The Cannabis Investing Podcast

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‏الحلقات

Cannabis investing in the Trump era

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 ... عرض المزيد

. 53 دقيقة و44 ثانية

Have cannabis investors been early or wrong or both?

Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp marke ... عرض المزيد

. 48 دقيقة و21 ثانية

Cannabis REITs: less risky choices in a risky sector

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 ... عرض المزيد

. 19 دقيقة و0 ثانية

High Tide CEO Raj Grover on Germany, Canada and the U.S.

High Tide is the largest cannabis retailer in Canada (1:20). President and CEO Raj Grover joins us to discuss its recent move into Germany (3:15). Purecan acquisition - a beautiful business to buy (8:00). Tilray is complementary, not competition (14:00). No hurry to get into the ... عرض المزيد

. 28 دقيقة و25 ثانية

Green Thumb stands alone. Billions in debt coming for MSOs.

Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12 ... عرض المزيد

. 45 دقيقة و56 ثانية