Following up on last week's volatility cannabis investors are left asking - what now? In this episode we share our core thesis of buying weakness in US cannabis names (selectively and at the right valuations). However, we debate both sides of buying now vs waiting for more pain.

In this market update:

- Where are we now?

- Why rising bond yields matter and what cannabis investors should know

- How stimulus affects the short term

- Catalyst: NY Legalization

- Catalyst: SAFE & Uplisting

- Catalyst: Federal legalization

- How each of these could play out and how they could fail

- Strategies for adding or waiting depending on your portfolio

- Earnings season inbound for US Cannabis