Episodes
In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry.
Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique position in our industry as they control the ZigZag brand and have made numerous investments across the cannabis supply chain.
Scott joins us to...
Published 10/30/24
In this episode we are joined by Jesse Redmond of Water Tower Research who is fresh off of Chicago Benzinga.
Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. We discuss many of the out of favour sectors in today's markets and compare and contrast them to cannabis
Thanks again to Jesse for joining us
Connect with Jesse:
On X: https://twitter.com/jesseredmond
On LinkedIn: https://www.linkedin.com/in/jesseredmond/
Water Tower...
Published 10/16/24
In this episode we are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) to discuss how the upcoming election, fed rate cuts and other catalysts will impact the cannabis investing landscape.
We discuss how may be in the early stages of a recovery driven by macro factors and how 2025 may have several key catalysts lining up nicely for the cannabis industry.
We also discuss the impacts on debt markets, real estate and other asset classes.
Follow Anthony:
Twitter:...
Published 10/02/24
In this episode we are joined by Dan from The Chart Guys to discuss cannabis investing vs strategies heading into the November election. We compare game plans and discuss how Dan thinks about Florida Rec, Rescheduling and potential campaign discussions about cannabis.
Big thanks to Dan for joining us for another great discussion.
Follow Dan / The Chart Guys
On Twitter: https://twitter.com/ChartGuys
The Chart Guys on...
Published 09/18/24
In this episode we discuss how Trump's recent comments towards Florida's "Yes on 3" campaign could be the start of something larger heading into November
We discuss potential impact to Florida, Rescheduling, the General Election & more.
We also react to the disappointing delay of rescheduling an discuss what it means for the sector.
Follow Hirsh's for more unique insights into the intersection of cannabis and politics.
Connect with Hirsh:
LinkedIn -...
Published 09/03/24
In this episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor.
In this Financial Review we cover:
- How each operator stands to benefit from Florida Rec
- Cash flow, future growth & 280E benefits
- Thoughts on MSOs valuations; financial metrics; balancing positives and negatives
Thanks to Nick for joining us and sharing his detailed analysis as always!
Connect with Nick:
Twitter...
Published 08/21/24
In this episode we are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names.
Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns.
In this episode we discuss:
- Aaron's pre-cannabis background investing through the dot com crash and the 2008 financial crisis
- How & Why...
Published 08/07/24
In this episode (recorded Friday, July 19th) we discuss how the possibility (now certainty) of Joe Biden dropping out of the race could be a HUGE catalyst for cannabis stocks
We discuss the "Kamala Catalyst" and how this could play out over the coming weeks and months as we head into November 2024.
We also discuss rate cuts, the small cap rally, who could beat Trump and how the Kamala Catalyst could re-invigorate state level cannabis debate.
Follow Hirsh's for more unique insights...
Published 07/21/24
In this episode we are joined by Pablo Zuanic of Zuanic & Associates. Pablo was a long time cannabis analyst at a leading investment bank before starting his own firm.
He has published numerous pieces on key catalysts such as Rescheduling, Florida, Industry upside and coverage on many companies.
In this episode we discuss:
- Institutional Investment: what will it take?
- Rescheduling: has the equation changed?
- Key risks to the S3 process
- How does the Biden/Trump/Harris question...
Published 07/10/24
While cannabis stocks have had a brutal few weeks, one cannabis focused REIT is quietly up +50% over the last year.
We are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) which despite only trading on the OTC has had strong outperformance since breaking their "negative feedback loop"
Anthony joins us to discuss the current cannabis market, key catalysts and share ideas on how and when cannabis stocks may be able to escape their current trajectory and start on a "positive...
Published 06/26/24
In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique position in our industry as they control the ZigZag brand and have made numerous investments across the cannabis supply chain.
Scott joins us to discuss:
- What's going on with cannabis stocks?
- How should rescheduling be priced?
- Where are the best opportunities...
Published 06/12/24
In this episode we are joined by the Guru of the Gold Coast Hirsh Jain.
Hirsh last joined us in February where he correctly predicted the timing of the Rescheduling Announcement.
In this episode:
- How did Hirsh correctly guess timing of the announcement?
- How will rescheduling play out to maximize political benefit?
- Will we get a Cole Memo 2.0? How will that impact uplisting?
- Will Florida pass adult use?
- How will Ohio impact the industry financially and politically?
- Will...
Published 05/29/24
In this episode we are joined by Dan from The Chart Guys to compare cannabis investing strategies. With several potential key upcoming catalysts we compare short term trading vs longer term investing and our game plans for the coming months.
Big thanks to Dan for joining us for another great discussion.
Follow Dan / The Chart Guys
On Twitter: https://twitter.com/ChartGuys
The Chart Guys on Youtube: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g
Free Intro to TA...
Published 05/15/24
In this episode (recorded pre-DEA announcement) we discuss the risk/reward of the industry along with our game plans for going forward.
Let us know what topics you want to hear the most about in the coming weeks!
Published 05/01/24
Focus on the fundamentals!
In this episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor.
In this Financial Review we cover:
- How each operator stands to benefit from Florida Rec
- Cash flow, future growth & 280E benefits
- Thoughts on MSOs valuations; financial metrics; balancing positives and negatives
Thanks to Nick for joining us and sharing his detailed analysis as always!
Connect with...
Published 04/17/24
In this episode we go "boots on the ground" into Florida's Cannabis Market.
Our guest Real Estate Randy is an expert in helping Florida operators expand their footprint. He has years of experience dealing with some of the largest MSOs and brings unique insight on their innerworkings as well as the local market nuances.
In this episode:
- Why Randy is "all-in" on Florida Rec
- How he expects the market to change leading up to the Ballot
- Where are the untapped opportunities in the...
Published 04/03/24
In this episode we are joined by Jesse Redmond of Water Tower Research to discuss Rescheduling Rumours, Cannabis Catalysts & Earnings Take-Aways.
Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. He shares insights on specific names and outlines a game plan depending on your risk tolerance.
In this episode we discuss:
- What to make of the recent Doug Kass rumour?
- Kamala, Fat Joe & Election predictions
- Earnings: How did Tier...
Published 03/20/24
In this episode we are joined by Will Muecke who is Co-Founder and Managing Member at Artemis Growth Partners.
Artemis Growth Partners is one of the largest and most active private investors in cannabis with ~$400M+ under management exclusively in cannabis.
Will and his team have invested throughout the cannabis value chain including MSOs, Brands and producers in Europe.
In this episode:
- What just happened in Germany?
- How will the current market change?
- Which companies will...
Published 03/06/24
In this episode we are joined by a special guest who brings a unique perspective on trading cannabis stocks through technical analysis.
Charting Man Dan of The Chart Guys is a well known cannabis personality who specializes in chart reading. Dan is a veteran cannabis trader but also regularly trades broader indices and crypto.
Dan is a wealth of honest information and brings an unbiased perspective on the charts.
In this episode we discuss:
- The Rescheduling Game Plan for 2024
-...
Published 02/21/24
In this episode we are joined by special guest Hirsh Jain. Hirsh is a cannabis policy expert and shares in depth analysis about:
- DEA Rescheduling: Is Sooner or Later better for Biden?
- How do state level cannabis programs affect elections?
- Florida: Why Hirsh is bullish
- VA / OH / PA & Texas
- How important is cannabis really for voters?
Don't miss out on Hirsh's unique insight into the intersection of cannabis and politics.
Connect with Hirsh:
LinkedIn -...
Published 02/07/24
In this episode we are joined by Mike aka MJ Stock Trader on Twitter. Mike has become a leading voice on CannaTwitter over the past 3 years and shares a unique perspective on social media's importance in cannabis investing.
In this episode we discuss:
- The importance of psychology and sentiment
- How 2024 has started for investors
- What's Next? Key dates to watch for
- Rescheduling, Florida & SAFER
- Big risks no one is talking about
- Personal investment strategies for...
Published 01/24/24
Happy 2024! To kick off the new year we are joined by a very special guest - Robert Beasley, CEO of Cansortium (TIUM on CSE or CNTMF on OTC).
Cansortium is a Multi-State Operator with operations in Florida, Pennsylvania & Texas.
In this episode we discuss:
- Robert becoming CEO in 2020 and right sizing the company
- Living through the COVID Cannabis boom in Florida
- The importance of balance in the company
- Florida Adult Use on the 2024 Ballot
- Price Wars: how price...
Published 01/10/24
The final episode of 2023!
In this episode we recap what happened this year and paint the picture of our investing game plan for 2024
In this episode:
- Recapping 2023 for Cannabis & General investing
- The potential macro backdrop for 2024
- The biggest 2024 Catalysts for Cannabis
- The game plan for making the most of 2024
Thank you all and see you in 2024!
Published 12/13/23