Deep Dive: Crypto, Cannabis, and the Future of Business "In-Person"

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Evergreen Partners, Jeff Otis and Tyler Hay, are back with a discussion on some of the headlining factors driving markets as of late. This Deep Dive episode discusses the topics of crypto, cannabis, and which industries we think may be permanently altered by the pandemic's virtualization of so many sectors. Another center-stage topic continues to be the balancing of economic stimulus with a recovering economy. None of us has a crystal ball, but Tyler shares his considerations for thinking through whether inflation (or deflation) could lie ahead. Listen in as we discuss these questions:

  • Is the legitimacy of cryptocurrencies increasing? How might that affect concerns about inflation?
  • What is Evergreen's current outlook on the cannabis space?
  • Why do we think the majority of business will return to "in-person" over time?
  • With a potentially permanent decline in brick-and-mortar retail, which types of businesses may still thrive?
  • How much money can we print to get through the pandemic without spurring inflation? (Spoiler: no one is sure)

As always, we hope you enjoy the listen!

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This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.

Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

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