

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

Nov 6, 2019 • 20min
Cannabis Industry On the Path To Normalization With Chuck Smith, President/CEO, Dixie Brands
Chuck Smith is the President and CEO for Dixie Brands, a multi-state operator and the parent company of the Dixie and Synergy brands. He joins Rudy Hernandez to discuss the importance of banking access, building a company culture and the responsibility of brands to the industry. We also cover why the cannabis industry is only in the first inning and why investors need to be in it for the long haul.Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 30, 2019 • 27min
Growing Pains, With Irwin Simon, CEO, Aphria
Irwin Simon is Chairman and interim-CEO of Aphria, which produces and sells medical cannabis in Canada and internationally. Prior to joining Aphria, Irwin founded Hain Celestial, a leading organic and natural products company which he ran for more than 25 years. He joins Rena Sherbill to discuss the similarities between the cannabis and health & wellness space, why profitability is so important and why he doesn't think the U.S. will go completely federally legal.Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 23, 2019 • 22min
A Question of Timing With Steve White, CEO, Harvest Health & Recreation
Steve White is CEO and co-founder of Harvest Health & Recreation, a vertically integrated publicly traded cannabis company with one of the largest footprints in the US. Steve co-founded Harvest in 2011 and prior to that he worked as an attorney. Under Steve’s direction, Harvest has engaged in many community activities and events, including hosting a new patient orientation and monthly support group. He joins Rena Sherbill to discuss the SAFE Banking Act, targeted acquisitions, the importance of remaining agile and why it may be impossible to not run afoul of cannabis regulations.Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 16, 2019 • 20min
Fueling Growth Through Infrastructure, With Garvis Toler, Helix TCS
Garvis Toler was recently named president of data services at Helix TCS, a publicly traded cannabis technology provider. Previously, Garvis was the global head of capital markets at the New York Stock Exchange. He joins Rena Sherbill to talk about harnessing and commercializing a decade worth of data and Helix's focus on acquisitions and organic growth. We also discuss volatility in the sector, communicating with investors and what cannabis players can learn from the dotcom era.Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 9, 2019 • 33min
Before You Can Scale You Have To Execute, With Ken Villazor, Flower One Holdings
Ken Villazor is President and CEO of Flower One Holdings, a publicly traded cannabis company. Ken joins Rena Sherbill to discuss what differentiates Flower One from other U.S. focused cannabis companies, what other states and countries can learn from Nevada's successful regulatory program, the decision to focus on price and yield, and why - if anything - the market's only getting stronger.Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 2, 2019 • 1h 26min
A Different Kind Of Cannabis ETF With Tim Seymour
Today's guest on Seeking Alpha's Cannabis Investing Podcast is Tim Seymour, of CNBC Fast Money fame. Tim was an early stage investor and recognized voice in the cannabis industry. He recently launched an actively managed pure play Cannabis ETF, the Amplify Seymour Cannabis ETF (CNBS), where he serves as Portfolio Manager. During this conversation, Tim weighs in on key macro trends affecting cannabis investors, while also providing a detailed and intimate perspective on a dozen companies in the space. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 25, 2019 • 24min
Cannabis Industry Is Truly An Emerging Market With Noa Kahner
Noa Kahner is founder of Kahner Global, which produces investment conferences, including The Cannabis Private Investment Summit Series. Noa joins Rena Sherbill to discuss institutional investors in the cannabis space and the evolution of the industry. They also cover why investing in cannabis is different than any other industry and the importance of thinking strategically.Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 23, 2019 • 9min
The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge
This trailer previews our initial two shows on The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted by Daniel Shvartsman and Akram's Razor. Our excerpt for Value Investor's Edge Live is from our first episode, where J Mintzmyer speaks with Robert Bugbee of Scorpio Tankers about the company's comfortable cash position and the pending catalyst of IMO 2020. Our excerpt from The Razor's Edge is from the first episode, which covers Disney, Netlfix, and the streaming universe. Daniel Shvartsman asks Akram's Razor about whether Netflix can solve a budding challenge - too much content on the service. The Investing Edge is a podcast channel on Seeking Alpha that features shows from different Seeking Alpha authors, with a focus on their unique investing style. Authors will speak with CEOs and industry experts, break down key market stories and topics, and share insights on how they research new investments. The first two shows on The Investing Edge are: Value Investor's Edge Live, hosted by J Mintzmyer of Value Investor's Edge. The show will feature J's conversations with publicly traded shipping company CEOs, sector experts, and fellow deep value investors about their companies and investing approaches. The Razor's Edge, hosted by SA podcast host Daniel Shvartsman and Seeking Alpha author Akram's Razor of The Razor's Edge. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 18, 2019 • 34min
Cannabis Trade Show Testimony With Greg Marco
Greg Marco is President of Leading Edge Expositions, which produces the CWCBExpo, a B2B trade show event for the legalized cannabis industry. He joins Rena Sherbill to discuss the regulatory challenges of putting on a cannabis conference and how the East Coast conferences vary from the mature markets on the West Coast. They also discuss the importance of branding, why packaging and labelling are huge, and what the next couple years may look like in the industry.Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 11, 2019 • 39min
The Changing Cannabis Narrative With Debra Borchardt
Debra Borchardt is CEO, co-founder and Editor-in-Chief of the cannabis financial news website Green Market Report. Debra joins Rena Sherbill to discuss the evolution of the industry, the future of cannabis retail and what to focus on when choosing a cannabis ETF. We also discuss Debra's Green Market Summit happening this week and why it's focusing on the economics of cannabis brands.Learn more about your ad choices. Visit megaphone.fm/adchoices