Chris DeMuth likes the opportunity in cannabis, Julian Lin talks about M&A and disappointment, Alan Brochstein waits for catalysts, Jesse Redmond discusses the best way to invest, Emily Paxhia focuses on SG&A containment and using the right metrics

Discusses why it's ok to be bullish on cannabis stocks, political catalysts, investing based on horizon, Green Thumb's dominance, AYR's debt strategy, Trulieve's tough period, California players, and TerrAscend's innovation and execution.