Grizzle Pod: Thematic Growth Investing

Grizzle Pod: Thematic Growth Investing

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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Avsnitt(101)

Interview with Dave Collum, Prof. of Organic Chemistry at Cornell. COVID-19 Vaccines, Markets & Inflation, Gold & Bitcoin... and LOTS more.

Interview with Dave Collum, Prof. of Organic Chemistry at Cornell. COVID-19 Vaccines, Markets & Inflation, Gold & Bitcoin... and LOTS more.

Grizzle 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 v...

7 Maj 20211h 46min

Episode 12: Who will win the streaming wars, big tech earnings and more..

Episode 12: Who will win the streaming wars, big tech earnings and more..

Market 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

1 Maj 202146min

Episode 11: Commodity Inflation, Danimer Short and Distort, Cap Gain Taxes & Crypto

Episode 11: Commodity Inflation, Danimer Short and Distort, Cap Gain Taxes & Crypto

Commodity Inflation in Focus: Lumber & Copper Danimer Short and Distort Report Capital Gains Taxes: Do They Matter to the Stock Market Stock Safari: Crypto Edition

24 Apr 202152min

Episode 10: Chamath, COVID, Coinbase and Gaming, Oh My!

Episode 10: Chamath, COVID, Coinbase and Gaming, Oh My!

The 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 Sto...

16 Apr 202159min

Episode 9: Rotation Out of Stonks & Bonds are Dead

Episode 9: Rotation Out of Stonks & Bonds are Dead

The 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 Canad...

10 Apr 202138min

Episode 8: Why Housing is in a Perfect Bull Market Storm

Episode 8: Why Housing is in a Perfect Bull Market Storm

Retail 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?

3 Apr 202138min

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

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

1. 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...

27 Mars 202141min

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.

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.

1. 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 ...

20 Mars 202157min

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