EPISODE · Oct 7, 2021 · 52 MIN
Episode 28: The Boiling Point - Commodities & Tech
from Grizzle Pod: Thematic Growth Investing · host Grizzle
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.
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Episode 28: The Boiling Point - Commodities & Tech
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