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
Big Cannabis Can Be Good Cannabis And Good Cannabis Can Be Big Business 01.04.2020 48:14
With the world in lockdown, cannabis sales are surging in most states, but with massive unemployment, will that continue? Rena Sherbill talks to Jason White, CMO at Curaleaf, one of the biggest MSOs with $1 billion in annual sales in its sights. They cover the importance of knowing when to partner with an expert and when to expand a company's own offering, building brand synergy and how CURLF is i...
Cannabis In The Time Of Corona With Bruce Linton 25.03.2020 35:21
Cannabis stocks have been generally up this week, and are even outperforming the S&P 500 - but we're also seeing management shakeups, layoffs and supply chain disruption. Bruce Linton, industry trailblazer and executive chairman at Vireo Health, shares his insights into the sector in the time of this global pandemic. We also cover why Bruce chose Vireo after Canopy, his unique access to capital an...
Navigating The Cannabis ETF Space With Nottingham Funds' Kip Meadows 18.03.2020 23:52
As the founder of white label ETF issuer Nottingham Funds, Kip Meadows has developed real expertise in key areas of the ETF space - particularly in Cannabis Investing, where his firm has been the force behind several ETF launches (THCX) (CNBS). Kip walks listeners through the dos and don'ts of Cannabis ETF investing on the latest episode of The Cannabis Investing Podcast. Show Notes 3:00 - Explan...
Now Is The Time To Invest In Cannabis 11.03.2020 54:59
How do you decide which stocks to pick in the cannabis market? How do you navigate the sector downturn? Oren Benoff, who manages a family fund focused on cannabis stocks, joins Rena Sherbill and gives his frank assessment on which MSOs stand out, what is lacking in Canada and the advantage of companies catering to women and seniors. We also discuss the burgeoning market which will eventually take...
Cash Is Again King in Cannabis Industry 04.03.2020 40:05
Shiry Eden is CEO and founder of Nishot, an Israeli advisory firm focused on the global cannabis industry. She joins Rena Sherbill to discuss the domestic cannabis market in Israel, its role in the international markets and why Israeli cannabis companies are similar to Canadian small caps. We also cover why her fund is 90% invested in North American stocks, multi-state vs. multi-continent operator...
Conscious Cannabis Capitalism With Roger Volodarsky, Puffco CEO 26.02.2020 1:02:21
Roger Volodarsky is founder and CEO of Puffco, an award-winning company that sees concentrates as the future of cannabis consumption. He joins Rena Sherbill to discuss scaling while failing, what it takes to be a successful and humane leader and the lessons of starting a business from nothing. We also cover chasing innovation, the state of the vaping industry, why Puffco focuses on concentrates an...
Avoid Calling A Bottom In Cannabis With George Allen 19.02.2020 50:06
George Allen is the former President of Acreage Holdings, founder of Geronimo Capital, and has extensive experience in finance and investment. He joins Rena Sherbill to discuss his decision to leave Acreage after its merger with Canopy and why he believes that merger will still go through. We also cover why Trump may deschedule cannabis before the election, the embarrassing execution of some U.S....
Growing A Successful Cannabis Brand With Wassef Tawachi 12.02.2020 45:56
Wassef Tawachi is co-founder and CEO of Ciencia Labs, a California based manufacturer of science-forward cannabis products and brands. He joins Rena Sherbill to discuss getting in at the height of cannabis fervor, avoiding career burnout and CBD bearishness. We also cover the science of cannabis, how to build a successful brand in a saturated space and the unique advantages and disadvantages of th...
Buy And Hold With Jeff Mascio, CEO Cannabis One 05.02.2020 52:43
Jeff Mascio is CEO of Cannabis One Holdings. Jeff has worked at Smith Barney and Merrill Lynch as well as a fund manager, and was President of Meridian Capital Advisors. He joins Rena Sherbill to discuss being in a capital intensive industry using a franchise business model and the expectation that cannabis will be descheduled before the U.S. Presidential election. We also cover accretive acquisit...
Not Every Gram Is Created Equal, With Rudi Schiebel 29.01.2020 24:59
Rudi Schiebel is CEO & Founder of Habitat Life, a cannabis micro-cultivator that’s focused on regenerative agriculture and sustainable protein. He joins Rena Sherbill to discuss smaller producers focusing on high quality and craft production - what sophisticated consumers are looking for and what's missing from the marketplace. We also cover the hurdles of Health Canada's regulatory limitations on...
Cannabis Fundamentals With Kim Rivers, CEO, Trulieve 22.01.2020 48:27
Kim Rivers is CEO of Trulieve, a vertically-integrated multi-state operator based in Florida and one of the few profitable cannabis companies. Kim joins Rena Sherbill to talk financial discipline, mindful expansion and the precedent Trulieve is trying to set by suing a short seller for libel. They also discuss the importance of female mentorship, the inevitability of descheduled cannabis and why w...
Cannabis Focus Shifting From Expansion To Profitability With Debra Borchardt 15.01.2020 59:02
Debra Borchardt, CEO, Co-founder and Editor-in-Chief of cannabis financial news site Green Market Report, joins us for our 50th episode to discuss the state of the cannabis market. We cover the disruptive possibility of the US descheduling cannabis, the state of the US, Canadian and international markets. We also discuss why Debra's bullish on Trulieve despite short report, as well as Cresco Labs,...
Cannabis Market Adjustment Is Accurate And Overdue With Kevin Shin 08.01.2020 34:35
Kevin Shin is the CEO of Grove Group Management, a firm he co-founded with Tiki Barber that’s focused on launching and building the most innovative businesses in the cannabis industry. Kevin has over 17 years of experience in the finance industry and joins Rena Sherbill today to discuss partnering with celebrities, why cultivation is on the decline and why regulations need more federal oversight....
2020 Cannabis Foresight + Year-End Rap With Javier Hasse 30.12.2019 57:28
Javier Hasse is the author of the book Start Your Own Cannabis Business and an award-winning reporter and editor who focuses on the cannabis space as well as a Billboard-charting rapper. He joins Rena Sherbill to discuss getting into the industry by chance, his thoughts on the space going into 2020, and why he's bullish on cannabis as a whole. We also cover the global cannabis landscape, how the U...
Cannabis Outlook Contingent On Cash Flow With Alan Brochstein 18.12.2019 55:29
Alan Brochstein, our first repeat guest, is the founder of 420 Investor and New Cannabis Ventures, a curated and original content site that focuses solely on the cannabis space. He joins the show today to discuss the year that was in cannabis and his outlook for 2020. We also cover his concerns over the industry's capital crunch, why MSOs are doing better than Canadian LPs and why the CBD/hemp mar...
Cannabis Initiative With Amy Margolis 11.12.2019 32:33
Amy Margolis is the Founder and Program Director of The Initiative, an accelerator program designed for women cannabis entrepreneurs and executives. Amy has been a practicing attorney for 18 years, regularly representing cannabis growers and founded the Oregon Cannabis Association and The Commune, Portland’s first cannabis gathering space for cannabis businesses. Amy joins Rena Sherbill to discuss...
Transparency Is Fundamental In the CBD Space With Marshall Getto 04.12.2019 17:57
Marshall Getto is CEO of Freed Technology, a California based organic CBD company. He joins Rena Sherbill to discuss the present confusion in the THC, CBD and vaping markets and the high margins that currently exist in the CBD market. They also cover what it takes for successful packaging and branding, the importance of clean products and the global CBD market. Learn more about your ad choices. Vi...
Normalizing Cannabis Retail With Nicole Fox 27.11.2019 29:08
Nicole Fox is founder and CEO of AEON Botanika, a wellness cannabis company in LA, and has been a cannabis activist since 2003. She co-founded two of the first dispensaries in LA, serves on the board for Southern California Coalition, is a registered dietitian, and has background in functional and integrative medicine. She joins Rena Sherbill to discuss why the cannabis industry is like building a...
Hemp, CBD And Cannabis With Josh Drayton and Alex Seleznov 20.11.2019 27:47
Discussing the hemp/CBD and cannabis markets with two sector experts. Josh Drayton is Communications and Outreach Director of the California Cannabis Industry Association, an association that collectively represents over 460 industry businesses. Alex Seleznov is a board member and treasurer for the National Hemp Association as well as founder of Advanced Extraction, a company specializing in organ...
Legal Landscape Of Cannabis Industry With Patricia Heer 13.11.2019 28:04
Patricia Heer is Editor and co-founder of Cannabis Law Digest, an online platform of legal resources for the cannabis industry. With her extensive litigation and commercial experience, Patricia joins Rena Sherbill to break down the convoluted legal landscape in the cannabis industry. They also discuss why advocates have a problem with the SAFE Banking Act, the impediments to wide-spread legalizati...
Healing Trauma Through Cannabis, With Fabian Henry 11.11.2019 24:07
Fabian Henry is founder and director of Breton CannaPharms and president and founder of Global Alliance Foundation Fund, which helps veterans recover from trauma. Fabian was recently featured in the documentary Unprescribed, which looks at medical marijuana as a treatment for PTSD and a means for combating veteran suicides and helping them return home from combat. On Veteran's Day, he joins Rena S...
Cannabis Industry On the Path To Normalization With Chuck Smith, President/CEO, Dixie Brands 06.11.2019 20:09
Chuck Smith is the President and CEO for Dixie Brands, a multi-state operator and the parent company of the Dixie and Synergy brands. He joins Rudy Hernandez to discuss the importance of banking access, building a company culture and the responsibility of brands to the industry. We also cover why the cannabis industry is only in the first inning and why investors need to be in it for the long haul...
Growing Pains, With Irwin Simon, CEO, Aphria 30.10.2019 26:52
Irwin Simon is Chairman and interim-CEO of Aphria, which produces and sells medical cannabis in Canada and internationally. Prior to joining Aphria, Irwin founded Hain Celestial, a leading organic and natural products company which he ran for more than 25 years. He joins Rena Sherbill to discuss the similarities between the cannabis and health & wellness space, why profitability is so important an...
A Question of Timing With Steve White, CEO, Harvest Health & Recreation 23.10.2019 22:08
Steve White is CEO and co-founder of Harvest Health & Recreation, a vertically integrated publicly traded cannabis company with one of the largest footprints in the US. Steve co-founded Harvest in 2011 and prior to that he worked as an attorney. Under Steve’s direction, Harvest has engaged in many community activities and events, including hosting a new patient orientation and monthly support grou...
Fueling Growth Through Infrastructure, With Garvis Toler, Helix TCS 16.10.2019 19:30
Garvis Toler was recently named president of data services at Helix TCS, a publicly traded cannabis technology provider. Previously, Garvis was the global head of capital markets at the New York Stock Exchange. He joins Rena Sherbill to talk about harnessing and commercializing a decade worth of data and Helix's focus on acquisitions and organic growth. We also discuss volatility in the sector, co...
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