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Lead-Lag Live: Cannabis Investing & Fighting Machines With Todd Harrisonmy name is michael guyan pub

The Lead-Lag Report

Updated on Jan 22,2023

Lead-Lag Live: Cannabis Investing & Fighting Machines With Todd Harrison

my name is michael guyan publisher of,the lead lag report joining me for the,hour the man himself todd harrison so,todd a lot of people are,familiar with you but some may not be so,maybe set the stage a little bit as far,as who you are what you've done and what,you're doing currently thank you michael,uh about 30 some odd years on wall,street started at work in stanley i went,over to the buy side galleon,kramer berkowitz among them uh moved,over to a place called minionville for,some time which was writing about the,markets that's where you and i crossed,the paths back in the day,and certainly been uh attuned to the,markets attuned to the opportunities and,a tune in particular for the last 15,years on the cannabis space which has,been a bit of a bumpy ride for sure but,but a fascinating one nonetheless so,i'll pause there okay so,i want to focus on the on the word,opportunity for a moment because,opportunity doesn't necessarily have a,time frame but people seem to think that,opportunities have to pay out right away,and as you alluded to,you know the cannabis space despite all,the arguments for it have has been a,hard place to to invest and,unfortunately most people when they,invest it's only for a couple of months,talk about maybe the last decade or so,as far as why it's you think been such a,such a struggle to get some sustained,momentum and and maybe some of the,history around the legislation that,failed in the past but maybe changing,going forward i mean listen the history,of cannabis isn't involved when it goes,back 10 000 years through the lens of,medicine and wellness throughout history,it hemp actually traces back uh somewhat,uh upwards of thirty thousand years uh,so it's been around a while and it was,uh demonized and brought over to you,know the illicit realm uh through uh u.s,government actions some 70 years ago,you weren't allowed to test it unless it,was for testing for negatives,uh and this war on drugs continued and,all of those unintended consequences and,moral hazards that tend to happen when,you do something like that of course uh,that happened you know my journey you,know just to put it out there i was uh,president of kramer berkowitz in 2001 uh,when the planes hit i saw people holding,hands and jumping ran from the smoke and,uh that indirectly led me to where i am,now i started to talk with a woman by,the name of dr julie holland who,assuaged my guilt uh which uh there was,much and and really led me down the path,of exploring the science and and history,uh and all that jazz and been focusing,on on it full-time uh i guess now uh a,little over five years we have the cb1,wellness fund we also have an advisory,shop we work with companies in the,industry some public some private the,msos etf which is the plant touching u.s,cannabis etf uh and here we are and i,think as you look back over the last,year or so there are a lot of false,starts and empty promises with cannabis,in particular but i also think there's a,few dynamics in play here you know in,cannabis in particular obviously you,know the space got over its skis with,excitement when new jersey flipped the,switch in november of 2020 and the,specter of federal uh movement took root,and you saw that you know march 20,top put in and subsequently i think,we're down about 75 from there,paradoxically as a lot of the things,that we got excited about have come to,fruition uh new jersey did in fact uh,trigger the tri-state to flip uh new,york connecticut new jersey i think,that's that's pretty massive uh although,certainly uh the market has its own,agenda here and we'll get to that uh but,that's sort of our thesis as we look at,cannabis and we say it's a skate red,story uh it's going to be bumpy it's,going to be it's not going to be linear,but over time you're going to see it as,the tri-state unlocks the east coast,you'll see ohio pennsylvania you'll see,florida flip uh and this will all come,online you know certainly uh with lower,prices comes narratives of why and of,course and all that uh just as much as,there were narratives on the upside in,november of 2020 as to why of course,all of the reasons why uh the space was,poised but this is a very unique space,in that institutions are largely gated,about 95 percent of the cap tables or,are the retail uh audience uh and,certainly uh as we've identified in the,last you know a few months uh we really,the you know was something we've been,watching for the last 14 15 months but,really we we're starting to understand,what the algorithmic,sort of machination is doing uh and why,for that matter the xbi biotech or and,arc,and msos have a very similar chart for,the last 15 months,and has to do with the vowel factor,trade overlaying a number of other,things but there's a lot this is not a,this is a multi-linear equation so i'm,not going to try to cover everything in,one conversation but certainly there's a,lot going on right when you have a,retail dominated segment uh that is,really being targeted whether it's

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Lead-Lag Live: Cannabis Investing & Fighting Machines With Todd Harrison
Is Cannabis the Next Trillion Dollar Market? (w/ Todd Harrison)
Standing up the Space Force’s Space Systems Command
Jalen Brunson Has Career Night | NBA Fantasy Basketball Recap January 9th
Todd Harrison on DoD Contractors, Defense Spending, and the F-35: GLG
Cannabis Sector Interview with Todd Harrison
Jordan Peterson’s Opinion After Meeting Elon Musk

Lead-Lag Live: Cannabis Investing & Fighting Machines With Todd Harrison

thank you,my name is Michael guyot publisher of,the lead lag report joining me for the,hour the man himself Todd Harrison so,Todd a lot of people are familiar with,you but some may not be so maybe set the,stage a little bit as far as who you are,what you've done and what you're doing,currently thank you Mike uh about 30,some odd years on Wall Street started at,work at Stanley I went over to the buy,side Galleon Kramer Berkowitz among them,moved over to a place called minionville,for some time which was writing about,the market so that's where you and I,crossed the paths back in the day and,certainly been attuned to the markets,attuned to the opportunities in a tune,in particular for the last 15 years on,the Cannabis space which has been a bit,of a bumpy ride for sure but but a,fascinating one nonetheless so I'll,pause there okay so I want to focus on,the on the word opportunity for a moment,because opportunity doesn't necessarily,have a time frame but people seem to,think that opportunities have to pay out,right away and as you alluded to you,know the Cannabis space despite all the,arguments for it have you know has been,a hard place to to invest and,unfortunately most people when they,invest it's only for a couple of months,talk about maybe the last decade or so,as far as why it's you think being such,a such a struggle to get some sustained,momentum and and maybe some of the,history around the legislation that,failed in the past but maybe changing,going forward I mean listen but the,history of cannabis isn't involved one,it goes back 10 000 years through the,lens of medicine and wellness throughout,history it had actually traces back uh,somewhat uh upwards of 30 000 years so,it's been around a while and it was uh,demonized and brought over to you know,the illicit realm through U.S government,action some 70 years ago you weren't,allowed to test it unless it was for,testing for negatives uh and this War on,Drugs continued and all of those,unintended consequences and moral,hazards that tend to happen when you do,something like that of course that,happened you know my journey you know,just to put it out there I was uh,president of Kramer Berkowitz in 2001 uh,when the planes hit I saw people holding,hands and jumping ran from the smoke and,uh that indirectly led me to where I am,now I started to talk with a woman by,the name of Dr Julie Holland who,assuaged my guilt uh which uh there was,much uh and and really led me down the,path of exploring the science and and,history uh and all that jazz and been,focusing on on it full-time uh I guess,now uh a little over five years we have,the CB1 Wellness fund we also will have,an advisory shop where we work with,companies in the industry some public,some private the msos,ETF which is the plant touching U.S,cannabis ETF uh and here we are and I,think as you look back over the last,year or so there are a lot of false,starts and empty promises with cannabis,in particular but I also think there's a,few Dynamics in play here you know in,cannabis in particular or obviously you,know the space got over at skis with,excitement when New Jersey flipped the,switch in November of 2020 inspector of,federal uh movement took Route and you,saw that you know March 20 top put in,and subsequently I think we're down at,about 75 from there paradoxically a lot,of the things that we got excited about,have come to fruition the New Jersey did,in fact uh trigger the Tri-State to flip,New York Connecticut New Jersey I think,that's that's pretty massive uh although,certainly uh the market has its own,agenda here and we'll get to that but,that's sort of our thesis as we look at,cannabis and we say it's a skate web,story uh it's going to be bumpy it's,going to be it's not going to be linear,but over time you're going to see as the,Tri-State unlocks the East Coast you'll,see Ohio and see Pennsylvania you'll see,Florida flip uh and this will all come,online you know certainly uh with lower,prices comes narratives of why and of,course and all that just as much as,there were narratives on the upside in,member of 2020 as to why and of course,in all of the reasons why the space was,poised but this is a very unique space,and that institutions are largely gated,about 95 percent of of the cap tables,are are the retail uh audience uh and,certainly as we've identified in the,last you know a few months uh really the,you know was something we've been,watching for the last 14 15 months but,really we're starting to understand what,the algorithmic uh sort of machination,is doing uh and why for that matter the,xbi biotech or and Arc and msos have a,very similar chart for the last 15,months uh and has to do with the ball,Factor trade overlaying a number of,other things but there's a lot this is,not a this is a multi-linear equation so,I'm not going to try to cover everything,in one conversation but certainly,there's a lot going on right when you,have a retail dominated segment uh that,is really being targeted whether i

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Is Cannabis the Next Trillion Dollar Market? (w/ Todd Harrison)

TODD HARRISON: We look at this and we see a two to $3 trillion industry in a decade.,If you look at this news and you use dot-com parallel that there's going to be a lot of companies,that don't make it but the ones that do are going to be generational opportunities,,and that was the bell went off when Kim Kardashian had that CBD theme baby shower, I turned to my trader, I,said, this can't be good for this space and sure enough, that was pretty much the top ticket the end of April.,TONY GREER: Hi, this is Tony Greer. I'm Editor of the Morning Navigator Newsletter.,I'm excited to have a conversation with Todd Harrison today, founder of CB1 Capital.,Todd spent seven years at Morgan Stanley as a derivatives trader.,He worked at Galleon Group, he ran trading for Kramer Berkowitz.,He started an internet media company in 2003 called Minyanville and he won an Emmy Award.,I'm excited to talk about global markets and cannabis markets with Todd today. So, let's get started.,Todd, thank you for joining me today and taking time away from your hedge fund, CB1 Capital.,Why don't we start right in the cannabis patch today.,Tell me about what's going on in the market. And tell me about CB1 Capital?,TODD HARRISON: Sure. CB1 Capital. We're a hedge fund. We're investing in the cannabis space or cannabinoid,wellness space across the US. We have some Canadian exposure, but really US biotech, Australia, some Europe.,And we're looking at three to five years, we think the market is misunderstood here.,Certainly, the total addressable market and the use cases are misunderstood.,So, we're positioning to take advantage of that.,TONY GREER: Got it. Full global cannabis hedge fund with a three to five-year time horizon.,TODD HARRISON: Yep.,TONY GREER: Perfect. Let's segue right into what's going on outside the window today in cannabis.,So, the stocks are under pressure. And it seems like a pretty good time to talk about the cannabis market.,Would you agree?,TODD HARRISON: I would agree. I much prefer to come in and talk about these things when a lot of these stocks,are down 40%, 50% in the last month, a lot of that froth is off. So, they're for sale.,So, it's a good time to be having this conversation.,TONY GREER: Yeah, I agree with you a hundred percent. And I've been treating this like the frontier market,that it is and buying carefully, but with confidence on dips.,TODD HARRISON: Sure. So, unpack that a little bit in terms of the strategy. I do agree.,If you look at this news, and you use dot-com parallel, that there's going to be a lot of companies,that don't make it but the ones that do are going to be generational opportunities.,And that's how we're looking at this. And we're trying to look through all this near term volatility.,It's a lot of retail holders right now, notoriously emotional retail holders that are moving,with a herd mentality, which is why we're seeing these monolithic moves across this space.,But I think if you can look out call it two to four years now, whereas last year, when we did this,,it was three to five years- but two to four years now, where we look at the catalyst and the horizon,,whether that's banking reform, or whether that's brought a decrim.,But really, at the state level, at the federal level, and at the international level through the UN,,we think that we have a lot of regulatory arbitrages heading our way.,So, I do agree if you can find the right companies with the right management and stick it out,,you want to be buying into this with a two to four-year horizon.,TONY GREER: I would love to know if you think that's the strategy. But most importantly,,I am obsessed with your process of following the science.,And it's been very good to me in following the sector.,I would love to know what is on your mind lately in the science narrative.,TODD HARRISON: In terms of the science, which I agree, informs our decisions,,and we look at the cannabis landscape really and say okay, well, there's the CPG story,,and everybody seems to be starting to understand that more.,That's beverages, nutraceutical, cosmetics and vanity, pet supplements,,there's a lot of they're there on the consumer side with a more traditional CPG model.,And I think more people are starting to understand that this isn't about smoking cannabis,,but about eating it and drinking it and rubbing it on and taking bubble baths in it.,There's a lot of form factors that aren't going to provide that cardiovascular,,those cardiovascular concerns that come along with smoking.,That is starting to get unpacked right now on Wall Street. We're looking really through that.,And what's going to take a bit longer from a tail standpoint is really that clinical evidence.,As this moves from drugs from state dispensaries to medicine prescribed by doctors covered by insurance,,that takes time because of clinical trials. There's over 100 clinical trials right now.,So, we saw GW last summer get the first FDA approved plant based medicine for childhood onset epileps

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Standing up the Space Force’s Space Systems Command

the space force says it will set up the,space systems command sometime in 2021,it won't incorporate the space,development agency into that command,until late 2022,todd harrison's director of the,aerospace security project the center,for strategic and international studies,todd it's good to see you what's the sen,what's your sense of how,acquisition is standing up inside the,space force,well it's slow but steady you know,because the space force as we've,discussed before,it's it's not you know as if you're,creating a brand new service out of,nothing,you're really reorganizing a bunch of,existing organizations that already,existed,and so you know that's what is going on,here and trying to stand up the space,systems command is they're transferring,over,acquisition organizations that already,exist,and so you know it's it's kind of like,trying to,to upgrade a car while it's in motion,and so,that's what they're doing slowly but,steady uh and you know we're seeing,little bits and pieces roll out,over time but you know i think it's it's,important to get it right the first time,because,once you move these organizations once,you create a new bureaucratic structure,it's going to be very difficult to go,back and change that in the future,yeah i'm detecting some uh impatience in,the community,for the space force getting this done,but i think back to,the department of homeland security,that's been,8 17 18 years and it's still not,completely settled and i wonder if we're,just being way too impatient when it,comes to the space force,well i think there is a lot of,impatience if you think back to why we,got a space force to begin with,uh one of the main reasons is a,perceived lack of speed and lack of,innovation,in space acquisitions and you know,that's one of the things that policy,makers wanted to improve,by reorganizing to put all of these,different space,acquisition organizations under one,unified chain of command,so there is a bit of impatience,especially on the hill and,in industry to see that happen so that,they can start,moving out and move out in a new,direction,but that is a slow and delicate process,and,it is upsetting you know a lot of,different bureaucracies and bureaucratic,interests within the building,reform is probably not the right word,for this restructuring or reshaping is,probably more accurate is there,something that we can learn from the,restructuring and reshaping,inside osd over the last five or six ten,years,that might help us understand what could,come or what should come inside the,space force todd,yeah i mean you know the first thing,that we've learned through many,different types of restructuring,within government specifically within,the military is that,adding more process adding more layers,of bureaucracy,is not going to help you uh and i think,that the space force is very cognizant,of that and they have been trying to,remove levels of bureaucracy,uh you know rather than adding more and,more on top of what already exists,um but you know it is it is one of those,things where,you know you've got to recognize that,you get really one shot at this you get,one bite at the apple,if you don't get it right the first time,you're going to be stuck with the,consequences for probably a generation,what's the implication of that concept,then,for the way that people should go about,thinking of the structuring of the space,force,given the prospect that we might have a,transition of administrations and,therefore transition of civilian,leadership,within the next three to six months well,if there is a change in administration,then the one thing we can be sure of,is major decisions major restructuring,decisions,are going to be put on hold because a,new team coming in is going to want to,review those decisions so,if a decision hasn't been made by now,even if it is made,in the next you know a few weeks or,months the new team coming in is one,going to want to take another look at,that uh and and you know consider how do,they want to structure this going,forward,i think one of the big issues that the,next presidential term whether it's a,biden administration or trump,administration one of the big issues,they're going to have to deal with in,space acquisitions,is you know the fact that we've got two,different parallel tracks going on right,now we've got one track of acquisitions,where we're buying,the next generation you know of existing,systems incremental improvements on what,we already have,and then we've got another track of,acquisitions going on really led by the,space development agency,where they're trying to buy brand new,types of systems brand new types of,capabilities that we don't currently,have,and so you know can those efforts,continue in parallel they sure can it's,just going to cost more money,if you're not willing to put the,additional resources towards it then,you're going to have to make a choice at,some point do we transition over from,legacy architectures in space legacy,systems to the new systems,or

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Jalen Brunson Has Career Night | NBA Fantasy Basketball Recap January 9th

in today's show we look at all of the,action from Monday's six NBA games recap,you on some injury news as well waiver,wire Trends Michael Bolton thanks Josh,it's Michael Bolton here and it's time,for another episode of the locked on,Fantasy Basketball podcast let's get to,it let's get to it indeed,you are locked on Fantasy Basketball,your daily fantasy basketball podcast,part of the locked on podcast Network,hello and welcome to the locked on,Fantasy Basketball podcast brought to,you by basketball monster my name is,Josh Lloyd and I am the lead fantasy,Analyst at basketballmonster.com and you,can find me on Twitter as always at,Redrock underscore bball and Tick Tock,at Red Rock underscore people and on,Instagram at lockdownfantasy basketball,today's episode is brought to you by,prize picks first time users can receive,a 100 instant deposit match up to 100,with a promo code locked on that's,pricepix.com the promo code is locked on,thank you for making locked on Fantasy,Basketball your first listen every day,we are free and available on all,platforms we are here to talk about the,games from Monday there's quite a bit of,injury news to catch up on so warning,let's get it on Gilly,all right we heard the news already and,I discussed it on the injury show,earlier today by Kevin Durant is out,with an MCL sprain they don't think it's,as severe as the one that cost him six,weeks last season so he's gonna be,reevaluated in two weeks but the,expectation is four weeks so we're,looking early to mid-February around the,All-Star break is a reasonable,expectation for Durant in terms of they,don't play until Thursday so we're not,going to get an idea of how the,replacement goes I do think it's going,to be Seth Curry or Joe Harris starting,it might be TJ Warren I don't know,you'll get a little bit of extra stuff,for Royce O'Neill so priority wise I'd,look to Royce O'Neill first I'd probably,look to Warren followed by Curry and,then Harris after that I think you can,take flyers on Curry and Warren but I,really don't think they're going to be,necessarily must roster guys in his,absence I think there'll be multiple,guys that step up at different points,but I don't think that one of those guys,is going to step into a consistent role,every single night you're going to get,more from more from Kyrie probably a,little bit more from Simmons a little,bit more from Royce and then some boost,for Watanabe Warren Curry Harris all,those guys get extra playing time,without any of them necessarily becoming,absolute must roster got to have this,player type of situation so that might,change on Thursday we might see TJ,Warren start and play 35 minutes I doubt,it we might see Seth Curry play 33 34,minutes and probably more likely but,what's he more than a points and threes,guy yeah I don't really see that as,standing out to be an absolute must,roster a blockbuster type ad,got some news today on the Anthony Davis,ramp up,the ramp up tweet was written horribly,and it makes it sound like he's,returning this week he is not they're,expecting maybe there is a chance that,he returns towards the end of the month,he is looking to start to ramp up this,week,with the odds or the likelihood of,returning towards the end of January,that is the most likely scenario they,said there's a chance they get him back,for the road trip beginning at the end,of January which is against Boston on,the 28th of January that's the timeline,for Anthony Davis's return so we keep,rolling with Thomas Bryant we'll talk,more about the Lakers later on because,they had a game today,um Steph we're expecting him back Friday,and then they said oh he's going to be,listed probable for Tuesday now he's,actually listed questionable but it,looks like he could be returning,that along with Klay Thompson listed,Provo Andrew Wiggins likely playing more,than 19 minutes it's probably the end of,Dante divincenzo,so if there was someone if you want to,take a flyer on Warren or Curry or,another injured injury replacement type,of player you're not going to miss out,on much I don't think by moving on from,divincenzo at this point,in Miami both title hero and bare metal,bio Tyler hero who didn't have an injury,according to him he's Lucid questionable,and Bam at a bio who was basically they,were saying it's going to be his time,both of them listed questionable so I,don't know who's lying everyone probably,I don't know what this means I still,think that we've got to watch the,scenario obviously I think there is a,chance of bam missing a game here it's,not a long-term thing I'm confident in,that but that might give short-term,streamability for Orlando Robinson but,what did happen is Kyle Lowry is out now,we know he's been really struggling I,don't think he's a 12 team drop even,though things have been going pretty,poorly for the last couple of weeks,um and if he is out you'll probably see,Gabe Vincent step up into a larger role,and then Oladipo and Spruce I'd much,rather have Ola Depot and then probably,Vi

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Todd Harrison on DoD Contractors, Defense Spending, and the F-35: GLG

it's always an interesting relationship,between DoD and the contractors that,uses because you have a very small,number of vendors that are left in the,industrial base they can build these,types of systems you know stealthy,bombers and you know nuclear-powered,aircraft carriers there aren't a lot of,companies that can do that and for those,major weapon systems you have only one,buyer that's the Department of Defense,and even if there could be international,orders they have to go through DoD,anyway at the end of the day they are,mutually dependent on one another,one of the biggest long-term issues is,going to be facing the next,administration when it comes to defense,spending is what do you do about all of,these major programs that are planned to,recapitalize large portions of our force,structure you know you look at what the,Air Force is planning they're buying new,fighter in the f-35 they're buying a new,tanker they're buying a new trainer the,TX they're buying a new ICBM the army,still got more modernization to do the,Navy of course they've got this new sub,they're planning all of these things and,they're stacked up at about the same,time and their costs are gonna peak in,the early 2020s and the reality is that,were unlikely to be able to execute all,of these programs at the same time and,so the question is what gives what gets,delayed what gets cancelled what gets,cut back the f-35 is an unusual case we,should not have tried to push together,three totally different aircraft,requirements into one aircraft program,but with that said here we are I'm not,confident that the f-35 can get to its,full production rate that's currently,planned I think they're likely to have,to scale that back and that will have,cost implications for the program it,will cause unit cost to go up and you,can get into a cycle where the program,grinds to a halt,I think Lockheed got to be careful to,try to make sure that doesn't happen,the aerospace security project at CSIS,is a new initiative that we started so,we can focus specifically on the air and,space domains looking at the future,military Space Systems is really,interesting because we're at a point,where many of our military satellite,constellations,are due for a follow-on program and the,question now is maybe we need to have a,totally different space architecture in,the future you know traditionally we've,launched a small number of very large,capable satellites and what we're,finding now is that presents a juicy,target to our adversaries and so I think,we're at a point where we may see a,major transition in our military space,systems where instead of launching small,numbers of large satellites will be,launching large numbers of small,satellites that will have profound,implications for how we use space and,the type of space industry that the,department tries to tap into

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Cannabis Sector Interview with Todd Harrison

so you know guys one of the things that,we'll,just kind of be discussing is you know,the state of the cannabis market,right you know there's a question,obviously,as you know me as a lawful weed stream,it's one of those questions that,i get very very often okay,now when is it time is it the bottom,you know when should i take profit what,do you think about this company,what are the catalysts coming um how is,safe banking going to impact,the u.s market will that impact the,canadian market,and we just kind of go from there now,the reason i'm bringing todd on,is um he understands some of this high,level,uh you know these high-level catalysts,you know,better than most and even though we,don't share,specific trade ideas um he is one of the,most,knowledgeable people that is out there,um so i think it's it's useful to get,another opinion,um you know because he's more of a,long-term holder in these things and,um whereas you know i'm more of,a long-term swing trader,so you know i hope you guys,enjoy this,and we'll see let's uh wait for todd to,to jump on,and i'm gonna pause,all right todd harrison,and now i can hear you you can hear me i,think it was because i had it uh,you uh there you go i should wear my,truly hat,my wife said you can't do a zoom cast,with a hat on you look like a homeless,person i said honey,i think we all look like i mean i'm,giving myself haircuts myself,you know gotta get the uh sound up here,hold on a second,all right do that uh audio settings,here we go better okay,all right so,how you been i've been okay everybody's,uh healthy,med men 45.9,man one day i'll tell you the story,about when i met those guys,back before this whole thing started,i've always said you could tell a lot,about a person how they act when they,don't think anybody's watching,i mean i'd be happy to tell you why i,have such a beef with biermann,yeah i know uh these bad people but uh,we can keep this code we can keep this,positive positive yeah yeah for sure,um so you know look one of the reasons,that i wanted to get you on here so,you're my first zoom,so i i hope that just shows you the uh,the amount of mutual respect you're,number one baby,all right but um you know look,you know that i pretty much,exited uh pot stocks last march,um and it wasn't because i was bearish,you know you've been trading these long,enough to know that there's a,seasonality to them,and just kind of keeping with that,seasonality you know it's usually,i get out in march and then i you know i,trade it,and then i'm loading up in the summer,summer never happened right,we just had a bunch of different,calamities we had bruce linton leaving,we had canned trust,we had all the bankers basically,shutting off all the money,um and you know we had things where we,were hopeful that we hit a bottom,and then you know aurora blows their,earnings um their own guidance,and it just syncs everything everything,it was it would be,i don't even know if we're recording yet,or not yeah we're recording okay good,good,um you know i think it was beyond that,also i think pershing pulling the plug,on custodying assets for,uh cannabis related securities in the,fall really,was sort of the nail in the coffin for,you know for that space for a while,where you couldn't buy,uh securities you can only sell them and,you know we found a solution we found a,workaround that actually worked really,well but i think we were the only ones,uh the space continued and then sure,enough you saw,you know uh you know uh you know into,march with covid,all of the reasons i think the market,fell apart cannabis,too uh you know took it on the chin uh,it's just interesting you know i i,always wat,i always like to know what you're doing,so i think you have a really good handle,on the space,but it was interesting to watch the you,know what started to,feel like a progression uh that could,well put that,you know the end to the cyclical bearer,within the secular bowl right if you're,looking at it or at least how we're,looking at it,that 1.0 was canadian cultivation 2.0,it will be us-led cpg 3.0 uh will be,efficiency,efficacy driven solutions presumably,uh on the back half of 1.0 uh you know,when the market went from,tell me to show me the dot-com bubble,uh in you know the back you know right,after uh you know y2k,uh you know money dried up and it was,one thing after another where you throw,the vaping crisis in there you could,throw purging in there,you could throw uh the capital,constraints in there,and really just no light at the end of,the tunnel that anybody could really,point that,but i think kovid i think covid is,uh you know paradoxically something that,has really refocused,uh people's attention on the space which,has led to a you know to a series of,progressions which i'm happy to talk,through with you that,this is what i see you know and where,you stand as a function of where you sit,you know,two years later um you know,from january 2018 through march of 2020,the global cannabis index down 90.2,percent,or 9

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Jordan Peterson’s Opinion After Meeting Elon Musk

i saw you took a trip to the tesla,factory what were your thoughts after,meeting elon musk did you get to speak,too much uh i wouldn't say much we we,spoke probably for 20 minutes in total,uh not purely privately because there's,other people around but,you know i just that just barely gets,you to know the surface of someone like,musk because he's an amazing person and,god only knows what's,what's up with him all things considered,we saw his new truck he was taking,people out for a ride i i didn't i,didn't go out for a ride,uh the truck's an amazing piece of,engineering the factory is massive um,you know what do you say about someone,who built a functional electric car then,shot it into space on a rocket,he's a singular person but i i thought,it went very well it was a very,interesting evening,so i was pleased to be there and,you know we sort of walked around each,other a bit and,it was just fine you guys interact a,fair bit on twitter,we seem to yeah yeah what do you think,that is why are you converging,i don't know i don't know exactly,we're both well known and i suppose to,some degree that,that increases the probability of that,kind of convergence,but,maybe he's aiming up,me too,he seems to be he's aiming up literally,he's aiming up very literally yeah,definitely didn't he put a,wasn't there a space man a model of a,spaceman in the driver's seat of the car,that he put out in the schools that's,certainly possible he's got a theatrical,uh twist there's no doubt about that and,a great sense of humor because that's,really funny to shoot your own car out,into space on a rocket that's needlessly,it's a pretty damn good joke,what is it,what is it that's,or why is it that someone like elon has,got himself to the stage where he can,say things that almost every other see,he's the richest man i don't think he's,got himself to that stage i think he's,always done that and so now he he still,knows how to do it i mean you know,people think,i'll say what i have to say when i get,to the point where i'm protected and,secure it's like first of all,being protected and secure does not give,you the courage to say what you have to,say that's that's a completely,that theory couldn't be more backwards,you think you're going to get braver and,braver as you get more and more,protected you think that's how the world,works i mean i've watched university,professors think that at some point,they're going to say what they think as,they develop their career but by the,time they're protected and secure,they've spent so much time not saying,what they think that they aren't even,who they were and they don't know what,they think,so,no he says what he says because he's,always done that,and,people who are like him are like that,and so,steve jobs i presume was exactly the,same way i mean i know people who knew,him he always said what he thought and,and he was pretty damn cut and dried,about it which is why the apple products,are such miracles of of technological,mastery he had an unbelievably canny,design eye and was very,uh,he cut whole projects,without a second thought in some sense,when they were working he did that when,he came back to apple the second time,refined the entire product line got rid,of a ton of different things instead of,focusing on this yeah,right right so that was proof i mean,maybe it was fluke the first time which,it wasn't but coming back and doing it,again the second time showed pretty,clearly it wasn't same with same with,elon right he's refined down what he,does to,a couple of very very tight parameters,he seems to have although his hit the,enterprise he's put together is,unbelievably,high functioning i mean to produce,an automobile sub industry that's,actually competitive and to,bring down the cost of,space exploration by a factor of 10 and,to invent reusable rockets and to have,developed this boring technology it's,it's miraculous it's probably an alien,yeah probably probably there's only two,probably a reptilian american car,companies i think that haven't gone bust,ford and tesla,and tesla came very close a number of,times,yeah it's an amazing accomplishment,so,go elon as far as i'm concerned yeah,he's a remarkable person what's,happening people if you enjoyed that,then press here for the full unedited,episode and don't forget to subscribe,peace,you

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