#37 - THC: Things Have Changed (March 2020)
In this episode we delve deeper into the market mayhem that has happened over the last 10 days - things have changed for investors.
- How long will the COVID shutdown last?
- How deep will this go? How bad will it get?
- How should investors change the way they look at the markets (broader markets vs cannabis)
- The worst is yet to come - our thesis on how the next few months could play out
- Why we are selling and raising cash in anticipation of what's next
- Buckle up! Be ready for a longer shutdown than you might think
- How cannabis is behaving so far and what to keep an eye on going forward
- What will be the best investing opportunities in the coming weeks
PS - please excuse the audio quality; we are recording remotely on our phones!