Business
In this episode we talk about the unbridled optimism in the general equity markets and how that flows into cannabis. - SPY is 7-10% HIGHER than it was 1 year ago - Market effectively pricing in V shaped recovery - Does this make sense? Should investors be buying? - The importance of a margin of safety in investing - How cannabis has been buoyed by the broader markets - The "Big 4" MSO: GTI, TRUL, Curaleaf & Cresco - Potential risks being overlooked by the market