In this episode we talk about the unbridled optimism in the general equity markets and how that flows into cannabis. 

- SPY is 7-10% HIGHER than it was 1 year ago

- Market effectively pricing in V shaped recovery

- Does this make sense? Should investors be buying?

- The importance of a margin of safety in investing

- How cannabis has been buoyed by the broader markets

- The "Big 4" MSO: GTI, TRUL, Curaleaf & Cresco

- Potential risks being overlooked by the market