For the latest Stay Vigilant, I wanted to share two podcasts I recently did. The first is a feature on the cannabis industry. I have been trying to find other themes in the market besides AI. It isn’t that AI isn’t a great theme and trend. It is just that often we can overlook other events and news because we are myopically focused on one story. With the recent news on rescheduling of cannabis, something long sought after in the industry, and with consumption trends reaching new highs (pun intended), is cannabis investing worth revisiting? Have a listen to find out.
The second can be found at Macro Matters I am joined by my Co-host Tony Zhang to go over the big week of news we had last week. From the jobs number to CPI to the Fed, there was a lot going on. Let’s not lose sight of the EU parliamentary elections. On the one hand, people may dismiss & suggest this was just a protest vote in a purely symbolic entity. On the other, it potentially awakens credit concerns in France & other countries. We have seen elections become potentially disruptive catalysts in Mexico, India and now France. Is this something we need to focus on as we head into the election season that will heat up in July in the US?
Double Feature