#112 - Embracing the Uncertainty in Cannabis Investing
In this episode we discuss the importance of admitting "I don't know" when it comes to investing in this sector. We discuss how "I don't know" can be helpful for: - Taking a more cautious approach to building your portfolio - Federal change, the SAFE act and NDAA news - Selecting which markets are attractive - Evaluating headlines and social media - Managing your cash position - Buying individual stocks vs the MSOS ETF We also discuss having a CIN meet-up at the upcoming MJ Biz conference in October The theme of this episode was inspired by a recent episode of Howard Mark's podcast the Memo which you can listen to here: https://www.oaktreecapital.com/insights/podcasts/the-rewind-us-and-them