

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

Feb 3, 2021 • 48min
Blockchain And Cannabis
In a troubling and unpredictable year, blockchain and cannabis have been some of the best investments and two industries most primed for growth. Chris Naprawa, Director and Chairman of the Board at Khiron and President at TAAL Distributed Information Technologies, shares his insights on both paradigm-shifting industries. Why BSV is the protocol of the future, and why TAAL is in position to capitalize on that. Importance of data. Solving for the consumer and regulatory compliance. Future of cannabis in South America, Brazil set to be biggest medical market, Colombia demographics an advantage and accessing capital at a cost you can live with.Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 27, 2021 • 1h 1min
Now Is The Time to Build A National Cannabis Brand
Talking CBD, hemp, cannabinoids in the health and wellness segment with Smoke Wallin, CEO of Vertical Wellness. Many regulatory headwinds, but near-term hemp and CBD saturation will open up and level off. FDA still captive to pharma industry. Bigger opportunity for natural products industry. Essential to know how to operate in a regulated market. Cannabis beverages - bullish over long-term, many impediments short-term. Mutually beneficial consolidation, cannabinoids + athletes and the amazing results of chickens ingesting CBD.Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 21, 2021 • 57min
AYR Strategies' Edge
CEO Jonathan Sandelman returns to the show to discuss AYR Strategies' recent deals and its steady rise to the top of the MSO pack. 7 M&A transactions in past 4 months. Very accretive deals for shareholders: great assets at a fair price. Want partners and shareholders to be excited to partner with AYR. AYR stock a big reason companies do deals with them. Importance of the flower. Why change in US political climate accelerated AYR's path for growth, what they like about Florida and where else they may be heading.Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 13, 2021 • 35min
SPAC Week: Clever Cannabis
SPAC week continues with Kyle Detwiler, CEO of Clever Leaves, a recent entrant to Nasdaq. Building one of the largest cannabis companies in the world using a much more capital efficient funding process. going the SPAC route. Cannabis grown in Colombia, being GMP-certified, LatAm region makes sense especially for extraction use. Cannabis on a global stage.Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 11, 2021 • 36min
SPAC Week: Whoever Wins California Wins Cannabis
It's SPAC week and why not start with Subversive Capital and the biggest cannabis SPAC ever, launching this week: The Parent Company. Subversive Founder and Chairman Michael Auerbach joins Rena Sherbill to discuss California as the tip of the spear and why it was always the focus. Creating a generational company and real change. Shared social equity vision with Jay-Z. Consolidating and dominating despite a saturated SPAC market. Being included in the chart topping ETF MSOS and why it's the best investment in cannabis right now.Learn more about your ad choices. Visit megaphone.fm/adchoices

Jan 6, 2021 • 41min
Valens Set To Be More Aggressive in 2021
Cannabis is reaching more people in more ways and recent US elections show the green rush is here to stay. But what about Canada? Jeff Fallows, President of The Valens Company, explains why he came on board - what they're doing differently and better than its Canadian peers. Cycle of improvement; operational efficiencies, better cost profile, leading the charge of cannabis 3.0 and next generation products. CPG companies getting into cannabis, inflection points and paying attention to share price.Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 30, 2020 • 1h 1min
Start Up Cannabis Nation
Israel is the largest consumer of medical cannabis in the world, but regulatory progress towards full legalization is moving slowly.Saul Kaye, CEO and founder of iCAN, talks Israel's rapidly developing cannabis market and why regulators shouldn't forget the underground market. Setting up supply chains in Israel and Europe. Psychedelics, cannabis and treating mental health.Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 23, 2020 • 1h 23min
Master Class In Cannabis Investing, Part 2
Exploring US cannabis market trends, valuation disparities, challenges faced by cannabis stocks, financial hurdles, real estate investments, and navigating ETFs. Encouraging independent research in cannabis investing and empowering investors with knowledge.

Dec 16, 2020 • 52min
Cannabis Truly An Emerging Market
Columbia Care CEO and co-founder Nicholas Vita shares his thoughts on disproportionate growth, and why private equity may be the next big thing to get into cannabis. State laws dictate federal laws, which has only been exacerbated by Covid. Columbia Care is the leader in the Mid-Atlantic and readying for staggering growth in the East Coast. Headlines are great but integration is hard, driving real value requires real discipline. Market leader in most of their markets in multiple states because they've had more time to do it.Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 9, 2020 • 44min
In Cannabis, You Have To Be Comfortable Being Uncomfortable
We are on the cusp of another burst of M&A in the cannabis industry, but one grounded more in fiscal responsibilities. Scott Hammon, partner and leader of the cannabis practice at MGO, joins Rena Sherbill to discuss this trend amidst the rapidly maturing cannabis industry. We also cover why companies are putting a stronger emphasis on regional footprints over a national one; good operators will be able to take advantage of this market no matter size or business model.Learn more about your ad choices. Visit megaphone.fm/adchoices