The Cannabis Investing Podcast

California's Cannabis Market - Deep Dive, Part II

Aug 10, 2022

01:03:33

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Highlights

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Episode notes

The Slow Roll Out Contributes to the Proliferation of the Illicit Market

05:32

Is New York a Good Place to Start?

01:42

We're Very Bullish on the Opportunity

02:11

Introduction

2min

California - What Are Your Thoughts?

2min

California, I'm Like the Titanic, Right?

2min

Cannabidiols in California

6min

Is There a Difference Between Brands and Operators?

3min

What's the Consequences of Local Control?

6min

The Intentionality Behind Retail

5min

Is the Retail Consumer Experience Changing?

4min

Cannabas Consumption

3min

10.

Is There a New Form Factor for Beverages?

3min

11.

The Increase in Pre Rolls Is a Reflection of More Convenience

2min

12.

Is New York a Good Place to Start?

2min

13.

The Slow Roll Out Contributes to the Proliferation of the Illicit Market

6min

14.

Cannabas

6min

15.

We're Very Bullish on the Opportunity

2min

16.

What's the Limit to New Jersey?

2min

17.

Is the Catalus Coming?

3min

18.

Is California a Good Place for Investors?

4min

19.

What Kind of a Encourages You Through the Down Days?

3min

Emily Paxhia and Hirsh Jain return to catch us up on the California cannabis market and beyond. Getting out of the death spiral but not quite out of the woods yet. Elimination of cultivation tax, but other taxes remain. Incremental progress, but is California moving in the right direction? What parts of the supply chain will benefit? Cannabis pricing, legal vs illicit. Moving towards commoditization.