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The Cannabis Investing Podcast

Latest episodes

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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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Oct 3, 2022 • 39min

Verano: How To Succeed In U.S. Cannabis

Chief Investment Officer Aaron Miles shares why Verano (VRNOF) got dinged when it went public and how it's shaping its strategy as the market continues to develop. We discuss the Goodness Growth (GDNSF) acquisition, New York's protracted timeline and investing dollars at the right time. One of the top MSOs, find out why Seeking Alpha authors and Wall Street analysts rate Verano as a Strong Buy and why momentum is a concern.
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Sep 21, 2022 • 31min

Tim Seymour On Constructive Pessimism In Cannabis

Live from Chicago's Benzinga Cannabis Capital Conference with Fast Money's Tim Seymour! Why MSOs are still the most interesting investments but some are separating from others. Tim's conversation with Boris Jordan. Oversupply in the market. People aren't as optimistic and why that's a good thing.
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Sep 14, 2022 • 58min

Lowell Farms' Focus on Flower: Pre-Rolled Cannabis

Cannabis flower usage and pre-rolls with Lowell Farms' Chairman George Allen. The developing retail picture, competitive form factors and the maturing consumer. Lowell's new 35s, bringing elegance to joints and making sense of the industry.

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