Grizzle Pod: Thematic Growth Investing

A conversation with Aurora Davidson, CEO of copper producer Amerigo Resources (TSX:ARG) and Rob Weir, VP of corporate development at Lithium Royalty Corp (TSX:LIRC). They talk about what the future holds for copper and lithium prices in both the short and long term.

The first spot bitcoin ETF's are now approved. Here is why we think the market is underestimating how big this will be for Bitcoin and Bitcoin miners in 2024.

Subscribe for stock specific investment research: http://grizzleresearch.substack.com/

YouTube video:

https://youtu.be/ohlGvfYMikI?si=xP11rhqH6jUURuPU

The nuclear renaissance is here - a clean, scalable source of baseload power. We’ve brought together an all-star team of investors, strategists and operators to talk about the future and opportunities ahead for uranium! AGENDA: 0:00 Intro 1:43 Harris Kupperman, Founder & Chief Investment Officer | Praetorian Capital 21:18 John Ciampaglia, CEO & Senior Managing Partner | Sprott Asset Management 41:13 Corey Dias, CEO & Co-Founder | Anfield Energy 52:12 Dr. Rebecca Hunter, Vice-President Exploration | Forum Energy Metals 1:03:53 William Sheriff, Chairman | Nuclear Fuels 1:16:48 Bruce Lane, Executive Director | GTI Energy 1:30:13 Doomberg 1:52:57 Leigh Goehring, Managing Partner | Goehring & Rozencwajg Associates 2:28:38 Grizzle Research & Quant

LEAD PARTNERS: Praetorian Capital: https://pracap.com/ Goehring & Rozencwajg Associates: https://www.gorozen.com/ Doomberg: https://doomberg.substack.com/ Grizzle Research & Quant: https://grizzleresearch.substack.com/ Sprott: https://sprott.com/ COMPANIES: Anfield Energy: https://anfieldenergy.com/ Forum Energy Metals: https://forumenergymetals.com/ GTI Energy: https://www.gtienergy.au/ Nuclear Fuels: https://nuclearfuels.energy/

Watch Uranium 1x1 on YouTube: https://www.youtube.com/live/p24TZzN9pc0?si=S2shbYR9vOJrZO65 Follow Grizzle on Twitter: @thomasg_grizzle @scottw_grizzle @grizzlemedia #uranium #nuclear #energy

We've put together a stellar lineup for the Grizzle Hard Money Conference 2023. Live discussions with the top precious metals and bitcoin portfolio managers, strategists, and management teams - the biggest LIVE event of its kind! Grizzle Hard Money 1x1 is brought to you in partnership with: Hilltower Resource Advisors http://hilltowerresourceadvisors.com/ Tidal Financial Group https://www.tidalfinancialgroup.com/ Grizzle Research & Quant http://grizzleresearch.substack.com/ Agenda: 00:00 Intro 01:11 Partnerships 02:04 Tracy Shuchart - Hilltower Resource Advisors 17:22 Bob Elliott - Unlimited Funds 33:30 Shawn Khunkhun - Dolly Varden Silver 48:53 Mark Brennan - Cerrado Gold 01:03:22 Michael Venuto - Tidal 01:16:60 Dr.Mark Thorpe - EnviroGold 01:30:55 Amandip Singh - West Red Lake Gold Mines 01:48:13 Galen Mcnamara - Summa Silver 01:57:03 Greg Foss - Looking Glass 02:18:53 Outro Subscribe to receive Grizzle's investment research on Substack: http://grizzleresearch.substack.com/ Follow Grizzle on Twitter : @thomasg_grizzle @scottw_grizzle @margot_rubin @grizzlemedia ​ #bitcoin #gold #silver

In this week's Grizzle podcast, we sat down with Shawn Khnunkhun the CEO of Dolly Varden to discuss how he's navigating the precious metals market amid rate volatility and sticky inflation. He also discusses future catalysts for Dolly Varden and their new drill program, and why he expects the price of silver and gold to move higher in the year ahead.

Key Points:

• Navigating the precious metals market amid rising rates
• Future catalysts for Dolly Varden
• Launch of new 45K meter drill program
• Outlook on silver and gold prices

Grizzle had the pleasure of sitting down with the Phil Hodge, CEO of Pine Cliff Energy (TSX:PNE). Pine Cliff was the highest ranked company in our "Hunting for Elite Dividend Yields in Oil & Gas" quantitative study (link below). Phil provides excellent insight on the sustainability of his company's 10% dividend yield, the importance of cash vs. zero debt and if he favors stable or growing production in the future.

Grizzle Research & Quant Elite Dividend Yields in Oil & Gas Report: https://grizzleresearch.substack.com/p/hunting-for-elite-dividend-yields

Pine Cliff Energy: https://www.pinecliffenergy.com/investor-relations#presentations

In this week's podcast, Grizzle spoke with Aurora Davidson, the CEO of Amerigo Resources, to discuss her outlook on the looming copper deficit, and the current supply vs demand fundamentals at stake as the energy transition unfolds. Davidson also discusses Amerigo's unique business model as a copper producer that recovers the metal from waste materials, and what gives her company an edge over conventional miners. Davidson also highlights their 7.5% dividend yield, and how they've been able to grow and sustain it throughout the years,

Key Points:

• Amerigo's unique business model
• China's impact on the copper market
• Low inventories vs recession fears
• Copper's role in the energy transition
• Amerigo's 7.5% dividend yield

Amerigo Resources:https://amerigoresources.com// Twitter: https://twitter.com/AmerigoRes// Grizzle Research & Quant Substack: https://grizzleresearch.substack.com Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle  

We put together a stellar lineup for Grizzle Commodity Conference 1x1! We go one-on-one with the top commodity portfolio managers, strategists and management teams in the industry. We're talking about the most important commodities this cycle: natural gas, oil, copper, gold, silver, uranium, lithium and vanadium.

Grizzle Commodity 1x1 is Brought to you in partnership with Doomberg, Sprott, Goehring & Rozencwajg, Hilltower Resource Advisors, Largo, Canada Nickel, Dolly Varden Silver, Amerigo, Anfield Energy, Grild Metals, Cerrado Gold and Summa Silver. Additional presenting companies include: California Resources, Crescent Point, White Gold, EnviroGold, First Phosphate and Stria Lithium.

00:00:00 Intro

00:02:21 Doomberg

00:28:57 Largo

00:42:44 Canada Nickel

00:57:47 Dolly Varden

01:13:51 Grid Metals

01:30:04 Sprott

01:57:06 Anfield

02:09:58 Cerrado Gold

02:24:08 Amerigo

02:37:33 Goehring & Rozencwajg

03:00:49 California Resources

03:15:39 Crescent Point

03:28:26 White Gold

03:43:18 EnviroGold

03:55:15 Summa Silver

04:11:34 First Phosphate

04:24:18 Stria Lithium

04:33:00 Hilltower Resource Advisors

In this week’s podcast Grizzle was joined by Warren Pies, the Co-founder and Strategist at 3Fourteen Research, to help us make sense of both the equity and commodity markets, and why he believes we are in the midst of a bear market rally. Key topics discussed:

Why The Market Hasn't Bottomed  

• Earnings Still Falling
• Yield Curve Still Inverted
• Fed Still Hiking
• Lack of Market Breadth

Why Pies Remains Long Oil

• Inventory Draws Are Improving  
• OPEC Cuts Take Effect in May
• China Demand Picking Up
• US Recession Won’t Be Drastic

Will The Fed Pause?

• Historically Fed Doesn’t Pause When Markets Rally
• 5-10% Correction Comes at End of Hike Cycle
• What Happens in June Will Be Dictated By Market Performance  
• If CPI Remains Sticky A Pause From The Fed Will Be Harder

3Fourteen Research: https://www.3fourteenresearch.com/ Twitter: https://twitter.com/WarrenPies / https://twitter.com/3F_Research

Grizzle Research & Quant Substack: https://grizzleresearch.substack.com

Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle

Grizzle had the pleasure of launching its Mining 101 Twitter Spaces series with Shawn Khunkhun, CEO of Dolly Varden. It was a dynamic discussion that covered the historical fundamentals of gold and silver, his bullish outlook for silver, BC's prolific Golden Triangle and why miners provide significant leverage over owning physical precious metals. Bio of Shawn Khunkhun: Mr. Khunkhun has over 20 years of experience in the capital markets, mineral exploration and development sector with a focus on enhancing shareholder value. He has served in a variety of strategic roles including Investor Relations, Corporate Development, CEO, Director and Executive Chairman. Mr. Khunkhun has been instrumental in creating awareness for undervalued companies including grass root explorers, developers and producers. Mr. Khunkhun’ s experience in incubating and growing early stage companies through capital raises, acquisitions, joint ventures and spinouts, as well as long-standing relationships with an extensive global network of HNW investors, private equity and institutional investors, analysts, brokers, and investment bankers, have been a valuable asset to growing mineral explorations companies. Mr. Khunkhun is a Director of Goldshore Resources Inc. and is Director & Exec. Chairman of StrikePoint Gold. Mr. Khunkhun has facilitated over $1B in capital raises.

Dolly Varden: https://dollyvardensilver.com/ | Dolly Varden Twitter: https://twitter.com/SilverVarden | Shawn Khunkhun Twitter: https://twitter.com/ShawnKhunkhun | Follow Grizzle on Twitter: @grizzlemedia @thomasg_grizzle @scottw_grizzle @margot_rubin

This Twitter Spaces was sponsored by Grizzle Research & Quant: https://grizzleresearch.substack.com/ & Dolly Varden: https://dollyvardensilver.com/

This week Grizzle had the pleasure of speaking with Phil Bak, the CEO of Armada ETF Advisors, to discuss his outlook on the state of the US banking system, and how today’s current investment environment differs from the past. He also discusses potential risks facing the Private REITs sector, and what entrepreneurs need to know when it comes to starting a business.

https://www.armadaetfs.com/ Phil Bak Twitter: @philbak1
Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle

Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

Grizzle had the pleasures of speaking with leaders in the mining industry at this year’s 2023 PDAC convention - one of the world’s largest mining conferences, to discuss the opportunities in gold, uranium and battery metals such as vanadium, nickel and lithium.

00:00 Intro

00:28 Agnico Eagle - David Smith, CFO

04:17 Largo - Earnest Cleave, CFO

08:16 Sprott - John Ciampaglia, CEO

17:30 Canada Nickel - Mark Selby, CEO

24:45 Grid Metals - Robin Dunbar, CEO

Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle

Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

In this week’s Grizzle podcast we interview Nancy Davis, Founder of Quadratic Capital to discuss her outlook on the disconnection between the Federal Reserve versus the bond market, her outlook on rates, and how she’s navigating market volatility from banking woes as a rate investor.

Quadratic Capital: https://quadraticllc.com/ Nancy Davis' Twitter: @nancy__davis

Follow Grizzle on Twitter: @grizzlemedia @margot_rubin @thomasg_grizzle @scottw_grizzle

Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/

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/

The global energy crisis has sparked 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 Belyk | CanAlaska Uranium (CVE: CVV)

01:08:29 William Sheriff | enCore Energy (CVE: EU)

01:23:48 Dev Randhawa | Fission 3.0 (CVE: FUU)

01:37:31 Rick Rule | Rule Investment Media

02:08:48 David Talbot | Red Cloud Securities

02:21:13 Doomberg | Doomberg Substack

02:46:46 Mart Wolbert | Contrarian Codex

03:00:57 Grizzle Outro

Grizzle Uranium 1x1 is brought to you in partnership with:

Red Cloud Financial Services: https://redcloudfs.com/

Doomberg: https://doomberg.substack.com

Uranium Insider: https://www.uraniuminsider.com/

Grizzle Research & Quant: https://grizzleresearch.substack.com/

Company Websites:

Canadians for Nuclear Energy: https://www.canfornuclearenergy.org/

Uranium Insider: https://www.uraniuminsider.com/

Anfield Energy: https://anfieldenergy.com/

CanAlaska Uranium: https://canalaska.com/

enCore Energy: https://encoreuranium.com/

Fission 3.0: https://www.fission3corp.com/

Rule Investment Media: https://ruleinvestmentmedia.com/

Red Cloud Securities: https://redcloudsecurities.com/

Doomberg: https://doomberg.substack.com

Contrarian Codex: https://www.patreon.com/contrariancodex

Subscribe to receive Grizzle's investment research on growth & disruption ️: https://grizzle.com/subscribe

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 

01:53:51 Grizzle

The conference was made possible by our partners: 

• Doomberg Substack: https://doomberg.substack.com/ 
• FRNT Financial Newsletter: https://www.frnt.io/newsletter 
• Epsilon Theory: https://www.epsilontheory.com/ 
• Grizzle Research & Quant Substack: https://grizzleresearch.substack.com/ 

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. 

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, Christopher Gannatti, Global Head of Research

01:20:05 ACME Lithium, Steve Hanson, CEO (CNSX: ACME)

01:34:44 Grid Metals, Dave Peck, VP of Exploration & Business Dev. (CVE: GRDM)

01:47:50 Quebec Nickel, David Patterson, CEO (CNSX: QNI)

02:04:42 Quebec Silica, Raymond Wladichuck, CEO (CNSX: QTZ)

02:33:59 Steve LeVine, The Electric

02:53:55 Red Cloud Securities, Koby Kushner, Mining Analyst

03:07:33 Grizzle Energy Strategy Debrief

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 science driven focus in the sector

13:42 Understanding the process of enhancing 1st generation psychedelic drugs.

18:45 Mindset's partnership with big pharma - Otsuka Pharmaceuticals, understanding the validation and importance for the industry.

23:40 The asset light nature of the business model.

25:13 The outlook for the psychedelics industry and what separates winners from losers?

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? 9:56 Understanding the vanadium industry from the production perspective 

12:35 The demand for mined vanadium 

13:35 The vanadium exploration upside for Largo 

14:58 The structural supply deficit of vanadium and China's dominance in battery metals 

17:42 Are more countries looking to increase vanadium alloy usage in steel to increase energy efficiency of their economies? 

21:40 Understanding the drivers behind the creation of Largo Physical Vanadium Corp 

27:11 How Largo Physical Vanadium Corp jumpstarts the long duration battery storage industry. 

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 

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 ).

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 ).

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 Management: https://sprott.com/

01:29:19 Justin Huhn, Uranium Insider: https://www.uraniuminsider.com/

01:47:06 Chapman Scarborough, Proven Reserves: https://provenreserves.substack.com/

02:01:50 Nick Piquard, VP & Portfolio Manager - Horizons ETF: https://horizonsetfs.com/

Subscribe to receive Grizzle's investment research on growth & disruption: https://grizzle.com/subscribe

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" Kupperman - Kuppy's Event Driven Monitor / Praetorian Capital
27:21 David Smith, CFO - Agnico Eagle (AEM)
41:40 Patrick Brindle, COO - Piedmont Lithium (PLL)
51:47 Keith Neumeyer, CEO - First Majestic Silver (AG)
01:07:00 Alberto Arias, Non Executive Chairman - Largo (LGO)
01:21:19 Shant Madian VP Capital Markets & David Gowland Director ESG - Crescent Point
01:32:54 David D'Onofrio, CEO - White Gold (WGO)
01:54:02 Doomberg
02:21:47 Chris Jordaan, CEO - Superior Gold (SGI)
02:37:18 Christiana Papadopoulos, Manager Investor Relations, Sierra Metals (SMTS)
02:51:24 Paul Gill, CEO - Pampa Metals (PM)
03:09:01 Leigh Goehring & Adam Rozencwajg, Goehring & Rozencwajg Natural Resource Investors

Links to Portfolio Managers & Strategists: 

Kuppy's KEDM: https://kedm.com/

Doomberg Substack: http://doomberg.substack.com/

Goehring & Rozencwajg Investment Funds: http://gorozen.com/

Grizzle Growth ETF (NYSE:GRZZ): https://etf.grizzle.com/

Links to Presenting Companies: 

Agnico Eagle: https://www.agnicoeagle.com/English/investor-relations/default.aspx

First Majestic Silver (NYSE:AG): https://firstmajestic.com/investors/presentation/

Largo (NASD:LGO): https://www.largoinc.com/investors/Overview/default.aspx

Crescent Point (NYSE:CPG): https://www.crescentpointenergy.com/invest

White Gold (TSXV:WGO): https://whitegoldcorp.ca/investors/overview/

Superior Gold (TSXV:SGI): https://superior-gold.com/investors/

Sierra Metals (NYSE:SMTS): https://www.sierrametals.com/investors/default.aspx

Pampa Metals (CSE:PM): https://pampametals.com/investor/

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 (PHRM) - Fabio Chianelli, CEO

(1:07:34) FieldTrip (FTRP) - Ronan Levy, Chairman

(1:18:01) Atai Life Sciences (ATAI) - Christian Angermayer, Chairman

Full conference video available on YouTube: https://youtu.be/JCwKd4KgDEA

Conference notes: https://grizzle.com/psychedelics-con-june-2022/

Subscribe to receive Grizzle's research on growth investing: https://grizzle.com/subscribe/

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, CTO Rivaled Brands & Gord Nichol, Founder 40North Cannabis

(1:22:32) Merdia Capital - Mitch Baruchowitz

Full conference video available on YouTube: https://youtu.be/D0fG0WFnr7w

Subscribe to receive Grizzle's research on growth investing: https://grizzle.com/subscribe/

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 (PSYC) - Jeff Stevens

(1:43:15) Goodness Growth (GDNS) - Stephen Dahmer

(1:55:00) COMPASS Pathways (CMPS) - George Goldsmith

Full conference video available on YouTube: https://youtu.be/7TqMHBbxDvA

Subscribe to receive Grizzle's investment research on growth & disruption: https://grizzle.com/subscribe

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 on Peloton's ugly quarter (56:23). 

Charts for this episode can be found here: https://youtu.be/7PLPkMB-0Sw

Grizzle Pod is brought to you by our friends at ycharts.com 

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.