#67 - Navigating Cannabis through COVID - 2nd Wave Edition

Please note: we had a technical issue and one of our mics somehow had the "witness protection" filter put on.  In this episode we discuss how cannabis investors should weigh the potential risks associated with COVID and the broader markets - Vaccine Optimism is pushing markets higher - is too much optimism priced in? - Vaccine is much welcome news and provides a light at the end of the tunnel  - However many risks remain as we head into a prolonged "dark winter" - Lack of fiscal stimulus, lack of US federal COVID response and why a delayed transition is particularly bad this year - Risk feels mispriced - from bonds to commercial real estate this remains a real overhang - So what? Cannabis is performing very well but is not immune to broader markets - Lack of stimulus hurts consumers; market correction will hurt weed stocks - How do we plan around this? What measures can we take? - Portfolio and cash management over 2021 - Discussion of MediPharm Lab's BRUTAL Q3 and a longer term outlook - Thinking about B2B for Village Farms and Cresco Labs