Today I chatted with a dedicated Cannabis, Consumer and Consumer Tech investor, Paul Cerro from Cedar Grove Capital. I met Paul on Twitter ( @paulcerro )and really enjoy his thoughts and reading his notes on substack  https://www.cedargrovecm.com We talked about the Fed, ZIRP and consumer behavior. We talked about Pauls current views on consumer spending and markets and when markets might bottom. We then talked about his firms new investment in a private pet grooming business and their plans for that new investment. Then we closed on cannabis and where we are with that business line. I really enjoyed our chat and Paul is a super smart investor. Check out his substack research, I'm confident you will love it! If you want more information on the brands portfolios and podcasts: https://www.globalbrandsmatter.com/podcasts The Dynamic brands strategy info can be found here: https://www.globalbrandsmatter.com/dynamic-portfolio