Reformed Millennials
Reformed Millennials
Subscribe
This podcast covers growth investing in Canada and is dedicated to identifying the latest trends in technology and discussing ways Millennials can leverage them to better invest their time and money.
Available episodes
Newest first
Oldest first
7 hours ago
#111 - The Money Carousel Rotates, a Trudeau Minority, September IPOs to Watch and Canadian Tech Fundraising News
Listen now | In this week's episode of Reformed Millennials, Broc and Joel talk China, Crypto and Evergrande. The bad news is piling up but Joel does his best to help those concerned navigate this market. HINT HINT - watch the price of WTI and Nutrien. Near the end, they dive into Canadian start-ups and 2 businesses that young Millennials should consider working for if they’re interested in supercharging their careers.
playlist_add
15 Sept 2021
#110 - What You Need to Know About the Canadian Federal Election with Melissa Caouette
Listen now | In this week's episode of Reformed Millennials, Joel starts the episode with an interview with Melissa Caouette about the different part platforms and her thoughts on Canadian Federal Election. From there we do an abbreviated market update talking about a new frontier of offline innovation in the real world of atoms and what role the government should play in that. We also talk about some of the commonalities Patrick Oshaughnessey has noticed amongst companies after 5 years of podcasting which includes over 300 episodes of Invest Like the Best, and lastly of course we'll look at some specific examples of those longstanding companies including Mailchimp, the 20 year old bootstrapped email marketing tool who just sold to Intuit and a lastly a specific Ottawa based start-up who just raised a seed round which included $$ from the CEO of Shopify.
playlist_add
8 Sept 2021
#109 - Steph Curry Joins Tom Brady as a Shareholder in FTX Crypto Exchange, Prof G Millennial Investment Strategy & Business Lessons from Wyndham's Select Service Model.
Listen now | In this week's episode of Reformed Millennials, Broc and Joel discuss 2 general millennial Investment strategies #1 - Professor Galloway shared his advice for 25 year olds, what to look for to find assymetric outcomes and the anecdote that selling half on a double and freerolling the rest is actually a bad idea - and #2 - how the trend of making increasingly more risky decisions to "catch up" to where you believe you should be in life plays out in end. Of course at the end we'll also share some more specific examples of companies and trends that could fit in those buckets including Nintendo, Netflix and Wyndham hotels.
playlist_add
1 Sept 2021
#108 - #ELXN44 Update, Nifty Corporates Join Web3, Financial Services For All in SAAS 3.0, and $PTON Giving Away Bikes
Listen now | In this week's episode of Reformed Millennials, Broc and Joel discuss business model innovation and how companies are evolving with web3 and what is labeled as saas 3.0 by Stripe. We look at some of the trends that are enabling this shift and including Buy Now Pay Later & NFT's - then some specific examples of corporations who hare already started rolling out their own strategies like Budweiser and Shopify. Lastly, we end with some earlier stage startups that we think are poised to benefit from these trends the most.
playlist_add
25 Aug 2021
#107 - Investing in the Meme Economy, Shopify ++ TikTok, Networks into Economies, & Opensea Does $1.5b in August
Listen now | In this week's episode of Reformed Millennials, Broc and Joel discuss investing in the Meme Economy. First the difference betwen stories and narrative especially as it pertains creating a movement around a business —- then about recent examples including, Visa buying a cryptopunk, Shopify's new partnership announcement with TikTok, and a Canadian startup that just raised $2m and is also helping brands leverage the trend of social commerce.
playlist_add
18 Aug 2021
#106 - Federal Election Overview, NFTs Bigger than Etsy, TikTok Partners with $AUDIO, and App Store Gravy Train.
Listen now | In this week's episode of Reformed Millennials, Broc and Joel discuss what the upcoming Canadian Federal Election means for millennial investors, Match.com and the numbers behind a booming online dating market, how long Apple can defend it's 30% app store fees and if they come down what companies are likely to benefit most.
playlist_add
11 Aug 2021
#105 - $PENN + theScore = ?, Carvana of Canada, $UBER $40/hr Driver Incentives, and 'South Park' inks $900m Deal
Listen now (60 min) | In this week's episode of Reformed Millennials, Broc and Joel discuss investing in some of the most common millennial vices; things like — gambling or sports betting, ubering everywhere, and buying used cars. We start with comparing Penn National versus Draftkings... how Uber and Lyft paying drivers over $40/hr to meet resurging demand is affecting their businesses, and whether the seed stage Carvana of Canada can replicate their success with used-vehicle vending machines.
playlist_add
4 Aug 2021
#104 - Afterpay & Square Say Buy-Now-Pay-Later For EVERYTHING, Youtube Ad Biz More Valuable than $NFLX + CAD Consumer Health Tech.
Listen now (44 min) | In this week's episode of Reformed Millennials, Broc and Joel discuss the Buy Now Pay Later craze, especially the Square / Afterpay deal — they revist some surprising advertising spend numbers released from FAANG, talk a bit about a Canadian startup who has interesting take on consumer health tech, and lastly try to get more context on how AMD fits into the narrative of vehicle chip shortages in Canada.
playlist_add
28 Jul 2021
#103 - Airpods Biz Makes More than UBER?! Youtube > Netflix, $FB Building our Metaverse, & Chinese Tech Firesale.
Listen now (46 min) | In this week's episode of Reformed Millennials, Broc and Joel cover highlights from the earnings reports released Tuesday from Google, Apple, and Microsoft (eg. Apple's airpods as a business compared to Uber and Youtube revenue compared to Netflix). Distribution strategies movie studios are using now that many theatres are open and lastly what Mark Zuckerberg meant when he said Faceook is becoming a metaverse company.
playlist_add
21 Jul 2021
#102 - Perks For "Shareholders" of AMC, Off-White Sells to LVMH, $ZM Buys Five9 and Whether to Invest In Only What You Know
Listen now (50 min) | In this week's episode of Reformed Millennials, Broc and Joel talk about the trend of companies encouraging their customers to be owners, starting with the new AMC investor connect program. We'll also highlight a Canadian fintech startup with a similar customers as owners strategy and lastly, cover Virgil's Off-White sale to LVMH, Bezos' trip to space, and whether Joel is buying the Traeger IPO.
playlist_add
16 Jul 2021
#101 - Duolingo S1, More Profitable Than Netflix? $SPCE Comes Down To Earth & Telehealth Startup Promises to Fix Low-T
Listen now (46 min) | In this week's episode of Reformed Millennials, Broc and Joel look at consumer subscription businesses through the lens of the Duolingo's S1, disney+ and Hone Health - a startup providing an at home solution for men with hormone imbalance or low testostorone. We'll also highlight an early stage Canadian startup called Eli.health tackling a similar problem in telehealth. Lastly we'll share some insights from a David sacks podcast on what it takes to successfully scale these types of businesses.
playlist_add
7 Jul 2021
#100 - Who Sells More DOGE: Robinhood vs. Coinbase, Series A Canadian FinTech Standouts and RM Angel Investors
Listen now (54 min) | In this week's episode of Reformed Millennials, Broc and Joel shake things up a bit. New music, new podcast cover, slightly new format. Tune in to listen to us go through how Robinhood makes money, how their offering compares to Coinbase and what early stage Canadian Fintech companies are worth keeping an eye on.
playlist_add
30 Jun 2021
#99 - Is $FB the Most Undervalued in FAANG? BuzzFeed Goes Public to Buy Complex + Whoop, EightSleep and HRV
Listen now (41 min) | In this week's episode of Reformed Millennials, Broc and Joel discuss Facebook and all the recent news around the now trillion dollar platform - everything from the recent ruling on their antitrust lawsuit, to the launch of their newsletter platform. We also chat about the slide deck that Buzzfeed released as part of the upcoming transaction to go public and acquire the Complex Network
playlist_add
23 Jun 2021
#98 - Hedging Inflation, the New Narrative in Tech and $140m Community Building Lesson from a 25y/o Podcaster
Listen now | In this week's episode of Reformed Millennials, Broc and Joel discuss what to expect from Lumber and commodity prices in the upcoming months, why tech needs to get past investing in business software and how a 25 yr old podcaster can raise $140m VC fund in a matter of weeks.
playlist_add
16 Jun 2021
#97 - Why CAD/USD is Surging, $SHOP & Stripe Join Forces, and CAC Trends Over the Last 75 Years of Advertising
Listen now | In this week's episode of Reformed Millennials, Broc and Joel talk about the surge in the Canadian Dollar relative to the USD, The Loonie Tunes Squad of SHOP, FB and Stripe, and 75 years of Advertising changes. Listen on Apple, Spotify, or Google Podcasts
playlist_add
9 Jun 2021
#96 - Canadian Housing Bubble, FIGS IPO, Invisalign Printers, and Carvana's Used Car Vending Machines
Listen now (47 min) | In this week's episode of Reformed Millennials, Broc and Joel talk Housing Markets, Money Mayweather vs. Logan Paul, fancy scrubs, and Meme Stonks. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group
playlist_add
2 Jun 2021
#95 -Peloton and the Power of Community As A Service
Listen now | In this week's episode of Reformed Millennials, Broc and Joel change things up and talk about one of the most infamous work from home stocks - $PTON. This is an exercise in portfolio management and idea generation. Tune in if you want to see whether PTON would make it into an RM model portfolio.
playlist_add
26 May 2021
#94 - Companies Set to Thrive in Re-Opening, Crypto Crash and How To Invest In The New Normal
Listen now (43 min) | In this week's episode of Reformed Millennials, Broc and Joel talk about the Canadian economic reopening and how to change your investing mindset, challenges surrounding the Metaverse and Morgan Housel’s Durability Mindset. Listen on Apple, Spotify, or
playlist_add
19 May 2021
#93 - What The Hell is Shein, the Marqeta Fintech S-1, Crypto Winter and the Power of Elon Musk
Listen now (37 min) | In this week's episode of Reformed Millennials, Broc and Joel talk fast fashion, the Elon Crypto Winter, and the future of work from home. Listen on Apple, Spotify, or Google Podcasts. If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.
playlist_add
12 May 2021
#92 - How Apple is Holding Back the Creator Economy, Lessons From China's Spotify, Crypto vs. USD, and Alex Danco's Worldbuilding Framework For Antifragility
Listen now | In this week's episode of Reformed Millennials, Broc and Joel discuss the ongoing antitrust battle that Apple is fighting, Bitcoin and Crypto as a viable USD replacement, and Alex Danco’s fantastic article about Worldbuilding and how we should think of this framework as a business application.
playlist_add
5 May 2021
#91 - A Common Sense Explanation for Lumber Prices, When NOT To Take Stock Option Grants, BRK Shareholders Meeting Highlights, and the Ethereum Hype Cycle.
Listen now (46 min) | In this week's episode of Reformed Millennials, Broc and Joel hit the ground running as they discuss the Berkshire Hathaway Annual Shareholder meeting, why lumber prices are spiking and the history of bubbles. Listen on Apple, Spotify, or Google Podcasts
playlist_add