Episode 28: The Boiling Point - Commodities & Tech

Grizzle Pod: Thematic Growth Investing

English - October 07, 2021 22:38 - 52 minutes - 48.2 MB - ★★★★★ - 3 ratings
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Previous Episode: Episode 27: The Global Electricity and Natural Gas Crisis

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

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.