Tony Greer, founder of TG Macro, is joined by Wes Gray, CEO of Alpha Architect, a research-intensive asset management firm with a focus on high-conviction value and momentum factor exposures. They break down the asset management business and his approach to evidence-based investing and systemic decision making. Gray served as an active-duty marine in Iraq and opens up about how his military background influences his investment strategies.
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Featuring: @Jack Farley  @Sam Colt   @Jeremiah S  

Weekend Roundtable discussion on the cannabis space, continuing the conversation from Tony Greer's interview with TerrAscend Chairman Jason Wild.

Key Points:

• MSOS ETF inflows to calm sector & single name volatility to attract institutional flows. Fund flows have increased dramatically since US Senate Georgia run-off elections, but remain < $500mn AUM (could/should easily be billions)

• The COVID effect, mental health

• European appetite for North American listed cannabis stocks 

• Other than political tailwinds, fundamentals & institutional flows, what (else) is driving the sector higher? Correlations with BTC, TSLA

• Cannabis as an inflation/commodity play, weed futures

Lighting Round Questions (give your response in comments!):

• If the following three assets crash -90% and you can only choose ONE to buy and hold Long term (10 years), what's your pick? BTC or TSLA or Cannabis stocks

• YES or NO: In the next 4 years by the end of Biden/Harris administration first term, cannabis will be legalized on a federal level in the United States.

RV Interview LINKS:

★Jason Wild and @Tony Greer   (Jan 20, 2021 following GA Senate & Democrats win)

★Todd Harrison and @Tony Greer   (Nov 11, 2020 following US election & Biden win)

★Jonathan Sandelman, CEO of Ayr Strategies and @Haley Draznin  (Oct 8, 2020)

TONY GREER ON OIL’S SURGE, LIQUIDITY BONANZAS, AND “INFLATION HEDGE PARADISE”

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