Advertise on podcast: The Cannabis Investing Podcast

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 consolidation in the industry; insights for retail investors (23:20). Is there a first mover advantage? (26:30). Understanding 280E (30:00). Deep dive on Glass House (GLASF) (32:20). More on valuation (38:10). Public vs. private, hemp, ETFs (46:00). Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 market (32:40). Episode transcripts Show Notes: Cannabis REITs: Less Risky Choices In A Risky Sector Green Thumb Stands Alone. Billions In Debt Coming For MSOs Leef Brands For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 Yield, No Net Debt, Rescheduling Catalyst Marijuana rescheduling "delayed, but not dead": report Best Of Breed Growth Stocks For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 US (18:00). Contextualizing valuation and revisions (20:35). Read episode transcripts Show Notes: High Tide outlines 2025 plans: 20-30 new stores and German market expansion High Tide Q4 2024 Earnings Call Transcript Cannabis In Germany - Legalize, Don't Decriminalize High Tide website For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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 (12:00). Glass House seemingly winning its bet on scalability (19:15). Which private companies have some of the best assets in the industry (28:10). MSOS, MSOX and cannabis ETFs (35:25). Read episode transcripts Show Notes: Tremendous Opportunity In Cannabis Green Thumb Industries Virtual Analyst Report For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

CannaVestments and Jerry Derevyanny return for an in-depth episode. Dissecting doom and gloom Q3 earnings for the cannabis industry (0:50). Green Thumb's consistently outstanding performance (4:25). Is it too early or too late to invest in cannabis? (11:15) Florida not legalizing - how much does it matter? (17:30) Agrify's interesting moves (35:40). Hemp, beverages and what may be worthy of investors' attention (40:00). Glass House discussion (47:40). Shorting Curaleaf? (53:55) Read episode transcript Show Notes: Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still Ahead Cannabis Investors - What You Should Know How Retail Investors Should Evaluate Cannabis Stocks Tremendous Opportunity In Cannabis Black Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! 

Grown Rogue has been lauded by a number of analysts on this show so we decided to talk to VP Jake Iotte about what makes the company stand out and whether cannabis belongs in the CPG industry (1:30). Margins and ROI profile; focused on cash on cash returns (4:20). Excited about Jersey (7:10). Terminating partnership with Vireo (8:25). Not relying on federal legalization as a strategy (10:50). Read episode transcripts Show Notes: Bengal Capital - Grown Rogue: Remains Materially Undervalued, Best Days Still Ahead Cannabis Investors - What You Should Know Grown Rogue: Poised For Explosive Growth For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jesse Redmond highlights the fine line between being early and wrong and why having a long-term timeline is wise for cannabis investors (2:10). Why Florida is a massive opportunity (9:35). Green Thumb, Verano and pushing for more company transparency (17:50). Pennsylvania a state-led catalyst; solving for the current risks to getting into cannabis (26:05). Farm Bill flower, the hemp conversation, valid excitement over Ohio and Minnesota and Glass House (31:20). Top 3 ways to allocate capital for retail cannabis investors (52:00). Read episode transcripts Show Notes: Trump appears open to decriminalizing marijuana Ayr CEO David Goubert On Florida, Ohio And 'Very Balanced' Q2 Texas Cannabis, Delta-8 And Delta-9 Glass House's Graham Farrar On Industry Challenges And Opportunities For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Ayr Wellness CEO David Goubert talks 'very balanced' Q2 earnings. (1:15) Focus on state footprints: Florida legalization, Ohio's nice rollout. (6:00) Debt and dilution: progress and strategies. (8:15) Any plans to grow hemp? (21:15) Industry valuations as the market evolves and legalization develops. (23:00) How to establish a national brand and the general cannabis retail picture. (36:00) Read episode transcripts Show Notes: Ayr Wellness CEO David Goubert Focused On Debt And Cash Cannabis stocks on watch as DEA sets hearing on marijuana rescheduling Ayr Wellness Q2 2024 Earnings Call Transcript Florida MSO Trump Card For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Jason Najum has covered the psychedelic space for a long time and contextualizes recent news around the FDA, MDMA, PTSD and Lykos Therapeutics (1:35). Blessing in disguise for Cybin, COMPASS Pathways and MindMed (14:30)? Trial data and cash in the bank are top signifiers of success (22:35). How Atai fell behind and dropped out of the conversation (24:00). Upcoming catalysts - patience required (26:35). For psychedelic medicine, does it matter who's in the White House (29:30)? Read episode transcripts Show Notes: FDA's MDMA Decision A Setback, But Long-Term Outlook For Psychedelic Stocks Unchanged MindMed: Despite MDMA Setback, Still Hope In Light Of Differentiating Factors ATAI: Enormous Potential Upside But No Clarity Yet De-Risking Psychedelics: Compass Pathways, Cybin And Atai For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

On June 18 at our Seeking Alpha Investing Summit, Pablo Zuanic, Tim Seymour, and Julian Lin discussed how to best invest in the sector (0:20). Best metrics to use when evaluating cannabis stocks (4:40). At this point in time, what is the best way to get into the sector? (19:00) Rescheduling, the Trump factor, investing in an election year (26:40). Originally published here with video. Cannabis Growth Portfolio Show Notes: NewLake Capital, IIPR And Cannabis REITs Cannabis ETF Deep Dive A New Age For Crypto Marijuana rescheduling proposed rule comments due by July 22 Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, become a Premium subscriber: seekingalpha.com/subscriptions

Jerry Derevyanny and Julian Lin break down the current state of the cannabis sector (1:00). How companies are massaging their earnings results (3:30). Proper metrics to use as the market develops (7:45). Green Thumb's growth mode and solid margins (16:05). Institutional capital and what will really make the industry soar (21:15). Thoughts on Verano and Goodness Growth (47:25). New states coming online - worthy of excitement? (57:35) NewLake Capital, cannabis REITs and dividend yields (1:08:40). Show Notes: How Retail Investors Should Evaluate Cannabis Stocks What Has Verano So Optimistic About The Cannabis Industry? MasterClass In Cannabis Investing Redux My Top Pick: NewLake Capital Yields 12% With Net Cash Balance Sheet And Built-In Growth Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades:  seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (with your podcast discount code!)

Alex Carchidi talks why he's bullish on the cannabis sector, but not ready to buy stocks (1:15) except for IIPR (2:15). 2 cannabis stocks worth looking at (7:25). Tilray the only international option (13:30). Who looks good in Canada (16:40). Why Alex avoids MSOS ETF (22:30). Legalization, rescheduling and incremental change (23:20). Show Notes: Biden administration reportedly moves to reclassify marijuanaTrulieve Cannabis: Up Over 122% In 2024, But Where Does It Go Next? What Cannabis Reform In Germany Means For North American Marijuana Companies Canopy Growth Is Climbing, But It Won't Last Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

Verano (VRNOF) CEO George Archos and CIO Aaron Miles on recent earnings and why they're the most optimistic they've been (0:45). Company transparency like state by state data (7:50) and what metrics they're each focused on (12:05). Why they're so excited about Florida, Ohio and Pennsylvania (14:35). The federal regulation roller coaster (21:05). Show Notes: How Retail Investors Should Evaluate Cannabis Stocks Cannabis Investors - What You Should Know Verano Holdings Q1 2024 Earnings Call Transcript White House mum on where Biden stands with marijuana rescheduling Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

Mario Naric, CEO and Founder of Motif Labs, discusses being in the shakeout phase of cannabis in Canada (1:00). Staying private while public companies suffer (5:25). How to grow market share in Canada (12:53). Near-term reality for big Canadian LPs like Tilray and Canopy Growth (18:00). Different products for different markets within US and Canada (23:20). Where should investors allocate their capital in this space? (40:40) Show Notes: Oh No, Canada Cannabis Investing With Alan Brochstein & Julian Lin - REITs And Canadian LPs Over MSOs DEA to reschedule marijuana as a less dangerous drug: AP Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades: seekingalpha.com/subscriptions Motif Labs