The Cannabis Investing Podcast
1) Cannabis REITs: less risky choices in a risky sector
Julian Lin updates his views on cannabis REITs IIPRĀ 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 sec...Show More
2) High Tide CEO Raj Grover on Germany, Canada and the U.S.
High Tide is the largest cannabis retailerĀ 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:...Show More
3) 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 deliver...Show More
4) Cause for concern in cannabis with a few rays of light
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). I...Show More
5) Grown Rogue is focused on Jersey, yield, cost and culture
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). ...Show More
6) Why cannabis is still an excellent long-term investment opportunity
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...Show More
7) Ayr CEO David Goubert on Florida, Ohio and 'very balanced' Q2
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)...Show More
8) Psychedelic stocks: focus on their cash
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 ...Show More
9) Cannabis investing in the age of legalization with Julian Lin, Tim Seymour and Pablo Zuanic
On June 18 at our Seeking Alpha Investing Summit, Pablo Zuanic, Tim Seymour, andĀ Julian Lin discussed how to best invest in the sector (0:20). Best metrics to use when evaluating cannabis stocks (4:40...Show More
10) Cannabis investing masterclass with Julian Lin + Jerry Derevyanny
Jerry Derevyanny and Julian Lin breakdown 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...Show More