In this jam packed episode we catch up on several key developments in the sector and share why we think US Cannabis has re-rated upwards into 2024 (but also discuss the challenges we face in getting there). We also make several predictions about the future of the industry.

We Discuss:

1. Biden's Executive Actions

- Why did he do this and what it means for the future

- 2024 Predictions for further actions

- How this changes the calculus for other politicians

- Booker, Schumer & SAFE Banking

Link: Politico Spaces on Rescheduling - https://twitter.com/i/spaces/1vOxwMLjgOgGB?s=20

2. Green Thumb & Circle K

- What this deal means for the industry

- How Biden's actions paved the way for this deal 

- What's next?

- Is the deal happening?

3. The Road to 2024

- Challenging fundamentals, sentiment & macro

- Comparisons to the down cycle of late 2019

- Predictions for how big brands and US companies will get involved