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The Cannabis Investing Podcast
The Cannabis Investing Podcast
Seeking Alpha

On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning... more

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Episodes

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... more

12 Feb 2025 · 19 minutes
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... more

05 Feb 2025 · 28 minutes
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... more

19 Dec 2024 · 45 minutes
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).... more

21 Nov 2024 · 1 hour, 5 minutes
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... more

07 Nov 2024 · 22 minutes
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... more

23 Sep 2024 · 58 minutes
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.... more

28 Aug 2024 · 45 minutes
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... more

15 Aug 2024 · 36 minutes
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... more

18 Jul 2024 · 34 minutes
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... more

21 May 2024 · 1 hour, 17 minutes
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... more

16 May 2024 · 26 minutes
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... more

14 May 2024 · 27 minutes
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... more

30 Apr 2024 · 45 minutes
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... more

26 Feb 2024 · 39 minutes
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... more

15 Feb 2024 · 57 minutes
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... more

01 Feb 2024 · 58 minutes
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... more

25 Jan 2024 · 50 minutes
De-risking psychedelics: Compass Pathways, Cybin and Atai

Alex Carchidi updates us on the psychedelic sector and what critical catalysts are approaching (1:30). Why Compass Pathways, Cybin, and... more

09 Jan 2024 · 48 minutes
Investing In cannabis? Stay patient, be ready

A rundown of reasons to be hopeful and some compelling advice from some of our favorite 2023 conversations. Why Chris... more

04 Jan 2024 · 21 minutes
Cannabis investors - what you should know

Nick Gastevich, aka CannaVestments, talks Q3 cannabis efforts; avoiding dilution, equity raises or adding further debt (2:30). Navigating the industry... more

21 Dec 2023 · 51 minutes
TerrAscend's Jason Wild: Not all EBITDA numbers are created equally

TerrAscend's Executive Chairman Jason Wild returns. Focused on not spreading itself too thin ("we'd rather be more focused, spend more... more

22 Nov 2023 · 43 minutes
Cannabis ETF deep dive

Do ETFs make sense for everyone? ETF expert Rob Isbitts discusses his thesis on cannabis ETFs and the importance of... more

15 Nov 2023 · 36 minutes
Chris DeMuth talks cannabis, SAFE banking + SHF Holdings

Chris DeMuth talks about investing in the cannabis industry (1:30) legalization, SAFE banking and whether the investment community cares (9:00)... more

27 Sep 2023 · 36 minutes
Is it really time to be bullish on cannabis stocks?

Jesse Redmond returns to discuss why it's ok to be bullish on the cannabis industry (4:30) political catalysts, 280E and... more

20 Sep 2023 · 55 minutes
Cannabis stocks have been rallying but when will capital flow into the industry?

Emily Paxhia discusses recent positive news for the industry and its accompanying rally (2:00), the long-term play in cannabis, especially... more

18 Sep 2023 · 39 minutes
Cannabis investing with Alan Brochstein & Julian Lin - REITs + Canadian LPs over MSOs

Alan Brochstein and Julian Lin discuss investing in cannabis stocks and mistakes made along the way (3:00). Why companies should... more

28 Aug 2023 · 46 minutes
Virtual reality + psychedelic therapy

Enosis Therapeutics combines virtual reality with psychedelic psychotherapy protocols. Founders Dr. Prashanth Puspanathan and Agnieszka Sekula discuss why VR makes... more

27 Aug 2023 · 26 minutes
Texas cannabis, delta-8 and delta-9 with Paul Trowe

Paul Trowe talks about going from crypto to cannabis by founding Herban Bud in Austin, Texas (5:00). Breaking down cannabinoids... more

27 Aug 2023 · 49 minutes
Psychedelic stocks = super-risky biotechs low on cash. Make small bets.

Analyst Alex Carchidi returns to update investors on the psychedelics industry. This is the full conversation of an interview originally... more

16 Jul 2023 · 49 minutes
Psychedelics gaining acceptance; what does it mean for investors?

Derek Du Chesne and Dr. Sam Zand founded Better U and today discuss getting into ketamine therapy (4:00), psychedelics gaining... more

09 Jul 2023 · 59 minutes
MariMed CEO Jon Levine: Cannabis industry still missing the real investments

MariMed (MRMD) CEO Jon Levine discusses steady growth and the cannabis retail market.(8:30) - Owning real estate and consecutive quarters... more

29 Jun 2023 · 44 minutes
Cultivating profitable cannabis

(3:00) - Headwaters' Nick Brandis on one of the largest cannabis cultivators you've never heard of(8:00) - Why greenhouses will... more

14 Jun 2023 · 49 minutes
Not necessarily time to buy cannabis stocks - Alan Brochstein

Alan Brochstein is back to share his cannabis investing insights.(2:50) - 420 Investor's origin story(8:30) - Cannabis investing timeline -... more

29 May 2023 · 52 minutes
4Front Ventures: Cash flow break-even probably the only KPI that matters

4Front Ventures' (FFNTF) Brandon Mills joins us to discuss how they're making it work in an incredibly challenging environment. In... more

22 May 2023 · 51 minutes
What will catalyze psychedelic stocks?

Psychedelics are being pulled into the mainstream by medical research (9:00). Filament Health CEO Benjamin Lightburn on Psilocybin and why... more

21 May 2023 · 47 minutes
Tremendous opportunity in cannabis

Outlining the cannabis industry's Haves (companies that have been able to raise capital) and The Have Nots (no ability to... more

16 May 2023 · 1 hour, 10 minutes
Ayr Wellness CEO David Goubert Focused On Debt And Cash

David Goubert, recently minted CEO and President of Ayr Wellness (AYRWF), discuses coming on board (3:00), working through debt, strategizing... more

20 Apr 2023 · 52 minutes
Unpacking New York And California Cannabis Markets

Hirsh Jain joins Jeffrey Schultz to break down what's happening - and what's not - in the New York and... more

05 Apr 2023 · 1 hour, 4 minutes
Imran Khan On Psychedelics - More We Don't Know Than We Do

Imran Khan is Executive Director of the Berkeley Center for the Science of Psychedelics. With psychedelics, there's more that we... more

02 Apr 2023 · 43 minutes
Where Is The Value In Cannabis Stocks?

Where Jerry Derevyanny, a partner at Bengal Capital, believes we can find the most value from cannabis stocks. (3:35) Why... more

29 Mar 2023 · 56 minutes
Cannabis Is A Psychedelic - Dr. Julie Holland

Dr. Julie Holland is a psychiatrist/psychopharmacologist, author, medical advisor to MAPS, and a medical monitor for several clinical studies. (3:30)... more

27 Mar 2023 · 46 minutes
Ascend's Attractive Assets

Ascend (AAWH) has been one of the MSOs that analysts have been writing about on Seeking Alpha and championing on... more

22 Mar 2023 · 55 minutes
Pragmatic Cannabis Investing

Rob Sechrist discusses starting Pelorus Equity Group and its Fund, a privately held mortgage real estate investment trust (mREIT) (2:39)... more

15 Mar 2023 · 56 minutes
Numinus CEO Payton Nyquvest On Transforming Healthcare With Psychedelics

Mental health is perhaps the biggest health issue facing society and traditional medicine has been limited in its success treating... more

05 Mar 2023 · 52 minutes
Cannabis Investing Podcast Roundtable

The first ever cannabis investing podcast roundtable discussion with Bryan Fields + Kellan Finney, Benzinga's Javier Hasse and Patrick Aylward.... more

01 Mar 2023 · 1 hour, 1 minute
Organigram CEO Beena Goldenberg - Expanding Beyond Canada

Organigram (OGI) CEO Beena Goldenberg talks the changing (and challenging) Canadian cannabis market. Balance sheet strength and British American Tobacco's... more

22 Feb 2023 · 56 minutes
Looking For The Cheapest Cannabis Stocks

Cannabis stocks are really cheap, but Alan Brochstein is worried about 3 things. We discuss sector debt and optimal cannabis... more

15 Feb 2023 · 1 hour,
Psychedelic Sunday: Mushrooms Are The Key - Red Light Holland CEO Todd Shapiro

Red Light Holland CEO Todd Shapiro talks recreational approach to psilocybin and its focus on near-term revenue - a rarity... more

12 Feb 2023 · 42 minutes
Wana Brands CEO Nancy Whiteman On Growth With Conviction

Wana Brands CEO Nancy Whiteman on being one of the top edible brands in North America and how they grew... more

08 Feb 2023 · 55 minutes
What Cannabis Stocks Should Be In Your Portfolio?

Nick Gastevich, aka CannaVestments, one of our favorite commenters on Seeking Alpha, returns for a super actionable take on cannabis... more

01 Feb 2023 · 57 minutes
The Cannabis Investing Podcast
Wana Brands CEO Nancy Whiteman On Growth With ConvictionWana Brands CEO Nancy Whiteman On Growth With ConvictionWana Brands CEO Nancy Whiteman On Growth With ConvictionWana Brands CEO Nancy Whiteman On Growth With Conviction
The Cannabis Investing Podcast
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Description

Wana Brands CEO Nancy Whiteman on being one of the top edible brands in North America and how they grew without outside... more