Grizzle Pod: Thematic Growth Investing

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 Mi...

28 Nov 20212h 23min

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) F...

26 Nov 20212h 22min

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...

14 Nov 202154min

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 Brot...

6 Nov 20211h 6min

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 b...

29 Okt 202156min

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 Chilt...

13 Okt 20211h 10min

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 o...

7 Okt 202152min

A 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 v...

24 Sep 202148min