The Cannabis Investing Podcast

TerrAscend's Executive Chairman Jason Wild and famed lawyer David Boies discuss the importance of focus in the cannabis industry and why not all EBITDA numbers are equal. They also explore the practice of cannabis companies avoiding taxes and the potential consequences. Additionally, they discuss the potential impact of rescheduling cannabis and advice for retail investors in the industry.

Do ETFs make sense for everyone? ETF expert Rob Isbitts discusses his thesis on cannabis ETFs and the importance of understanding their structure and holdings (8:00). The need for a diversified but not overly diversified portfolio and the importance of technical analysis in evaluating ETFs (24:50).Show Links:MSOS: An Industry-Wide Catalyst ApproachesA Close Look At 13 Cannabis ETFsDefying The Odds, ETFMG Alternative Harvest Outperforms Other Cannabis ETFsCovered Call ETFs And The Limitations Of StocksFor full access to analyst ratings, stock quant scores as well as dividend grades, sign up at https://seekingalpha.com/subscriptionsCannabis Investing Podcast on TwitterRob Isbitts on Twitter

Chris DeMuth talks about investing in the cannabis industry (1:30) legalization, SAFE banking and whether the investment community cares (9:00) and why he's so bullish on SHF Holdings (14:45).Subscribe to Chris' Sifting The World Transcript on Seeking AlphaShow NotesSifting The World Day OneSPAC Week II: Cannabis SPACsA Close Look At 13 Cannabis ETFsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)Cannabis Investing Podcast on TwitterChris DeMuth on Twitter

Discusses why it's ok to be bullish on cannabis stocks, political catalysts, investing based on horizon, Green Thumb's dominance, AYR's debt strategy, Trulieve's tough period, California players, and TerrAscend's innovation and execution.

Emily Paxhia discusses recent positive news for the industry and its accompanying rally (2:00), the long-term play in cannabis, especially for retail investors (6:10), Green Thumb's share repurchase and can any other operator keep up? (13:40) TerrAscend's smart TSX move (16:10) New York, California, Glass House scale, private companies and the Gold Flora deal (18:20) and looking at the right metrics (27:35).Transcripts on Seeking AlphaShow Notes:Where Is The Value In Cannabis Stocks?Tremendous Opportunity In CannabisThe Curious Cannabis IndustryCalifornia's Cannabis Market - A Deep DiveCalifornia Cannabis Market - Deep Dive, Part II MSOS: Cannabis Stocks Soar On HHS Recommendation To Reschedule, Buy These 3 Stocks NowCannabis stocks extend rally amid positive news on regulatory frontFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)PoseidonCannabis Investing Podcast on TwitterEmily Paxhia on Twitter

Alan Brochstein and Julian Lin discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45). Subscribe to Julian's Cannabis Growth InvestorSubscribe to Alan's 420 InvestorShow Notes:Innovative Industrial: Top Cannabis Pick With 9% Dividend YieldMasterClass In Cannabis Investing ReduxTop Cannabis Picks To Buy And Celebrate 4/20: MSOS And NewLake CapitalNot Necessarily Time To Buy Cannabis Stocks - Alan BrochsteinOrganigram Is Still My Favorite Cannabis StockCuraleaf Could Fall To $2Trulieve Offers An Excellent EntryTranscripts on Seeking AlphaFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5)

Enosis Therapeutics combines virtual reality with psychedelic psychotherapy protocols. Founders Dr. Prashanth Puspanathan and Agnieszka Sekula discuss why VR makes sense for psychedelic therapy and where capital should really be allocated to in the space.Episode transcripts can be found on Seeking AlphaFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Paul Trowe talks about going from crypto to cannabis by founding Herban Bud in Austin, Texas (5:00). Breaking down cannabinoids and legal loopholes: THC, THCA, Delta 8 and Delta 9 (9:25) Texas, cannabis legalization and educating law enforcement and government (14:15). Maintaining integrity in a shady lane of the industry (27:00) Paul's thoughts on Bitcoin and Ethereum and why he's not currently invested in equities (34:15). Episode transcripts can be found on Seeking AlphaFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Herban BudNORML Last Prisoner Project

Analyst Alex Carchidi returns to update investors on the psychedelics industry. This is the full conversation of an interview originally published on Investing Experts.(2:50) Industry's collapse and consolidation(5:00) Compass Pathways timeline for clinical trials(15:00) Super-risky biotech companies low on cash - don't bet on just 1 company(21:20) Atai and Cybin's recent wins(32:55) Ketamine clinics and viable business modelsPsychedelic Sunday: Scrutinizing Psychedelic StocksCybin: A Leading Early-Stage Psychedelics PlayPsychedelic Sunday: Mushrooms Are The Key - Red Light Holland CEO Todd ShapiroNuminus CEO Payton Nyquvest On Transforming Healthcare With PsychedelicsPodcast transcripts on Seeking AlphaCannabis Investing Podcast Twitter

Derek Du Chesne and Dr. Sam Zand founded Better U and today discuss getting into ketamine therapy (4:00), psychedelics gaining more legal and medical acceptance (23:00), industry differences between cannabis and psychedelics (27:30) and advice for investing in the space (42:30).Cannabinoid Consolidation (Derek's previous appearance)Numinus CEO Payton Nyquvest On Transforming Healthcare With PsychedelicsPodcast transcripts on Seeking AlphaCannabis Investing Podcast Twitter