Strategy Simplified S21E25: Who Really Wins When Weed Goes Mainstream?
Cannabis just moved from Schedule I to Schedule III — and the biggest implications have nothing to do with lifestyle or politics.
In this episode of Market Outsiders, Jenny Rae and Namaan break down what reclassification means for the market: who benefits, who loses, and why cannabis stocks dropped on “good” news.
They unpack the real unlocks behind the headlines — Medicare and Medicaid eligibility, federally funded research, banking access, and why Big Pharma, consumer giants, and even beer companies may now have the edge.
This is a regulatory shock case study: how one policy change reshapes competition, pricing power, supply chains, and long-term winners across healthcare and consumer markets.
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Chapters:
01:05 — What Cannabis Reclassification Actually Changes
03:15 — Schedule I vs Schedule III: Why It Matters
05:45 — Banking, Taxes, and the Industry’s Hidden Constraints
08:20 — Medicare, Medicaid, and the Real Demand Unlock
11:10 — Why Cannabis Stocks Fell on “Good” News
13:30 — Big Pharma, Big Beer, and New Market Entrants
19:40 — Supply Chains, Compliance, and Rising Costs
25:00 — Who Wins, Who Loses, and What Comes Next
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