The Talking Hedge

We asked "are cannabis stocks poised for a breakout?" back on October 22nd, and in case you didn't notice- pot stocks have been responding positively to election results after AZ, MT, SD, & NJ voted for cannabis. C3 Fund's cannabis investment return is 18.55% since August 1, 2020, while outperforming MJ by 16.98% and POTX by 25.22% during the same period. The C3 Fund's Cannabis Index uses a propri...

If Federally legal, the largest current oil arbitrage opportunity would be from Arizona to Alaska. Buying oil in AZ as low as $7 per gram and selling it in AK for over $37/g would yield over $13,000 in profit per pound, IF LEGAL! Wholesale oil prices of cannabis & hemp have fallen since last year, reflecting rising oil production nationwide that has more than offset an uptick in sales amid the pan...

It is time to declare at least one winner. After almost sixty years of fighting, it’s clear that the War on Drugs is almost over and drugs have won. Though the fate of the US Presidency remained unclear, the future of cannabis was quickly called. Arizona, Montana, and New Jersey legalized adult-use cannabis, Mississippi legalized medical cannabis, and South Dakota passed both a medical and adult-u...

The MORE Act is a signal of the industry's growth and momentum. Additional states have legalized adult-use cannabis, and will continue to do so regardless of whether the MORE Act passes. There are a lot of opportunities opening up in the market, and those outside of the industry are eager to enter. As the market continues to become larger and more competitive, it is more important than ever to kee...

Curious what rural US cannabis sales might look like? Saskatchewan (SK) could be that harbinger, giving an insight into future sales throughout the central United States. Headset's latest report explores the differences in cannabis sales trends across four Canadian provinces, with a focus on the smallest population, SK. There are no provincially-run cannabis retailers, which means limited partners...

As a Licensed Cannabis Importer and Wholesaler, Cannfarm has been generating cannabis-related revenues since 2020. Commercial import and commercialization of products derived from cannabis and other plants are allowed in Peru for medicinal use. Cannfarm produces, cultivates and processes medicinal plants, both for the Peruvian market and for export. Show Notes: CannFarm https://www.cannfarm.com/?l...

As a budtender, Alec provides customer service to all patients and customers in medical and recreational dispensaries. He uses point of sale system and other technology to ensure all cannabis sales are properly tracked, while providing information to customers on product choices, consumption methods, compliance, and safety. Some outside the industry might smirk at the notion of budtending as a leg...

The stock market sparked a rally after voters in New Jersey, Arizona, South Dakota and Montana legalized recreational marijuana use on Election Day, while South Dakota and Mississippi also legalized medical marijuana. Show Notes: Cannabis Stock Gainers And Losers https://www.benzinga.com/markets/cannabis/20/11/18258185/cannabis-stock-gainers-and-losers-from-november-6-2020 3 Reasons Marijuana Stoc...

All 5 of this week’s capital raises were closed by public companies. So far in 2020, public companies have accounted for 81% of all capital raises, vs. 65% for the same period in 2019. Public companies, particularly with the recovery in stock prices and fundraising ability, have been the dominant acquirers in the cannabis industry. Show Notes: Cannabis Deal Tracker https://www.viridianca.com/deal-...

Using per capita sales from other states, Headset projects AZ, NJ, MT, and SD annual sales in 2024 to be approximately $260 annually. This is similar to per capita sales in NV and WA today, giving these 4 states a combined forecast of $4.5B in annual revenue. Show Notes: Market projections for cannabis legalization: AZ, MT, NJ, & SD https://www.headset.io/posts/market-projections-for-cannabis-lega...

Biden's current proposal aims to undo some of the previous social inequities caused by the War on Drugs by removing use and possession as a criminal offense at the federal level. This would be done by moving marijuana from a Schedule I to Schedule II substance. Take note that Biden's current proposal to decriminalize marijuana at the federal level is not the same as legalizing the drug. It would r...

Butter, steak and bone marrow, what can be better than that? Infusing it with GreenRevolution's 1:1 CBD to THC! Guga Foods made this butter of the Gods with a filet mignon and cured egg yolks that made the steak fit for royalty. Show Notes: Guga Foods' Best FILET MIGNON ever made, WOW! https://youtu.be/PVPaHdXj9U4 Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast...

7 Tips to a successful pitch deck covers Curaleaf, a Massachusetts-based cannabis company with cultivation sites in 23 different states and another 30 facilities dedicated to crafting flower into a wide array of products. Though the majority of their 90 stores serve the medical cannabis market, Curaleaf also operates several dispensaries in the adult-use cannabis market. Guest: Katrina Glogowski,...

Ah Warner, founder & CEO of Cannabis Basics and Hemp Basics, developed Masked hero Face System for people experiencing irritation, redness and inflammation around the nose and mouth. Celebrating 25 years of operation as a female owned and operated Seattle-based Cannabis Health and Beauty Aids (CHABA) manufacturer creating and utilizing the best of hemp, marijuana, and other natural botanicals. In...

M&A activity in the cannabis industry is down, but may see an uptick as dealmakers have shifted focus and learned from past mistakes. In 2019, a combination of decreases in valuations, regulatory issues, and corporate governance issues, resulted in 95 cannabis industry M&A deals, worth more than $2.4 billion, being canceled or unwound. Markets were slower to roll-out and come online than expected,...

A pitch deck is a short presentation made to potential investors that presents your company’s vision, team, and strategy. A pitch deck can make your company stand out so creating a memorable one can either make or break your startup. Leave questions in the comments! Hosts: Tom, Business Attorney, cannabisindustrylawyer.com Miggy, Editor-in-chief, cannabislegalizationnews.com Josh Kincaid, Capital...

2020 has impacted consumer behavior and perhaps the most notable change is how they now consume content. With more people staying safe indoors, there is less need for traditional media formats such as out-of-home advertising. As a result, online media is taking its place, as an increase in spend for this format shows. But despite marketers trying to optimize their media strategy or stripping back...

From cultivation and production to retail and sales, A.I. has numerous applications in the cannabis field and cultivators should look to autonomous growing techniques to improve their margins. Show Notes: Automation & Artificial Intelligence Revolutionize the Cannabis Industry https://cannatechtoday.com/automation-artificial-intelligence-revolutionize-the-cannabis-industry/ Host: Josh Kincaid, Cap...

The holiday season is one of the busiest times of the year, and with the proper tools and reliable data, cannabis retailers can make more informed marketing decisions that can boost revenue. Show Notes: Industry Report: Data-driven holiday planning for cannabis retail https://www.headset.io/industry-reports/industry-report-data-driven-holiday-planning-for-cannabis-retail Host: Josh Kincaid, Capita...

7 Tips to a successful pitch deck analyzes MedMen, founded with the vision to de-stigmatize cannabis by offering an accessible and welcoming shopping environment in a world where cannabis is legal and regulated is safer, healthier and happier. Guest: Katrina Glogowski, Seattle Attorney & Angel Investor https://www.linkedin.com/in/katrina-glogowski-711a985/ Host: Josh Kincaid, Capital Markets Analy...

These reports from Headset provides a high-level overview of the Michigan & Massachusetts' Adult Use and Medical cannabis markets, exploring various sales and market trends from this year. Show Notes: The Massachusetts cannabis market: A high-level overview https://www.headset.io/industry-reports/the-massachusetts-cannabis-market-a-high-level-overview The Michigan cannabis market : A high-level ov...

On Cannabis Business Minds, Simone Cimiluca-Radzins interviews today's most successful Cannabis entrepreneurs and professionals. Each episode of Cannabis Business Minds will provide you valuable tips and insight from industry leaders that you can apply to your own business or career. The road to entrepreneurship is a long, windy, and oftentimes scary road, but it doesn't have to be! Roadmap to Suc...

The Chronic Club meets online once a month to review a mystery box containing a cannabis product sold somewhere in Washington State. Join us- The Talking Hedge, The Aging Ent, Cannabis Legalization News, and Baked & Awake as we consume 40:1 CBD to THC infused cannabis gummies on this episode of the podcast and review DOOZIES, an adult fruit chew from GreenRevolution (2mg THC & 80mg CBD), recommend...

Lobbying for cannabis reform in the U.S. Congress has evolved from a fringe issue a decade ago to a political priority that, this year alone, has absorbed more than $3 million and 89 registered lobbyists in Washington DC. Show Notes: Scotts Miracle-Gro leads funding to legalize adult-use cannabis in NJ https://mjbizdaily.com/scotts-miracle-gro-leads-funding-to-legalize-adult-use-cannabis-in-new-je...

The C3 Fund's Cannabis Index uses a proprietary algorithm that's Artificial Intelligence-based with technical analysis and predictive analytics. The Investable Ai-Based Cannabis Index's approach ranks investment opportunities based on their probability of benefiting from current economic conditions, trends, events, and identifies those equities with the greatest potential for appreciation. Intervi...