This week's show starts with Jesse, Morgan, and Toby discussing the strong start to 2024. The group evaluates what's been driving the positive returns and inflows to the MSOS and MSOX ETFs. 

Verano President Darren Weiss and CIO Aaron Miles join 20 minutes into the episode. Darren and Aaron react to the contents of the HHS recommendation and also update us on the Boies lawsuit. We also dig into how 280E removal would impact Verano's business and potential priorities with the increased cash flow. 

Florida Governor DeSantis recently commented on adult use appearing on the Florida ballot in 2024 and the Verano team shares their thoughts on the process and how much the Florida market may grow if adult use is approved. The episode concludes with Aaron and Darren talking about the interest they are seeing from institutional investors since the HHS announcement.