Have cannabis investors been early or wrong o...

Josh Rosen and Jerry Derevyanny from Bengal Capital discuss the current state of cannabis investing (1:10). Trump takes action to reschedule cannabis; federal regulations and investment strategies (6:30). Challenges of valuation in the cannabis sector (19:00). Expected consolidat ...  Show more

Julian Lin updates his views on cannabis REITs IIPR and NewLake Capital (1:15). RIP Cannabis Growth Investor - changed thesis on cannabis MSOs (6:45). Why Green Thumb has done well relative to the sector (13:35). Episode transcripts Show Notes: NewLake Capital: 9.3% Dividend Yiel ...  Show more

This week: A new DEA designation for cannabis means high times for pot smokers, but what about the industry? Felix Salmon, Emily Peck, and Elizabeth Spiers discuss the future of the cannabis business, Binance founder Changpeng “CZ” Zhao’s lax, four-month prison sentence, and why ...  Show more

Aaron Edelheit returns to the podcast to discuss all of the opportunities he's seeing in the cannabis world and why he's chosen now to launch a Cannabis focused fund. Aaron's Cannabis manifesto: https://mindsetvalue.substack.com/p/the-cannabis-manifesto Seth Rogen ...  Show more

This week, we go one toke over the line and look at the emerging world of cannabis marketing.We start with the question - just how does a plant become illegal?We’ll explore the history of cannabis.We’ll talk about which celebrities have their own brands (Hello Willie Nelson!)Whic ...  Show more

This week on Prof G Markets, Scott shares his thoughts on how Sam Bankman-Fried’s crypto exchange FTX came crashing down like a house of cards. He then explains what Disney’s earnings reveal about a streaming market headed for consolidation, and why HBO makes for an appealing acq ...  Show more