The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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コンテンツは CIN Podcast によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、CIN Podcast またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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#67 - Navigating Cannabis through COVID - 2nd Wave Edition
Manage episode 277942021 series 2639158
コンテンツは CIN Podcast によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、CIN Podcast またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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
205 つのエピソード
シェア
Manage episode 277942021 series 2639158
コンテンツは CIN Podcast によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、CIN Podcast またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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
205 つのエピソード
すべてのエピソード
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Cannabis Investing Networkに似ているもの
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Bloomberg Radio host Barry Ritholtz looks at the people and ideas that shape markets, investing and business.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
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Player FMアプリでオフラインにしPlayer FMう！
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