The Cannabis Investing Podcast

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.

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.

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.

Talking cannabis legalization in Germany with Niklas Kouparanis, CEO and Co-Founder of Bloomwell Group - one of Germany’s largest cannabis companies. We talk about legalizing the whole value chain. The mistake of decriminalizing before legalizing. Learning the lessons from already legal markets.

Coming from blue chip CPG companies like Clorox, Troy Datcher came on board as CEO for TPCO Holding (GRAMF) last year. Troy said that he's longed to have a relationship this intimate with the consumer in previous industries. "Candidly, I didn't own the experience." In cannabis TPCO reaches about 70% of California consumers. Creating a different company from how it started. Encouraged by legislative changes in California, but it's not enough. For those that can, influence the outcome.

Spending more time on the California cannabis market with Lauren Fontein, one of the founders of The Artist Tree, a beautiful new consumption lounge in West Hollywood and Courtney Caron, an instrumental part of the developing retail picture in California. This week we sat on the lounge's balcony and discussed the baby steps happening in the cannabis industry, what retail consumption looks like, and what's holding the state - and country - back from real growth.

Emily Paxhia and Hirsh Jain return to catch us up on the California cannabis market and beyond. Getting out of the death spiral but not quite out of the woods yet. Elimination of cultivation tax, but other taxes remain. Incremental progress, but is California moving in the right direction? What parts of the supply chain will benefit? Cannabis pricing, legal vs illicit. Moving towards commoditization.

Jon DeCourcey shares how his cannabis investing philosophy has shifted over the past few months. Micro vs macro perspective, risk on vs risk off environment. What is going on in Washington? Is there reason for more optimism on political front? Moving pieces of continued cannabis expansion and what's happening beyond companies' control.

Happy to have Alan Brochstein back! Thoughts on the recent rally (less about Bulls buying than Bears covering), political doubts and overall optimism. Valuations are low, but there's good news across the States. These stocks are really cheap. Mistake to assume margins will go down. Analyzing Canopy Growth (CGC), Curaleaf (CURLF), AYR Wellness (AYRWF), Ascend (AAWH) and more.

Alan Sumler comes from the world of academia. We discuss his long positions in cannabis and how he approaches his stock analysis. How history influences his cannabis investing and looking at short-term movements through a long-term lens. A rare opinion - Positive on Canada! Playing options, balancing technical and fundamental analysis and problems with the way we cover cannabis investing.