4Front Ventures' (FFNTF) Brandon Mills joins us to discuss how they're making it work in an incredibly challenging environment. In California, not being vertically integrated, or even partially vertically integrated is a business model that's really tough to sustain (5:00), addressing the multitude of headwinds (11:40), cultivation, gross margins and Glass House (GLASF) (15:00), Illinois growth opportunity (22:00) and balancing debt, growth and profitability (31:00).Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.TwitterInstagramShow links:4Front Ventures4Front Stock Quote page4Front Ventures Corp. (FFNTF) Q1 2023 Earnings Call Transcript

Psychedelics are being pulled into the mainstream by medical research (9:00). Filament Health CEO Benjamin Lightburn on Psilocybin and why of all the psychedelics it probably lends itself best to a recreational market (15:00). Microdosing clinical trials (19:00) real revenue generation (28:00) and challenges around psychedelic patents (33:30).Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. All transcripts can be found on Seeking Alpha. Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.CanPod on TwitterShow links:Filament HealthFLHLF

Outlining the cannabis industry's Haves (companies that have been able to raise capital) and The Have Nots (no ability to raise capital) with Seth Yakatan. The keys to making a deal and raising capital (9:10), Why Seth prefers real EBITDA and revenue to book value (14:00), Glass House, 4Front; California's created tremendous opportunity (24:50), better to be private than public? (38:00) legal and illicit pricing dynamics (1:00:00).Show Links:Cannabis Investing Podcast episodes with TranscriptsKatan AssociatesInvesting Groups:420 InvestorCannabis Growth Portfolio

David Goubert, recently minted CEO and President of Ayr Wellness (AYRWF), discuses coming on board (3:00), working through debt, strategizing for positive free cash flow (19:00), pricing, margins and inventory (25:30), integrating acquisitions; updates on Florida and Nevada (33:00).Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Investing Experts PodcastSeeking Alpha investing experts provide deep dive stock analysis and topical takes on the market.TwitterInstagramShow links:AYR Stock Quote PageWhat Cannabis Stocks Should Be In Your Portfolio?Looking For The Cheapest Cannabis StocksCannabis Is A Long-Term PlayAYR Wellness website

Hirsh Jain joins Jeffrey Schultz to break down what's happening - and what's not - in the New York and California cannabis markets. Updates on New York's legal rollout (5:20), California (13:40), decriminalization without regulation (16:00), pushing for interstate commerce (29:40) and the future of the industry for public companies (50:00).Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Investing Experts PodcastSeeking Alpha investing experts provide deep dive stock analysis and topical takes on the market.TwitterInstagramShow links:Hirsh Jain, Ananda StrategyJeffrey Schultz, Feuerstein KulickWhat's The Deal With New York Cannabis?California's Cannabis Market - A Deep DiveCalifornia Cannabis Market - Deep Dive, Part II

Imran Khan is Executive Director of the Berkeley Center for the Science of Psychedelics. With psychedelics, there's more that we don't know than we do (3:00) Science behind microdosing - it's too early to tell (5:15) Psychedelic placebo challenges (8:00) What would the ideal psychedelic space look like? (17:50) Retail side of psychedelics (24:45) Catalysts and risks (27:30)Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Investing Experts PodcastSeeking Alpha investing experts provide deep dive stock analysis and topical takes on the market.TwitterInstagramShow links:Berkeley Center for the Science of PsychedelicsImran Khan Twitter

Exploring where value lies in cannabis stocks with Bengal Capital partner Jerry Derevyanny. Critiquing EBITDA as a metric, moving beyond top MSOs, risks with REITs, and insights on companies like AYR and Goodness Growth.

Dr. Julie Holland is a psychiatrist/psychopharmacologist, author, medical advisor to MAPS, and a medical monitor for several clinical studies. (3:30) - Why cannabis is a psychedelic(6:00) - Involvement with MAPS; drugs and medicine(11:00) - The biggest risk in psychedelic treatment(14:30) - Placebos and psychedelics(23:00) - Investing in the space, advising psychedelic VC fund(29:00) - Psychedelics even more bi-partisan than cannabis, huge for veteran communities and health care professionals(35:00) - Humans' relationship with psychedelicsOur links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.TwitterInstagramShow links:Dr. Julie HollandMAPSPsychedelic Sunday: Competitive StrategiesPsychedelic Sunday: Scrutinizing Psychedelic Stocks

Ascend (AAWH) has been one of the MSOs that analysts have been writing about on Seeking Alpha and championing on this podcast recently. CFO and interim co-CEO Dan Neville joins us to discuss looking for new leadership and what investors should be focused on in the space.(3:10) - The search for Ascend's new CEO(11:35) - MSO 2.0 strategy(16:40) - Ascend's East Coast assets(22:00) - U.S. adult-use ballot initiatives and how Missouri is affecting Illinois business(26:30) - Will Ascend be acquired?(33:20) - Ascend's Q4 earnings and its cash to debt profileOur links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.TwitterInstagramShow links:Ascend's Seeking Alpha Quote PageAscend Wellness website

Rob Sechrist discusses starting Pelorus Equity Group and its Fund, a privately held mortgage real estate investment trust (mREIT) (2:39) Capital crunch in the cannabis industry ('the income is there; where the difficulty is is deriving net profit from that gross revenue') (6:20) Private operators in California seeing success (10:20) Advice to retail investors (12:50) Investing style and strategy while industry matures (17:40) Cannabis investing in a deflationary environment (34:10) What happens when prohibition ends. (42:00) Doing real due diligence (46:50)Our links:The Cannabis Investing PodcastThe Cannabis Investing Podcast provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.Seeking Alpha PremiumA comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.TwitterInstagramShow links:Pelorus Equity GroupPelorus TwitterRob Sechrist Twitter