

The Cannabis Investing Podcast
Seeking Alpha
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
Episodes
Mentioned books

Jan 26, 2022 • 1h 21min
Alan Brochstein On Cannabis Investing In 2022
Cannabis industry expert Alan Brochstein on the current state of cannabis and 2022 catalysts. New York and New Jersey's path to legalization, how to look at consolidation. Direct listings and SPACs, cannabis REITs, Curaleaf and Verano. MedMen/Ascend Wellness deal breakdown unsurprising.

Dec 22, 2021 • 1h 4min
Cannabis Stocks: Focus on Fundamentals
Julian Lin, who runs Cannabis Growth Investor on Seeking Alpha, reminds cannabis investors to focus on the fundamentals. Why the Florida market is underrated and why some are thinking about the downturn all wrong. 2022 conjectures, why SAFE Banking won't pass and long-term bullishness.Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 1, 2021 • 1h 26min
Making The Case For Mid-Tier MSOs
Jon DeCourcey, formerly of Canaccord now with Viridian Capital Advisors, also publishes his analysis on Seeking Alpha. We discuss recent cannabis earnings and why he favors mid-tier multi-state operators (MSOs) over the Big 5. SAFE Banking expectations, how he sees valuations growing. Why retail investors should be excited for stalled cannabis legislation. Uplisting catalyst is misunderstood. Why Ayr Wellness is one of our top picks and some seriously actionable investment advice.Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 28, 2021 • 58min
Cannabis - A Sobering Perspective
Kristen Yoder, host of The CannaBS Detector and a cannabis veteran, gives an unvarnished take on the cannabis industry. Kristen's #1 complaint about the industry. Why she'd rather be short cannabis stocks than long and where she does feel comfortable putting her money.Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 23, 2021 • 53min
Cannabis Stocks Are A Coiled Spring - Industry Update With Brady Cobb
Fantastically timely and edifying episode with industry expert Brady Cobb. We talk recent legislation; moving from optics to real reform. SAFE Banking, uplisting and what legislation will mean for cannabis investors. MSOs, ETFs new and old, future valuations, Florida and NY/NJ markets; selling to Cresco, focus on premium products.Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 10, 2021 • 27min
IM Cannabis CEO Oren Shuster - Multi-Country Operator
I talked to Oren Shuster, CEO of IM Cannabis, this week in Tel Aviv at its CannaBIZ conference. We discuss the significant share price decline in the industry across the board; the significance of the Republican announcement in the US. Israel's unique market, comparisons to Michigan; Germany and Europe and the growth still to come.Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 3, 2021 • 50min
Standardizing Cannabis Operating Procedure
Green Flower, founded by CEO Max Simon in 2014, is a training platform built for cannabis professionals. Ganjier is its cannabis sommelier certification program. The GF Institute is its newest effort, focused on cannabis workforce development - 30 leading companies including AYR Wellness and Cresco, are founding member brands. Developing standardized process to asses cannabis quality. The people problem in the industry.Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 27, 2021 • 45min
Cannabis: Enigma No More
As the industry develops, interesting to see how and where. Digital content + cannabis = The Cannigma. Co-Founder and COO Wassim Bahous and CEO Elana Goldberg joined the podcast to talk starting a cannabis publication during the pandemic, the mission to make science-backed information more accessible. Majority of content mostly useful to those living in legal markets; global approach, different languages.Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 13, 2021 • 56min
Jim Belushi's Mission From God; GrowGeneration Partnership
"You should never feel bad about feeling good." Jim Belushi, actor and founder of Belushi Farms, sums up his feelings about cannabis. He joins Jeremy Corrao, Vice President of Commercial Operations at GrowGeneration to discuss their recent partnership, plans for greenhouses and how to get yields up. Advocating for change, home grow market and GRWG's plans for growth. Getting the band back together at MJ Unpacked!Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 6, 2021 • 1h 10min
Cannabis Extraction
Lincoln Johnson, Co-Founder, CEO + CTO of EnCann, returns to the podcast to catch us up on the extraction space ("we're going to see a big shift") and his journey since we talked previously back in 2019. A fantastic take on starting up a cannabis business, navigating the industry, and what Lincoln learned from a long (and ultimately successful) arbitration process. Learn more about your ad choices. Visit megaphone.fm/adchoices