Grizzle Pod: Thematic Growth Investing

Learn 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. 

Bitcoin 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?

China 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

02:31 -  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

Broad commodity basket price performance from the 1960s to today. The impact of rising shipping rates. Lumber. Copper. Oil.

Global 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

Kim Rivers, CEO of Trulieve Charlie Bachtell, CEO of Cresco Labs Jason Wild, Chairman of TerrAscend

MEME 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

Grizzle 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?

The selloff in perspective Is Bitcoin maturing? Bitcoin vs pricing models Shitcoins need to die Beware the crypto FURU

Grizzle 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 retur...

Why 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

Inflation Scenario analysis Growth vs value Arkk - Doubling down and Bill Hwang US PPP Loan Charlatans Stock Safari: Sports Gambling and iGaming

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 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. C...

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

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

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 Stock Safari: Growth Stocks Newsletter (2 stocks Corsair CRSR and Sea Ltd SE).

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 Canadian legal cannabis.

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?

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: Putting it in Perspective

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 $3,000 5. The EV Hydrogen Bubble - Buyer Beware 6. The Danimer Freight Train Keeps Rolling

1. 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

1: 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

1: 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?

Inflation (PPP, Copper, CPI vs. CRB) Bitcoin vs. Gold and Silver COVID-19: U.S. Daily New Cases Cannabis purchasing trends: New vs. Established Markets