The Cannabis Investing Podcast

Cannabis Micro/Macro Picture

Aug 3, 2022

56:04

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Highlights

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Episode notes

Is Greenthumb a Premium Valuation?

02:51

The Top Factors to Look for in a Quality Company

01:40

Is New York a Less Exciting State?

05:15

Introduction

2min

Is There a New Reality in the Cannabis Industry?

4min

What's the Pathway to Banking Cannabis Legislation?

5min

Safe Banking

4min

The Top Factors to Look for in a Quality Company

2min

Is New York a Less Exciting State?

5min

Is Greenthumb a Premium Valuation?

3min

The Potential Catalyst Is Out There

6min

Are You Getting New Questions About Gas Prices?

2min

10.

Are You the Guy to Ask?

3min

11.

The US Players Are Still Much More Attractive, You Know?

2min

12.

Wholesale Pricing - What Are Your Thoughts on That?

5min

13.

Is There Anything That Gives You Pause on Your Bullishness?

5min

14.

California Canvas Pricing

3min

15.

Surviving Advance Is a Nice Kind of Guide for Any Cannabis Company

2min

16.

EV to Even Da

3min

17.

Cannabis Investing Podcast

2min

Jon DeCourcey shares how his cannabis investing philosophy has shifted over the past few months. Micro vs macro perspective, risk on vs risk off environment. What is going on in Washington? Is there reason for more optimism on political front? Moving pieces of continued cannabis expansion and what's happening beyond companies' control.