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#112 - Embracing the Uncertainty in Cannabis Investing
Manage episode 303402623 series 2639158
In this episode we discuss the importance of admitting "I don't know" when it comes to investing in this sector.
We discuss how "I don't know" can be helpful for:
- Taking a more cautious approach to building your portfolio
- Federal change, the SAFE act and NDAA news
- Selecting which markets are attractive
- Evaluating headlines and social media
- Managing your cash position
- Buying individual stocks vs the MSOS ETF
We also discuss having a CIN meet-up at the upcoming MJ Biz conference in October
The theme of this episode was inspired by a recent episode of Howard Mark's podcast the Memo which you can listen to here:
https://www.oaktreecapital.com/insights/podcasts/the-rewind-us-and-them
206 episode
Manage episode 303402623 series 2639158
In this episode we discuss the importance of admitting "I don't know" when it comes to investing in this sector.
We discuss how "I don't know" can be helpful for:
- Taking a more cautious approach to building your portfolio
- Federal change, the SAFE act and NDAA news
- Selecting which markets are attractive
- Evaluating headlines and social media
- Managing your cash position
- Buying individual stocks vs the MSOS ETF
We also discuss having a CIN meet-up at the upcoming MJ Biz conference in October
The theme of this episode was inspired by a recent episode of Howard Mark's podcast the Memo which you can listen to here:
https://www.oaktreecapital.com/insights/podcasts/the-rewind-us-and-them
206 episode
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