In this episode, Marcelo Lopez had a very interesting conversation with Jesse Redmond, Head of Cannabis at Water Tower Research. Jesse discussed the current situation of the cannabis market in the USA, the potential triggers and the investment perspectives. Redmond also explained the role states play in this universe, the existing political catalysts, including SAFE Banking Act, schedule review, tax-related issues, and what to expect from the Garland memo.
In this interview with Real Vision TV, Marcelo López talks about the investment thesis in uranium and explains current developments in the sector.
In this conversation, Marcelo López tells a little bit about two investment theses that are off the radar of most investors, uranium and shipping.