In this episode we dig into potential downside risks to the long term thesis of our cannabis holdings including interstate commerce, federal regulations, state regulations and price volatility. We also spend some time discussing why its so important to think about downside risk in this industry and sizing your portfolio appropriately. 

Links / Articles Discussed:

1)The Cannalysts Hot Dog Stand Analogy: https://www.reddit.com/r/TheCannalysts/comments/st9a7l/the_hot_dog_stand_an_analogy/

2) Oklahoma is a Cannabis Boom State: https://www.nytimes.com/2021/12/29/us/oklahoma-marijuana-boom.html