The Cannabis Investing Podcast

Ronan Levy is Chief Strategy Officer at Trait Biosciences, a cannabis biotech firm. Prior to joining Trait, Ronan served as Senior Vice President of Business and Corporate Affairs at Aurora Cannabis. He joins Rena Sherbill to discuss the extreme growth the sector has seen and why big companies should be focused on market share over profitability. They also cover the commoditization of cannabis production, focusing on minor cannabinoids and why increasing yields and lowering costs are low hanging fruits.Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe Lusardi is President & CEO of Curaleaf, a vertically integrated multi-state cannabis operator in the U.S. He joins Rena Sherbill to discuss the growth trajectory of the industry, vertical integration as a means to control supply and quality of product. They also cover Curaleaf's recent big-name acquisitions, the need to focus on developing brands and why their in-depth earnings call is a point of differentiation in the industry.Learn more about your ad choices. Visit megaphone.fm/adchoices

David Sandelman is Chief Engineer at Cannatrol, a precision drying/curing system for cannabis. He joins Rena Sherbill to discuss the similarities between drying and curing meat, cheese and cannabis. They also discuss the sector's resistance to new technology and how his invention helps control humidity in the flower.Learn more about your ad choices. Visit megaphone.fm/adchoices

David Brough is CEO of Klonetics Plant Science and has had extensive experience in the oil and gas industry. He joins Rena Sherbill to discuss getting more profitability from growers and creating new strains with world-class breeders. They also discussed tissue culture technology, international expansion and the similarities between energy and cannabis sectors.Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr. Kyle Kingsley is founder and CEO of Vireo Health, a publicly traded, multi-state, physician-led medical cannabis company. He's also co-author of the book Medical Cannabis Primer for Healthcare Providers. He joins Rena Sherbill to discuss cannabis as a therapeutic agent and alternative to opioids and disrupting the tobacco space. We also cover the coming influx of capital, banking reform excitement, and why the MSO space has been brutalized.Learn more about your ad choices. Visit megaphone.fm/adchoices

The latest episode of The Cannabis Investing Podcast features Dan Ahrens, manager of the newly launched AdvisorShares Pure Cannabis ETF (YOLO). With the global cannabis industry still in its infancy, Ahrens makes the case for a much more hands-on approach in managing a diversified ETF portfolio of cannabis stocks. The result is a portfolio with some real surprises - both in terms of its top holdings as well as what doesn't make the cut.Learn more about your ad choices. Visit megaphone.fm/adchoices

Vitaliy Katsenelson is Chief Investment Officer at Investment Management Associates, a Seeking Alpha contributor, as well as author of Active Value Investing and The Little Book of Sideways Markets. He joins Rena Sherbill to discuss his view on the cannabis sector as a die hard value investor, why he favors brands over growers, cigarette and alcohol companies succeeding in the sector, and why avoiding carnage is only half the victory.Learn more about your ad choices. Visit megaphone.fm/adchoices

Allan Rewak is vice president, communications and stakeholder relations at Emerald Health Therapeutics. Prior to joining Emerald, Allan was the inaugural executive director of the Cannabis Council of Canada where he played a key role in Canada legalizing cannabis. He joins Rena Sherbill to discuss whether further consolidation is ahead, how the US is unique in the cannabis world, and why investors shouldn't be overly exuberant.Learn more about your ad choices. Visit megaphone.fm/adchoices

Dooma Wendschuh is co-founder and CEO of Province Brands, a Toronto-based startup that created the world's first beer brewed from cannabis. Before entering the cannabis industry, Dooma helped develop and launch the popular Assassin's Creed franchise. He joins Rena Sherbill to discuss cannabis as a less harmful alternative to alcohol, why long term winners in the space will be in branding - not cultivation, and the new guard of cannabis companies.Learn more about your ad choices. Visit megaphone.fm/adchoices

Narbe Alexandrian is President and CEO of Canopy Rivers, the publicly traded investment platform for Canopy Growth (note that this was recorded before Bruce Linton's departure). He joins Rena Sherbill to discuss what stage we're currently at in his 5 wave theory of how the cannabis industry will evolve, why ag-tech and Europe are exciting plays right now and what investors are getting when they buy Canopy Rivers.Learn more about your ad choices. Visit megaphone.fm/adchoices