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In this end of August market update we discuss negative market chatter we are hearing. We try to answer - "How long can this go on? And how bad can it get?"
The simple answer is that we don't know - but we think through some of the bear cases for our sector. We also discuss how to win as an investor in a down market. The theme of the episode is that investors are spoiled for choice right now but need a strong stomach and a longer time horizon to take advantage of it.
In this update we cover several earnings update, thoughts on MMEN/Tilray and general ideas about the state of the market.
4.6
6767 ratings
In this end of August market update we discuss negative market chatter we are hearing. We try to answer - "How long can this go on? And how bad can it get?"
The simple answer is that we don't know - but we think through some of the bear cases for our sector. We also discuss how to win as an investor in a down market. The theme of the episode is that investors are spoiled for choice right now but need a strong stomach and a longer time horizon to take advantage of it.
In this update we cover several earnings update, thoughts on MMEN/Tilray and general ideas about the state of the market.
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