tilray, ceo irwin simon is coming up. having a nice double digit increase this morning. >>> markets giving back monday's gains and then some on some concerns about china weakness and the macro, moody's drawing attention to some banks, worst day for the kre since may. the vix back - >> we haven't talked about the vix. everything is selling off, except for health care, that's up 0.50% that's thanks to names we're seeing in names like eli lilly, potentially game-changing studies on heart disease from the obesity drugs. overall, carl, it's a selloff kind of day, it's broad. the focus continues to be on soft landing, no landing we'll get a key inflation report on thursday that will be definitive in trying to figure out what happens there on the policy front >> meantime, ten-year snuck back below 4% this morning. we're talking about growth now as opposed to inflation. we'll see what cpi does to that conversation breaking data out of the new york fed steve liesman has that hey, steve. >> good morning, carl. some mixed data on co

. >> irwin simon, ceo of tilray. market shares his enthusiasm. >> interesting how the beer business got the rock thrown in the pond and all kinds of ripples are taking place as a result. >> if you haven't had montauk 420 you should. >> let's get to courtney reagan in for the judge >> welcome to the "halftime report." i'm courtney reagan in for scott wapner stocks retreat as the banking sector gets battered with a downgrade. our investment committee standing by to break down the fallout. joining us josh brown, britain talkington and stephanie link. a check on the markets to see where we stand before we dig into the details the dow jones industrial average, the s&p 500 and the nasdaq lower the nasdaq is lower by the biggest percentage, down 1.5%, same with the s&p 500. we have the yield on the 10-year in focus as we are dropping below or have dropped below 4% we want to pay attention to that the vix moving around 18 some movement something we haven't seen in a while. when looking at the sectors, tech and financials whi

. >> we talked to irwin simon yesterday about how he's changing their beverage portfolio. >> he better, because we had him on -- >> i thought he was very good. >> his argument was this cannabis, if you're waiting for policy, getting a little bit impatient. >> when i owned varsity miguel, i went to the people at canopy, and i said, listen, do you think we can ever introduce this they said, no, it's going to be a whole separate set of bars that will be cannabis. well, that was about five years ago. >> i know, what happened >> well, the states haven't approved it. >> oh. >> kind of like gambling >> cannabis came and went kind of quick >> really fast >> remember when we were sitting here, like back in the days of beyond meat too. so exciting. >> that was impossible, beyond meat >> we didn't even talk about beyond meat yesterday. >> it's too small. canopy's too small that's why i say there's nothing to trade off of. >> there was a time we talked about wework now, of course, it was not a public company at the time we talked about it. >> how can that not be a meme stock? it's bankrupt. they l