On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries.Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach.Transcripts: seekingalpha.com/cannabisinvestingpodcast
Latest episodes
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44 min
'Let's go all in on cannabis' Grown Rogue's Obie Strickler & Josh Rosen
CEO and founder of Grown Rogue (GRUSF), Obie Strickler and Chief Strategy Officer, Josh Rosen discuss their paths in cannabis and why operations matter more than scale (1:00) (metr…
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54 min
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 inves…
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48 min
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…
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19 min
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…
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28 min
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…
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46 min
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…
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1 h 05
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 p…
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23 min
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 C…
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59 min
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…
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45 min
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 an…
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37 min
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 Cybi…
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35 min
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, and Julian Lin discussed how to best invest in the sector (0:20). Best metrics to use when evaluating c…
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1 h 17
Cannabis investing masterclass with Julian Lin + Jerry Derevyanny
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…
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27 min
Looking for the Bud Light of cannabis
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 i…
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27 min
What has Verano so optimistic about the cannabis industry?
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…
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46 min
Mario Naric on Canada's shakeout phase
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 ma…
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39 min
Cannabist CEO David Hart on breathtaking volatility and technical overhangs
David Hart recently became CEO of The Cannabist Company and is focused on building a strong asset base in the US cannabis market (1:35). Metrics and internal expectations, wholesal…
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58 min
How retail investors should evaluate cannabis stocks
Bengal Capital's Jerry Derevyanny shares his evolving thoughts on 280E and the process of rescheduling cannabis (2:20). Some uncomfortable truths about how investors should be eval…
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58 min
An unvarnished look at New York + California cannabis markets
Katie Neer and Hirsh Jain break down the dispiriting New York and California cannabis markets (3:00). What the 2 states have gotten wrong, and why it's not being corrected (9:55).…
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51 min
Alan Brochstein on rescheduling overexcitement, MSOs, Canada and the burden of 280E
Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payab…