بهترین پادکست های Cannabis Investing (2025)

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#211 - The Best Buying Opportunities - Safety vs Asymetric Upside (ft. Scott Grossman of Turning Point Brands) 1:12:07

19d ago1:12:07

1:12:07

After a WILD few weeks we have a jam packed episode with a detailed discussion of active trades, risk management and market predictions. 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. S…

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Have cannabis investors been early or wrong or both? 48:21

27d ago48:21

48:21

Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp market (32:40). Episode transcripts Show Notes: Cannabis REITs: Less Risky …

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#210 - Q4 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments) 2:03:10

2M ago2:03:10

2:03:10

We're back with the most anticipated episode of the year! In this year end financial review 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 - The biggest opportunity in Cannabis right now - Current market, hemp, portfolio sizing and wh…

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#209 - Opportunity Cost of Cannabis (ft. Hirsh Jain of Ananda Strategy) 1:05:40

3M ago1:05:40

1:05:40

Hirsh joins us to discuss where we see potential in Cannabis going forward vs what other opportunities exist in the market. We discuss PA, Ohio, MN and federal change. We also mention many tickers including a few new ones! Connect with Hirsh: LinkedIn - ⁠https://www.linkedin.com/in/hirsh-jain/⁠ Twitter - ⁠https://twitter.com/anandastrategy⁠ Hirsh's…

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Cannabis REITs: less risky choices in a risky sector 19:00

3M ago19:00

19:00

Julian Lin updates his views on cannabis REITs IIPR and NewLake Capital (1:15). RIP Cannabis Growth Investor - changed thesis on cannabis MSOs (6:45). Why Green Thumb has done well relative to the sector (13:35). Episode transcripts Show Notes: NewLake Capital: 9.3% Dividend Yield, No Net Debt, Rescheduling Catalyst Marijuana rescheduling "delayed,…

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High Tide CEO Raj Grover on Germany, Canada and the U.S. 28:25

3M ago28:25

28:25

High Tide is the largest cannabis retailer in Canada (1:20). President and CEO Raj Grover joins us to discuss its recent move into Germany (3:15). Purecan acquisition - a beautiful business to buy (8:00). Tilray is complementary, not competition (14:00). No hurry to get into the US (18:00). Contextualizing valuation and revisions (20:35). Read epis…

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#208 - Will Cannabis Stocks Ever Recover? (ft. Charting Man Dan of The Chart Guys) 1:02:50

4M ago1:02:50

1:02:50

We are back! After a brutal few weeks for cannabis investors we ask the question on everyone's mind - can Cannabis ever make a comeback? We discuss how cannabis compares to other sectors, where we are seeing the most opportunity, what needs to happen for cannabis to rally (and what other sectors have done the same) and share 3 top non-canna picks a…

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Green Thumb stands alone. Billions in debt coming for MSOs. 45:56

5M ago45:56

45:56

Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12:00). Glass House seemingly winning its bet on scalability (19:15). Wh…

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#207 - What's Next for Florida and The Cannabis Industry? (ft. Real Estate Randy) 1:01:48

6M ago1:01:48

1:01:48

The final episode of 2024! Real Estate Randy joins us for a humbling conversation on the future of Florida operators, the industry at large and where we see investing (and trading) opportunities (inside and outside of cannabis). Despite the brutality investors have been through in cannabis there are some potential brightspots especially in the cont…

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Cause for concern in cannabis with a few rays of light 1:05:33

6M ago1:05:33

1:05:33

CannaVestments and Jerry Derevyanny return for an in-depth episode. Dissecting doom and gloom Q3 earnings for the cannabis industry (0:50). Green Thumb's consistently outstanding performance (4:25). Is it too early or too late to invest in cannabis? (11:15) Florida not legalizing - how much does it matter? (17:30) Agrify's interesting moves (35:40)…

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#206 - What Did We Miss? (ft. Hirsh Jain of Ananda Strategy) 1:16:30

6M ago1:16:30

1:16:30

In this episode we are joined by Hirsh Jain for a sober reflection of what happened on Election Night. We discuss what went wrong, what we learned and what this means for the future of the industry. Connect with Hirsh: LinkedIn - ⁠https://www.linkedin.com/in/hirsh-jain/⁠ Twitter - ⁠https://twitter.com/anandastrategy⁠ Hirsh's Website - ⁠https://anan…

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Grown Rogue is focused on Jersey, yield, cost and culture 22:30

6M ago22:30

22:30

Grown Rogue has been lauded by a number of analysts on this show so we decided to talk to VP Jake Iotte about what makes the company stand out and whether cannabis belongs in the CPG industry (1:30). Margins and ROI profile; focused on cash on cash returns (4:20). Excited about Jersey (7:10). Terminating partnership with Vireo (8:25). Not relying o…

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

7M 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

7M 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…

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

8M 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

8M 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

8M 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

9M 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

9M 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

9M 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

9M 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

10M 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

10M 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

10M 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

10M 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

11M 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

11M 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

12M 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

12M 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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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پادکست های Cannabis Investing

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