Grizzle Pod: Thematic Growth Investing artwork

Grizzle Pod: Thematic Growth Investing

95 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 3 ratings

The Grizzle Pod is HQ for thematic growth investing, we analyze the most compelling investment ideas in the market. Our Grizzle conferences also provide in-depth breakdowns of different sectors in the economy through interviews with investment experts and leading companies.

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Episodes

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

February 18, 2024 16:36 - 49 minutes - 45.9 MB

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, judging the stability of an emerging market government, operating in emerging markets and other important topics useful for gold investors.

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

January 11, 2024 02:16 - 13 minutes - 18.4 MB

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

Grizzle Hard Money: Gold, Silver & Bitcoin - Winter 2023

December 15, 2023 12:41 - 2 hours - 135 MB

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 | Unlimited Funds 31:06 Shawn Khunkhun, CEO & Director| Dolly Varden Silver (TSXV:DVV) 51:30 Shane Williams, CEO & Director | West Red Lake Gold (...

Grizzle Battery Metals 1x1 Conference 2023

December 13, 2023 16:41 - 2 hours - 147 MB

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 electric vehicle manufacturers. We've brought together a stellar lineup of management teams, strategists and investors to highlight the compelling ...

Grizzle Uranium 1x1 Conference 2023

December 09, 2023 14:11 - 2 hours - 151 MB

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 Intro 1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital 21:18 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 41:13 Corey Dias, CEO & Co-Founder | Anfield Energy 52:12 Dr. Rebecca Hunter, Vice-President E...

Gold Mining & Shareholder Value with Mark Brennan, CEO of Cerrado Gold

October 24, 2023 15:46 - 51 minutes - 48.1 MB

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 Intro 01:40 Fundamentals for gold in the current macro environment 06:00 Operating environment in South America - Brazil & Argentina 12:18 Mining in Quebec 14:11 Capital inv...

Beaver Creek Precious Metals Summit Interviews

October 05, 2023 13:36 - 1 hour - 66.7 MB

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 (TSXV:SSVR) and Viva Gold (TSXV:VAU) 00:00:00 Dolly Varden - Shawn Khunkhun 00:17:49 Cerrado Gold - Mark Brennan 00:27:20 West Red Lake Gold - Shan...

The Copper Bull Market with Aurora Davidson, CEO of Amerigo Resources

October 03, 2023 10:00 - 36 minutes - 33.3 MB

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 copper or to learn if Chilean production will be able to meet lofty demand forecasts from the renewables industry. A summary of topics discussed inc...

Energy & Market Outlook with Warren Pies, Founder & Strategist at 3Fourteen Research

September 29, 2023 15:03 - 35 minutes - 32.4 MB

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 outlook going forward and implications for the broader market. He also provides excellent insights on energy equities and the underlying drivers, wh...

Nvidia: AI Coreweave Mirage or Moon Mode Activated?

September 24, 2023 13:28 - 24 minutes - 22.3 MB

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 consumer technology, personal computing devices, semiconductors, investments, and business strategy. His research has focused on the relationship betwe...

The Canadian Housing Crisis with Ben Rabidoux, North Cove Advisors

August 27, 2023 12:43 - 31 minutes - 29.5 MB

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 country, Ben Rabidoux, Founder of North Cove Advisors. This is a must watch interview, Ben brings a ton of insight and incredible charts to shed l...

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

August 25, 2023 16:03 - 57 minutes - 52.8 MB

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 differentiators vs peers and catalysts ahead. A great discussion on all fronts, enjoy!

Uranium Market Update with Corey Dias, CEO of Anfield Energy

August 04, 2023 16:08 - 59 minutes - 55.4 MB

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 market.

Grizzle Hard Money Conference: Gold, Silver & Bitcoin

June 28, 2023 17:50 - 2 hours - 195 MB

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://hilltowerresourceadvisors.com/ Tidal Financial Group https://www.tidalfinancialgroup.com/ Grizzle Research & Quant http://grizzleresearch.substack.com/ Agenda: 00:00...

Navigating the Silver Market With Dolly Varden’s Shawn Khunkhun

June 14, 2023 13:36 - 53 minutes - 49 MB

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 ahead. Key Points: Navigating the precious metals market amid rising rates Future catalysts for Dolly Varden Launch of new 45K meter drill pro...

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

May 15, 2023 16:12 - 24 minutes - 22.8 MB

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. zero debt and if he favors stable or growing production in the future. Grizzle Research & Quant Elite Dividend Yields in Oil & Gas Report: https://...

Navigating The Copper Deficit With Amerigo's Aurora Davidson

May 13, 2023 10:00 - 40 minutes - 37.3 MB

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 materials, and what gives her company an edge over conventional miners. Davidson also highlights their 7.5% dividend yield, and how they've been able t...

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

May 07, 2023 12:12 - 56 minutes - 51.7 MB

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 outlines key advantages that will accelerate Grid Metal's production timelines such as their processing deal with one of the only operating lithium mi...

Grizzle Commodity Conference 1x1 - 2023

May 05, 2023 14:21 - 4 hours - 274 MB

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 you in partnership with Doomberg, Sprott, Goehring & Rozencwajg, Hilltower Resource Advisors, Largo, Canada Nickel, Dolly Varden Silver, Amerig...

Bear Market Rally vs New Bull Market with Warren Pies of 3Fourteen Research

April 30, 2023 11:41 - 1 hour - 56.4 MB

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 Still Hiking Lack of Market Breadth Why Pies Remains Long Oil Inventory Draws Are Improving   OPEC Cuts Take Effect in May China Deman...

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

April 08, 2023 13:17 - 59 minutes - 54.4 MB

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. Bio of Shawn Khunkhun: Mr. Khunkhun has over 20 years of experience in the capital markets, mineral exploration and development sector with a foc...

All In Commodities with Harris "Kuppy" Kupperman of Praetorian Capital

April 05, 2023 14:55 - 21 minutes - 19.7 MB

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_COM | https://twitter.com/hkuppy Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Q...

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

April 02, 2023 10:00 - 54 minutes - 49.9 MB

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 starting a business. https://www.armadaetfs.com/ Phil Bak Twitter: @philbak1 Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle...

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

March 29, 2023 16:14 - 28 minutes - 26.6 MB

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 08:16 Sprott - John Ciampaglia, CEO 17:30 Canada Nickel - Mark Selby, CEO 24:45 Grid Metals - Robin Dunbar, CEO Follow Grizzle on Twitter: @gr...

Analyzing the Fed vs. The Bond Market with Quadratic Capital's Nancy Davis

March 26, 2023 14:26 - 52 minutes - 47.9 MB

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: @nancy__davis Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: http...

Unpacking U.S. Bank Turmoil and Contagion Fears with Michael Kao

March 19, 2023 16:47 - 1 hour - 63.3 MB

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 - Kaoboy Musings: https://urbankaoboy.substack.com/about & Twitter: @UrbanKaoboy Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thoma...

Grizzle Uranium 1x1 Conference

January 06, 2023 17:55 - 3 hours - 174 MB

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 exciting companies and respected analysts about the opportunities ahead!  00:00:00 Intro 00:11:26 Chris Keefer | Canadians for Nuclear Energy ...

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

December 29, 2022 22:06 - 2 hours - 62.9 MB

The FTX fraud has shook the foundation of the cryptocurrency world, we brought together some of the foremost thought leaders in crypto and Bitcoin to discuss what emerges from the ashes. An incredible set of interviews that pull no punches, critical listening for crypto and Bitcoin investors.   00:00:00 Intro  00:00:13 Doomberg  00:22:53 Stephane Ouellette, CEO FRNT Financial  00:40:11 James Seyffart, Bloomberg Crypto  00:56:20 Ben Hunt, Epsilon Theory  01:14:57 Lawrence Lepard, Equity...

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

December 03, 2022 18:42 - 34 minutes - 32.2 MB

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 semiconductor industries. 

Grizzle Battery Metals 1x1 Conference 2022

November 21, 2022 15:50 - 3 hours - 188 MB

The foundation of the world's energy transition is electric metals, it's also the sector with some of the best growth opportunities! Live discussions with the top battery metals investors and management teams -  we're bringing sizzle to the materials building the future of renewables: lithium, vanadium, cobalt, copper and nickel. 00:00:00 Intro 00:02:07 Benchmark Mineral Intelligence - Andrew Miller, COO 00:19:00 Largo - Alberto Arias, Chairman (TSE:LGO) 00:32:00 Amerigo - Aurora Davidso...

Management 1x1 Series: James Lanthier, CEO of Mindset Pharma - The Future of Psychedelics

October 31, 2022 18:08 - 28 minutes - 26.4 MB

In our second episode of the Management 1x1 Series we are thrilled to have James Lanthier, CEO of Mindset Pharma join us. Mindset is one of the world's leading companies in the field of psychedelic medicines to treat neurological and psychiatric disorders. James brings a wealth of insight to the pod and breaks down the big picture of the true disruption happening in the psychedelics industry - enjoy the interview. Segments: 0:40 What's the opportunity set and how disruptive are psychedelic...

Management 1x1 Series: Alberto Arias, Chairman of Largo. Vanadium - The Battery and Energy Efficiency Metal

October 15, 2022 15:47 - 28 minutes - 26.3 MB

We're thrilled to kick off the Grizzle 1x1 Management podcast series with Alberto Arias, Chairman of Largo - one of the world's largest producers of battery and energy efficiency metal - vanadium.  0:42 The most exciting evolutions in the energy industry  2:11 Geographies that are going to lead the energy transition  3:34 The demand potential for vanadium within the steel industry and CO2 reduction  7:02 Is there a latent opportunity for energy storage given all the installed capacity of...

Episode 35: OPEC Snubs the West & Software Valuation Multiples

October 12, 2022 14:30 - 36 minutes - 33.8 MB

In this week's pod we analyze the icy relationship between OPEC and the West; we also analyze valuation multiples within the software sector. Scott breaks down what Joe Biden's marijuana pardon means for cannabis stocks.  Stay tuned for our management 1x1 podcast series that kicks off on October 14th!  Links from the episode: The Energy Density Ladder with Doomberg: https://youtu.be/o3j8GLhH0uo YCharts: ycharts.com  GRZZ ETF: etf.grizzle.com 

Grizzle Pod Episode 35: OPEC Snubs the West & Software Valuation Multiples

October 12, 2022 14:30 - 36 minutes - 33.8 MB

In this week's pod we analyze the icy relationship between OPEC and the West; we also analyze valuation multiples within the software sector. Scott breaks down what Joe Biden's marijuana pardon means for cannabis stocks.  Stay tuned for our management 1x1 podcast series that kicks off on October 14th!  Links from the episode: The Energy Density Ladder with Doomberg: https://youtu.be/o3j8GLhH0uo YCharts: ycharts.com  GRZZ ETF: etf.grizzle.com 

Episode 34: The Market Sell Off and the Best Strategy for Growth Stocks

September 26, 2022 14:23 - 56 minutes - 52.4 MB

In this week's pod we analyze the sharp market selloff, the broken bond market and the death of the balanced 60/40 bond/equity portfolio. We also present a framework for investing in growth stocks in the current market environment: Big Tech, SPACs, SaaS, cannabis & psychedelics.  The Grizzle Pod is brought to you by YCharts ( ycharts.com ) and the GRZZ ETF ( etf.grizzle.com ).

Episode 33: The Portfolio Barbell of Energy Security & Technology Stocks

September 05, 2022 23:53 - 1 hour - 59.3 MB

The weekly Grizzle Pod is back! This week we provide an update on our market outlook and what we view as the optimal portfolio asset allocation of energy security and technology stocks.  The Grizzle Pod is brought to you by YCharts ( ycharts.com ) and the GRZZ ETF ( etf.grizzle.com ).

Grizzle Uranium Con: Understanding the Fundamentals of the Uranium Industry

August 24, 2022 13:30 - 2 hours - 126 MB

The political winds are finally changing for nuclear energy. Come learn where experts in nuclear and uranium investing are putting their money at the Grizzle Uranium Con.  00:00:10 Intro 00:01:19 Doomberg: https://doomberg.substack.com/ 00:31:43  David Talbot, Head of Research - Red Cloud Securities: https://redcloudsecurities.com/  00:55:54 John Ciampaglia, CEO - Sprott Asset Management: https://sprott.com/ 01:29:19 Justin Huhn, Uranium Insider: https://www.uraniuminsider.com/ 01:47:0...

Grizzle Commodity Con 2022

June 30, 2022 15:15 - 4 hours - 222 MB

We've put together a stellar lineup for Grizzle Commodity Con 2022. Live discussions with the top commodity portfolio managers, strategists and management teams -  we're bringing sizzle to the commodity bull market  We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium, lithium and vanadium.  00:00 Intro 01:43 Harris "Kuppy" Kupperman - Kuppy's Event Driven Monitor / Praetorian Capital 27:21 David Smith, CFO - Agnico Eagle (AEM) 41...

Grizzle Psychedelics Con June 2022

June 20, 2022 23:10 - 1 hour - 102 MB

We're back with another edition of Grizzle Psychedelics Con, live discussions with the top leaders in the industry on their goals to revolutionize how consumers deal with mental wellness. (1:15) Compass Pathways (CMPS) - George Goldsmith, CEO (15:46) Mindset Pharma (MSET) - James Lanthier, CEO (30:01) Cybin (CYBN) - Doug Drysdale, CEO (41:27) HAVN Life (HAVN) - Tim Moore, CEO (55:42) PharmaTher (PHRM) - Fabio Chianelli, CEO (1:07:34) FieldTrip (FTRP) - Ronan Levy, Chairman (1:18:01) A...

Grizzle Cannabis Con June 2022

June 20, 2022 23:00 - 2 hours - 119 MB

Grizzle Cannabis Con is back! We've put together a great lineup of leaders who are defining the future of the industry.   Agenda: (1:14) Terrascend (TER) - Jason Wild, Chairman (19:15) Trulieve (TRUL) - Kim Rivers, CEO (38:03) Leafly (LFLY) - Yoko Miyashita, CEO (49:03) Cannabis Drinks Panel: Lisa Hurwitz, CEO Happi & Jake Bullock, Founder Cann (1:06:22) Future Products: Colin Landforce, CTO Rivaled Brands & Gord Nichol, Founder 40North Cannabis (1:22:32) Merdia Capital - Mitch Baruch...

Grizzle Strategy Luncheon NYC (Recording from April 11, 2022 Event)

May 16, 2022 22:00 - 1 hour - 90.8 MB

Grizzle hosted a special strategy luncheon in New York City on April 11th, where we had the opportunity to sit down with investing legends. Macro Strategy: Chris Wood, Partner Grizzle, Global Head of Equity Strategy, Jefferies. Natural Resources: Leigh Goehring and Adam Rozencwajg from Goehring & Rozencwajg. Cannabis: Mitch Baruchowitz, Managing Partner Merida Capital.

Episode 32: 2021 Stock Market Year in Review

December 31, 2021 01:00 - 1 hour - 56.3 MB

A special year-end edition of the Grizzle Pod - we review stock market performance across the key growth sectors. Big tech was the belle of the ball in 2021, Science Fair Project growth stocks got taken to the woodshed, Cloud software a tale of two growth tapes, cannabis stocks got the regulatory hammer, and commodities went bananas!   Grizzle Pod is brought to you by our friends at YCharts ( ycharts.com ) and the GRZZ ETF ( etf.grizzle.com )

Grizzle Cannabis Con 1x1 - November 2021 | The Biggest Show in Cannabis Investing

November 28, 2021 16:24 - 2 hours - 133 MB

Grizzle Cannabis Con 1x1: Intimate live Q&A sessions with a targeted group of leaders who are pushing the industry forward. Agenda: (1:11) Trulieve (TRUL) - Kim Rivers (18:27) Verano (VRNO) - Aaron Miles (33:23) Terrascend (TER) - Jason Wild & Fabian Monaco  (47:21) Valens (VLNS) - Everett Knight (1:04:42) Sundial (SNDL) - Zach George (1:20:52) Ayr Wellness (AYR) - Jennifer Drake (1:39:25) Goodness Growth (GDNS) - Kyle Kingsley (1:48:35) AdvisorShares (MSOS) - Noah Hamman (2:01:18)...

Grizzle Psychedelics Con 1x1 - November 2021 | The Leaders of the Industry

November 26, 2021 16:53 - 2 hours - 131 MB

Grizzle Psychedelics Con 1x1:  Intimate live Q&A with leaders in the industry on their plans to revolutionize the treatment mental health. Agenda: (1:11) - Atai (ATAI) - Christian Angermayer (21:50) Field Trip (FTRP) - Ronan Levy (37:55) HAVN Life (HAVN) - Tim Moore (52:43) PharmaTher (PHRM) - Fabio Chianelli (1:09:22) Mindset Pharma (MSET) - James Lanthier (1:27:24) Psyched Wellness (PSYC) - Jeff Stevens (1:43:15) Goodness Growth (GDNS) - Stephen Dahmer (1:55:00) COMPASS Pathways (...

Episode 31: Cannabis Stocks - Is the Bottom In?

November 14, 2021 14:45 - 54 minutes - 50.6 MB

This week we bring you a special deep dive cannabis episode. We examine the politics, volume, performance and then cap it off with a review of earnings. Grizzle Pod is brought to you by our friends at ycharts.com 

Episode 30: Old Media vs Dave Portnoy

November 06, 2021 11:43 - 1 hour - 61.6 MB

In this week’s pod we examine Business Insider’s attempted takedown of media mogul Dave Portnoy and why we're buyers of Penn Gaming (6:39).  We also review Grizzle conviction calls (29:24): Dutch Brothers, Compass Pathways, Airbnb, Arc Resources & Range Resources.  We cap off the episode with an analysis of software growth rates vs. share price performance (50:25); and a postmortem on Peloton's ugly quarter (56:23).  Charts for this episode can be found here: https://youtu.be/7PLPkMB-0Sw ...

Episode 29: Facebook's Hail Mary - Meta

October 29, 2021 22:07 - 56 minutes - 52.2 MB

This week is all about the metaverse and why Facebook is going for a branding and growth hail mary. We're also talking Bitcoin, Trump Media, Indian stock market outperformance and the hyperinflation boogeyman. Charts for this episode can be found here: https://youtu.be/imNhkKcx_f8

The Nat Gas and Oil Crisis with Leigh of Goehring & Rosencwajg

October 13, 2021 20:31 - 1 hour - 64.9 MB

Grizzle had the pleasure of interviewing an investing heavyweight - Leigh Goehring of Goehring & Rosencwajg. Leigh Goehring is a commodity investing veteran - he was the portfolio manager of the Chilton Global Natural Resources Hedge Fund (over $5 billion of assets at its peak). He believes commodity prices are going a lot higher over the coming years and explains why.

The Nat Gas and Oil Crisis with Leigh Goehring of Goehring & Rosencwajg (G&R)

October 13, 2021 20:31 - 1 hour - 64.9 MB

Grizzle had the pleasure of interviewing an investing heavyweight - Leigh Goehring of Goehring & Rosencwajg. Leigh Goehring is a commodity investing veteran - he was the portfolio manager of the Chilton Global Natural Resources Hedge Fund (over $5 billion of assets at its peak). He believes commodity prices are going a lot higher over the coming years and explains why.

Episode 28: The Boiling Point - Commodities & Tech

October 07, 2021 22:38 - 52 minutes - 48.2 MB

The commodity squeeze is in full effect; we talk through the state of natural gas and electricity prices in Europe and tight supply of copper globally.  We look at performance of the different areas of technology this year and highlight which area the the market will continue to reward.  Lastly, we highlight a Grizzle classic long-term "buy every dip" holding - Adobe.

Twitter Mentions

@3f_research 2 Episodes
@warrenpies 2 Episodes
@shawnkhunkhun 1 Episode
@gridmetals 1 Episode
@amerigores 1 Episode
@silvervarden 1 Episode
@hkuppy 1 Episode
@kedm_com 1 Episode
@benbajarin 1 Episode