The Cannabis Investing Podcast

Psychedelic Sunday: Ketamine Assisted Therapy Jan 29, 2023

When will capital markets catch up to the psychedelic industry? Ronan Levy, CEO and Co-Founder of Field Trip, discusses strategy behind focusing on ketamine assisted therapy and why splitting up Reunion Neuroscience (REUN) (drug development) and Field Trip (FTHWF) (clinical infrastructure) made the most sense ('The FDA likes things in neat tidy boxes'). Adult-use psychedelic market has already begun - differentiation will be an issue. In this time of decimated valuations, what should investors focus on?
Our links:
The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast
On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.
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A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
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Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/canpod1
IG: https://www.instagram.com/cannabisinvestingpodcast/
Show links:
Field Trip Health: https://www.fieldtriphealth.com/
Field Trip Twitter: https://twitter.com/fieldtriphealth
Field Trip IG: https://www.instagram.com/fieldtriphealth/?hl=en
Ronan Levy Twitter: https://twitter.com/RonanDLevy
Ronan Levy IG: https://www.instagram.com/ronandlevy/
Ronan's 1st appearance: https://www.spreaker.com/user/16831773/shifting-focus-from-cannabis-to-other-ca

Depressed Valuations, Consolidation Coming Jan 25, 2023

How should cannabis investors ride the wave of depressed valuations? Tiby Erdely, who came to cannabis from Goldman Sachs and co-founded KEY Investment Partners, talks about why consolidation is coming. We also discuss why investors should get deep into companies' income statements and balance sheets and focus primarily on the last 6-12 months of performance. Why the top 5 multi-state operators (Trulieve (TCNNF), Green Thumb Industries (GTBIF), Curaleaf (CURLF), Cresco (CRLBF), and Verano (VRNOF)) are separating from the pack. Canopy Growth (CGC) and Tilray (TLRY): Canadian operators' U.S. intentions - keep a close eye on Nasdaq setting a precedent.
Our links:
The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast
On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/canpod1
IG: https://www.instagram.com/cannabisinvestingpodcast/
Show links:
KEY Investment Partners: https://keyinvestmentpartners.com/

Cannabis Is A Commodity Jan 18, 2023

As the industry develops, lots of talk recently around cannabis consumption lounges and cannabis tourism in Colorado, Nevada and beyond. What it's like to grow the cannabis economy with Chris Chiari, CEO/Founder of The 420 Hotels. Cannabis is a commodity - what that means for pricing and business models.
Our links:
The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast
On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry.
Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.
Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.
Twitter: https://twitter.com/canpod1
IG: https://www.instagram.com/cannabisinvestingpodcast/
Show links:
The 420 Hotels: https://the420hotels.com/home

Psychedelic Sunday: Competitive Strategies Jan 15, 2023

Stephen Tobin on investing in psychedelic stocks while they're still pre-revenue. Why he's a big believer in Compass Pathways (CMPS) and Atai Life Sciences (ATAI) and not as much in Cybin (CYBN) or MindMed (MNMD). Will first-movers get the advantage? What will move share prices? The importance of patents and cash in the industry.

What's The Deal With New York Cannabis? Jan 11, 2023

Legal cannabis has officially hit New York. Two long-time advocates, Allan Gandelman and Kaelan Castetter, came on when New York first went legal and return to provide context for this moment. We discuss when supply might meet demand, why the two-tier system works and will likely be a federal model, the illicit market, and the obscene value of NY licenses.

Psychedelic Sunday: Scrutinizing Psychedelic Stocks Jan 08, 2023

What makes a psychedelic company compelling? Analyst Alex Carchidi has a background in biotech and focuses on long-term growth and risk management. He shares what investors should focus on in the psychedelic space and the pros and cons of owning his top 5 psychedelic stocks.

Cannabis Is A Long-Term Play Jan 04, 2023

Negative conditions are crashing down all around investors. Make sure companies in your portfolio will survive. Ted Waller shares why some stocks are falling off a cliff. Not all ETFs are created equal - stay away from the leveraged ETFs ('dynamite ready to be lit'). Pinning hopes on current cannabis leaders. Cash flow is extremely important.

MasterClass In Cannabis Investing Redux Dec 21, 2022

James Baker and Julian Lin are two standout analysts who have joined us over the years for 3 MasterClasses in cannabis investing. This is a compilation of highlights from those shows. As the last episode of the year, and as we've been met with more political gridlock and disappointment, we would do well to remind ourselves of some investing truths, let go of outdated hopes and focus more on descheduling than banking reform. On the crash that came, uplisting, internal and external growth, goodwill and intangible assets and why cash flow is more important than adjusted EBITDA.

Psychedelic Sunday: 4 Stock Overview Dec 18, 2022

Welcome to the 2nd episode of Psychedelic Sunday, where we delve into psychedelics and investing. Today we give an overview of the 4 main stocks in psychedelics, focusing on recent earnings calls and analyst Q&A for Compass Pathways (CMPS), Atai Life Sciences (ATAI), MindMed (MNMD) and Cybin (CYBN). We'll be diving even deeper into these stocks over the next couple of weeks with the help of Stephen Tobin and Alexander Carchidi.

The Curious Cannabis Industry Dec 14, 2022

Celebrating episode 200 with Emily Paxhia! Time to reset expectations and focus the conversation on rescheduling (or descheduling!) cannabis. Dysfunction at the federal level - not passing cannabis banking reform is in direct opposition to majority of US voters. Sidestepping the froth with the PSDN ETF. Small cap value story. Top companies already positioned for uplisting, but what are the rules of the game? Resigning from Ascend Wellness Board, addressing the rumors. Advice and support for retail investors.

Psychedelic Sunday! Dec 11, 2022

Welcome to the first ever Psychedelic Sunday episode! There is a lot of overlap between cannabinoid and psychedelic experiences and today we launch our coverage of the psychedelics industry. Challenges and opportunities within psychedelics; highlighting four stocks: Compass Pathways (NASDAQ:CMPS), Cybin (NYSE:CYBN), Atai Life Sciences (NASDAQ:ATAI), and MindMed (NASDAQ:MNMD).

Who Can Survive In Cannabis? Nov 30, 2022

How should you build your cannabis portfolio? Analyst Jesse Redmond shares his thoughts on MSOs, ETFs and smaller players. Green Thumb resignations, stepping away from Ascend. California, New Jersey and the obligatory SAFE discussion. His favorite strains and why he grows his own cannabis.

Beware Canada 2.0 Nov 16, 2022

With tech stocks crashing, are cannabis stocks the most compelling investment right now? Julian Lin tells investors to focus on MSOs that can generate free cash flow right now. Price compression has been far more severe than expected. What rising interest rates means for the cannabis industry. Why Julian's so bullish on NewLake Capital.

Cannabis Industry Waiting On Change Nov 09, 2022

Fairly disappointing news out of the US as only 2 of the 5 states that had adult-use cannabis on the ballots passed it. With Biden's recent promises amid a protracted regulatory process, will investors' and activists' frustration lead to change? What we as investors can look forward to in the industry.

Glass House's Graham Farrar On Industry Challenges And Opportunities Nov 03, 2022

Glass House aims to be free cash flow positive. Co-Founder and President Graham Farrar comes back to discuss the opportunity and challenge in fighting its main competition - California's illicit market. We also discuss why he thinks Biden's recent announcements are more strategy than stunt and why Glass House won't be at MJBizCon.

Legalized States Driving Cannabis Growth Oct 27, 2022

BDSA provides market research and data solutions for the cannabis industry. CEO Roy Bingham discusses state by state legalization, development of illicit market, lack of consequences. Why he's cautious about the international market.

Agrify's Pivot With CEO Raymond Chang Oct 19, 2022

Agrify (AGFY) CEO Raymond Chang joined me last year on CEO Interviews to discuss the business model of indoor vertical farming. We recorded this interview before Agrify's recent stock split, but we do discuss the current challenging environment and the pivot the company is now focused on. Rapid deployment, the necessity for consistency, addressing industry pain points and growing segments.

Scaling Towards Legalization Oct 12, 2022

Entourage Effect Capital Founder and StateHouse (STHZF) Chairman Matt Hawkins returns to discuss cautiously hunting for distressed assets, the transformative outlook of new regions going legal and developing legislation. Private equity, institutional capital wanting in on cannabis.

New York Cannabis - The Catalyst People Aren't Talking About Oct 06, 2022

Weedmaps CEO Chris Beals joined me recently at Benzinga's Cannabis Capital Conference to discuss scaling a cannabis marketplace. The arduous task of policing the platform, whether brand loyalty really exists and the catalyst that people aren't talking about.

Verano: How To Succeed In U.S. Cannabis Oct 03, 2022

Chief Investment Officer Aaron Miles shares why Verano (VRNOF) got dinged when it went public and how it's shaping its strategy as the market continues to develop. We discuss the Goodness Growth (GDNSF) acquisition, New York's protracted timeline and investing dollars at the right time. One of the top MSOs, find out why Seeking Alpha authors and Wall Street analysts rate Verano as a Strong Buy and why momentum is a concern.

Tim Seymour On Constructive Pessimism In Cannabis Sep 21, 2022

Live from Chicago's Benzinga Cannabis Capital Conference with Fast Money's Tim Seymour! Why MSOs are still the most interesting investments but some are separating from others. Tim's conversation with Boris Jordan. Oversupply in the market. People aren't as optimistic and why that's a good thing.

Lowell Farms' Focus on Flower: Pre-Rolled Cannabis Sep 14, 2022

Cannabis flower usage and pre-rolls with Lowell Farms' Chairman George Allen. The developing retail picture, competitive form factors and the maturing consumer. Lowell's new 35s, bringing elegance to joints and making sense of the industry.

Cannabis In Germany - Legalize, Don't Decriminalize Sep 07, 2022

Talking cannabis legalization in Germany with Niklas Kouparanis, CEO and Co-Founder of Bloomwell Group - one of Germany’s largest cannabis companies. We talk about legalizing the whole value chain. The mistake of decriminalizing before legalizing. Learning the lessons from already legal markets.

CPG And Cannabis - A Conversation With Troy Datcher Aug 24, 2022

Coming from blue chip CPG companies like Clorox, Troy Datcher came on board as CEO for TPCO Holding (GRAMF) last year. Troy said that he's longed to have a relationship this intimate with the consumer in previous industries. "Candidly, I didn't own the experience." In cannabis TPCO reaches about 70% of California consumers. Creating a different company from how it started. Encouraged by legislative changes in California, but it's not enough. For those that can, influence the outcome.

Cannabis Consumption Aug 17, 2022

Spending more time on the California cannabis market with Lauren Fontein, one of the founders of The Artist Tree, a beautiful new consumption lounge in West Hollywood and Courtney Caron, an instrumental part of the developing retail picture in California. This week we sat on the lounge's balcony and discussed the baby steps happening in the cannabis industry, what retail consumption looks like, and what's holding the state - and country - back from real growth.

California's Cannabis Market - Deep Dive, Part II Aug 10, 2022

Emily Paxhia and Hirsh Jain return to catch us up on the California cannabis market and beyond. Getting out of the death spiral but not quite out of the woods yet. Elimination of cultivation tax, but other taxes remain. Incremental progress, but is California moving in the right direction? What parts of the supply chain will benefit? Cannabis pricing, legal vs illicit. Moving towards commoditization.

Cannabis Micro/Macro Picture Aug 03, 2022

Jon DeCourcey shares how his cannabis investing philosophy has shifted over the past few months. Micro vs macro perspective, risk on vs risk off environment. What is going on in Washington? Is there reason for more optimism on political front? Moving pieces of continued cannabis expansion and what's happening beyond companies' control.

Don't Rule Out A Bull Market Jul 27, 2022

Happy to have Alan Brochstein back! Thoughts on the recent rally (less about Bulls buying than Bears covering), political doubts and overall optimism. Valuations are low, but there's good news across the States. These stocks are really cheap. Mistake to assume margins will go down. Analyzing Canopy Growth (CGC), Curaleaf (CURLF), AYR Wellness (AYRWF), Ascend (AAWH) and more.

Everyone Says Sell Your Cannabis Stocks! I See It Differently Jul 13, 2022

Alan Sumler comes from the world of academia. We discuss his long positions in cannabis and how he approaches his stock analysis. How history influences his cannabis investing and looking at short-term movements through a long-term lens. A rare opinion - Positive on Canada! Playing options, balancing technical and fundamental analysis and problems with the way we cover cannabis investing.

Cannabis REITs Are The Perfect Setup While We Wait For Federal Legalization Jul 06, 2022

Brad Thomas, who runs iREIT on Alpha, breaks down why cannabis REITs are an income play and a growth story. Lack of federal legalization affords cannabis REITs a strong opportunity as real estate is a big part of the industry. We discuss the value of licenses, leases, good and bad tenants. Brad's bullishness on Innovative Industrial Properties (IIPR), as well as NewLake Capital (NLCP), AFC Gamma (AFCG) and Power REIT (PW).

Cannabis Valuations Within A Growing Green Map Jun 22, 2022

Catching up on the cannabis industry, we revisit some of our most salient analysis of the past 6 months. Jon DeCourcey covers upcoming tailwinds; Jason Powers and Julian Lin talk valuations and compare undervalued tech to cannabis and Nick Gastevich discusses returning to former growth rates as more states come online.

Buying Into A Down Market Jun 15, 2022

Ted Waller joins us again to discuss staying bullish but getting more realistic about the cannabis industry. Limited growth rates, margin compression and the need to keep our emotions out of investing. Buying special situations and what stocks are more concerning.

2 Cannabis Stock Picks Jun 08, 2022

Julian Lin, founder of Cannabis Growth Investor, returns to discuss two of his favorite cannabis plays - a REIT and an MSO. Cannabis investing philosophy (valuations should drive capital allocations). Net leases, cap rates and how legislation may affect bullish thesis. Smart acquisitions, management compensation, inside ownership and understanding high debt.

Market Sending False Signals Jun 01, 2022

With Ascend Wellness - and perhaps other MSOs - set to sue the US government, we think it's a good time to hear directly from cannabis executives to get their thoughts on the industry. We hear from TerrAscend 's Jason Wild, Ascend Wellness' Abner Kurtin, MariMed's Bob Fireman and Weedmaps' Chris Beals. As we hit mid-year, we hope this brings you more clarity into understanding the sector!

Cyclical Trends Amidst Secular Growth May 26, 2022

Capital is disappearing in the cannabis industry. Mike Regan and Colin Ferrian return and we discuss what investors need to understand about valuations (it's not just like tech). Grading California's main players, consumption patterns, price erosion. EBIDA over EBITDA. For a real transparent take on California trends, listen to Scotts Miracle-Gro conference call every quarter. Cyclical trends amidst secular growth and Colin turns the tables on me!

Legal and Illicit Weed and the Economics of Cannabis May 18, 2022

Dr. Robin Goldstein and Professor Daniel Sumner wrote Can Legal Weed Win?: The Blunt Realities of Cannabis Economics, an objective take on understanding the long-term economics of legal and illicit cannabis. Competition between legal and illicit market - not clear who wins. What types of policies will help legal weed win, learning from other commodity markets and why having a cash cushion is essential. The benefits of being a craft brand and why regional identity is key.

All Cannabis Investors Need Is Just A Little Patience May 11, 2022

Patience, more institutional capital and more catalysts, but mostly we need patience as we wait for the industry to grow into a more mature sector. Matt Hawkins returns to discuss StateHouse/Harborside, the California cannabis market and the developing US landscape. Advice to retail investors and why managing cash is key. Institutional capital will come in and everyone will want in on an MSO or wanting to partner with an MSO. That's where the money is going to be made.

Still A Lot More Work To Do In The Cannabis Industry May 04, 2022

Michael Auerbach, Founder and Chairman of Subversive Capital and The Parent Company (OTCQX:GRAMF) first came on for our first two SPAC Weeks and returns today to update us on GRAMF and the growth that hasn't shown up the way we expected. InterCure and the Israeli market. We also discuss his new ETF PUNK, which came on the scene and shorted Meta.

Cannabis Investors, Fake It Til You Make It Apr 27, 2022

Julian Lin catches us up on recent earnings volatility, valuations and how investors should be looking at the cannabis industry. Why he's a big fan of Verano but not a fan of the Cresco/Columbia Care merger. IIPR, NewLake Capital and why cannabis REITs are highly compelling.

Cultivating Change In Cannabis Apr 20, 2022

4/20 is a time to celebrate the plant and industry but also a time to reflect on how much further we still need to go. Growing up in a farming family, Reginald Stanfield started JustinCredible Cultivation, the first non-equity, Black-Owned Cannabis Cultivation in Massachusetts. We discuss the two different cannabis industries; working with Curaleaf, navigating the challenges of raising capital, evolving regulations and reasons for optimism.

Cannabis Stocks: Near-Term Headwinds Don't Matter Much Apr 06, 2022

Jon DeCourcey from Viridian Capital Advisors returns to discuss recent earnings and why disappointment is overblown. Favoring quality, underappreciated names in the cannabis industry due to favorable fundamentals and growth opportunities. These names also benefit from consolidation in the space at a time where it's hard to find alpha in the sector.

We Need To Talk About Cannabis Mar 30, 2022

Guy Rocourt is President, CEO and co-founder of Papa & Barkley, a pillar of California cannabis brands set to roll out nationally this year and recently joined Christian Cannabis. Pushing back on problematic corporate cannabis. Building a brand with solventless sustainable products. Why many MSOs aren't in California - a branding knife fight. Normalizing cannabis - if you use cannabis, say something.

Searching For Cannabis Catalysts Mar 23, 2022

Nick Gastevich, one of our favorite commenters on Seeking Alpha, returns to the show to catch us up on the state of cannabis investing. Recent earnings, effects from macro pressures, and how Nick looks at recent consolidations. Illinois' social equity program had the right idea but large MSOs have had too much of a head start. Wave of new states legalizing cannabis now especially important in the face of long federal delays.

Tim Seymour: Cannabis Industry Growth Will Return In Second Half of 2022 Mar 16, 2022

Tim Seymour returns to talk cannabis investing within current market conditions. Interconnectivity between asset classes in the time of war and geopolitical volatility. Legislative process, wholesale prices, compression and recent cannabis earnings. Cannabis IPOs, ETFs and looking for free cash flow generation.

A More Equitable Cannabis Industry Mar 09, 2022

Alisia Ratliff is CEO of Victus Capital Ventures and returns again on International Women's Day to discuss the European cannabis markets, what has Alisia excited about the scientific and business breakthroughs in the industry and pursuing a more equitable path in the industry.

Betting Big On Northeast Cannabis Mar 02, 2022

Jay Czarkowski, an experienced cannabis expert, returns to discuss why he's betting big on the Northeast. East Coast over California - fresh legal industry to develop. Importance of controlling real estate and gaining local support. Rethinking our timeline around interstate commerce. Favorite mid-tier stocks.

Do Politics Affect Cannabis' Long-Term Growth Story? Feb 16, 2022

Federal cannabis legalization is not the end all, be all - investors would be wise to think it will take longer than expected. How should we think about a growing green map in the US when the market's not responding to it? Cannabis' growth story and what that means for valuations. Julian Lin and Jason Powers' compelling and essential conversation for cannabis investors.

California's Cannabis Market - A Deep Dive Feb 09, 2022

Deep dive on the California cannabis market with industry experts Emily Paxhia and Hirsh Jain. Pain points and reasons for cautious optimism. Taking stock of the California players. The stocks not getting enough attention in the state (it may surprise you!) and why investors should be wary of companies not reporting GAAP figures.

Trulieve CEO Kim Rivers - Moving Beyond Florida Feb 02, 2022

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.

Alan Brochstein On Cannabis Investing In 2022 Jan 26, 2022

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.

Cannabis Stocks: Focus on Fundamentals Dec 22, 2021

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.
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Making The Case For Mid-Tier MSOs Dec 01, 2021

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 Ayr Wellness is one of our top picks and some seriously actionable investment advice.
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Cannabis - A Sobering Perspective Nov 28, 2021

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.
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Cannabis Stocks Are A Coiled Spring - Industry Update With Brady Cobb Nov 23, 2021

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.
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IM Cannabis CEO Oren Shuster - Multi-Country Operator Nov 10, 2021

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.
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Standardizing Cannabis Operating Procedure Nov 03, 2021

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 problem in the industry.
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Cannabis: Enigma No More Oct 27, 2021

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 languages.
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Jim Belushi's Mission From God; GrowGeneration Partnership Oct 13, 2021

"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 at MJ Unpacked!
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Cannabis Extraction Oct 06, 2021

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.
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InterCure: Internationally Profitable Cannabis Sep 10, 2021

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.
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180 Life Sciences: Looking At Inflammation With Cannabis Sep 08, 2021

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.
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Tim Seymour: Waiting For The Top Down In Cannabis Sep 02, 2021

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.
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Dose Your Own Drink Sep 01, 2021

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.
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Careers In Cannabis Aug 25, 2021

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.
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Julian Lin's Highest Conviction Idea (Ever)? Cannabis. Aug 18, 2021

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.
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Alan Brochstein: The Longer Legislation Takes, The Better For Cannabis Companies Aug 11, 2021

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 confronting the California cannabis landscape, including The Parent Company and Glass House. Why there's no winner take all in U.S. cannabis until federal legalization. (We apologize for a less than stellar audio experience but do have a transcript available: https://seekingalpha.com/article/4450076-alan-brochstein-the-longer-legislation-takes-the-better-for-cannabis-companies-podcast-transcript)
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Unpacking The Cannabis Industry Aug 05, 2021

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 brings cannabis retail executives, investors and brands all together. We talk about focusing on what a CPG market needs and unpacking the future of legalization, what it means for investors and consumers. Unlocking valuation.
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Unrivaled Cannabis Jul 28, 2021

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 legally. Bringing on further complementary assets and correcting previous management's missteps. Recent Board additions bring cannabis industry knowledge and operational savvy.
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Gauging Growth In Michigan Jul 21, 2021

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 thoughts on developing legal picture.
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Better Margins In Cannabis Jul 07, 2021

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 focused, more scale in less places means better margins over near and long-term. Don't be too focused on federal legalization - you can't make money betting on what's going to happen in Washington.
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Making Cannabis Shine Jun 30, 2021

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 way around; some will be bought by those with large balance sheets, some will head East.
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Strategic Patience In Cannabis Industry Jun 23, 2021

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.
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Current State of Cannabis Jun 16, 2021

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 cannabis investors should be paying attention to as we come to terms with remaining stigmas and being a capital-deprived industry.
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Master Class In Cannabis Investing, Part 3 Jun 09, 2021

Seeking Alpha authors James V. Baker and Julian Lin return for our Master Class 3 after bringing so many cannabis investors so much insight and profit in episodes one and two. We catch up about their investing styles, where they think we are in the valuation cycle, what the developing legalization picture means for multi-state operators and investors and what stocks look strong.
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Green Thumb Winning At Capital Markets Jun 07, 2021

'We think a lot about cost of capital. Access to capital at low cost.' - Green Thumb CEO Ben Kovler, who joins Rena to discuss strong gross margin, net income profitability and free cash flow generation despite onerous cannabis tax regulations. Common-sense approach to cannabis winning out. Massive consumer demand. US consumed with cannacuriosity. Being ready for but not dependant on the next phase of legalization.
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Consolidating California Cannabis Jun 02, 2021

Glass House Group going public via Mercer Park SPAC. President and Co-Founder Graham Farrar joins us to talk consolidating California cannabis. Brand, product focused and control of the shelf space - consistently EBITDA positive, California's mature and immature market. Supply agreement with The Parent Company, plans for expansion; the Casamigos of cannabis.
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Celebrating The Legacy, The Plant And The People May 28, 2021

As the cannabis community has grown into an industry it's imperative we don't lose track of who and what got us here so today we launch a new Legacy series of the podcast where I talk to people coming from the legacy side of cannabis, way back before the Green Rush started.
In Jimmy's own words: "Sometimes when prayers are answered they don’t get answered exactly as you expected. I think the law in California that legalized cannabis could have been written better but overall is a good thing for society and a step in the right direction. This is what people have been dreaming about and fighting for, for decades. I'm not sure if everyone fighting wanted so many laws that came with legalization but I guess that’s the nature of the beast.
One of the things I love most in life is smoking cannabis that I grew. I highly encourage others to do so as it is one of the most satisfying, and rewarding ways to connect with the plant. The connection to the plant and the love for it, is the biggest thing the legacy has to offer. I hope anyone who joins the industry finds that connection."
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Are Investors Ready For Legal Cannabis? May 26, 2021

Are investors ready for the next leg of cannabis legalization and what it does to cannabis companies? That's a question asked by Mike Regan and Colin Ferrian who run MJResearchCo, which provides rigorous investment analysis of the legal cannabis industry. We also discuss the Trulieve/Harvest deal, various players set on dominating California, and what makes a strong operator.
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Vertical Farming Will Change The Cannabis Industry May 19, 2021

Agrify is a developer of grow solutions for indoor agriculture, primarily for the cannabis market. CEO Raymond Chang joins Rena to discuss why indoor vertical farming will change the industry. CPG as the future of cannabis. Driving science, data and consistency. Importance of genetics and grow environment. Proprietary measures around design and safety. Building cannabis insight.
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Harborside: Moving on From Legacy Cannabis May 12, 2021

California is perhaps the most attractive cannabis market and certainly the most mature so it's no doubt strong players are interested. Matt Hawkins, founder of Entourage Effect Capital, recently came on as Chairman of Harborside, a legacy California company. Goal of being the best single state operator, moving on from fights with IRS, and confident about banking.
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5 Years Late To U.S. Cannabis May 05, 2021

Red White and Bloom CEO Brad Rogers talks aggressive strategy after being 5 years late to the cannabis game. Establishing presence in the US with strong brands in compelling states. Canadian players without a US strategy will be left behind. US MSOs building formidable moat.
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Organic Growth With MariMed Apr 28, 2021

MariMed is a vertically integrated multi state cannabis operator. CEO Bob Fireman joins Rena Sherbill to discuss why he thinks they're undervalued. Giving guidance, changing messaging and cleaning up balance sheet from previous debt. Full legalization and uplisting closer but still far off - that's the game changing moment. Protecting the creators of the industry, not wanting to become one of the bad guys.
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Vireo Health: Never Been More Upside Apr 21, 2021

Vireo Health founder and CEO Dr. Kyle Kingsley returns to the show to talk huge opportunity in US as Arizona, New Mexico and New York legalize adult use cannabis. Legalization doesn't automatically improve your business unless you can scale on operational excellence. Compelling potential in Resurgent Biosciences - Vireo's IP business. Being on the path to profitability.
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People Are Sick Of Government Telling Them They Can't Buy Cannabis Apr 20, 2021

Happy 4/20! To celebrate, we're joined by Kaelan Castetter and Allan Gandelman, who played an integral part in New York legalizing cannabis. The key to true social equity and why limited licenses stifle innovation and create an unequitable marketplace. Very bullish on non-psychoactive cannabinoids. Hemp for industrial use probably has the highest ceiling.
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Cannabis Legalization Isn't a Threat, It's An Opportunity Apr 14, 2021

The cannabis industry as it stands today is 5% of what it's going to be - so says Jay Czarkowski, Founding Partner at Canna Advisors. Chasing competitive licenses, opportunities in MORE Act, MSOs primed to succeed, as well as some under the radar companies. Companies likely to be acquired, example of why management is the most essential thing when evaluating a company.
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Restructuring Flower One Apr 07, 2021

Kellen O'Keefe, CEO at Flower One joins Rena Sherbill to discuss his journey from MedMen, what he's learned along the way and what he's excited about in Nevada. Building valuable corporate governance. Management changes throughout the cannabis industry, moving from license acquirers and expanders to strategic operators. MSOs building their advantage through evolving legalization. Inter-state commerce still far off.
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Actively Managing Cannabis With Tim Seymour Apr 06, 2021

Why aren't US cannabis stocks reflecting more fundamental bullish developments? CNBC's Tim Seymour joins Rena Sherbill to discuss this and his actively managed ETF, CNBS. Top line revenue will be very robust this year. SAFE Banking and waiting to hear what happens in Texas. Cannabis coverage on CNBC, understanding US and Canadian opportunities. It's about finding the companies building the foundation for a consumer products industry as well as the innovations leapfrogging other technologies.
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Managing Growth With Jushi CEO Jim Cacioppo Mar 31, 2021

Jushi Holdings CEO Jim Cacioppo discusses managing growth and taking a leap in the US cannabis industry. Growing strategically and avoiding pitfalls of cannabis industry; good management is essential. Volatility in the market. Picking the right company in cannabis after many got it wrong, advantages of being an MSO.
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SLANG Worldwide CEO Chris Driessen Mar 24, 2021

Chris Driessen, CEO at SLANG Worldwide talks about being focused on the tremendous opportunity in US cannabis. Speaking the language of CPG, reliance on data, consumer analytics. Small nuance in between markets, but largely same series of events. Share price volatility. Growth in enterprise value and clever consolidation.
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Scale and Growth With Jushi Holdings CFO Kim Bambach Mar 17, 2021

Kimberly Bambach is CFO at Jushi Holdings, a growing US multi state operator with a strong capital market background. Pursuing accretive acquisitions, targeted approaches, raising debt for scale and growth. Overwhelming competence as currency, raising guidance, plans for new and existing markets in the US.
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Supreme Cannabis Turnaround With CEO Beena Goldenberg Mar 10, 2021

Supreme Cannabis is a promising turnaround story out of Canada, thanks in large part to its CEO, Beena Goldenberg. Delivering sustainable profitability, driving revenues and the developing Canadian retail picture. Being a role model for women executives and thoughts on the global cannabis landscape.
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Top Down Social Justice With Alisia Ratliff Mar 08, 2021

Celebrating International Women's Day with Alisia Ratliff, Scientist and CEO of Victus Capital Ventures. A frank conversation about the frustrations of being the only woman in the board room; the push to keep evolving and starting Victus with her husband Chris. Leading with science and data. Building awareness and strategic change. Loving extraction and new cannabinoids coming online. The stress of having IPs without capital.
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Australis' Accretive Acquisitions Mar 03, 2021

Australis Capital CFO Jon Paul joins Rena Sherbill to discuss closing its acquisitions and why coming on board was a bet on CEO Terry Booth. How MSOs will rationalize over time and optimism on banking opening up. IPOs, SPACs and why the FDA needs to provide more certainty on CBD.
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Billion Dollar Cannabis Brand Feb 25, 2021

Indus' George Allen returns to the show to announce its exciting new deal with Lowell Herb. Consolidation is the name of the game in cannabis - this isn't the last deal they'll do but the one they always wanted to do. Playing the value game, Lowell is at the top of sought after brands, doesn't have to fight for shelf space. High quality flower, moving away from concealing cannabis - invites the mainstream in.
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Global Logistics In Cannabis Feb 24, 2021

Logistics are an essential part of cannabis, but it's an area where people aren't looking. Yoram Eshel led supply chain and logistics at Teva and now runs Cannabilog, an Israeli company that closes the gap between growing, manufacturing and supply chain/logistics management. There are new and more elaborate regulations around ever evolving innovations in medical cannabis and there's a big gap in managing this in cannabis industry. Where regular pharma fails, cannabis steps in. Inter-state commerce, importing and exporting over global borders. Cannabis growth comes from the bottom up - unlike most other industries that grow from the top down.
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SPAC Week II: Canndoc And The Parent Company Feb 17, 2021

Michael Auerbach returns to discuss Subversive's recent deal with leading Israel cannabis company, InterCure and gives an update on The Parent Company. Why Subversive pivoted from a REIT to a SPAC, Canndoc's compelling financials, brands and trading on Nasdaq. Opportunity in GRAMF and other US players still trading at a discount.
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SPAC Week II: Cannabis SPACs Feb 16, 2021

SPAC Week II continues with Chris DeMuth Jr, Seeking Alpha Marketplace author and SPAC superstar. He discusses SPACs in general, cannabis SPACs in particular and his favorites with Rena Sherbill. What to look for in a SPAC, trading vs investing and why Chris likes Aphria and Canada.
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SPAC Week, Part II: Why SPACs Make Sense Feb 15, 2021

SPAC Week returns with Joe Crouthers, Co-Founder and CEO of Ceres Group Holdings, who discusses with Rena Sherbill why they're focused on the plant-touching side of the sector. Tying cannabis into traditional business. SPACs more collaborative and less adversarial than traditional IPOs. What was irrational exuberance is now based on strong business foundations. The consumerification of cannabis.
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Cannabinoid Capital Feb 10, 2021

The CBD market has recently seen a multi-billion dollar deal and HempFusion going public. HempFusion Co-Founder/CEO Dr. Jason Mitchell and CCO Danny Brody join Rena Sherbill to discuss radical transparency, methodical growth and becoming more efficient during Covid. We also cover the opportunity in probiotics and hemp. Doing things right as opposed to Right Away and why expansion is absolute.
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Blockchain And Cannabis Feb 03, 2021

In a troubling and unpredictable year, blockchain and cannabis have been some of the best investments and two industries most primed for growth. Chris Naprawa, Director and Chairman of the Board at Khiron and President at TAAL Distributed Information Technologies, shares his insights on both paradigm-shifting industries. Why BSV is the protocol of the future, and why TAAL is in position to capitalize on that. Importance of data. Solving for the consumer and regulatory compliance. Future of cannabis in South America, Brazil set to be biggest medical market, Colombia demographics an advantage and accessing capital at a cost you can live with.
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Now Is The Time to Build A National Cannabis Brand Jan 27, 2021

Talking CBD, hemp, cannabinoids in the health and wellness segment with Smoke Wallin, CEO of Vertical Wellness. Many regulatory headwinds, but near-term hemp and CBD saturation will open up and level off. FDA still captive to pharma industry. Bigger opportunity for natural products industry. Essential to know how to operate in a regulated market. Cannabis beverages - bullish over long-term, many impediments short-term. Mutually beneficial consolidation, cannabinoids + athletes and the amazing results of chickens ingesting CBD.
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AYR Strategies' Edge Jan 21, 2021

CEO Jonathan Sandelman returns to the show to discuss AYR Strategies' recent deals and its steady rise to the top of the MSO pack. 7 M&A transactions in past 4 months. Very accretive deals for shareholders: great assets at a fair price. Want partners and shareholders to be excited to partner with AYR. AYR stock a big reason companies do deals with them. Importance of the flower. Why change in US political climate accelerated AYR's path for growth, what they like about Florida and where else they may be heading.
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SPAC Week: Clever Cannabis Jan 13, 2021

SPAC week continues with Kyle Detwiler, CEO of Clever Leaves, a recent entrant to Nasdaq. Building one of the largest cannabis companies in the world using a much more capital efficient funding process. going the SPAC route. Cannabis grown in Colombia, being GMP-certified, LatAm region makes sense especially for extraction use. Cannabis on a global stage.
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SPAC Week: Whoever Wins California Wins Cannabis Jan 11, 2021

It's SPAC week and why not start with Subversive Capital and the biggest cannabis SPAC ever, launching this week: The Parent Company. Subversive Founder and Chairman Michael Auerbach joins Rena Sherbill to discuss California as the tip of the spear and why it was always the focus. Creating a generational company and real change. Shared social equity vision with Jay-Z. Consolidating and dominating despite a saturated SPAC market. Being included in the chart topping ETF MSOS and why it's the best investment in cannabis right now.
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Valens Set To Be More Aggressive in 2021 Jan 06, 2021

Cannabis is reaching more people in more ways and recent US elections show the green rush is here to stay. But what about Canada? Jeff Fallows, President of The Valens Company, explains why he came on board - what they're doing differently and better than its Canadian peers. Cycle of improvement; operational efficiencies, better cost profile, leading the charge of cannabis 3.0 and next generation products. CPG companies getting into cannabis, inflection points and paying attention to share price.
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Start Up Cannabis Nation Dec 30, 2020

Israel is the largest consumer of medical cannabis in the world, but regulatory progress towards full legalization is moving slowly.Saul Kaye, CEO and founder of iCAN, talks Israel's rapidly developing cannabis market and why regulators shouldn't forget the underground market. Setting up supply chains in Israel and Europe. Psychedelics, cannabis and treating mental health.
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Master Class In Cannabis Investing, Part 2 Dec 23, 2020

Our Master Class returns with two terrific SA authors and investors in the cannabis space: James V. Baker and Julian Lin. We cover the US cannabis space and why P/E multiples don't make any sense; out of whack valuations. Coming soon: 100 bagger stocks; issuing debt vs selling stock. Cannabis investors need to be better educated. the absurdity of 280E. Covering the ETF MSOS, derivatives and options and a basket approach to cannabis investing.
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Cannabis Truly An Emerging Market Dec 16, 2020

Columbia Care CEO and co-founder Nicholas Vita shares his thoughts on disproportionate growth, and why private equity may be the next big thing to get into cannabis. State laws dictate federal laws, which has only been exacerbated by Covid. Columbia Care is the leader in the Mid-Atlantic and readying for staggering growth in the East Coast. Headlines are great but integration is hard, driving real value requires real discipline. Market leader in most of their markets in multiple states because they've had more time to do it.
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In Cannabis, You Have To Be Comfortable Being Uncomfortable Dec 09, 2020

We are on the cusp of another burst of M&A in the cannabis industry, but one grounded more in fiscal responsibilities. Scott Hammon, partner and leader of the cannabis practice at MGO, joins Rena Sherbill to discuss this trend amidst the rapidly maturing cannabis industry. We also cover why companies are putting a stronger emphasis on regional footprints over a national one; good operators will be able to take advantage of this market no matter size or business model.
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Khiron: Building a Multi-Billion Dollar Cannabis Company Dec 02, 2020

Celebrating our 100th episode! Alvaro Torres, co-founder and CEO of Khiron, joins us to discuss building value in LatAm and Europe and why a strong foundation is essential. Following its recent Q3 earnings and some bullish announcements, we also cover why Khiron wanted to avoid treating cannabis as a commodity. Sustainable patient growth with good margins. Staying the course. Slow, but present, European growth; CBD skincare in Hong Kong; growth in Mexico, Colombia and beyond.
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Planet 13: Scale And Performance Nov 25, 2020

Fresh off record earnings, Planet 13 continues to build on investors' excitement about cannabis in general and the US in particular. Co-CEO Bob Groesbeck talks to Rena Sherbill about being positioned for growth once more markets open up and protecting margins, the importance of liquidity and avoiding debt. Fighting for reform. Experiential retail. Encouraged by the critical mass of the States and hoping to see a bill soon that acknowledges that. Visions of dividends.
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Stock Selection Matters Nov 18, 2020

MSOhmy! The US cannabis space is at least 10x the size of Canadian market - and growing. Recent earnings for cannabis companies bear this out in a tale of two countries, with the US winning. Dan Ahrens, AdvisorShares COO and PM, returns to the show to discuss why stock selection matters, index based doesn't make sense for cannabis and avoiding Canada with exception. Cannabis ballot initiatives passing easily and broadly in US - upside is huge. The false narrative of popping stocks.
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Investing During A Recession Nov 11, 2020

During a recessionary environment is historically when VCs make a ton of money. Narbe Alexandrian, President and CEO of Canopy Rivers, the venture capital arm of Canopy Growth, returns to the show. We discuss its portfolio, TerrAscend capitalizing on New Jersey going legal, and building one's thesis in the cannabis market. We also cover creating brand equity, being customer obsessed and finding the disruptors. Pushing edibles to the next level with automation and why most companies wouldn't choose vertical integration unless they had to.
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Beyond The Tipping Point Nov 05, 2020

For cannabis legislation, worth focusing less on Presidential election, more on the Senate. Majority of Americans support cannabis legalization - what other topic has such unified opinion? So asks Anthony Coniglio, CEO of NewLake Capital, a cannabis real-estate investment vehicle with tenants across the supply chain in the U.S. We discuss the value of real estate, how NewLake differs from IIPR and why we'll continue to see single state operators get bought by MSOs. Focusing but not obsessing over politics and regulatory authorities. Change, no matter what, is slow.
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Under The Hood Of The World's Cheapest Pot ETF With Cambria's Meb Faber (TOKE) Oct 28, 2020

Today's guest is the co-founder, CEO and CIO of Cambria Investment Management, Meb Faber. He has authored numerous white papers and books on factor-based portfolio construction and favors value- and momentum-tilted strategies in Cambria's 12 ETFs, as well as in the firm's separately managed accounts. The Cambria Cannabis ETF (TOKE) is currently Cambria's only foray into thematic investing - which says a lot about Faber's strong belief in the Cannabis sector's long-term prospects. At 42 basis points, TOKE is the cheapest way to gain exposure to the growing Cannabis sector. Is it also the best?
Show Notes
1:45 - Covid-19 and Meb's work/life balance
5:45 - Why Meb decided to start his own ETF firm; General philosophy on launching ETFs
11:15 - Given how saturated the Cannabis fund space is, why make that Cambria's first thematic ETF?
18:30 - As a value guy, are Cannabis sector valuations currently reasonable?
24:00 - How important is U.S. federal legalization to the long case for cannabis stocks?
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The Cannabis Industry Is Not Created Equal Oct 22, 2020

We know not all states have legal cannabis and taxes are still being spent to keep people in jail for cannabis charges - and while there is extreme wealth in the industry not enough is being done to create change. Stormy Simon - after a successful 15 years at Overstock.com - opened her eyes to the power of the cannabis plant - and after a stint as High Times' CEO - decided to run for Utah's House of Representatives. We discuss the importance of active participation, moving towards plant medicine, and disrupting the system with blockchain.
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Indus Holdings Hitting Its Stride Oct 14, 2020

As the cannabis industry continues to mature, many companies are reckoning with necessary evolutions. George Allen, formerly of Acreage and a friend of the show, joins Rena Sherbill to discuss the MSO scene and some of the myths surrounding the US cannabis industry. George always liked Indus Holdings' assets, but the company had made some mistakes before he came on board. Now it's operating at an enviable scale. We discuss why Indus has a real chance at being the leading player in California. Simplicity of mission most essential.
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California Cannabis & Capital Oct 08, 2020

Marie Montmarquet, co-founder of MD Numbers, talks to Rena Sherbill about the advantages of running a small family business. Avoiding over-corporatization, staying focused on the details, but knowing partnership may be inevitable. We also discuss the differences between Northern and Southern California cannabis cultures, willful vs woeful ignorance, failed policies and unavoidable unfriendly loans in the cannabis industry. Self-funding, maintaining and raising capital as a minority and first business owner. Fighting for real social equity programs - pessimistic on macro level; optimistic on a community level.
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Healing With Cannabis Sep 30, 2020

Frustrated by the 'business of medicine', Dr. Jessica Knox co-founded Doctors Knox, Inc., American Cannabinoid Clinics, and ADVENT Academy in order to build an endocannabinoidome care ecosystem that is science-based, patient-focused, and equity-driven. Dr. Knox joins Rena Sherbill to discuss the importance of leading with history and science, the concern around rescheduling cannabis and why the bifurcation of medical and rec/adult use market doesn't make sense. Misinformation and stigma still deeply entrenched in the medical community. Single molecule medicine and issues around incorporating whole plant cannabis medicine.
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Green Flower Friday With Max Simon Sep 25, 2020

Max Simon, a cannabis thought leader, founder and CEO of Green Flower Media joins Rena Sherbill to discuss our favorite green flower. We discuss improving quality of life through cannabis, the job growth in the industry, running cannabis companies like a CPG company and why 'what cannabis stock should I buy' isn't the right question. We also cover the power of education and destigmatizing the cannabis plant.
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Good News for AYR Strategies (Podcast) Sep 23, 2020

With only 2 states, AYR Strategies is a top 5 EBITDA company and from a profit margin perspective, second in the industry. We're now in cannabis 2.0 which means more discipline from companies and investors. The winners have access to capital, bit everyone else is excluded. Jon Sandelman, AYR's CEO, returns to the show discuss with Rena Sherbill why culture and vision matter and why you can't build a big business on a weak foundation. We also talk about the currency of current deals in the space, the death spiral of dilution, and CPG multiples.
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Cannabis Is Medicine Sep 17, 2020

Though much of the US and Canadian cannabis space is focused on the adult-use/rec market, Africa, Europe, and Asia (most of the world!) are more focused on the medical side and that's where the legal industry is being established. David Parry, CEO of Cannsun Medhel, joins the show to talk about the medical side of cannabis, and focusing on Asia, Europe and Africa. Learning from indigenous communities about complements to THC and CBD. Integrating business with community, righting social equity wrongs, sustainably using stalks and roots, pushing back against traditional pharma and building a good seed bank in Africa and Thailand.
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Master Class in Cannabis Investing, Part 1 Sep 09, 2020

We cover many fundamental questions in this deep, broad and colorful conversation with two terrific Seeking Alpha authors and investors in the cannabis space: James V. Baker and Julian Lin. Why there is time for current MSOs to build a moat, importance of passing MORE Act, descheduling the plant and why getting rid of 280E gives the industry life. Fallacy of free cash flow, MSO rollups, generating profits without economies of scale. Thoughts on Green Thumb-Trulieve rumors and why momentum investors will get shaken out.
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The Stoner Side of Cannabis Sep 02, 2020

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 learning the lessons of Covid. Favorite strains and joint rolling tips!
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Trulieve: The Confidence That Profit Brings Aug 27, 2020

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 available so can't rely on them to run your business.
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Unpacking Terpenes & Cannabinoids Aug 26, 2020

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 from state to state when the plant is still illegal; evolution of testing, edibles and improving cannabis beverages.
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Cannabis Industry Just Needs Capital Aug 19, 2020

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 anywhere, creating scale with new investments, politicization of safe banking and toxic optimism.
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Limitless Potential Of Cannabis Aug 12, 2020

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, and why it's essential for breeders to have a seat at the table.
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Pharma Medical Cannabis More Robust and Resilient Aug 05, 2020

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 industry.
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COVID-Induced Economic Pain Creates The Perfect Storm For U.S. Cannabis Legalization Jul 30, 2020

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 (POTX) provides investors the opportunity to capitalize on the potential for federal legalization. And even if federal legalization doesn't become a reality in 2021, Berruga still sees plenty of upside for publicly-traded cannabis stocks with increasing numbers of state likely to legalize.
Show Notes
2:30 - A most elegant piece of financial engineering: What drew Luis to the ETF space?
6:00 - A Perfect Storm: Will COVID-19 economic pain finally provide the impetus for federally legal cannabis in the U.S.?
10:00 - The upcoming U.S. election: What different potential outcomes are likely to say about the prospects for legalization
12:30 - Growth potential without U.S. federal legalization?
15:15 - A consumer staple: Will cannabis' strongest growth lever be on the recreational or medical side of the business?
19:30 - Are today's cannabis industry leaders still likely to be leaders in a decade's time?
24:00 - Under the hood: POTX holdings and indexing methodology
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Cannabis Stocks: Once In A Generation Opportunity - No Hyperbole Jul 22, 2020

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.
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Truly Profitable Cannabis Jul 15, 2020

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, Covid legislation and lessons we can learn from prohibition and the Great Depression. We also cover the incredible catalyst that is edibles in Florida, moving into Massachusetts, uplisting to a major US exchange and choosing responsible growth.
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Importance of Education In CBD Market Jul 08, 2020

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 CBD from Amazon.
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Cannabis Investors Should Be Looking For Good Stewards Of Capital Jul 01, 2020

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 discuss why many management changes are overblown, adjusted EBITDA and Illinois' once promising social equity program model.
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Sustainability, Regeneration and Profit Jun 24, 2020

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 also cover having to del with regulatory roll out despite legalization, teaching cannabis cultivation to farmers, and the benefits of rich soil and agricultural innovation.
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Consistent Revenue Growth On The Path To Profitability Jun 17, 2020

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're not focusing on the US, social equity in the industry, and the challenges COVID brings.
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Cannabinoid Consolidation Jun 10, 2020

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 entertainment, we also discuss why making a movie is like creating a start up, hemp genetics and why genetics are a trust purchase. We also cover China, how it's substantially ahead in hemp manufacturing, but has very little related to cannabinoids, hemp farming methodology, and why high prices hinder industry growth.
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It's All Cannabis Jun 03, 2020

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 the various ingredients it can create throughout many diverse sectors.
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Profitably Scaling Regional Cannabis May 27, 2020

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 the other doesn't. We also discuss why balance sheets are just as important as income statements, the mistaken emphasis on rapid growth over revenue or profit, the impact of 280E, and 'The Canada Scam'.
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Cannabis In Bloom May 20, 2020

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 and why it's difficult for bigger brands across state lines to build consistency and dependability.
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Easy To Grow Weed, Hard To Grow Cannabis May 15, 2020

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 cannabis retail just might involve pinball machines.
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The $100 Billion Cannabis Market May 13, 2020

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, corporate culture and momentum driven capital.
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Cannabis Market Proving To Be Recession Proof May 06, 2020

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 'businessman's high', doubling revenue every year, why it's easier for cannabis business to pivot in this climate and the importance of giving back during COVID.
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Cannabis Industry Cannot Be Denied Apr 29, 2020

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 in the ecosystem and why venture funding may be on hold until Q4 or later.
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Cannabis Stocks: Keep It Simple Apr 22, 2020

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, understanding margin potential, cannabis in Canada vs. US, and the challenges in the CBD market.
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Getting Cannabis To The People - 4/20 With Andrew DeAngelo Apr 20, 2020

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 as leaders and companies and absorb the deep teaching moment from COVID.
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Lots of Upside In Cannabis Industry Apr 15, 2020

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 why this will be a V shaped recovery. Market capitulation, share dilution and why you shouldn't be concerned about missing the last 15% of a market bottom. Also - the first 6 listeners to send us a comment will receive a free machine giveaway from Garyn and Magical Brands!
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Land, Water, Hemp And Cannabis Apr 08, 2020

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 cover why not all CBD is hype, leading a company during COVID, the business of selling crops and why Cadiz is confident about its cash position and bullish on its prospects.
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Big Cannabis Can Be Good Cannabis And Good Cannabis Can Be Big Business Apr 01, 2020

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 innovating more products and strengthening its national footprint.
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Cannabis In The Time Of Corona With Bruce Linton Mar 25, 2020

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 and why now is actually the best time to make the company stronger though accretive acquisitions.
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Navigating The Cannabis ETF Space With Nottingham Funds' Kip Meadows Mar 18, 2020

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 - Explanation of the "back office" side of the ETF business
4:30 - The white label fund launch process
7:00 - What do investors interested in investing in cannabis funds need to look out for?
11:00 - What's better in the cannabis space: active management or passive index funds?
13:30 - What industry is a good comparison to the cannabis industry?
17:30 - What are major challenges in the space right now?
20:00 - Do we need to see U.S. legalization to see a run up in the sector's stock prices?
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Now Is The Time To Invest In Cannabis Mar 11, 2020

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 over $341 billion global black market and cover knowing when to sell a stock.
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Cash Is Again King in Cannabis Industry Mar 04, 2020

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 operators, her thoughts on the ETF space and why she's worried about Aurora but excited about Aphria and Trulieve.
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Conscious Cannabis Capitalism With Roger Volodarsky, Puffco CEO Feb 26, 2020

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 and why they moved their business to California.
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Avoid Calling A Bottom In Cannabis With George Allen Feb 19, 2020

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. players, and why it's not yet time for the casual investor to get into the space.
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Growing A Successful Cannabis Brand With Wassef Tawachi Feb 12, 2020

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 the California market.
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Buy And Hold With Jeff Mascio, CEO Cannabis One Feb 05, 2020

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 acquisitions, depressed valuations, lingering unknowns in Canada and why Mexico looks so promising.
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Not Every Gram Is Created Equal, With Rudi Schiebel Jan 29, 2020

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 packaging and advertising and the optimism of U.S. going federally legal.
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Cannabis Fundamentals With Kim Rivers, CEO, Trulieve Jan 22, 2020

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 what happens in the Northeast will be telling for the rest of the country.
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Cannabis Focus Shifting From Expansion To Profitability With Debra Borchardt Jan 15, 2020

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, Green Thumb Industries and Acreage Holdings.
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Cannabis Market Adjustment Is Accurate And Overdue With Kevin Shin Jan 08, 2020

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. We also discuss the near and long-term picture in the sector, when vertical integration makes senses and the overvaluation of the industry.
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2020 Cannabis Foresight + Year-End Rap With Javier Hasse Dec 30, 2019

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 US is similar to the EU, why regulatory implementation is always very complex and why you shouldn't totally count out Canadian LPs. Plus, we drop our year end rap!
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Cannabis Outlook Contingent On Cash Flow With Alan Brochstein Dec 18, 2019

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 market is more concerning than exciting right now.
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Cannabis Initiative With Amy Margolis Dec 11, 2019

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 what's keeping institutional investors out of the space, Oregon's cannabis market, and overcoming disingenuous responses to women-led businesses. We also cover why smaller, well funded plays may be more advantageous than MSOs and why Amy's not overly optimistic about the SAFE Banking Act passing the Senate.
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Transparency Is Fundamental In the CBD Space With Marshall Getto Dec 04, 2019

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.
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Normalizing Cannabis Retail With Nicole Fox Nov 27, 2019

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 an airplane while flying it, the advantages of micro-dosing THC especially for women and older adults and why she pivoted into retail and wellness. We also cover federal descheduling, why packaging and branding must have a quality product, and the lack of knowledge around CBD and hemp.
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Hemp, CBD And Cannabis With Josh Drayton and Alex Seleznov Nov 20, 2019

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 organically produced hemp products. They join Rena Sherbill to discuss the vaping crisis, California as a model for legalization and what it means to be a player in the current CBD space.
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Legal Landscape Of Cannabis Industry With Patricia Heer Nov 13, 2019

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 legalization and the best ways for companies to navigate regulations.
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Healing Trauma Through Cannabis, With Fabian Henry Nov 11, 2019

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 Sherbill to discuss why cannabis is the best medicine for trauma, the frustrating reality of legalized cannabis in Canada and the 4 pillars of treatment.
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Cannabis Industry On the Path To Normalization With Chuck Smith, President/CEO, Dixie Brands Nov 06, 2019

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.
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Growing Pains, With Irwin Simon, CEO, Aphria Oct 30, 2019

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 and why he doesn't think the U.S. will go completely federally legal.
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A Question of Timing With Steve White, CEO, Harvest Health & Recreation Oct 23, 2019

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 group. He joins Rena Sherbill to discuss the SAFE Banking Act, targeted acquisitions, the importance of remaining agile and why it may be impossible to not run afoul of cannabis regulations.
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Fueling Growth Through Infrastructure, With Garvis Toler, Helix TCS Oct 16, 2019

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, communicating with investors and what cannabis players can learn from the dotcom era.
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Before You Can Scale You Have To Execute, With Ken Villazor, Flower One Holdings Oct 09, 2019

Ken Villazor is President and CEO of Flower One Holdings, a publicly traded cannabis company. Ken joins Rena Sherbill to discuss what differentiates Flower One from other U.S. focused cannabis companies, what other states and countries can learn from Nevada's successful regulatory program, the decision to focus on price and yield, and why - if anything - the market's only getting stronger.
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A Different Kind Of Cannabis ETF With Tim Seymour Oct 02, 2019

Today's guest on Seeking Alpha's Cannabis Investing Podcast is Tim Seymour, of CNBC Fast Money fame. Tim was an early stage investor and recognized voice in the cannabis industry. He recently launched an actively managed pure play Cannabis ETF, the Amplify Seymour Cannabis ETF (CNBS), where he serves as Portfolio Manager. During this conversation, Tim weighs in on key macro trends affecting cannabis investors, while also providing a detailed and intimate perspective on a dozen companies in the space.
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Cannabis Industry Is Truly An Emerging Market With Noa Kahner Sep 25, 2019

Noa Kahner is founder of Kahner Global, which produces investment conferences, including The Cannabis Private Investment Summit Series. Noa joins Rena Sherbill to discuss institutional investors in the cannabis space and the evolution of the industry. They also cover why investing in cannabis is different than any other industry and the importance of thinking strategically.
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The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge Sep 23, 2019

This trailer previews our initial two shows on The Investing Edge, from Value Investor's Edge Live hosted by J Mintzmyer, and The Razor's Edge, hosted by Daniel Shvartsman and Akram's Razor.
Our excerpt for Value Investor's Edge Live is from our first episode, where J Mintzmyer speaks with Robert Bugbee of Scorpio Tankers about the company's comfortable cash position and the pending catalyst of IMO 2020.
Our excerpt from The Razor's Edge is from the first episode, which covers Disney, Netlfix, and the streaming universe. Daniel Shvartsman asks Akram's Razor about whether Netflix can solve a budding challenge - too much content on the service.
The Investing Edge is a podcast channel on Seeking Alpha that features shows from different Seeking Alpha authors, with a focus on their unique investing style. Authors will speak with CEOs and industry experts, break down key market stories and topics, and share insights on how they research new investments.
The first two shows on The Investing Edge are:
Value Investor's Edge Live, hosted by J Mintzmyer of Value Investor's Edge. The show will feature J's conversations with publicly traded shipping company CEOs, sector experts, and fellow deep value investors about their companies and investing approaches.
The Razor's Edge, hosted by SA podcast host Daniel Shvartsman and Seeking Alpha author Akram's Razor of The Razor's Edge.
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Cannabis Trade Show Testimony With Greg Marco Sep 18, 2019

Greg Marco is President of Leading Edge Expositions, which produces the CWCBExpo, a B2B trade show event for the legalized cannabis industry. He joins Rena Sherbill to discuss the regulatory challenges of putting on a cannabis conference and how the East Coast conferences vary from the mature markets on the West Coast. They also discuss the importance of branding, why packaging and labelling are huge, and what the next couple years may look like in the industry.
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The Changing Cannabis Narrative With Debra Borchardt Sep 11, 2019

Debra Borchardt is CEO, co-founder and Editor-in-Chief of the cannabis financial news website Green Market Report. Debra joins Rena Sherbill to discuss the evolution of the industry, the future of cannabis retail and what to focus on when choosing a cannabis ETF. We also discuss Debra's Green Market Summit happening this week and why it's focusing on the economics of cannabis brands.
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Shifting Focus From Cannabis to Other Cannabinoids With Ronan Levy, Trait Biosciences Sep 04, 2019

Ronan Levy is Chief Strategy Officer at Trait Biosciences, a cannabis biotech firm. Prior to joining Trait, Ronan served as Senior Vice President of Business and Corporate Affairs at Aurora Cannabis. He joins Rena Sherbill to discuss the extreme growth the sector has seen and why big companies should be focused on market share over profitability. They also cover the commoditization of cannabis production, focusing on minor cannabinoids and why increasing yields and lowering costs are low hanging fruits.
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Revenue And Profit Aren't Mutually Exclusive With Joe Lusardi, Curaleaf CEO Sep 03, 2019

Joe Lusardi is President & CEO of Curaleaf, a vertically integrated multi-state cannabis operator in the U.S. He joins Rena Sherbill to discuss the growth trajectory of the industry, vertical integration as a means to control supply and quality of product. They also cover Curaleaf's recent big-name acquisitions, the need to focus on developing brands and why their in-depth earnings call is a point of differentiation in the industry.
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Curing and Drying Cannabis With David Sandelman Aug 28, 2019

David Sandelman is Chief Engineer at Cannatrol, a precision drying/curing system for cannabis. He joins Rena Sherbill to discuss the similarities between drying and curing meat, cheese and cannabis. They also discuss the sector's resistance to new technology and how his invention helps control humidity in the flower.
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Cannabis' Tissue Culture Technology With David Brough Aug 21, 2019

David Brough is CEO of Klonetics Plant Science and has had extensive experience in the oil and gas industry. He joins Rena Sherbill to discuss getting more profitability from growers and creating new strains with world-class breeders. They also discussed tissue culture technology, international expansion and the similarities between energy and cannabis sectors.
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The Importance Of Developing IPs, With Dr. Kyle Kingsley, Vireo Health Aug 14, 2019

Dr. Kyle Kingsley is founder and CEO of Vireo Health, a publicly traded, multi-state, physician-led medical cannabis company. He's also co-author of the book Medical Cannabis Primer for Healthcare Providers. He joins Rena Sherbill to discuss cannabis as a therapeutic agent and alternative to opioids and disrupting the tobacco space. We also cover the coming influx of capital, banking reform excitement, and why the MSO space has been brutalized.
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Making The Case For An Actively Managed Cannabis ETF Portfolio With Dan Ahrens Aug 07, 2019

The latest episode of The Cannabis Investing Podcast features Dan Ahrens, manager of the newly launched AdvisorShares Pure Cannabis ETF (YOLO). With the global cannabis industry still in its infancy, Ahrens makes the case for a much more hands-on approach in managing a diversified ETF portfolio of cannabis stocks. The result is a portfolio with some real surprises - both in terms of its top holdings as well as what doesn't make the cut.
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It's Time To Get Into Cannabis Space When Bubble Bursts With Vitaliy Katsenelson, CFA Jul 31, 2019

Vitaliy Katsenelson is Chief Investment Officer at Investment Management Associates, a Seeking Alpha contributor, as well as author of Active Value Investing and The Little Book of Sideways Markets. He joins Rena Sherbill to discuss his view on the cannabis sector as a die hard value investor, why he favors brands over growers, cigarette and alcohol companies succeeding in the sector, and why avoiding carnage is only half the victory.
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Decline Of Stock Price As An Asset With Allan Rewak, Emerald Health Therapeutics Jul 24, 2019

Allan Rewak is vice president, communications and stakeholder relations at Emerald Health Therapeutics. Prior to joining Emerald, Allan was the inaugural executive director of the Cannabis Council of Canada where he played a key role in Canada legalizing cannabis. He joins Rena Sherbill to discuss whether further consolidation is ahead, how the US is unique in the cannabis world, and why investors shouldn't be overly exuberant.
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Cannabis 3.0 With Dooma Wendschuh, Province Brands Jul 17, 2019

Dooma Wendschuh is co-founder and CEO of Province Brands, a Toronto-based startup that created the world's first beer brewed from cannabis. Before entering the cannabis industry, Dooma helped develop and launch the popular Assassin's Creed franchise. He joins Rena Sherbill to discuss cannabis as a less harmful alternative to alcohol, why long term winners in the space will be in branding - not cultivation, and the new guard of cannabis companies.
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Vertical Integration Doesn't Work In Cannabis Sector With Narbe Alexandrian, Canopy Rivers Jul 10, 2019

Narbe Alexandrian is President and CEO of Canopy Rivers, the publicly traded investment platform for Canopy Growth (note that this was recorded before Bruce Linton's departure). He joins Rena Sherbill to discuss what stage we're currently at in his 5 wave theory of how the cannabis industry will evolve, why ag-tech and Europe are exciting plays right now and what investors are getting when they buy Canopy Rivers.
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Looking at 3 Cannabis Stocks Using Seeking Alpha's Quant Ratings And Factor Grades With Steven Cress Jul 03, 2019

Steven Cress is Seeking Alpha's Head of Quant Strategy. He joins the show today to give listeners an idea of what Seeking Alpha's Quant Ratings and Factor Grades can provide for investors. We'll be focusing on what these ratings mean for 3 cannabis stocks: Canopy Growth, Aurora Cannabis and Khiron Life Sciences, and for the cannabis sector in general.
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Introducing Let's Talk ETFs: 'Aha' ETF Moments With ExponentialETFs' Phil Bak Jul 03, 2019

On this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs for good. Tune in every Wednesday starting July 10 for full-length episodes of Let’s Talk ETFs. Subscribe now to make sure you don’t miss a single episode
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What The Cannabis Industry Can Learn From Pharma With Martin Tindall, Phoenix Life Sciences Jun 25, 2019

Martin Tindall is the CEO and Director of Phoenix Life Sciences. He joins Rena Sherbill to discuss Phoenix's recently completed audits, federal deregulation, targeting diabetes treatment in the South Pacific and why branding should move away from old school imagery.
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Extraction Is The Future of Cannabis Industry With Lincoln Johnson, EnCann Solutions Jun 19, 2019

Lincoln Johnson is founder and CEO of EnCann Solutions, a high volume cannabis and hemp oil extraction company. He joins Rena Sherbill to discuss why cannabis is a once in a lifetime market opportunity, the unique extraction method EnCann brings to the industry, and why he thinks CBD will soon dwarf the THC market.
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Let’s Talk ETFs PREVIEW Jun 19, 2019

Let’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best utilize ETFs to reach their investing goals. In addition, Let’s Talk ETFs will catch you up on all the most important ETF news including new fund launches and closures, top performers, and other notable ETF investing news from the previous week
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Cannabis And Alcohol Beverage Industries Are On a Collision Course, With Ted Dumbauld Jun 12, 2019

Ted Dumbauld is COO of Curio Wellness and founder of SoNo 1420, the world’s first hemp-infused whiskey and gin distillery. Ted joined Rena Sherbill to discuss why hands on labor is not ideal for cultivation, declining alcohol sales in states where cannabis is legal, and why consolidation is here to stay.
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Cannabis Is a Global Phenomenon With Chris Naprawa, Khiron Life Sciences Jun 05, 2019

Chris Naprawa is President at Khiron Life Sciences. Chris joins Rena Sherbill to discuss Khiron's focus on Latin America and beyond and its plans for growth, including partnerships and acquisitions. They also discuss global deregulation, Khiron's recent equity offerings and the benefits of having a former President on its board.
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Why CBD with Marty Sumichrast and Caryn Dunayer, cbdMD May 29, 2019

Marty Sumichrast is Chairman and CEO and Caryn Dunayer Co-founder and President of cbdMD, the first American NYSE traded CBD company. They join Rena Sherbill to talk about the fortuitous timing of pivoting from Level Brands into YCBD and how bad actors affect consistent implementation of the Farm Bill. They also discuss branching out into pet CBD products, major sponsorship deals and the drawbacks of great growth.
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Talking AI and Cannabis With Brad Moore, CEO and Director of Global Cannabis Applications Corp. May 22, 2019

Brad Moore, CEO and Director of Global Cannabis Applications Corp., joins Rena Sherbill to discuss the evolution of GCAC from a technology development company to its focus today - producing better outcomes for medical cannabis patients. We also discuss the role of AI and blockchain in the sector, the difference between Canadian, US and EU regulations and the money to be made in peripheral industries.
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A Global Perspective Of The Cannabis Industry With Raymond Harari May 16, 2019

Raymond Harari is the founder of Canalis Capital, a cannabis advisory company and merchant bank based in Panama, and one of the leading forces in getting Panama to legalize cannabis. He talked about this pursuit with Rena Sherbill, as well as the importance of having a long-term vision in this burgeoning industry.
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All Things Cannabis With Alan Brochstein May 06, 2019

Alan Brochstein is the founder of 420 Investor with over 20 years of experience in fixed-income and stocks, and is now focused solely on the cannabis industry. He talked with Rena Sherbill about his path to the sector, what investors should be focusing on and why most people in the industry don't actually want legalization.
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CannaTech Conference Series With Mark Goldhar: Google Doesn't Exist yet in the cannabis space May 01, 2019

Mark Goldhar, a member of CannaTech’s financial advisory board with vast experience as an entrepreneur and executive in the cannabis space, talked with Rena Sherbill about the future of the industry, barriers to legalization and what investors in the cannabis sector should be focused on.
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CannaTech Conference Series: Tahira Rehmatullah, Managing Partner of Hypur Ventures, CFO of MTech Acquisition Corp Apr 24, 2019

Tahira Rehmatullah, Managing Partner of Hypur Ventures and CFO of MTech Acquisition Corp talked with Rena Sherbill about the evolution of the cannabis industry, MTech's merger with MJ Freeway, the importance of pivoting and the formality of legalization.
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CannaTech Conference Series: Eyal Barad, CEO Cannabics Pharmaceuticals Apr 18, 2019

Eyal Barad, CEO Cannabics Pharmaceuticals, talked with Rena Sherbill about the business side of the company, recent volatility in the stock, its investment in Seedo, its joint venture with Wize Pharma and the patents it has in development.
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CannaTech Conference Series: Dr. Haleli Sharir, Principal Scientist at Cannabics Pharmaceuticals Apr 15, 2019

Dr. Haleli Sharir, Principal Scientist at Cannabics Pharmaceuticals, talked with Rena Sherbill about the science driving medical innovation, the stigma of cannabis, and the goals of Cannabics going forward.
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CannaTech Conference Series: Meni Morim, CEO Namaste Technologies Apr 08, 2019

Meni Morim, Interim CEO and Chief Product Officer of Namaste Technologies, talked with Jonathan Liss at the CannaTech conference in Tel Aviv, where he spoke about his company's use of machine learning and AI within the Cannabis space.
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CannaTech Conference Series: Cam Battley, CCO Aurora Cannabis Apr 03, 2019

Cam Battley, CCO of Aurora Cannabis, talked with Rena Sherbill about Aurora's place in the sector, where he sees the industry headed and if there are any blue chip cannabis stocks.
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Waiting Is Not An Option in The Cannabis Industry With Yona Levy Mar 27, 2019

Yona Levy, CEO of Alvit Pharma and Director of Tefen Management Consulting, discusses the global potential in the cannabis market, Israel's role in the cannabis industry, the importance of lobbyists and doctors and what will drive global deregulation.
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The Importance of Being Nimble In Cannabis Investing with Saul Kaye Mar 19, 2019

Saul discusses us with how he came to the cannabis sector, how it's grown in the 5 years he's been involved with it, emphasizes the need for cannabis companies to be nimble in this industry, what retail investors should be looking out for and what he sees as the future of the industry.
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The Cannabis Investing Podcast Intro Mar 18, 2019

Introduction to Seeking Alpha's newest podcast, The Cannabis Investing Podcast.
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