
The Cannabis Investing Podcast
On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries.Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach.Transcripts: seekingalpha.com/cannabisinvestingpodcast
Latest episodes

Apr 22, 2025 • 48min
Have cannabis investors been early or wrong or both?
Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp market (32:40).Episode transcriptsShow Notes:Cannabis REITs: Less Risky Choices In A Risky SectorGreen Thumb Stands Alone. Billions In Debt Coming For MSOsLeef BrandsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Feb 12, 2025 • 19min
Cannabis REITs: less risky choices in a risky sector
Julian Lin updates his views on cannabis REITs IIPR and NewLake Capital (1:15). RIP Cannabis Growth Investor - changed thesis on cannabis MSOs (6:45). Why Green Thumb has done well relative to the sector (13:35).Episode transcriptsShow Notes:NewLake Capital: 9.3% Dividend Yield, No Net Debt, Rescheduling CatalystMarijuana rescheduling "delayed, but not dead": reportBest Of Breed Growth StocksFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Feb 5, 2025 • 28min
High Tide CEO Raj Grover on Germany, Canada and the U.S.
High Tide is the largest cannabis retailer in Canada (1:20). President and CEO Raj Grover joins us to discuss its recent move into Germany (3:15). Purecan acquisition - a beautiful business to buy (8:00). Tilray is complementary, not competition (14:00). No hurry to get into the US (18:00). Contextualizing valuation and revisions (20:35).Read episode transcriptsShow Notes:High Tide outlines 2025 plans: 20-30 new stores and German market expansionHigh Tide Q4 2024 Earnings Call TranscriptCannabis In Germany - Legalize, Don't DecriminalizeHigh Tide websiteFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Dec 19, 2024 • 46min
Green Thumb stands alone. Billions in debt coming for MSOs.
Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12:00). Glass House seemingly winning its bet on scalability (19:15). Which private companies have some of the best assets in the industry (28:10). MSOS, MSOX and cannabis ETFs (35:25).Read episode transcriptsShow Notes:Tremendous Opportunity In CannabisGreen Thumb Industries Virtual Analyst ReportFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Nov 21, 2024 • 1h 6min
Cause for concern in cannabis with a few rays of light
CannaVestments and Jerry Derevyanny return for an in-depth episode. Dissecting doom and gloom Q3 earnings for the cannabis industry (0:50). Green Thumb's consistently outstanding performance (4:25). Is it too early or too late to invest in cannabis? (11:15) Florida not legalizing - how much does it matter? (17:30) Agrify's interesting moves (35:40). Hemp, beverages and what may be worthy of investors' attention (40:00). Glass House discussion (47:40). Shorting Curaleaf? (53:55)Read episode transcriptShow Notes:Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still AheadCannabis Investors - What You Should KnowHow Retail Investors Should Evaluate Cannabis StocksTremendous Opportunity In CannabisBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

Nov 7, 2024 • 23min
Grown Rogue is focused on Jersey, yield, cost and culture
Grown Rogue has been lauded by a number of analysts on this show so we decided to talk to VP Jake Iotte about what makes the company stand out and whether cannabis belongs in the CPG industry (1:30). Margins and ROI profile; focused on cash on cash returns (4:20). Excited about Jersey (7:10). Terminating partnership with Vireo (8:25). Not relying on federal legalization as a strategy (10:50).Read episode transcriptsShow Notes:Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still AheadCannabis Investors - What You Should KnowGrown Rogue: Poised For Explosive GrowthFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Sep 23, 2024 • 59min
Why cannabis is still an excellent long-term investment opportunity
Jesse Redmond highlights the fine line between being early and wrong and why having a long-term timeline is wise for cannabis investors (2:10). Why Florida is a massive opportunity (9:35). Green Thumb, Verano and pushing for more company transparency (17:50). Pennsylvania a state-led catalyst; solving for the current risks to getting into cannabis (26:05). Farm Bill flower, the hemp conversation, valid excitement over Ohio and Minnesota and Glass House (31:20). Top 3 ways to allocate capital for retail cannabis investors (52:00).Read episode transcriptsShow Notes:Trump appears open to decriminalizing marijuanaAyr CEO David Goubert On Florida, Ohio And 'Very Balanced' Q2Texas Cannabis, Delta-8 And Delta-9Glass House's Graham Farrar On Industry Challenges And OpportunitiesFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Aug 28, 2024 • 45min
Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2
Ayr Wellness CEO David Goubert talks 'very balanced' Q2 earnings. (1:15) Focus on state footprints: Florida legalization, Ohio's nice rollout. (6:00) Debt and dilution: progress and strategies. (8:15) Any plans to grow hemp? (21:15) Industry valuations as the market evolves and legalization develops. (23:00) How to establish a national brand and the general cannabis retail picture. (36:00)Read episode transcriptsShow Notes:Ayr Wellness CEO David Goubert Focused On Debt And CashCannabis stocks on watch as DEA sets hearing on marijuana reschedulingAyr Wellness Q2 2024 Earnings Call TranscriptFlorida MSO Trump Card For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Aug 15, 2024 • 37min
Psychedelic stocks: focus on their cash
Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)?Read episode transcriptsShow Notes:FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks UnchangedMindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating FactorsATAI: Enormous Potential Upside But No Clarity YetDe-Risking Psychedelics: Compass Pathways, Cybin And AtaiFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jul 18, 2024 • 35min
Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic
Experts Julian Lin, Tim Seymour, and Pablo Zuanic dive into cannabis investing strategies, metrics for evaluating stocks, sector entry points, election year investments, and rescheduling implications. Topics include cannabis industry opportunities, challenges, federal legalization impact, investment opportunities, evolving trends, and election effects on THC products, stigma, and health benefits.
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