founders Series - Flahmingo
December 03, 2021 14:00 - 43 minutesIn This Weeks RM Founders Series, Joel Interviews Flahmingo founder and CEO Taran Kainth. Flahmingo is a Canadian commission-free fractional investment app, changing the way Canadians invest. Using an automated Pies and Slices model—the first of its kind in Canada—users can buy a portion of a share for as little as $1 and build their custom Pies while still enjoying the benefits of investing. With educational resources like Flahmingo Central—an in-app experience of free, bite-sized content—F...
#121 - Why Jack Left; Same Business, Five CEOs. Software as a Service 3.0, Shopify Dominates BFCM, and Peak Funcertainty
December 01, 2021 12:30 - 32 minutesIn this week's episode of Reformed Millennials, Broc and Joel tackle Jack Dorsey stepping down from Twitter as CEO, we'll talk about Saas 3.0 and why so many software companies are turning into commerce platforms. We'll also chat a bit about Mr. Beast’s Squid Game versus the real thing and what we can learn from Josh Brown's article called funcertainty. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussi...
#120 - The Great Awokening, Buffet Backed Nubank, and Bored Apes Are The New Amex Black
November 24, 2021 12:30 - 50 minutesIn this week's episode of Reformed Millennials, Broc and Joel tackle Tanay’s piece on Nubank and the emerging market banking system, Web3’s impact on government, and what the great awakening means for millennials. If you want some interesting takes on startup valuation and market sentiment, we highly recommend you tune in for this week’s show. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and d...
#119 - Planet Labs is Indexing Earth, Billdr a Marketplace for Home Renovations, B-Schools Go In-House, and a Letter to the National Energy Minister
November 17, 2021 12:30 - 45 minutesIn this week's episode of Reformed Millennials, Broc and Joel revisit the topic of inflation and a concept that might explain why inflation numbers are lower in the coastal cities. They also talk about the space industry through the lens of a company that recently went public called Planet Labs, a little about the great resignation, and lastly about a Canadian Startup called Billdr that's working on Alberta's favourite past time, home renovations. Listen on Apple, Spotify, or Google Podcast...
#118 - What Happened to Zillow’s iBuying Flips? $PTON Tanks, Discord, Angelstack, and Toronto's Floatcard Raises $30m Series A for High-Limit Corporate Cards
November 10, 2021 12:30 - 49 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk about why Zillow's iBuying business failed, why Peloton is struggling right now, some context to the Elon Musk Twitter poll that determined the sale of ~25B in TSLA stock. They also cover news from a few other companies including Discord, Angel List Stack, Medallion, and a Canadian startup that just a $30m USD Series A. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group jo...
#118 - What Happened to Zillow’s iBuying Flips? $PTON Tanks, Discord, Angelstack, and Toronto's Floatcard Raises $30m Series A for High-Limit Corporate Cards
November 10, 2021 12:30 - 49 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk about why Zillow's iBuying business failed, why Peloton is struggling right now, some context to the Elon Musk Twitter poll that determined the sale of ~25B in TSLA stock. They also cover news from a few other companies including Discord, Angel List Stack, Medallion, and a Canadian startup that just a $30m USD Series A. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group joi...
#117 - Stop Calling It Hyperinflation, Web3 Explained, and What Facebook's Name Change Means For Investors
November 03, 2021 12:30 - 47 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk about the supply chain delays as it relates to everything from new cars to Apple products. They also revisit web3 including reactions of the Facebook name change, what web3 even means, and looking beyond NFTs to what's next including Vitalik’s thoughts on crypto cities. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives...
#117 - Stop Calling It Hyperinflation, Web3 Explained, and What Facebook's Name Change Means For Investors
November 03, 2021 12:30 - 47 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk about the supply chain delays as it relates to everything from new cars to Apple products. They also revisit web3 including reactions of the Facebook name change, what web3 even means, and looking beyond NFTs to what's next including Vitalik’s thoughts on crypto cities. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dive...
#116 - Wild $Times for $TSLA, Trump Gets Closer to "Truth Social" with $DWAC, @Jack Warns of Hyperinflation, and Zuck Preps $FB For a Platform Shift
October 27, 2021 11:30 - 54 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk about everything from SPAC news coming from Trump and the Faze clan to a hyperinflation prediction from the Twitter CEO and even the upcoming Facebook name change. If there's any trends in this episode it's probably celebrity CEO's since we also talk about Tesla, specifically their Hertz partnership and joining the Trillion dollar market cap club. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed M...
#115 - How Instant-Commerce Will Disrupt Food Delivery Marketplaces, BVP Cloud Index, SBF on FTX, & Expensify S-1
October 20, 2021 11:30 - 45 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk about the trend of instant-commerce, so this is a whole layer of apps beyond the marketplaces we're familiar with like Doordash and Uber Eats that instead are vertically integrated so they own and operate their stores that serve a mile radius with a 15 minute or less wait time. One of the big themes on this topic is pricing and efficient markets and because of that we're going to start the conversation broad talking about the...
RM Founder Series - Dro Cannabis
October 18, 2021 13:00 - 30 minutesIn this week's Founder Series episode of Reformed Millennials, Joel Interviews Dro Cannabis founder Damir Knezevic. As many listeners know, we love learning about marketplaces. The intersection of Cannabis and Marketplaces was so fun to learn about. Whether you are interested in the Cannabis market, or more interested in how a founder navigates one of the most heavily regulated industries in the world, this is the interview for you. Listen on Apple, Spotify, or Google Podcasts. If you are...
#114 - Why Oil $$ is the Only Chart that Matters, $UPST, $NET, The Closer, & Fractional Investing App Flahmingo
October 13, 2021 11:30 - 47 minutesIn this week's episode of Reformed Millennials, Broc and Joel explore oil price as a proxy to inflation, the downside to the 2021 trend of everyone becoming an investor, a couple public companies from a Patrick Oshaughnessey thread of the best growth opportunities over the next 5 years (including Cloudflare and Upstart). And lastly we chat a bit about Dave Chappelle's closer special and an idea that the My First Million podcast calls the "girl next door side hustle". Listen on Apple, Spotif...
#113 - What 'Luxury Beliefs' Do You Subscribe To? Holding Facebook Accountable, Netflix as the King of Mediocre, & Big Banks as a Shrewd Source of Financing.
October 06, 2021 11:30 - 1 hourIn this week's episode of Reformed Millennials, Broc and Joel explore Rob Henderson's idea of luxury beliefs. We'll unpack three different examples of luxury beliefs from recent tech news - first on the back of the Instagram/Whatsapp outage people calling for the break-up of Facebook, second that the Netflix series Squid Game is actually a bad show, and lastly that we wouldn't be able to survive without meal prep or grocery delivery apps. Listen on Apple, Spotify, or Google Podcasts. If yo...
#112 - Facebook Files, History's Most Seductive Beliefs, and the Remote Work Trends Beyond Collaboration.
September 29, 2021 11:30 - 50 minutesIn this week's episode of Reformed Millennials, Broc and Joel dive into the latest trends in the employment & HR space — aka. the knock-on effects of remote work. We start off at a high level with a warning on history's most seductive beliefs from Morgan Housel, zoom in on when that "narrative market fit" can be misleading and end with two specific examples of companies focused on the more operational side of this trend with things like workplace culture and data security. Listen on Apple, ...
#111 - The Money Carousel Rotates, a Trudeau Minority, September IPOs to Watch and Canadian Tech Fundraising News
September 22, 2021 11:30 - 51 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk China, Crypto and Evergrande. The bad news is piling up but Joel does his best to help those concerned navigate this market. HINT HINT - watch the price of WTI and Nutrien. Near the end, they dive into Canadian start-ups and 2 businesses that young Millennials should consider working for if they’re interested in supercharging their careers. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millenn...
#110 - What You Need to Know About the Canadian Federal Election with Melissa Caouette
September 15, 2021 11:30 - 1 hourIn this week's episode of Reformed Millennials, Joel starts the episode by interviewing Melissa Caouette about the different part platforms and her thoughts on Canadian Federal Election. From there we do an abbreviated market update talking about a new frontier of offline innovation in the real world of atoms and what role the government should play in that. We also talk about some of the commonalities Patrick Oshaughnessey has noticed amongst companies after 5 years of podcasting. lastly, o...
#110 - What You Need to Know About the Canadian Federal Election with Melissa Caouette
September 15, 2021 11:30 - 1 hourIn this week's episode of Reformed Millennials, Joel starts the episode by interviewing Melissa Caouette about the different part platforms and her thoughts on Canadian Federal Election. From there we do an abbreviated market update talking about a new frontier of offline innovation in the real world of atoms and what role the government should play in that. We also talk about some of the commonalities Patrick Oshaughnessey has noticed amongst companies after 5 years of podcasting. lastly, ...
#109 - Steph Curry Joins Tom Brady as a Shareholder in FTX Crypto Exchange, Prof G Millennial Investment Strategy & Business Lessons from Wyndham's Select Service Model.
September 08, 2021 11:30 - 44 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss 2 general millennial Investment strategies #1 - Professor Galloway shared his advice for 25 year olds, what to look for to find assymetric outcomes and the anecdote that selling half on a double and freerolling the rest is actually a bad idea - and #2 - how the trend of making increasingly more risky decisions to "catch up" to where you believe you should be in life plays out in end. Of course at the end we'll also share s...
#108 - #ELXN44 Update, Nifty Corporates Join Web3, Financial Services For All in SAAS 3.0, and $PTON Giving Away Bikes
September 01, 2021 11:30 - 59 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss business model innovation and how companies are evolving with web3 and what is labeled as saas 3.0 by Stripe. We look at some of the trends that are enabling this shift and including Buy Now Pay Later & NFT's - then some specific examples of corporations who hare already started rolling out their own strategies like Budweiser and Shopify. Lastly, we end with some earlier stage startups that we think are poised to benefit f...
#107 - Investing in the Meme Economy, Shopify ++ TikTok, Networks into Economies, & Opensea Does $1.5b in August
August 25, 2021 11:30 - 52 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss investing in the Meme Economy. First the difference betwen stories and narrative especially as it pertains creating a movement around a business —- then about recent examples including, Visa buying a cryptopunk, Shopify's new partnership announcement with TikTok, and a Canadian startup that just raised $2m and is also helping brands leverage the trend of social commerce. Listen on Apple, Spotify, or Google Podcasts. If y...
#106 - Federal Election Overview, NFTs Bigger than Etsy, TikTok Partners with $AUDIO, and App Store Gravy Train.
August 18, 2021 11:30 - 1 hourIn this week's episode of Reformed Millennials, Broc and Joel discuss what the upcoming Canadian Federal Election means for millennial investors, Match.com and the numbers behind a booming online dating market, how long Apple can defend it's 30% app store fees and if they come down what companies are likely to benefit most. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the ...
#105 - $PENN + theScore = ?, Carvana of Canada, $UBER $40/hr Driver Incentives, and 'South Park' inks $900m Deal
August 11, 2021 11:30 - 1 hourIn this week's episode of Reformed Millennials, Broc and Joel discuss investing in some of the most common millennial vices; things like — gambling or sports betting, ubering everywhere, and buying used cars. We start with comparing Penn National versus Draftkings... how Uber and Lyft paying drivers over $40/hr to meet resurging demand is affecting their businesses, and whether the seed stage Carvana of Canada can replicate their success with used-vehicle vending machines. Listen on Apple,...
#104 - Afterpay & Square Say Buy-Now-Pay-Later For EVERYTHING, Youtube Ad Biz More Valuable than $NFLX + CAD Consumer Health Tech.
August 04, 2021 11:31 - 44 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss the Buy Now Pay Later craze, especially the Square / Afterpay deal — they revist some surprising advertising spend numbers released from FAANG, talk a bit about a Canadian startup who has interesting take on consumer health tech, and lastly try to get more context on how AMD fits into the narrative of vehicle chip shortages in Canada. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennial...
#103 - Airpods Biz Makes More than UBER?! Youtube > Netflix, $FB Building our Metaverse, & Chinese Tech Firesale.
July 28, 2021 11:30 - 46 minutesIn this week's episode of Reformed Millennials, Broc and Joel cover highlights from the earnings reports released Tuesday from Google, Apple, and Microsoft (eg. Apple's airpods as a business compared to Uber and Youtube revenue compared to Netflix). Distribution strategies movie studios are using now that many theatres are open and lastly what Mark Zuckerberg meant when he said Faceook is becoming a metaverse company. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Refo...
#102 - Perks For "Shareholders" of AMC, Off-White Sells to LVMH, $ZM Buys Five9 and Whether to Invest In Only What You Know
July 21, 2021 11:31 - 50 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk about the trend of companies encouraging their customers to be owners, starting with the new AMC investor connect program. We'll also highlight a Canadian fintech startup with a similar customers as owners strategy and lastly, cover Virgil's Off-White sale to LVMH, Bezos' trip to space, and whether Joel is buying the Traeger IPO. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebo...
#101 - Duolingo S1, More Profitable Than Netflix? $SPCE Comes Down To Earth & Telehealth Startup Promises to Fix Low-T
July 16, 2021 11:30 - 46 minutesIn this week's episode of Reformed Millennials, Broc and Joel look at consumer subscription businesses through the lens of the Duolingo's S1, disney+ and Hone Health - a startup providing an at home solution for men with hormone imbalance or low testostorone. We'll also highlight an early stage Canadian startup called Eli.health tackling a similar problem in telehealth. Lastly we'll share some insights from a David sacks podcast on what it takes to successfully scale these types of businesse...
#100 - Who Sells More DOGE: Robinhood vs. Coinbase, Series A Canadian FinTech Standouts and RM Angel Investors
July 07, 2021 12:30 - 54 minutesIn this week's episode of Reformed Millennials, Broc and Joel shake things up a bit. New music, new podcast cover, slightly new format. Tune in to listen to us go through how Robinhood makes money, how their offering compares to Coinbase and what early stage Canadian Fintech companies are worth keeping an eye on. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable ...
#99 - Is $FB the Most Undervalued in FAANG? BuzzFeed Goes Public to Buy Complex + Whoop, EightSleep and HRV
June 30, 2021 12:30 - 41 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss Facebook and all the recent news around the now trillion dollar platform - everything from the recent ruling on their antitrust lawsuit, to the launch of their newsletter platform. We also chat about the slide deck that Buzzfeed released as part of the upcoming transaction to go public and acquire the Complex Network Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group ...
#98 - Hedging Inflation, the New Narrative in Tech and $140m Community Building Lesson from a 25y/o Podcaster
June 23, 2021 12:30 - 45 minutesIn this week's episode of Reformed Millennials, Broc and Joel discuss what to expect from Lumber and commodity prices in the upcoming months, why tech needs to get past investing in business software and how a 25 yr old podcaster can raise $140m VC fund in a matter of weeks. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying atte...
#97 - Why CAD/USD is Surging, $SHOP & Stripe Join Forces, and CAC Trends Over the Last 75 Years of Advertising
June 16, 2021 12:31 - 33 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk about the surge in the Canadian Dollar relative to the USD, The Loonie Tunes Squad of SHOP, FB and Stripe, and 75 years of Advertising changes. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or advice contact ...
#96 - Canadian Housing Bubble, FIGS IPO, Invisalign Printers, and Carvana's Used Car Vending Machines
June 09, 2021 12:30 - 47 minutesIn this week's episode of Reformed Millennials, Broc and Joel talk Housing Markets, Money Mayweather vs. Logan Paul, fancy scrubs, and Meme Stonks. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to. 👉 For specific investment questions or advice contact Joel @ Gold Investment Management. 📈📊Market Update💵📉 For a br...
#95 -Peloton and the Power of Community As A Service
June 02, 2021 12:30 - 51 minutesIn this week's episode of Reformed Millennials, Broc and Joel change things up and talk about one of the most infamous work from home stocks - $PTON. This is an exercise in portfolio management and idea generation. Tune in if you want to see whether PTON would make it into an RM model portfolio. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials ...