#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!