Grizzle Pod: Thematic Growth Investing
96 episodes - English - Latest episode: 17 days ago - ★★★★★ - 3 ratingsThe 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
Episode 28: The Boiling Point - Commodities & Tech
October 07, 2021 22:38 - 52 minutes - 48.2 MBThe 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.
Episode 27: The Global Electricity and Natural Gas Crisis + Top 2 Energy Stock Picks
September 24, 2021 20:05 - 48 minutes - 45.2 MBA deep dive into the world's energy supply problem and the natural gas market along with the two top stocks we are buying. Plus more on bitcoin, crypto, Coinbase, Robinhood and software as a service valuations.
Episode 27: The Global Electricity and Natural Gas Crisis
September 24, 2021 20:05 - 48 minutes - 45.2 MBA deep dive into the world's energy supply problem and the natural gas market along with the two top stocks we are buying. Plus more on cannabis, crypto and software as a service valuations.
The Uranium & Energy Squeeze - Interview with Harris "Kuppy" Kupperman of Praetorian Capital
September 17, 2021 23:43 - 41 minutes - 38.5 MBGrizzle had the pleasure of going LIVE 1x1 with an investing heavyweight - Harris "Kuppy" Kupperman of Praetorian Capital. We're talking uranium, energy, commodities, government created shortages - all of it.
The State of U.S. Cannabis with Mitch Baruchowitz of Merida Capital Holdings
September 16, 2021 19:13 - 1 hour - 68 MBGrizzle talks with one of the most knowledgeable investors in the cannabis market. Merida Capital Holdings has owned companies across the U.S. and Canada and has their finger on the pulse of cannabis capital markets.
Cannabis M&A: Conversation with Jason Wild (Chairman of Terrascend) and Fabian Monaco (CEO of Gage)
September 12, 2021 16:37 - 45 minutes - 41.7 MBGrizzle has the pleasure of hosting a conference call with Jason Wild (Chairman of Terrascend) and Fabian Monaco (CEO of Gage) to discuss the recent big M&A transaction in the US cannabis sector: Terrascend acquiring Gage. Jason & Fabian provide an inside look at how the deal came together and the future of the companies together. Jason provided valuable insights on challenged environment for cannabis stocks, while the underlying financial fundamentals of the industry have never been stron...
The State of the NFT Market with Mason Nystrom of Messari Crypto
September 07, 2021 15:52 - 29 minutes - 27.4 MBGrizzle talks with one of the most knowledgeable crypto analysts out there, Mason Nystrom of Messari Crypto. Mason gives us color on the massive amount of volume ($3.4B) done YTD on the OpeaSea NFT exchange; he also breaks down the different forms of utility within NFT contracts - ie. memberships (Board Ape Yacht Club) and royalties (music). Messari's view is that anything that can be tokenized in the blockchain will be tokenized.
Grizzle POD Episode 26: Inflation & Asset Prices - This time IS different
September 03, 2021 18:57 - 33 minutes - 30.9 MBCentral banks are ignoring inflation the implications are significant for growth assets and store of wealth. Bitcoin continues to mature as an asset class (a very good thing), we highlight the indicator to watch. The Chinese ADR is dead; we examine where where investors look to get leverage to a cyclical rebound. Cannabis merger activity is heating up, astute moves by bigger players to acquire solid franchises at value multiples.
Episode 26: Inflation & Asset Prices - This time IS different
September 03, 2021 18:57 - 33 minutes - 30.9 MBCentral banks are ignoring inflation the implications are significant for growth assets and store of wealth. Bitcoin continues to mature as an asset class (a very good thing), we highlight the indicator to watch. The Chinese ADR is dead; we examine where where investors look to get leverage to a cyclical rebound. Cannabis merger activity is heating up, astute moves by bigger players to acquire solid franchises at value multiples.
Peak Mental Performance: Interview with Louisa Nicola
September 01, 2021 14:49 - 42 minutes - 39.6 MBGrizzle talks with a neuroscientist who works with some of the biggest pro athletes and investors on the planet. Learn how important your mental health is to real-world performance.
Episode 25: Bitcoin, Ethereum & NFTs
August 24, 2021 19:51 - 41 minutes - 38.8 MBWe analyze the stark performance difference of Bitcoin & Ethereum vs. silver & gold; and why Non Fungible Tokens (NFTs) are at the forefront of an art technology revolution. We also examine Michael Burry's short exposure to Cathie Wood's Ark Innovation franchise.
Bitcoin vs Gold - Interview with Charlie Morris of ByteTree Asset Management
August 21, 2021 20:30 - 34 minutes - 31.5 MBWe sit down with Charlie Morris of ByteTree Asset Management to discuss all things Bitcoin/crypto and their unique Gold & Bitcoin fund strategy aptly named Bold. A must listen for crypto believers and non-believers alike.
Episode 24: Growth Stocks vs. the Market, Pot Stock Portfolio & Bioplastics (Danimer Scientific)
August 17, 2021 20:20 - 43 minutes - 40 MBGrizzle cannabis portfolio update. Why we use ARK to judge the growth and SPAC stock selloff. Danimer Scientific earnings in depth.
Grizzle POD Episode 24: Growth Stocks vs. the Market, Pot Stock Portfolio & Bioplastics (Danimer Scientific)
August 17, 2021 20:20 - 43 minutes - 40 MBGrizzle cannabis portfolio update. Why we use ARK to judge the growth and SPAC stock selloff. Danimer Scientific earnings in depth.
Interview with Alex Morris publisher of the "The Science of Hitting" Investor Letter
August 10, 2021 18:34 - 35 minutes - 32.8 MBGrizzle talks with the writer behind the popular investing newsletter The Science of Hitting: https://thescienceofhitting.substack.com/
Interview with Alex Morris of "The Science of Hitting" Investor Letter
August 10, 2021 18:34 - 35 minutes - 32.8 MBGrizzle talks with the writer behind the popular investing newsletter The Science of Hitting: https://thescienceofhitting.substack.com/
Episode 23: COVID is Back, Keep Calm and Grill On
August 05, 2021 23:01 - 45 minutes - 42.5 MBThis week we are looking at the trends that matter to both your investments and your life. Health, diet, stocks and markets.
Episode 22: The IPO Gets Disrupted
July 31, 2021 13:00 - 1 hour - 60.5 MBLearn about the IPO process and how it's quickly being disrupted and we compare how the big IPOs of the week performed (Robinhood vs. Traeger). Also China's tech crackdown, Pinterest gets hammered post earnings and Elon attacks Apple.
Episode 21: Bitcoin Awakens, Robinhood IPO; Twitter & Snap Chat's monster earnings.
July 26, 2021 20:37 - 44 minutes - 41.6 MBBitcoin Awakens Best of Earnings (Twitter and Snap) The Coming Oil Supply Shortage Why the robinhood IPO is a Game Changer Is Coffee the new Lumber?
Episode 21: Bitcoin Awakens; Best of Earnings (Twitter and Snap); The Coming Oil Supply Shortage; Robinhood IPO & Is Coffee The New Lumber?
July 26, 2021 20:37 - 44 minutes - 41.6 MBBitcoin Awakens Best of Earnings (Twitter and Snap) The Coming Oil Supply Shortage Why the robinhood IPO is a Game Changer Is Coffee the new Lumber?
Episode 20: Stock Market Booms & Busts
July 13, 2021 02:48 - 48 minutes - 44.7 MBChina Gets Tough on Crypto Virgin Galactic - Gamma Squeeze Rocket Launch DIDI - China Gov't Clampdown Real Estate Room to Run? Watch Disposable Income Retail Investors are back - Call options tell us so Ashford Hospitality Trust - CEO publicly thanks Twitter pumpers
Grizzle Psychedelics Con: LIVE
June 29, 2021 15:32 - 2 hours - 119 MB02:31 - Ronan Levy, Executive Chairman of Field Trip Health 26:02 - Doug Drysdale, CEO of Cybin 50:56 - Kyle Kingsley, CEO of Goodness Growth Holdings 1:14:43 - Tim Moore, CEO of HAVN Life 1:35:41 - Fabio Chianelli, CEO of PharmaTher 1:53:48 - James Lanthier, CEO of Mindset Pharma
Episode 19: Commodities: - Supply Bottleneck or Long Term Buying Opportunity?
June 21, 2021 20:52 - 43 minutes - 40.3 MBBroad commodity basket price performance from the 1960s to today. The impact of rising shipping rates. Lumber. Copper. Oil.
Episode 18: Global Strategy (Hyperinflation), Inflation Data, Bitcoin + El Salvador, AMC Teach-in & Stock Warning Signs (MindMed Example)
June 12, 2021 13:00 - 32 minutes - 30.1 MBGlobal strategy: Hyperinflation partly depends on the banks Inflation - Recent Data and when the rubber meets the road Bitcoin - El Salvador going all in on bitcoin AMC Teach-in - Why volatility is not your friend Stock warning signs - the MindMed example
Grizzle Cannabis Con: MSO Masterclass
June 10, 2021 16:30 - 47 minutes - 44.4 MBKim Rivers, CEO of Trulieve Charlie Bachtell, CEO of Cresco Labs Jason Wild, Chairman of TerrAscend
Grizzle Cannabis Con: MSO Masterclass - The Leaders of the Industry
June 10, 2021 16:30 - 47 minutes - 44.4 MBKim Rivers, CEO of Trulieve Charlie Bachtell, CEO of Cresco Labs Jason Wild, Chairman of TerrAscend
Episode 17: Meme Stocks are Back, COVID has been good for pot growers, Bitcoin Miami
June 04, 2021 18:09 - 28 minutes - 26.5 MBMEME Stocks are back and their CEOs aren't wearing pants COVID has been very good to cannabis growers Canopy Growth Gives up on Partnership with Drake Nevada ok's Pot Lounges Bitcoin Miami: Crypto's big party Global strategy: The one thing that can derail this post-COVID recovery
Episode 17:
June 04, 2021 18:09 - 28 minutes - 26.5 MBMEME Stocks are back and their CEOs aren't wearing pants COVID has been very good to cannabis growers Canopy Growth Gives up on Partnership with Drake Nevada ok's Pot Lounges Bitcoin Miami: Crypto's big party Global strategy: The one thing that can derail this post-COVID recovery
Episode 16: Grizzle Cannabis Con (June 7th, 11AM EST)
May 31, 2021 11:53 - 46 minutes - 42.8 MBGrizzle Cannabis Con: June 7th, 11AM EST Meme stocks back in vogue Understanding the world of Crypto promoters Chamath's Year in Review - Terrible Math Edition Big cannabis deal in Canada- HEXO looking for the top spot Psychedelics - Management's heavy selling could benefit competitors (CMPS) Toronto indoor dining, will it ever return?
Episode 15: Crypto Selloff Special
May 24, 2021 15:25 - 40 minutes - 37.5 MBThe selloff in perspective Is Bitcoin maturing? Bitcoin vs pricing models Shitcoins need to die Beware the crypto FURU
Interview with Perth Tolle, Founder of the Life + Liberty Indexes
May 20, 2021 23:21 - 18 minutes - 17.5 MBGrizzle sat down with Perth Tolle, Founder of the Life + Liberty Indexes. The Freedom 100 Emerging Markets ETF (TICKER:FRDM) tracks her index, a freedom-weighted emerging markets equity strategy that uses personal and economic freedom metrics as primary factors in the investment selection process. A fantastic discussion that looks at the power of freedom on economic outcomes and equity returns in emerging markets.
Episode 14: Tesla & Bitcoin, Tesla + ARKK vs SHOP, Pot Stocks, Global Housing Bubble, FURU Warning
May 16, 2021 21:10 - 35 minutes - 33.2 MBWhy did Tesla Flip Flop on Accepting Bitcoin? Not all growth created equal Tesla + ARKK vs SHOP Pot Stocks Earning Review Global Housing Bubble FURU (Fake Financial Guru) Warning
Episode 13: Inflation Gameplan, Growth vs Value, Ark Doubling Down
May 10, 2021 11:59 - 50 minutes - 46.4 MBInflation Scenario analysis Growth vs value Arkk - Doubling down and Bill Hwang US PPP Loan Charlatans Stock Safari: Sports Gambling and iGaming
Interview with Dave Collum, Prof. of Organic Chemistry at Cornell. COVID-19 Vaccines, Markets & Inflation, Gold & Bitcoin... and LOTS more.
May 07, 2021 17:04 - 1 hour - 98.2 MBGrizzle chopped it up with the illustrious Dave Collum, Professor of Organic Chemistry at Cornell. Lots of laughs and great insights: The incredible power of ivermectin to treat COVID-19 Social vaccine shaming and the COVID industrial complex India's COVID crisis in context Gold, Bitcoin, HODLers Transitory hyper inflation & modern monetary theory (MMT) Gold stocks & Dr. Copper Netflix vs. Amazon vs. Google
Episode 12: Who will win the streaming wars, big tech earnings and more..
May 01, 2021 14:16 - 46 minutes - 43.1 MBMarket Update (Buy Cyclicals, COVID in India) Psychedelics catch up trade Tech earnings (winners and losers) Social Media Funk (TWTR vs Facebook) The Media Streaming Landscape
Episode 11: Commodity Inflation, Danimer Short and Distort, Cap Gain Taxes & Crypto
April 24, 2021 13:40 - 52 minutes - 48.8 MBCommodity Inflation in Focus: Lumber & Copper Danimer Short and Distort Report Capital Gains Taxes: Do They Matter to the Stock Market Stock Safari: Crypto Edition
Episode 10: Chamath, COVID, Coinbase and Gaming, Oh My!
April 16, 2021 21:57 - 59 minutes - 55.1 MBThe SPCE (Virgin Galactic) Pump and Dump. Coinbase, bitcoin and Dogecoin, Oh My! CMPS - Magic Mushrooms clinical study Under the Radar. India Covid Variant = Long road out of lockdown? Introducing Stock Safari: Growth Stocks Newsletter (2 stocks Corsair CRSR and Sea Ltd SE).
Episode 9: Rotation Out of Stonks & Bonds are Dead
April 10, 2021 15:57 - 38 minutes - 35.8 MBThe rotation out of stonks, housing remains the hot hand. Bonds are dead. Death of the 60/40 balanced asset allocation. Canopy Growth buys Supreme. What it means for Canopy and the state of Canadian legal cannabis.
Episode 8: Why Housing is in a Perfect Bull Market Storm
April 03, 2021 11:42 - 38 minutes - 35.7 MBRetail is bored with stonks, they aren't going up, mortgages have never been cheaper and inventory is at decade lows. Is this the perfect setup for real estate?
Episode 7: Stock Market Rotation: "Cyclicals" back in favor. Bet On Tangible Growth vs Sci-Fi Growth. Inflation: Mapping the 70's experience. Hedges for Inflation: Copper + Housing. Pot Stocks Selloff
March 27, 2021 22:01 - 41 minutes - 38.6 MB1. Stock Market Rotation: "Cyclicals" back in favor 2. Bet On Tangible Growth vs Sci-Fi Growth 3. Inflation: Mapping the 70's experience 4. Hedges for Inflation: Copper + Housing 5. Pot Stocks Selloff: Putting it in Perspective
Episode 6: Interest rates keeping the market on edge. Inflation and Commodities. Retail speculation bubble. ARK Raises Tesla Target to $3,000. The EV Hydrogen Bubble. Danimer Freight Train rolling.
March 20, 2021 22:37 - 57 minutes - 52.8 MB1. Interest rates keeping the market on edge 2. Chris Wood talks Inflation and Commodities 3. The retail speculation bubble-Two indicators: Penny Stocks and Call Options 4. ARK Raises Tesla Target to $3,000 5. The EV Hydrogen Bubble - Buyer Beware 6. The Danimer Freight Train Keeps Rolling
Episode 5: Bitcoin breaks $60,000. Danimer Scientific conviction call. PENN Gaming on the S&P 500. Fake Market Gurus. British American tobacco and Organigram. Ex-Aurora Cannabis team coming back?
March 14, 2021 15:14 - 57 minutes - 53.5 MB1. Greed returns to the market - Bitcoin breaks $60,000 2. Danimer Scientific - Grizzle's bioplastic conviction call 3. PENN Gaming Going to the S&P 500 - Looking back on our big call 4. Fake Market Gurus (Furus), The anatomy of a pump and dump con artist 5. Tobacco heavyweight British American tobacco buys into Organigram WHY? 6. Ex-Aurora Cannabis team tries to make a comeback
Episode 4: Market Rotation: Selloff in ARK, SPACS, Spec Growth While Cyclicals Rally. Interest Rates & Commodities. Portnoy's Buzz ETF. SPAC Daddy Chamath Gets Spanked.
March 07, 2021 17:53 - 41 minutes - 38.8 MB1: Market Rotation: Selloff in ARK, SPACS, Spec Growth While Cyclicals Rally 2: Interest Rates and Commodities 3: Portnoy's BUZZ ETF: 12th Best Debut Ever 4: SPAC Daddy Chamath Gets Spanked
Episode 3: Bonds; Ark & Tesla; Bitcoin, Gold & Silver; Potstocks; Gamestop; SPACs.
February 28, 2021 20:30 - 31 minutes - 29.5 MB1: Bond Investors are running scared 2: Are Ark and Tesla the canaries in the coalmine? 3: Bitcoin, Gold and Silver Weakness 4: What is the next catalyst to send potstocks to the next level? 5: Gamestop is back on the move 6: Celebrities getting into the SPAC game, what does this mean?
Episode 2: Inflation, Bitcoin, COVID-19 & Cannabis Purchasing Trends.
February 21, 2021 22:22 - 43 minutes - 39.8 MBInflation (PPP, Copper, CPI vs. CRB) Bitcoin vs. Gold and Silver COVID-19: U.S. Daily New Cases Cannabis purchasing trends: New vs. Established Markets
Episode 1: About Grizzle, Putin/Musk/Clubhouse Pump, Equity Flow Inflows, Housing, Remote Work & Pot Stocks.
February 15, 2021 23:06 - 44 minutes - 41.5 MBWho is Grizzle? Putin & Musk Clubhouse Pump Equity flow Inflows Redlining Housing - Asset Inflation HQ Remote Work is Here to Stay Pot Stocks: The GameStop Short Squeeze Applied to Pot + MSO Gang