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

Grizzle Pod: Thematic Growth Investing

English - September 26, 2022 14:23 - 56 minutes - 52.4 MB - ★★★★★ - 3 ratings
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Previous Episode: Episode 33: The Portfolio Barbell of Energy Security & Technology Stocks

Next Episode: Episode 35: OPEC Snubs the West & Software Valuation Multiples

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.

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