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The Cannabis Investing Podcast

Latest episodes

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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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Nov 9, 2022 • 24min

Cannabis Industry Waiting On Change

Fairly disappointing news out of the US as only 2 of the 5 states that had adult-use cannabis on the ballots passed it. With Biden's recent promises amid a protracted regulatory process, will investors' and activists' frustration lead to change? What we as investors can look forward to in the industry.
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Nov 3, 2022 • 41min

Glass House's Graham Farrar On Industry Challenges And Opportunities

Glass House aims to be free cash flow positive. Co-Founder and President Graham Farrar comes back to discuss the opportunity and challenge in fighting its main competition - California's illicit market. We also discuss why he thinks Biden's recent announcements are more strategy than stunt and why Glass House won't be at MJBizCon.
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Oct 27, 2022 • 45min

Legalized States Driving Cannabis Growth

BDSA provides market research and data solutions for the cannabis industry. CEO Roy Bingham discusses state by state legalization, development of illicit market, lack of consequences. Why he's cautious about the international market.
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Oct 19, 2022 • 22min

Agrify's Pivot With CEO Raymond Chang

Agrify (AGFY) CEO Raymond Chang joined me last year on CEO Interviews to discuss the business model of indoor vertical farming. We recorded this interview before Agrify's recent stock split, but we do discuss the current challenging environment and the pivot the company is now focused on. Rapid deployment, the necessity for consistency, addressing industry pain points and growing segments.
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Oct 12, 2022 • 30min

Scaling Towards Legalization

Entourage Effect Capital Founder and StateHouse (STHZF) Chairman Matt Hawkins returns to discuss cautiously hunting for distressed assets, the transformative outlook of new regions going legal and developing legislation. Private equity, institutional capital wanting in on cannabis.
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Oct 6, 2022 • 31min

New York Cannabis - The Catalyst People Aren't Talking About

Weedmaps CEO Chris Beals joined me recently at Benzinga's Cannabis Capital Conference to discuss scaling a cannabis marketplace. The arduous task of policing the platform, whether brand loyalty really exists and the catalyst that people aren't talking about.

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