Seeking Alpha
The Cannabis Investing Podcast
On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries. Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach. Transcripts: seekingalpha.com/cannabisinvestingpodcast
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Episodes
Before You Can Scale You Have To Execute, With Ken Villazor, Flower One Holdings 09.10.2019 32:57
Ken Villazor is President and CEO of Flower One Holdings, a publicly traded cannabis company. Ken joins Rena Sherbill to discuss what differentiates Flower One from other U.S. focused cannabis companies, what other states and countries can learn from Nevada's successful regulatory program, the decision to focus on price and yield, and why - if anything - the market's only getting stronger. Learn m...
A Different Kind Of Cannabis ETF With Tim Seymour 02.10.2019 1:25:52
Today's guest on Seeking Alpha's Cannabis Investing Podcast is Tim Seymour, of CNBC Fast Money fame. Tim was an early stage investor and recognized voice in the cannabis industry. He recently launched an actively managed pure play Cannabis ETF, the Amplify Seymour Cannabis ETF (CNBS), where he serves as Portfolio Manager. During this conversation, Tim weighs in on key macro trends affecting canna...
Cannabis Industry Is Truly An Emerging Market With Noa Kahner 25.09.2019 24:20
Noa Kahner is founder of Kahner Global, which produces investment conferences, including The Cannabis Private Investment Summit Series. Noa joins Rena Sherbill to discuss institutional investors in the cannabis space and the evolution of the industry. They also cover why investing in cannabis is different than any other industry and the importance of thinking strategically. Learn more about your a...
The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge 23.09.2019 9:05
This trailer previews our initial two shows on The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted by Daniel Shvartsman and Akram's Razor. Our excerpt for Value Investor's Edge Live is from our first episode, where J Mintzmyer speaks with Robert Bugbee of Scorpio Tankers about the company's comfortable cash position and the pending catalyst of IM...
Cannabis Trade Show Testimony With Greg Marco 18.09.2019 34:22
Greg Marco is President of Leading Edge Expositions, which produces the CWCBExpo, a B2B trade show event for the legalized cannabis industry. He joins Rena Sherbill to discuss the regulatory challenges of putting on a cannabis conference and how the East Coast conferences vary from the mature markets on the West Coast. They also discuss the importance of branding, why packaging and labelling are h...
The Changing Cannabis Narrative With Debra Borchardt 11.09.2019 39:06
Debra Borchardt is CEO, co-founder and Editor-in-Chief of the cannabis financial news website Green Market Report. Debra joins Rena Sherbill to discuss the evolution of the industry, the future of cannabis retail and what to focus on when choosing a cannabis ETF. We also discuss Debra's Green Market Summit happening this week and why it's focusing on the economics of cannabis brands. Learn more ab...
Shifting Focus From Cannabis to Other Cannabinoids With Ronan Levy, Trait Biosciences 04.09.2019 35:53
Ronan Levy is Chief Strategy Officer at Trait Biosciences, a cannabis biotech firm. Prior to joining Trait, Ronan served as Senior Vice President of Business and Corporate Affairs at Aurora Cannabis. He joins Rena Sherbill to discuss the extreme growth the sector has seen and why big companies should be focused on market share over profitability. They also cover the commoditization of cannabis pro...
Revenue And Profit Aren't Mutually Exclusive With Joe Lusardi, Curaleaf CEO 03.09.2019 23:41
Joe Lusardi is President & CEO of Curaleaf, a vertically integrated multi-state cannabis operator in the U.S. He joins Rena Sherbill to discuss the growth trajectory of the industry, vertical integration as a means to control supply and quality of product. They also cover Curaleaf's recent big-name acquisitions, the need to focus on developing brands and why their in-depth earnings call is a point...
Curing and Drying Cannabis With David Sandelman 28.08.2019 23:09
David Sandelman is Chief Engineer at Cannatrol, a precision drying/curing system for cannabis. He joins Rena Sherbill to discuss the similarities between drying and curing meat, cheese and cannabis. They also discuss the sector's resistance to new technology and how his invention helps control humidity in the flower. Learn more about your ad choices. Visit megaphone.fm/adchoices
Cannabis' Tissue Culture Technology With David Brough 21.08.2019 23:55
David Brough is CEO of Klonetics Plant Science and has had extensive experience in the oil and gas industry. He joins Rena Sherbill to discuss getting more profitability from growers and creating new strains with world-class breeders. They also discussed tissue culture technology, international expansion and the similarities between energy and cannabis sectors. Learn more about your ad choices. Vi...
The Importance Of Developing IPs, With Dr. Kyle Kingsley, Vireo Health 14.08.2019 26:34
Dr. Kyle Kingsley is founder and CEO of Vireo Health, a publicly traded, multi-state, physician-led medical cannabis company. He's also co-author of the book Medical Cannabis Primer for Healthcare Providers. He joins Rena Sherbill to discuss cannabis as a therapeutic agent and alternative to opioids and disrupting the tobacco space. We also cover the coming influx of capital, banking reform excite...
Making The Case For An Actively Managed Cannabis ETF Portfolio With Dan Ahrens 07.08.2019 42:33
The latest episode of The Cannabis Investing Podcast features Dan Ahrens, manager of the newly launched AdvisorShares Pure Cannabis ETF (YOLO). With the global cannabis industry still in its infancy, Ahrens makes the case for a much more hands-on approach in managing a diversified ETF portfolio of cannabis stocks. The result is a portfolio with some real surprises - both in terms of its top holdin...
It's Time To Get Into Cannabis Space When Bubble Bursts With Vitaliy Katsenelson, CFA 31.07.2019 25:51
Vitaliy Katsenelson is Chief Investment Officer at Investment Management Associates, a Seeking Alpha contributor, as well as author of Active Value Investing and The Little Book of Sideways Markets. He joins Rena Sherbill to discuss his view on the cannabis sector as a die hard value investor, why he favors brands over growers, cigarette and alcohol companies succeeding in the sector, and why avoi...
Decline Of Stock Price As An Asset With Allan Rewak, Emerald Health Therapeutics 24.07.2019 23:46
Allan Rewak is vice president, communications and stakeholder relations at Emerald Health Therapeutics. Prior to joining Emerald, Allan was the inaugural executive director of the Cannabis Council of Canada where he played a key role in Canada legalizing cannabis. He joins Rena Sherbill to discuss whether further consolidation is ahead, how the US is unique in the cannabis world, and why investors...
Cannabis 3.0 With Dooma Wendschuh, Province Brands 17.07.2019 40:26
Dooma Wendschuh is co-founder and CEO of Province Brands, a Toronto-based startup that created the world's first beer brewed from cannabis. Before entering the cannabis industry, Dooma helped develop and launch the popular Assassin's Creed franchise. He joins Rena Sherbill to discuss cannabis as a less harmful alternative to alcohol, why long term winners in the space will be in branding - not cul...
Vertical Integration Doesn't Work In Cannabis Sector With Narbe Alexandrian, Canopy Rivers 10.07.2019 35:47
Narbe Alexandrian is President and CEO of Canopy Rivers, the publicly traded investment platform for Canopy Growth (note that this was recorded before Bruce Linton's departure). He joins Rena Sherbill to discuss what stage we're currently at in his 5 wave theory of how the cannabis industry will evolve, why ag-tech and Europe are exciting plays right now and what investors are getting when they bu...
Looking at 3 Cannabis Stocks Using Seeking Alpha's Quant Ratings And Factor Grades With Steven Cress 03.07.2019 28:12
Steven Cress is Seeking Alpha's Head of Quant Strategy. He joins the show today to give listeners an idea of what Seeking Alpha's Quant Ratings and Factor Grades can provide for investors. We'll be focusing on what these ratings mean for 3 cannabis stocks: Canopy Growth, Aurora Cannabis and Khiron Life Sciences, and for the cannabis sector in general. Learn more about your ad choices. Visit megaph...
Introducing Let's Talk ETFs: 'Aha' ETF Moments With ExponentialETFs' Phil Bak 03.07.2019 5:40
On this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs for good. Tune in every Wednesday starting July 10 for full-length episodes of Let’s Talk ETFs. Subscribe now to make sure you don’t miss a single epi...
What The Cannabis Industry Can Learn From Pharma With Martin Tindall, Phoenix Life Sciences 25.06.2019 45:08
Martin Tindall is the CEO and Director of Phoenix Life Sciences. He joins Rena Sherbill to discuss Phoenix's recently completed audits, federal deregulation, targeting diabetes treatment in the South Pacific and why branding should move away from old school imagery. Learn more about your ad choices. Visit megaphone.fm/adchoices
Extraction Is The Future of Cannabis Industry With Lincoln Johnson, EnCann Solutions 19.06.2019 33:31
Lincoln Johnson is founder and CEO of EnCann Solutions, a high volume cannabis and hemp oil extraction company. He joins Rena Sherbill to discuss why cannabis is a once in a lifetime market opportunity, the unique extraction method EnCann brings to the industry, and why he thinks CBD will soon dwarf the THC market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Let’s Talk ETFs PREVIEW 19.06.2019 1:00
Let’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best utilize ETFs to reach their investing goals. In addition, Let’s Talk ETFs will catch you up on all the most important ETF news including new fund launches an...
Cannabis And Alcohol Beverage Industries Are On a Collision Course, With Ted Dumbauld 12.06.2019 29:32
Ted Dumbauld is COO of Curio Wellness and founder of SoNo 1420, the world’s first hemp-infused whiskey and gin distillery. Ted joined Rena Sherbill to discuss why hands on labor is not ideal for cultivation, declining alcohol sales in states where cannabis is legal, and why consolidation is here to stay. Learn more about your ad choices. Visit megaphone.fm/adchoices
Cannabis Is a Global Phenomenon With Chris Naprawa, Khiron Life Sciences 05.06.2019 16:44
Chris Naprawa is President at Khiron Life Sciences. Chris joins Rena Sherbill to discuss Khiron's focus on Latin America and beyond and its plans for growth, including partnerships and acquisitions. They also discuss global deregulation, Khiron's recent equity offerings and the benefits of having a former President on its board. Learn more about your ad choices. Visit megaphone.fm/adchoices
Why CBD with Marty Sumichrast and Caryn Dunayer, cbdMD 29.05.2019 30:36
Marty Sumichrast is Chairman and CEO and Caryn Dunayer Co-founder and President of cbdMD, the first American NYSE traded CBD company. They join Rena Sherbill to talk about the fortuitous timing of pivoting from Level Brands into YCBD and how bad actors affect consistent implementation of the Farm Bill. They also discuss branching out into pet CBD products, major sponsorship deals and the drawbacks...
Talking AI and Cannabis With Brad Moore, CEO and Director of Global Cannabis Applications Corp. 22.05.2019 39:25
Brad Moore, CEO and Director of Global Cannabis Applications Corp., joins Rena Sherbill to discuss the evolution of GCAC from a technology development company to its focus today - producing better outcomes for medical cannabis patients. We also discuss the role of AI and blockchain in the sector, the difference between Canadian, US and EU regulations and the money to be made in peripheral industri...
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