The Cannabis Investing Podcast cover image

The Cannabis Investing Podcast

Latest episodes

undefined
Sep 20, 2023 • 55min

Is it really time to be bullish on cannabis stocks?

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.
undefined
Sep 18, 2023 • 39min

Cannabis stocks have been rallying but when will capital flow into the industry?

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
undefined
Aug 28, 2023 • 46min

Cannabis investing with Alan Brochstein & Julian Lin - REITs + Canadian LPs over MSOs

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)
undefined
Aug 27, 2023 • 27min

Virtual reality + psychedelic therapy

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.
undefined
Aug 27, 2023 • 49min

Texas cannabis, delta-8 and delta-9 with Paul Trowe

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
undefined
Jul 16, 2023 • 49min

Psychedelic stocks = super-risky biotechs low on cash. Make small bets.

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
undefined
Jul 9, 2023 • 60min

Psychedelics gaining acceptance; what does it mean for investors?

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
undefined
Jun 29, 2023 • 44min

MariMed CEO Jon Levine: Cannabis industry still missing the real investments

MariMed (MRMD) CEO Jon Levine discusses steady growth and the cannabis retail market.(8:30) - Owning real estate and consecutive quarters of positive cash flow(12:10) - Maryland, Missouri excitement(17:45) - Raising money at relatively decent rates(27:30) - Legalization, interstate commerce and future growthOrganic Growth With MariMedWho Can Survive In Cannabis?What Cannabis Stocks Should Be In Your Portfolio?Where Is The Value In Cannabis Stocks?Tim Seymour On Constructive Pessimism In CannabisPodcast transcriptsCIP on Twitter
undefined
Jun 14, 2023 • 50min

Cultivating profitable cannabis

Exploring the growth of cannabis industry in California, the benefits of greenhouses, pricing volatility, partnership with Glass House, competition, and insights for retail investors in the cannabis market.
undefined
May 29, 2023 • 52min

Not necessarily time to buy cannabis stocks - Alan Brochstein

Alan Brochstein is back to share his cannabis investing insights.(2:50) - 420 Investor's origin story(8:30) - Cannabis investing timeline - now is not necessarily the time to buy cannabis stocks(17:50) - Ayr's (AYRWF) debt and executive changes(24:00) - Tangible book value and how to gauge cannabis stocks(29:00) - Planet 13 (PLNHF) a business that's managed well(34:40) - Still bullish on WM Technology (MAPS)Show Notes: Subscribe to 420 InvestorLooking For The Cheapest Cannabis StocksPlanet 13 Offers Big Upside And Low Risk For Cannabis InvestorsTilray Is Likely To Fall MorePut WM Technology On Your Cannabis Investing MapAll Cannabis Investing Podcast episodes with transcripts

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode