Grizzle Pod: Thematic Growth Investing

The political winds are finally changing for nuclear energy. Come learn where experts in nuclear and uranium investing are putting their money at the Grizzle Uranium Con.  00:00:10 Intro 00:01:19 Doomberg: https://doomberg.substack.com/ 00:31:43  David Talbot, Head of Research - Red Cloud Securities: https://redcloudsecurities.com/  00:55:54 John Ciampaglia, CEO - Sprott Asset Manag...

We've put together a stellar lineup for Grizzle Commodity Con 2022. Live discussions with the top commodity portfolio managers, strategists and management teams -  we're bringing sizzle to the commodity bull market  We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium, lithium and vanadium.  00:00 Intro 01:43 Harris "Kuppy" K...

We're back with another edition of Grizzle Psychedelics Con, live discussions with the top leaders in the industry on their goals to revolutionize how consumers deal with mental wellness. (1:15) Compass Pathways (CMPS) - George Goldsmith, CEO (15:46) Mindset Pharma (MSET) - James Lanthier, CEO (30:01) Cybin (CYBN) - Doug Drysdale, CEO (41:27) HAVN Life (HAVN) - Tim Moore, CEO (55:42) PharmaTher (P...

Grizzle Cannabis Con is back! We've put together a great lineup of leaders who are defining the future of the industry.   Agenda: (1:14) Terrascend (TER) - Jason Wild, Chairman (19:15) Trulieve (TRUL) - Kim Rivers, CEO (38:03) Leafly (LFLY) - Yoko Miyashita, CEO (49:03) Cannabis Drinks Panel: Lisa Hurwitz, CEO Happi & Jake Bullock, Founder Cann (1:06:22) Future Products: Colin Landforce,...

Grizzle hosted a special strategy luncheon in New York City on April 11th, where we had the opportunity to sit down with investing legends. Macro Strategy: Chris Wood, Partner Grizzle, Global Head of Equity Strategy, Jefferies. Natural Resources: Leigh Goehring and Adam Rozencwajg from Goehring & Rozencwajg. Cannabis: Mitch Baruchowitz, Managing Partner Merida Capital.

A special year-end edition of the Grizzle Pod - we review stock market performance across the key growth sectors. Big tech was the belle of the ball in 2021, Science Fair Project growth stocks got taken to the woodshed, Cloud software a tale of two growth tapes, cannabis stocks got the regulatory hammer, and commodities went bananas!   Grizzle Pod is brought to you by our friends at YCha...

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 Miles (33:23) Terrascend (TER) - Jason Wild & Fabian Monaco  (47:21) Valens (VLNS) - Everett Knight (1:04:42) Sundial (SNDL) - Zach George (1:20:52) Ayr Wellness (AYR) - Jennifer Drake (1:3...

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) Field Trip (FTRP) - Ronan Levy (37:55) HAVN Life (HAVN) - Tim Moore (52:43) PharmaTher (PHRM) - Fabio Chianelli (1:09:22) Mindset Pharma (MSET) - James Lanthier (1:27:24) Psyched Wellness (PSY...

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 ycharts.com 

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 Brothers, Compass Pathways, Airbnb, Arc Resources & Range Resources.  We cap off the episode with an analysis of software growth rates vs. share price performance (50:25); and a postmortem o...

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 boogeyman. Charts for this episode can be found here: https://youtu.be/imNhkKcx_f8

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 Chilton Global Natural Resources Hedge Fund (over $5 billion of assets at its peak). He believes commodity prices are going a lot higher over the coming years and explains why.

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.

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 valuations.

Grizzle 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. 

Grizzle 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. 

Grizzle 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...

Grizzle 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...

Central 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...

Grizzle 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. 

We 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.

We 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.

Grizzle cannabis portfolio update. Why we use ARK to judge the growth and SPAC stock selloff. Danimer Scientific earnings in depth.

Grizzle talks with the writer behind the popular investing newsletter The Science of Hitting: https://thescienceofhitting.substack.com/

This week we are looking at the trends that matter to both your investments and your life. Health, diet, stocks and markets.