Episode 26: Inflation & Asset Prices - This time IS different

Central banks are ignoring inflation the implications are significant for growth assets and store of wealth.  Bitcoin continues to mature as an asset class (a very good thing), we highlight the indicator to watch. The Chinese ADR is dead; we examine where where investors look to get leverage to a cyclical rebound.  Cannabis merger activity is heating up, astute moves by bigger players to acquire solid franchises at value multiples.