MSOS, being an ETF that tracks the US cannabis market, is directly impacted by the sector's financial and M&A activities. The statement by Emily Paxhia suggests ongoing activity in the sector, which could lead to volatility in MSOS's performance as the market reacts to these deals. However, the impact is considered neutral short-term as the mix of cash and stock deals could balance out immediate significant price movements.

YOLO, which invests in global cannabis companies, could be affected by the sector's M&A dynamics, especially with the current preference for mixed cash and stock deals due to the high cost of capital. The remarks from the conference suggest a continuation of such deals, potentially leading to market reactions that could impact YOLO's performance. The neutral score reflects the uncertainty of the direction of impact in the short term, as these deals could have varying effects on the sector's valuation.