Les meilleurs podcasts Cannabis Investing (2024)

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#205 - How Attractive are Cannabis Stocks? (ft. Scott Grossman of Turning Point Brands) 1:06:07

1d ago1:06:07

1:06:07

In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry. Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique posi…

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#204 - Is Cannabis Cheap vs Other Value Sectors? (ft. Jesse Redmond of Water Tower Research) 1:09:23

15d ago1:09:23

1:09:23

In this episode we are joined by Jesse Redmond of Water Tower Research who is fresh off of Chicago Benzinga. Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. We discuss many of the out of favour sectors in today's markets and compare and contrast them to cannabis Thanks again to Jesse for joining us C…

1
#203 - Rate Cuts & Politics will help Cannabis Stocks Recover (ft. Anthony Coniglio, CEO of NewLake REIT) 1:01:22

29d ago1:01:22

1:01:22

In this episode we are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) to discuss how the upcoming election, fed rate cuts and other catalysts will impact the cannabis investing landscape. We discuss how may be in the early stages of a recovery driven by macro factors and how 2025 may have several key catalysts lining up nicely f…

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Why cannabis is still an excellent long-term investment opportunity 58:46

1M ago58:46

58:46

Jesse Redmond highlights the fine line between being early and wrong and why having a long-term timeline is wise for cannabis investors (2:10). Why Florida is a massive opportunity (9:35). Green Thumb, Verano and pushing for more company transparency (17:50). Pennsylvania a state-led catalyst; solving for the current risks to getting into cannabis …

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#202 - Trade or Hold Cannabis Stocks into the Election? (ft. Charting Man Dan of The Chart Guys) 57:29

1M ago57:29

57:29

In this episode we are joined by Dan from The Chart Guys to discuss cannabis investing vs strategies heading into the November election. We compare game plans and discuss how Dan thinks about Florida Rec, Rescheduling and potential campaign discussions about cannabis. Big thanks to Dan for joining us for another great discussion. Follow Dan / The C…

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#201 - Trump & Cannabis: Florida & Rescheduling (ft. Hirsh Jain of Ananda Strategy) 1:08:20

2M ago1:08:20

1:08:20

In this episode we discuss how Trump's recent comments towards Florida's "Yes on 3" campaign could be the start of something larger heading into November We discuss potential impact to Florida, Rescheduling, the General Election & more. We also react to the disappointing delay of rescheduling an discuss what it means for the sector. Follow Hirsh's …

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Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2 45:02

2M ago45:02

45:02

Ayr Wellness CEO David Goubert talks 'very balanced' Q2 earnings. (1:15) Focus on state footprints: Florida legalization, Ohio's nice rollout. (6:00) Debt and dilution: progress and strategies. (8:15) Any plans to grow hemp? (21:15) Industry valuations as the market evolves and legalization develops. (23:00) How to establish a national brand and th…

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#200 - Q2 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments) 2:19:25

2M ago2:19:25

2:19:25

In this episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In this Financial Review we cover: - How each operator stands to benefit from Florida Rec - Cash flow, future growth & 280E benefits - Thoughts on MSOs valuations; financial metrics; balancing positives and negati…

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Psychedelic stocks: focus on their cash 36:55

3M ago36:55

36:55

Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (…

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#199 - Finding Unique Winners in Cannabis & Recessions (ft. Aaron Edelheit of Mindset Capital) 1:13:38

3M ago1:13:38

1:13:38

In this episode we are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names. Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns. In th…

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#198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy) 1:05:58

3M ago1:05:58

1:05:58

In this episode (recorded Friday, July 19th) we discuss how the possibility (now certainty) of Joe Biden dropping out of the race could be a HUGE catalyst for cannabis stocks We discuss the "Kamala Catalyst" and how this could play out over the coming weeks and months as we head into November 2024. We also discuss rate cuts, the small cap rally, wh…

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Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic 34:32

4M ago34:32

34:32

On June 18 at our Seeking Alpha Investing Summit, Pablo Zuanic, Tim Seymour, and Julian Lin discussed how to best invest in the sector (0:20). Best metrics to use when evaluating cannabis stocks (4:40). At this point in time, what is the best way to get into the sector? (19:00) Rescheduling, the Trump factor, investing in an election year (26:40). …

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#197 - Catalysts & Upside are coming to Cannabis (ft. Pablo Zuanic of Zuanic & Associates) 1:01:50

4M ago1:01:50

1:01:50

In this episode we are joined by Pablo Zuanic of Zuanic & Associates. Pablo was a long time cannabis analyst at a leading investment bank before starting his own firm. He has published numerous pieces on key catalysts such as Rescheduling, Florida, Industry upside and coverage on many companies. In this episode we discuss: - Institutional Investmen…

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#196 - Can Cannabis Stocks Break the Negative Feedback Loop? (ft. Anthony Coniglio, CEO of NewLake REIT) 1:13:18

4M ago1:13:18

1:13:18

While cannabis stocks have had a brutal few weeks, one cannabis focused REIT is quietly up +50% over the last year. We are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) which despite only trading on the OTC has had strong outperformance since breaking their "negative feedback loop" Anthony joins us to discuss the current cannab…

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#195 - New Cannabis Investors are Coming (ft. Scott Grossman of Turning Point Brands) 1:13:11

5M ago1:13:11

1:13:11

In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique position in our industry as they control the ZigZag brand and have made numerous investments across the cannabis supply chain…

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#194 - Predictions: Cannabis Rescheduling, Florida, & Elections (ft. Hirsh Jain of Ananda Strategy) 1:05:58

5M ago1:05:58

1:05:58

In this episode we are joined by the Guru of the Gold Coast Hirsh Jain. Hirsh last joined us in February where he correctly predicted the timing of the Rescheduling Announcement. In this episode: - How did Hirsh correctly guess timing of the announcement? - How will rescheduling play out to maximize political benefit? - Will we get a Cole Memo 2.0?…

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Cannabis investing masterclass with Julian Lin + Jerry Derevyanny 1:17:53

5M ago1:17:53

1:17:53

Jerry Derevyanny and Julian Lin break down the current state of the cannabis sector (1:00). How companies are massaging their earnings results (3:30). Proper metrics to use as the market develops (7:45). Green Thumb's growth mode and solid margins (16:05). Institutional capital and what will really make the industry soar (21:15). Thoughts on Verano…

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Looking for the Bud Light of cannabis 26:57

6M ago26:57

26:57

Alex Carchidi talks why he's bullish on the cannabis sector, but not ready to buy stocks (1:15) except for IIPR (2:15). 2 cannabis stocks worth looking at (7:25). Tilray the only international option (13:30). Who looks good in Canada (16:40). Why Alex avoids MSOS ETF (22:30). Legalization, rescheduling and incremental change (23:20). Show Notes: Bi…

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#193 - Rescheduling Game Plan: Trade It? Or Hold It? (ft. Charting Man Dan of The Chart Guys) 1:00:34

6M ago1:00:34

1:00:34

In this episode we are joined by Dan from The Chart Guys to compare cannabis investing strategies. With several potential key upcoming catalysts we compare short term trading vs longer term investing and our game plans for the coming months. Big thanks to Dan for joining us for another great discussion. Follow Dan / The Chart Guys On Twitter: ⁠⁠htt…

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What has Verano so optimistic about the cannabis industry? 27:27

6M ago27:27

27:27

Verano (VRNOF) CEO George Archos and CIO Aaron Miles on recent earnings and why they're the most optimistic they've been (0:45). Company transparency like state by state data (7:50) and what metrics they're each focused on (12:05). Why they're so excited about Florida, Ohio and Pennsylvania (14:35). The federal regulation roller coaster (21:05). Sh…

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#192 - The Good, The Bad & The Ugly of Cannabis Investing 1:03:14

6M ago1:03:14

1:03:14

In this episode (recorded pre-DEA announcement) we discuss the risk/reward of the industry along with our game plans for going forward. Let us know what topics you want to hear the most about in the coming weeks!

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Mario Naric on Canada's shakeout phase 45:35

6M ago45:35

45:35

Mario Naric, CEO and Founder of Motif Labs, discusses being in the shakeout phase of cannabis in Canada (1:00). Staying private while public companies suffer (5:25). How to grow market share in Canada (12:53). Near-term reality for big Canadian LPs like Tilray and Canopy Growth (18:00). Different products for different markets within US and Canada …

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#191 - Q4 2023 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments) 2:18:46

7M ago2:18:46

2:18:46

Focus on the fundamentals! In this episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In this Financial Review we cover: - How each operator stands to benefit from Florida Rec - Cash flow, future growth & 280E benefits - Thoughts on MSOs valuations; financial metrics; bal…

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#190 - ALL IN on Florida Cannabis (ft. Real Estate Randy) 1:10:11

7M ago1:10:11

1:10:11

In this episode we go "boots on the ground" into Florida's Cannabis Market. Our guest Real Estate Randy is an expert in helping Florida operators expand their footprint. He has years of experience dealing with some of the largest MSOs and brings unique insight on their innerworkings as well as the local market nuances. In this episode: - Why Randy …

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#189 - Focus on Cannabis Earnings + Catalysts (ft. Jesse Redmond of Water Tower Research) 1:18:34

8M ago1:18:34

1:18:34

In this episode we are joined by Jesse Redmond of Water Tower Research to discuss Rescheduling Rumours, Cannabis Catalysts & Earnings Take-Aways. Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. He shares insights on specific names and outlines a game plan depending on your risk tolerance. In this epi…

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#188 - Deepdive on German Cannabis (ft. Will Muecke, Co-Founder of Artemis Growth Partners) 1:22:20

8M ago1:22:20

1:22:20

In this episode we are joined by Will Muecke who is Co-Founder and Managing Member at Artemis Growth Partners. Artemis Growth Partners is one of the largest and most active private investors in cannabis with ~$400M+ under management exclusively in cannabis. Will and his team have invested throughout the cannabis value chain including MSOs, Brands a…

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Cannabist CEO David Hart on breathtaking volatility and technical overhangs 39:00

8M ago39:00

39:00

David Hart recently became CEO of The Cannabist Company and is focused on building a strong asset base in the US cannabis market (1:35). Metrics and internal expectations, wholesale business; finding ways to improve margin profile and cash generation (11:25). Is more transparency coming?(14:45) Thoughtful ways of approaching debt (17:10). Industry …

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#187 - How To Trade Cannabis Stocks in 2024 (ft. Charting Man Dan of The Chart Guys) 1:04:39

8M ago1:04:39

1:04:39

In this episode we are joined by a special guest who brings a unique perspective on trading cannabis stocks through technical analysis. Charting Man Dan of The Chart Guys is a well known cannabis personality who specializes in chart reading. Dan is a veteran cannabis trader but also regularly trades broader indices and crypto. Dan is a wealth of ho…

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How retail investors should evaluate cannabis stocks 57:43

9M ago57:43

57:43

Bengal Capital's Jerry Derevyanny shares his evolving thoughts on 280E and the process of rescheduling cannabis (2:20). Some uncomfortable truths about how investors should be evaluating cannabis stocks (8:30). When will companies become more transparent? (21:40) Who is handling debt well and who isn't (27:15). Examples of sustainable value creatio…

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#186 - Cannabis, Politics & Election Season (ft. Hirsh Jain of Ananda Strategy) 1:18:12

9M ago1:18:12

1:18:12

In this episode we are joined by special guest Hirsh Jain. Hirsh is a cannabis policy expert and shares in depth analysis about: - DEA Rescheduling: Is Sooner or Later better for Biden? - How do state level cannabis programs affect elections? - Florida: Why Hirsh is bullish - VA / OH / PA & Texas - How important is cannabis really for voters? Don't…

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An unvarnished look at New York + California cannabis markets 58:10

9M ago58:10

58:10

Katie Neer and Hirsh Jain break down the dispiriting New York and California cannabis markets (3:00). What the 2 states have gotten wrong, and why it's not being corrected (9:55). Dysfunction and pushing regulators and the law to work better (34:45). Are there investment opportunities in either market? (47:40) Episode transcripts Show Notes: Unpack…

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Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E 50:52

9M ago50:52

50:52

Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payable and the burden of 280E (4:00) California and New York continuing challenges (23:20) What's right and wrong with Canada (32:30) Broad and specific thoughts on MSOs (38:…

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#185 - What's Next for Cannabis Investors? (ft. MJ Stock Trader) 1:07:00

9M ago1:07:00

1:07:00

In this episode we are joined by Mike aka MJ Stock Trader on Twitter. Mike has become a leading voice on CannaTwitter over the past 3 years and shares a unique perspective on social media's importance in cannabis investing. In this episode we discuss: - The importance of psychology and sentiment - How 2024 has started for investors - What's Next? K…

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#184 - Cansortium CEO: Fluent in Florida Cannabis (ft. Robert Beasley, CEO of Cansortium) 1:03:29

10M ago1:03:29

1:03:29

Happy 2024! To kick off the new year we are joined by a very special guest - Robert Beasley, CEO of Cansortium (TIUM on CSE or CNTMF on OTC). Cansortium is a Multi-State Operator with operations in Florida, Pennsylvania & Texas. In this episode we discuss: - Robert becoming CEO in 2020 and right sizing the company - Living through the COVID Cannabi…

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De-risking psychedelics: Compass Pathways, Cybin and Atai 48:12

10M ago48:12

48:12

Alex Carchidi updates us on the psychedelic sector and what critical catalysts are approaching (1:30). Why Compass Pathways, Cybin, and Atai make the most sense for investors at this point (15:00). Pros and cons of 4 main industry stocks, including MindMed (29:50). Episode transcripts Show Notes: Psychedelic Stocks = Super-Risky Biotechs Low On Cas…

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Investing In cannabis? Stay patient, be ready 21:10

10M ago21:10

21:10

A rundown of reasons to be hopeful and some compelling advice from some of our favorite 2023 conversations. Why Chris DeMuth likes the opportunity in cannabis (1:20) Julian Lin on M&A, debt and disappointment (10:05) Alan Brochstein: waiting for catalysts while working through tough times (12:20) Jesse Redmond discusses the best way to invest in th…

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Cannabis Investing Podcasts

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