In this week’s Grizzle podcast we interview veteran hedge fund manager Michael Kao, to discuss his outlook on contagion risks facing the banking industry amid the fallout of SVB, and why he thinks China is a bigger risk to the global financial system than the US. He also discusses macro themes impacting the US dollar and oil. Michael Kao's Substack - Kaoboy Musings: https://urbankaoboy.substack.com/about & Twitter: @UrbanKaoboy Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle Grizzle Research & Quant Substack: https://grizzleresearch.substack.com ..read more

he global energy crisis has sparked a renewed interest in nuclear energy. It is a clean, scalable source of baseload power - exactly the type of energy that is desperately needed. Is this Nuclear Prime Time? We’re bringing together an all-star team to talk about the future and opportunities ahead with Grizzle Uranium 1x1! Hear from some of the most exciting companies and respected analysts about the opportunities ahead!  00:00:00 Intro 00:11:26 Chris Keefer | Canadians for Nuclear Energy 00:26:33 Justin Huhn | Uranium Insider 00:39:41 Corey Dias | Anfield Energy (CVE: AEC) 00:53:28 Cory B ..read more

The FTX fraud has shook the foundation of the cryptocurrency world, we brought together some of the foremost thought leaders in crypto and Bitcoin to discuss what emerges from the ashes. An incredible set of interviews that pull no punches, critical listening for crypto and Bitcoin investors.   00:00:00 Intro  00:00:13 Doomberg  00:22:53 Stephane Ouellette, CEO FRNT Financial  00:40:11 James Seyffart, Bloomberg Crypto  00:56:20 Ben Hunt, Epsilon Theory  01:14:57 Lawrence Lepard, Equity Management Associates  01:35:33 Greg Foss, Looking Glass Education&nb ..read more

We had the pleasure of sitting down with Chris Gannatti, Global Head of Research at WisdomTree. He gave us an overview of WisdomTree's investment process and how the firm identifies emerging investment themes - great insight for investors examining thematic ETFs.  Chris also laid out a compelling bullish backdrop in the cybersecurity and semiconductor industries.  ..read more

The foundation of the world's energy transition is electric metals, it's also the sector with some of the best growth opportunities! Live discussions with the top battery metals investors and management teams -  we're bringing sizzle to the materials building the future of renewables: lithium, vanadium, cobalt, copper and nickel. 00:00:00 Intro 00:02:07 Benchmark Mineral Intelligence - Andrew Miller, COO 00:19:00 Largo - Alberto Arias, Chairman (TSE:LGO) 00:32:00 Amerigo - Aurora Davidson, CEO (TSE:ARG) 00:54:50 Canada Nickel, Mark Selby, Chairman & CEO (CVE: CNC) 01:02:40 WisdomTree ..read more

In our second episode of the Management 1x1 Series we are thrilled to have James Lanthier, CEO of Mindset Pharma join us. Mindset is one of the world's leading companies in the field of psychedelic medicines to treat neurological and psychiatric disorders. James brings a wealth of insight to the pod and breaks down the big picture of the true disruption happening in the psychedelics industry - enjoy the interview. Segments: 0:40 What's the opportunity set and how disruptive are psychedelics? 4:58 Where are we in terms of cultural and medical acceptance of psychedelics? 9:26 Mindset Pharma's sc ..read more

We're thrilled to kick off the Grizzle 1x1 Management podcast series with Alberto Arias, Chairman of Largo - one of the world's largest producers of battery and energy efficiency metal - vanadium.  0:42 The most exciting evolutions in the energy industry  2:11 Geographies that are going to lead the energy transition  3:34 The demand potential for vanadium within the steel industry and CO2 reduction  7:02 Is there a latent opportunity for energy storage given all the installed capacity of renewables  8:22 Are vanadium redox flow batteries at a tipping point for demand ..read more

In this week's pod we analyze the icy relationship between OPEC and the West; we also analyze valuation multiples within the software sector. Scott breaks down what Joe Biden's marijuana pardon means for cannabis stocks.  Stay tuned for our management 1x1 podcast series that kicks off on October 14th!  Links from the episode: The Energy Density Ladder with Doomberg: https://youtu.be/o3j8GLhH0uo YCharts: ycharts.com  GRZZ ETF: etf.grizzle.com  ..read more

In this week's pod we analyze the sharp market selloff, the broken bond market and the death of the balanced 60/40 bond/equity portfolio. We also present a framework for investing in growth stocks in the current market environment: Big Tech, SPACs, SaaS, cannabis & psychedelics.  The Grizzle Pod is brought to you by YCharts ( ycharts.com ) and the GRZZ ETF ( etf.grizzle.com ..read more

The weekly Grizzle Pod is back! This week we provide an update on our market outlook and what we view as the optimal portfolio asset allocation of energy security and technology stocks.  The Grizzle Pod is brought to you by YCharts ( ycharts.com ) and the GRZZ ETF ( etf.grizzle.com ..read more