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In this episode we talk about the recent pummeling the cannabis markets (along with the broader markets) have taken due to Coronavirus fears. How does this relate to our on-going thesis of a 2008-style cannabis liquidity crisis? What are we buying right now?
- What is going on? How Corona is affecting broader markets
- Are the fears overblown? What potential risks are there?
- How does Corona affect the Cannabis Markets?
- What quality names are we buying at "deep value"
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In this episode we talk about the recent pummeling the cannabis markets (along with the broader markets) have taken due to Coronavirus fears. How does this relate to our on-going thesis of a 2008-style cannabis liquidity crisis? What are we buying right now?
- What is going on? How Corona is affecting broader markets
- Are the fears overblown? What potential risks are there?
- How does Corona affect the Cannabis Markets?
- What quality names are we buying at "deep value"
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