#150 - What's Next for Weed Stocks?
In this episode we dig deep into the fundamentals and narrative surrounding the industry, analyzing the past and making some somber predictions for the future. We break our discussion into several parts: 1. History - how we got here and what we learned 2. The Transitional Phase we are currently in 3. Looking Forward - how we see the industry progressing from here We look at cannabis fundamentals in relation to capital availability, macro conditions and supply side considerations.