The Cannabis Investing Podcast

Jesse Redmond returns to discuss why it's ok to be bullish on the cannabis industry (4:30) political catalysts, 280E and excise taxes (12:15) picking companies based on your investing horizon (15:00) Green Thumb's dominance and lack of transparency (20:55) AYR's debt strategy (23:10) Trulieve's tough period (21:00) California players (38:00) and TerrAscend's innovation and execution (44:55). Trans...

Emily Paxhia discusses recent positive news for the industry and its accompanying rally (2:00), the long-term play in cannabis, especially for retail investors (6:10), Green Thumb's share repurchase and can any other operator keep up? (13:40) TerrAscend's smart TSX move (16:10) New York, California, Glass House scale, private companies and the Gold Flora deal (18:20) and looking at the right metri...

Alan Brochstein and Julian Lin discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should be more aggressive in paying down debt (9:00) Investing timelines and federal legalization (19:00) Cannabis REITs and Canadian LPs over MSOs (23:45). Subscribe to Julian's Cannabis Growth Investor Subscribe to Alan's 420 Investor Show Notes: Innovative Industrial: Top Ca...

Enosis Therapeutics combines virtual reality with psychedelic psychotherapy protocols. Founders Dr. Prashanth Puspanathan and Agnieszka Sekula discuss why VR makes sense for psychedelic therapy and where capital should really be allocated to in the space. Episode transcripts can be found on Seeking Alpha For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeki...

Paul Trowe talks about going from crypto to cannabis by founding Herban Bud in Austin, Texas (5:00). Breaking down cannabinoids and legal loopholes: THC, THCA, Delta 8 and Delta 9 (9:25) Texas, cannabis legalization and educating law enforcement and government (14:15). Maintaining integrity in a shady lane of the industry (27:00) Paul's thoughts on Bitcoin and Ethereum and why he's not currently i...

Analyst Alex Carchidi returns to update investors on the psychedelics industry. This is the full conversation of an interview originally published on Investing Experts . (2:50) Industry's collapse and consolidation (5:00) Compass Pathways timeline for clinical trials (15:00) Super-risky biotech companies low on cash - don't bet on just 1 company (21:20) Atai and Cybin's recent wins (32:55) Ketamin...

Derek Du Chesne and Dr. Sam Zand founded Better U and today discuss getting into ketamine therapy (4:00), psychedelics gaining more legal and medical acceptance (23:00), industry differences between cannabis and psychedelics (27:30) and advice for investing in the space (42:30). Cannabinoid Consolidation (Derek's previous appearance) Numinus CEO Payton Nyquvest On Transforming Healthcare With Psyc...

MariMed ( MRMD ) CEO Jon Levine discusses steady growth and the cannabis retail market. (8:30) - Owning real estate and consecutive quarters of positive cash flow (12:10) - Maryland, Missouri excitement (17:45) - Raising money at relatively decent rates (27:30) - Legalization, interstate commerce and future growth Organic Growth With MariMed Who Can Survive In Cannabis? What Cannabis Stocks Should...

(3:00) - Headwaters' Nick Brandis on one of the largest cannabis cultivators you've never heard of (8:00) - Why greenhouses will be the winning method in the long run (13:15) - Deciphering cannabis pricing volatility and compression (40:15) - Partnering with Glass House ( GLASF ), competition and the illicit market Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides a...

Alan Brochstein is back to share his cannabis investing insights. (2:50) - 420 Investor's origin story (8:30) - Cannabis investing timeline - now is not necessarily the time to buy cannabis stocks (17:50) - Ayr's ( AYRWF ) debt and executive changes (24:00) - Tangible book value and how to gauge cannabis stocks (29:00) - Planet 13 ( PLNHF ) a business that's managed well (34:40) - Still bullish on...

4Front Ventures' ( FFNTF ) Brandon Mills joins us to discuss how they're making it work in an incredibly challenging environment. In California, not being vertically integrated, or even partially vertically integrated is a business model that's really tough to sustain (5:00), addressing the multitude of headwinds (11:40), cultivation, gross margins and Glass House ( GLASF ) (15:00), Illinois growt...

Psychedelics are being pulled into the mainstream by medical research (9:00). Filament Health CEO Benjamin Lightburn on Psilocybin and why of all the psychedelics it probably lends itself best to a recreational market (15:00). Microdosing clinical trials (19:00) real revenue generation (28:00) and challenges around psychedelic patents (33:30). Our links: The Cannabis Investing Podcast The Cannabis...

Outlining the cannabis industry's Haves (companies that have been able to raise capital) and The Have Nots (no ability to raise capital) with Seth Yakatan. The keys to making a deal and raising capital (9:10), Why Seth prefers real EBITDA and revenue to book value (14:00), Glass House, 4Front; California's created tremendous opportunity (24:50), better to be private than public? (38:00) legal and...

David Goubert, recently minted CEO and President of Ayr Wellness ( AYRWF ), discuses coming on board (3:00), working through debt , strategizing for positive free cash flow (19:00), pricing, margins and inventory (25:30), integrating acquisitions; updates on Florida and Nevada (33:00). Our links: The Cannabis Investing Podcast The Cannabis Investing Podcast provides actionable investment insight a...

Hirsh Jain joins Jeffrey Schultz to break down what's happening - and what's not - in the New York and California cannabis markets. Updates on New York's legal rollout (5:20), California (13:40), decriminalization without regulation (16:00), pushing for interstate commerce (29:40) and the future of the industry for public companies (50:00). Our links: The Cannabis Investing Podcast The Cannabis In...

Imran Khan is Executive Director of the Berkeley Center for the Science of Psychedelics . With psychedelics, there's more that we don't know than we do (3:00) Science behind microdosing - it's too early to tell (5:15) Psychedelic placebo challenges (8:00) What would the ideal psychedelic space look like? (17:50) Retail side of psychedelics (24:45) Catalysts and risks (27:30) Our links: The Cannabi...

Where Jerry Derevyanny, a partner at Bengal Capital, believes we can find the most value from cannabis stocks. (3:35) Why EBITDA falls short as a useful metric for cannabis investors. (8:15) Moving away from the top multi-state operators (MSOs). (16:20) REITs, problematic business models and risks around rent payment. (22:40) AYR, Goodness Growth and more (30:00). Our links: The Cannabis Investing...

Dr. Julie Holland is a psychiatrist/psychopharmacologist, author , medical advisor to MAPS , and a medical monitor for several clinical studies. (3:30) - Why cannabis is a psychedelic (6:00) - Involvement with MAPS; drugs and medicine (11:00) - The biggest risk in psychedelic treatment (14:30) - Placebos and psychedelics (23:00) - Investing in the space, advising psychedelic VC fund (29:00) - Psyc...

Ascend ( AAWH ) has been one of the MSOs that analysts have been writing about on Seeking Alpha and championing on this podcast recently. CFO and interim co-CEO Dan Neville joins us to discuss looking for new leadership and what investors should be focused on in the space. (3:10) - The search for Ascend's new CEO (11:35) - MSO 2.0 strategy (16:40) - Ascend's East Coast assets (22:00) - U.S. adult-...

Rob Sechrist discusses starting Pelorus Equity Group and its Fund, a privately held mortgage real estate investment trust (mREIT) (2:39) Capital crunch in the cannabis industry ('the income is there; where the difficulty is is deriving net profit from that gross revenue') (6:20) Private operators in California seeing success (10:20) Advice to retail investors (12:50) Investing style and strategy w...

Mental health is perhaps the biggest health issue facing society and traditional medicine has been limited in its success treating it. Psychedelic compounds have been healing people for thousands of years but there are challenges around how to properly service the public. Numinus CEO Payton Nyquvest discusses focusing on profitability and the need for service providers to be able to offer various...

The first ever cannabis investing podcast roundtable discussion with Bryan Fields + Kellan Finney, Benzinga's Javier Hasse and Patrick Aylward. Investing in the cannabis industry: stocks, ETFs and patience (and be honest about risk!). Mistaken assumptions around illicit to legal markets. Confronting synthetic cannabinoids. Excitement over young markets like Oklahoma while bigger markets like New Y...

Organigram (OGI) CEO Beena Goldenberg talks the changing (and challenging) Canadian cannabis market. Balance sheet strength and British American Tobacco's significant investment. Looking towards the US and beyond. The importance of regulators helping educate consumers. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, ho...

Cannabis stocks are really cheap, but Alan Brochstein is worried about 3 things. We discuss sector debt and optimal cannabis investing metrics; Canadian and US operators; concerns around MSOS, limitations of ETFs. Thoughts on the Cresco/Columbia Care deal. Why Alan's 19% in cash. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing...

Red Light Holland CEO Todd Shapiro talks recreational approach to psilocybin and its focus on near-term revenue - a rarity in the psychedelic space. Growing different kinds of mushrooms. Loyal retail investors essential to growth. Recent auditor change. Partnering with Wiz Khalifa, Russell Peters as CCO; path to legalization and profitability. Look at psychedelic companies' run rates. Our links: T...