

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

Mar 17, 2021 • 39min
Scale and Growth With Jushi Holdings CFO Kim Bambach
Kimberly Bambach is CFO at Jushi Holdings, a growing US multi state operator with a strong capital market background. Pursuing accretive acquisitions, targeted approaches, raising debt for scale and growth. Overwhelming competence as currency, raising guidance, plans for new and existing markets in the US.Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 10, 2021 • 52min
Supreme Cannabis Turnaround With CEO Beena Goldenberg
Supreme Cannabis is a promising turnaround story out of Canada, thanks in large part to its CEO, Beena Goldenberg. Delivering sustainable profitability, driving revenues and the developing Canadian retail picture. Being a role model for women executives and thoughts on the global cannabis landscape.Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 8, 2021 • 1h 30min
Top Down Social Justice With Alisia Ratliff
Celebrating International Women's Day with Alisia Ratliff, Scientist and CEO of Victus Capital Ventures. A frank conversation about the frustrations of being the only woman in the board room; the push to keep evolving and starting Victus with her husband Chris. Leading with science and data. Building awareness and strategic change. Loving extraction and new cannabinoids coming online. The stress of having IPs without capital.Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 3, 2021 • 39min
Australis' Accretive Acquisitions
Australis Capital CFO Jon Paul joins Rena Sherbill to discuss closing its acquisitions and why coming on board was a bet on CEO Terry Booth. How MSOs will rationalize over time and optimism on banking opening up. IPOs, SPACs and why the FDA needs to provide more certainty on CBD.Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 25, 2021 • 58min
Billion Dollar Cannabis Brand
Indus' George Allen returns to the show to announce its exciting new deal with Lowell Herb. Consolidation is the name of the game in cannabis - this isn't the last deal they'll do but the one they always wanted to do. Playing the value game, Lowell is at the top of sought after brands, doesn't have to fight for shelf space. High quality flower, moving away from concealing cannabis - invites the mainstream in.Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 24, 2021 • 53min
Global Logistics In Cannabis
Logistics are an essential part of cannabis, but it's an area where people aren't looking. Yoram Eshel led supply chain and logistics at Teva and now runs Cannabilog, an Israeli company that closes the gap between growing, manufacturing and supply chain/logistics management. There are new and more elaborate regulations around ever evolving innovations in medical cannabis and there's a big gap in managing this in cannabis industry. Where regular pharma fails, cannabis steps in. Inter-state commerce, importing and exporting over global borders. Cannabis growth comes from the bottom up - unlike most other industries that grow from the top down.Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 17, 2021 • 51min
SPAC Week II: Canndoc And The Parent Company
Michael Auerbach returns to discuss Subversive's recent deal with leading Israel cannabis company, InterCure and gives an update on The Parent Company. Why Subversive pivoted from a REIT to a SPAC, Canndoc's compelling financials, brands and trading on Nasdaq. Opportunity in GRAMF and other US players still trading at a discount.Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 16, 2021 • 46min
SPAC Week II: Cannabis SPACs
SPAC Week II continues with Chris DeMuth Jr, Seeking Alpha Marketplace author and SPAC superstar. He discusses SPACs in general, cannabis SPACs in particular and his favorites with Rena Sherbill. What to look for in a SPAC, trading vs investing and why Chris likes Aphria and Canada.Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 15, 2021 • 53min
SPAC Week, Part II: Why SPACs Make Sense
SPAC Week returns with Joe Crouthers, Co-Founder and CEO of Ceres Group Holdings, who discusses with Rena Sherbill why they're focused on the plant-touching side of the sector. Tying cannabis into traditional business. SPACs more collaborative and less adversarial than traditional IPOs. What was irrational exuberance is now based on strong business foundations. The consumerification of cannabis.Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 10, 2021 • 60min
Cannabinoid Capital
The CBD market has recently seen a multi-billion dollar deal and HempFusion going public. HempFusion Co-Founder/CEO Dr. Jason Mitchell and CCO Danny Brody join Rena Sherbill to discuss radical transparency, methodical growth and becoming more efficient during Covid. We also cover the opportunity in probiotics and hemp. Doing things right as opposed to Right Away and why expansion is absolute.Learn more about your ad choices. Visit megaphone.fm/adchoices