RE:Inflation You obviously didn't read the article. He said to invest in well established "profitable" companies, unlike the companies in the cannabis industry. Investors in CGC shouldn't worry about inflation, but how low the price of CGC will go, so others Canadian companies.
Jefferies said there would be no legalistion at the Fed level in the US until 2026. Even if I think it will come sooner, when Jefferies talk, it has an impact on the sector, for the Canadien companies counting on the US to grow their revenue. In 2, 3, 4 or 5 years, the Canadian companies entering the US will have to competition already very well established companies.