#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!