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The Cannabis Investing Podcast

Latest episodes

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Jan 15, 2023 • 42min

Psychedelic Sunday: Competitive Strategies

Stephen Tobin on investing in psychedelic stocks while they're still pre-revenue. Why he's a big believer in Compass Pathways (CMPS) and Atai Life Sciences (ATAI) and not as much in Cybin (CYBN) or MindMed (MNMD). Will first-movers get the advantage? What will move share prices? The importance of patents and cash in the industry.
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Jan 11, 2023 • 1h 1min

What's The Deal With New York Cannabis?

Legal cannabis has officially hit New York. Two long-time advocates, Allan Gandelman and Kaelan Castetter, came on when New York first went legal and return to provide context for this moment. We discuss when supply might meet demand, why the two-tier system works and will likely be a federal model, the illicit market, and the obscene value of NY licenses.
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Jan 8, 2023 • 1h 9min

Psychedelic Sunday: Scrutinizing Psychedelic Stocks

What makes a psychedelic company compelling? Analyst Alex Carchidi has a background in biotech and focuses on long-term growth and risk management. He shares what investors should focus on in the psychedelic space and the pros and cons of owning his top 5 psychedelic stocks.
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Jan 4, 2023 • 45min

Cannabis Is A Long-Term Play

Negative conditions are crashing down all around investors. Make sure companies in your portfolio will survive. Ted Waller shares why some stocks are falling off a cliff. Not all ETFs are created equal - stay away from the leveraged ETFs ('dynamite ready to be lit'). Pinning hopes on current cannabis leaders. Cash flow is extremely important.
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Dec 21, 2022 • 41min

MasterClass In Cannabis Investing Redux

Highlights from a series of MasterClasses in cannabis investing, focusing on investing truths, descheduling, cash flow over EBITDA, financial struggles in the industry, complexities of cannabis investing, importance of profitability per share, significance of e-beta accretive, interest rates impact, investment advice for the cannabis sector, and understanding goodwill and intangible assets.
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Dec 18, 2022 • 23min

Psychedelic Sunday: 4 Stock Overview

Welcome to the 2nd episode of Psychedelic Sunday, where we delve into psychedelics and investing. Today we give an overview of the 4 main stocks in psychedelics, focusing on recent earnings calls and analyst Q&A for Compass Pathways (CMPS), Atai Life Sciences (ATAI), MindMed (MNMD) and Cybin (CYBN). We'll be diving even deeper into these stocks over the next couple of weeks with the help of Stephen Tobin and Alexander Carchidi.
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Dec 14, 2022 • 42min

The Curious Cannabis Industry

Celebrating episode 200 with Emily Paxhia! Time to reset expectations and focus the conversation on rescheduling (or descheduling!) cannabis. Dysfunction at the federal level - not passing cannabis banking reform is in direct opposition to majority of US voters. Sidestepping the froth with the PSDN ETF. Small cap value story. Top companies already positioned for uplisting, but what are the rules of the game? Resigning from Ascend Wellness Board, addressing the rumors. Advice and support for retail investors.
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Dec 11, 2022 • 26min

Psychedelic Sunday!

Welcome to the first ever Psychedelic Sunday episode! There is a lot of overlap between cannabinoid and psychedelic experiences and today we launch our coverage of the psychedelics industry. Challenges and opportunities within psychedelics; highlighting four stocks: Compass Pathways (NASDAQ:CMPS), Cybin (NYSE:CYBN), Atai Life Sciences (NASDAQ:ATAI), and MindMed (NASDAQ:MNMD).
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Nov 30, 2022 • 1h 6min

Who Can Survive In Cannabis?

How should you build your cannabis portfolio? Analyst Jesse Redmond shares his thoughts on MSOs, ETFs and smaller players. Green Thumb resignations, stepping away from Ascend. California, New Jersey and the obligatory SAFE discussion. His favorite strains and why he grows his own cannabis.Show Links:Jesse Redmond on Seeking AlphaFollow The Cannabis Investing PodcastSubscribe to Seeking Alpha Premium
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Nov 16, 2022 • 54min

Beware Canada 2.0

With tech stocks crashing, are cannabis stocks the most compelling investment right now? Julian Lin tells investors to focus on MSOs that can generate free cash flow right now. Price compression has been far more severe than expected. What rising interest rates means for the cannabis industry. Why Julian's so bullish on NewLake Capital.

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