The Cannabis Investing Podcast

Trulieve CEO Kim Rivers is one of the top cannabis operators. Trailblazing the path of going deep not wide. Moving beyond Florida. Harvest acquisition. Gross margins and profitability.

Cannabis industry expert Alan Brochstein on the current state of cannabis and 2022 catalysts. New York and New Jersey's path to legalization, how to look at consolidation. Direct listings and SPACs, cannabis REITs, Curaleaf and Verano. MedMen/Ascend Wellness deal breakdown unsurprising.

Julian Lin, who runs Cannabis Growth Investor on Seeking Alpha, reminds cannabis investors to focus on the fundamentals. Why the Florida market is underrated and why some are thinking about the downturn all wrong. 2022 conjectures, why SAFE Banking won't pass and long-term bullishness. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jon DeCourcey, formerly of Canaccord now with Viridian Capital Advisors, also publishes his analysis on Seeking Alpha. We discuss recent cannabis earnings and why he favors mid-tier multi-state operators (MSOs) over the Big 5. SAFE Banking expectations, how he sees valuations growing. Why retail investors should be excited for stalled cannabis legislation. Uplisting catalyst is misunderstood. Why...

Kristen Yoder, host of The CannaBS Detector and a cannabis veteran, gives an unvarnished take on the cannabis industry. Kristen's #1 complaint about the industry. Why she'd rather be short cannabis stocks than long and where she does feel comfortable putting her money. Learn more about your ad choices. Visit megaphone.fm/adchoices

Fantastically timely and edifying episode with industry expert Brady Cobb. We talk recent legislation; moving from optics to real reform. SAFE Banking, uplisting and what legislation will mean for cannabis investors. MSOs, ETFs new and old, future valuations, Florida and NY/NJ markets; selling to Cresco, focus on premium products. Learn more about your ad choices. Visit megaphone.fm/adchoices

I talked to Oren Shuster, CEO of IM Cannabis, this week in Tel Aviv at its CannaBIZ conference. We discuss the significant share price decline in the industry across the board; the significance of the Republican announcement in the US. Israel's unique market, comparisons to Michigan; Germany and Europe and the growth still to come. Learn more about your ad choices. Visit megaphone.fm/adchoices

Green Flower, founded by CEO Max Simon in 2014, is a training platform built for cannabis professionals. Ganjier is its cannabis sommelier certification program. The GF Institute is its newest effort, focused on cannabis workforce development - 30 leading companies including AYR Wellness and Cresco, are founding member brands. Developing standardized process to asses cannabis quality. The people p...

As the industry develops, interesting to see how and where. Digital content + cannabis = The Cannigma. Co-Founder and COO Wassim Bahous and CEO Elana Goldberg joined the podcast to talk starting a cannabis publication during the pandemic, the mission to make science-backed information more accessible. Majority of content mostly useful to those living in legal markets; global approach, different la...

"You should never feel bad about feeling good." Jim Belushi, actor and founder of Belushi Farms, sums up his feelings about cannabis. He joins Jeremy Corrao, Vice President of Commercial Operations at GrowGeneration to discuss their recent partnership, plans for greenhouses and how to get yields up. Advocating for change, home grow market and GRWG's plans for growth. Getting the band back together...

Lincoln Johnson, Co-Founder, CEO + CTO of EnCann, returns to the podcast to catch us up on the extraction space ("we're going to see a big shift") and his journey since we talked previously back in 2019. A fantastic take on starting up a cannabis business, navigating the industry, and what Lincoln learned from a long (and ultimately successful) arbitration process.  Learn more about your ad choice...

InterCure is the most profitable cannabis company outside North America and recently uplisted to the Nasdaq. Israel's former Prime Minister, Chairman Ehud Barak and CEO Alex Rabinovitch join Rena Sherbill to discuss Israel's cannabis landscape and what investors can expect going forward. Europe's gradual progress, building a strong brand with top international names. Upside remains. Learn more abo...

180 Life Sciences' Prof. Sir Marc Feldmann, who co-founded the company with cannabis trailblazer Prof. Raphael Mechoulam, joins Rena with Dr. Jonathan Rothbard, Chief Science Officer. Focusing on pain and inflammation space. Aiming for FDA approval. Human clinical trials. Limitations of bioavailability in CBD; non-psychoactive synthetic CBD. Learn more about your ad choices. Visit megaphone.fm/adc...

Tim Seymour returns to discuss cannabis investors getting more sophisticated as the industry grows up. Holding management teams more accountable, multiple quarters of execution, profitability as a relative term. Macro picture is both tremendously promising and frustrating. The importance of access to capital. Deep thoughts on the US landscape; Tilray/MedMen, Trulieve, Gage and more consolidation....

Elad Barak founded Voyager Products, a health tech startup creating personalized dosing dispensers for cannabis beverages. Focused on hardware side, proprietary technology. Concentrates; ready-to-drink and make-your-own-drink projections. Applications beyond cannabis; hardware patents. Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Sekandi started careerscannabis.com, the first job search engine for the cannabis industry in North America. Simplifying the application process and improving the recruitment experience with digital technology. He also wrote a book, Kids In Cannabis, to further understanding and lessen the stigma around working in the industry. Incremental change in improving industry standards around hiring...

Julian Lin, from our MasterClass episodes, has a new cannabis focused marketplace service, Cannabis Growth Portfolio. We discuss his thoughts on EBITDA, ETFs using total return swaps to own US MSOs, rebalancing away from Canadian operators. Uplisting is the clearest catalyst for cannabis stocks. Tilray coming for the US. Legalization is not the thesis to owning cannabis stocks. California concerns...

Alan Brochstein, a friend of the podcast and now a 3peat guest, is the founder of 420 Investor and  New Cannabis Ventures. We talk uplisting - which doesn't require full legalization - and why the longer legalization takes the better for cannabis companies. The need for education and separating Canadian players from those in the US. Alan's thoughts on [[MSOS]], volume and valuation issues and conf...

George Jage, former president of MJBizDaily/MJBizCon and CEO of Dope Media, shares how he learned how to build out a nascent industry from the tea industry and bringing that into cannabis with trade shows and business media platforms. Founding Jage Media with a veteran team of cannabis investors right before Covid hit. MJ Unpacked, coming this October to Las Vegas, their upcoming trade show that b...

Cannabis company TerraTech recently finalized its merger with Unrivaled and the two California-based companies with combined operations in California, Oregon and Nevada (which represents about 30% of the entire US market) is now known as Unrivaled Brands (OTCQX:UNRV). CEO Frank Knuettel joined Rena to discuss the merger, West Coast landscape, and the developing cannabis future politically and lega...

Gage is a cannabis operator solely focused on the Michigan market, which is the third largest state in terms of cannabis consumption. CEO Fabian Monaco joins the show to discuss learning from those that came before him, getting investment insight from Bruce Linton, Jason Wild and Tim Seymour and following Trulieve's example. Gage's exclusive partnership with Cookies, plans for expansion and though...

Jason Wild, who started out as a pharmacist, is President of JW Asset Management and Executive Chairman of US multi-state operator TerrAscend (TRSSF). He joins us to discuss starting his successful investing journey by reading Peter Lynch and by being disciplined about holding his winners and selling his losers relatively quickly. Following Trulieve's example of going deep but not wide. More focus...

Adrian Sedlin is founder and CEO of  Canndescent, a vertically integrated flower brand out of Santa Barbara, CA that offers a number of brands including Justice Joints, which donates 100% of all profits to social equity efforts. California's cannabis landscape suffers from oversupply and not enough legal retail, an unregulated grey market that's 2-3x the size of legal market. Incumbents know their...

Sturges Karban, CEO of ManifestSeven, on building the Amazon of the cannabis space. Focusing on California and dealing with its dichotomous nature. Expanding legalization and how it affects the industry. Salience of establishing your time horizon. Learn more about your ad choices. Visit megaphone.fm/adchoices

Emily Paxhia is co-founder and Managing Partner of Poseidon Asset Management, one of the earliest and longest-running funds in the cannabis space. Today we discuss the disappointing political picture around cannabis decriminalization and legalization, the path forward for bigger and smaller players in the industry, what Amazon's support of cannabis signals, MSOs diversifying strategies and what ca...