Grizzle Research & Quant

Grizzle Research & Quant

Home
Archive
About
Grizzle Hard Money Conference (Summary Notes)
We hosted our twice annual ​Hard Money (Gold/Silver & Bitcoin)​ conference in June and are coming to you with summary notes of the most important…
 • 
Grizzle
Grizzle Critical Minerals Roundtable (Summary Notes)
A few weeks ago we hosted our ​critical minerals roundtable​ and are coming to you today with a detailed summary of everything the speakers discussed.
 • 
Grizzle
Global Equities Are Breaking Out, Is This Time Different?
Will we finally see follow through or will Asia and the rest of the world return to underperforming the US?
 • 
Grizzle
1

June 2025

What is the Right Tariff Rate for China?
Author: Chris Wood
 • 
Grizzle
Why The Time Has Come to Overweight International Stocks
Author: Chris Wood
 • 
Grizzle
1
US or China - Who has the Stronger Negotiating Position in Trade Talks?
Author: Chris Wood
 • 
Grizzle
1
The Financial Assets Most at Risk From Trump's "Bull in a China Shop" Strategy
Author: Chris Wood
 • 
Grizzle

May 2025

In Tariff Negotiations, Trump Has No Ace Up His Sleeve
How will Trump get the negotiating momentum back?
 • 
Grizzle
US Colleges Have a $1 Trillion Illiquid Asset Problem
High Net Worth Investors aren't the only ones at risk from the lack of an exit ramp in private markets.
 • 
Grizzle
China Needs America Less Than You Think
Author: Chris Wood
 • 
Grizzle
A Catchup on Japan: Will Outperformance vs America Continue?
Author: Chris Wood
 • 
Grizzle

April 2025

© 2025 Grizzle Media
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture