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What’s the Bear Case?
Manage episode 386417685 series 3518505
Higher Exchanges द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Higher Exchanges या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
This week the guys start off by reviewing their Green Wednesday experiences. Morgan shares some data on Green Wednesday sales and what he purchased. Jesse picked up some cannabis beverages and explained the reaction that they received at a Friendsgiving event.
The conversation transitions into the opportunities in 2024 and what could go wrong and lead to more downside. Schedule III is the most critical component, but we also discuss new states, and how a Garland Memo would be a welcome complement to rescheduling.
The episode concludes by discussing the Capital Intensity Ratio and the traits of capable capital allocators. Even with Schedule III, timely capital raises and investment decisions will be key factors in determining the long-term winners.
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