The Cannabis Investing Podcast

Many companies try and get away from the stoner side of cannabis; Scott Sundvor and Space Coyote lean into it. Importance of being focused on profit from the beginning while respecting the plant and consumer. Many great companies have risen from great recessions. 2020 the year of survival. Thoughts on cultivation, natural selection in the cannabis space, getting away from venture dollars and learn...

Trulieve recently reported earnings and is getting a lot of shareholder love - we take a deeper dive into the numbers in a frank conversation with CEO Kim Rivers. We talk growth despite onerous banking regulations, incremental momentum on 280E, why discipline matters and building a hub model across the US. We also discuss issuing debt and the salient lesson that capital markets aren't always avail...

Everyone agrees that cannabis in the 21st century is far different than cannabis of the past - much of that has to do with terpenes. Chris Campagna, CEO of True Terpenes, joins Rena Sherbill to discuss well, terpenes, and the entourage effect. We also cover taking a different approach to medicine than traditional pharma, the future of inter-state cannabis commerce - challenges of getting genetics...

We're in a small business crisis - now is the time to pick up distressed assets. Matt Hawkins, founder of Entourage Effect Capital, joins Rena Sherbill to discuss opportunities for distressed investing, why this time has been great for the cannabis industry and drifting towards real growth opportunities in edibles and liquids. We also talk legalization as the next big wave, why flower isn't going...

Dr. Ethan Russo and Dale Hunt, PhD - superstars in the cannabis space - join Rena Sherbill to discuss why the cannabis plant is a biochemical treasure trove that we've only just begun to understand. We cover endocannabinoids, body receptors, the entourage effect on a molecular level, and why we're at the frontier of the future of medicine. We also discuss them teaming up to create Breeder's Best,...

Exploring more about the medical/pharma side of cannabis sector and thematic ETF investing. Rahul Bhushan is co-founder of Rize ETF and joins Rena Sherbill to discuss when passive makes more sense than active management, low fees and transparency. Europe's funds and cannabis market vs US and Canada, preferring CBD to THC, R&D of other cannabinoids, ancillary players and the 3 waves of the cannabis...

With the U.S. economy reeling as a result of the COVID-19 pandemic, tax revenue is likely to have fallen precipitously for FY2020. Combine that with changing social attitudes towards cannabis and the upcoming U.S. election and you may just have the "perfect storm" for legalization on the federal level. Global X CEO Luis Berruga joins The Cannabis Investing Podcast to explain how his firm's ETF (PO...

Cannabis stocks are a good deal right now - don't be afraid to put more money in. That's what Ted Waller, esteemed Seeking Alpha contributor, 50 year market veteran and cannabis investor, says. We agree! We also discuss how to know when to pull the trigger on a stock, favoring the extraction model going forward (oils over flower), ETFs vs. stocks, MJ's dividend and Ted's top picks in the space. Le...

Talk to most successful cannabis investors and one of their top picks is likely to be Trulieve, the leading medical cannabis company in Florida. The company boasts strong financial performance and profitability in an industry still suffering from a capital crunch and inexperienced executives. Kim Rivers, CEO of Trulieve, returns to the show to discuss the necessity of passing banking regulations,...

Mike Donnelly is a former Navy SEAL who, with his wife Claudia, founded a hemp-derived CBD company focused on giving back to the veteran community. He joins Rena Sherbill to discuss the saturation of the market, why CBD is especially good for dogs and the wonders of cannabinoids. They also talk about building the American Dream, starting a 501(c)(3) for veterans and why no one's actually buying CB...

How do you know which cannabis stocks to buy? Nicholas Gastevich, co-owner of a family firm in Chicago that invested early in the Illinois cannabis space, helps guide us. Why he likes Green Thumb Industries, Cresco, and his top 4 picks in the sector. We also cover the recent Canopy/Acreage deal, iAnthus' debt, excessive executive compensation and being greedy with shareholder money. We also discus...

Uruguay was the first country to legalize cannabis and where Kevin Nafte and Andrea Krell, married co-founders of YVY Life Sciences, decided to plant their sustainable, organic cannabis company. They join Rena Sherbill to discuss why problematic banking for cannabis companies exists in Uruguay, what to expect this year from Latin America, and the benefits of having Facundo Garretón on board. They...

As the cannabis industry matures, investors are looking for companies that are either already profitable (only a couple fit the bill) or at least on the right path. Barry Fishman, CEO at Vivo Cannabis, talks to Rena Sherbill about their path to profitability, focusing on Canada, Germany and Australia and his view on the necessity of debt. We also cover what they look for in M&A targets, why they'r...

Derek Du Chesne, President and Chief Growth Officer at Exactus, a company that recently pivoted into the hemp space, tells Rena Sherbill why he's looking forward to industry consolidation. We also discuss what's going to drive exponential growth in the hemp and cannabinoid industry, discovering how different cannabinoids affect us and why CBD is just the tip of the iceberg. Given his background in...

Between hemp and marijuana, the difference is a legal one: how much THC is allowed in the plant. But it's all cannabis. Hemp has mostly been used for industry and nutrition, but that's changing. Morris Beegle joins Rena Sherbill to discuss the shift from industrial hemp to cannabinoid hemp and why the investment play is on the fiber and grain side. We also cover the potential and power of hemp and...

What does it take to scale U.S. regional cannabis brands and do so profitably? Rena Sherbill talks to two regional cannabis brands, Aviv Hadar from Oregrown and Eric Ross and Ed Weidenfeld of District Cannabis and Phyto Management. One from the Pacific Northwest, in Oregon and one from the East Coast in Washington DC/Maryland. Their issues with MSOs, why one believes in vertical integration and th...

Volatility is back in the cannabis market. Rena Sherbill talks about the state of the cannabis industry during and beyond COVID with Sally Nichols, long-time investor and current President Sales & Distribution, CBD at Bloom Farms. We also cover why overtaxing bifurcates the industry, the importance of building visibility, and anticipating market shifts. We also discuss the language of transaction...

Special Flower Friday edition with Danny Murr-Sloat, owner of AlpinStash, a revered craft grower and cannabis breeder in Colorado. He joins Rena Sherbill to discuss best practices for growing high-quality flower and whether large scale grows can achieve that quality. We also cover the regulatory picture in Colorado and the States, similarities between craft beer and cannabis and why the future of...

Many cannabis stocks continue their rise, while some continue their fall. How do investors know who to bet on? Jon Sandelman, CEO of AYR Strategies, a cash positive US MSO, talks about living through crashes, Covid forcing consolidation and the importance of disciplined financials. We also discuss millenials preferring cannabis to beer; sale leaseback debt, building your edge in the industry, corp...

Cannabis stocks continue their climb this week and look to be in the same category as other recession proof industries. Rena Sherbill talks to Howard Lee, CEO of Sorse Technologies about the medical possibilities in CBD emulsion, partnering with Pascal Biosciences, and the innovation and opportunity that lured him to cannabis. We also discuss what shape the U.S. recovery will have, creating a 'bus...

Cannabis stocks have been soaring this week - obliterating short sellers and giving hope to cannabis investors after a tough year. Julia Jacobson, CEO of Aster Farms, talks to us about how retail taught her about understanding volatility and the importance of holding prices through a recession. We also cover how COVID affects supply chains, building a sustainable brand, the role of smaller farms i...

After decades of long/short equity investing for hedge funds on the sell side, Mike Regan switched to covering the cannabis space for MJBizDaily. He joins Rena Sherbill to discuss the similarities between the internet bubble and the cannabis market today and what we can glean from those bubble valuations. We also cover why capital structure is key, vertical integration in nascent industries, under...

Happy 4/20/20! We talk today with Andrew DeAngelo, co-founder of Harborside, which recently went public on the CSE and the first cannabis dispensary to receive a legal license. We discuss why cannabis companies are so good in a crisis, being laser focused on profitability even in this market cycle and why the politics of cannabis can be so frustrating. We also cover why this is the time to improve...

Is COVID good for cannabis companies? Is cannabis good for COVID? And what happens when plans to go public are derailed? We cover all this and more with Garyn Angel, CEO and founder of Magical Brands which produced the first self-contained herbal extraction device for at-home use. We also discuss edibles and other non-smokeable products during COVID; the importance of taking market share now and w...

Nasdaq listed Cadiz took advantage of the 2018 Farm Bill and is now growing hemp thanks to its recent JV with Glass House, one of the largest privately held, vertically-integrated, eco-friendly cannabis and hemp companies in the world. Scott Slater, CEO and President at Cadiz and Graham Farrar, CEO at Glass House Farms join the show to discuss their unique and complementary partnership. We also co...