It's been only 2 weeks since our last market update and we have seen a very rough market shakeout.

As we face down a volatile equity market we find ourselves asking fundamental questions about investing: Why is the market behaving so wildly? Where should we invest? What sectors will do well? How will cannabis weather the storm?

We talk about key macro considerations like inflation and interest rates and discuss wheher they should factor into our investing decisions. We talk through our reasoning on why investors should still be interested in equities and why cannabis equities in particular are attractive. However, the increased volatility we are seeing means we may want to change strategies, allocations and cash balances going forward.