Cannabis stocks are really cheap, but Alan Brochstein is worried about 3 things. We discuss sector debt and optimal cannabis investing metrics; Canadian and US operators; concerns around MSOS, limitations of ETFs. Thoughts on the Cresco/Columbia Care deal. Why Alan's 19% in cash.

Our links:
The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast
On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.

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Twitter: https://twitter.com/canpod1
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Show links:
Alan Brochstein: https://seekingalpha.com/author/ALAN-BROCHSTEIN-CFA
Village Farms article: https://seekingalpha.com/article/4573501-village-farms-is-deep-value
Canopy Growth article: https://seekingalpha.com/article/4571716-canopy-growth-is-not-a-good-stock-for-cannabis-investors
MSOS article: https://seekingalpha.com/article/4577734-msos-etf-meltdown-hurting-cannabis-stocks
Columbia Care article: https://seekingalpha.com/article/4575545-cannabis-company-columbia-care-is-a-bargain