136 episodes

On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Interviews with C-level executives, scientists, law and sector experts give you investment ideas to consider, help you think through your investing approach and give you a new lens with which to understand this ever-growing sector. As a nascent industry, there are changes happening quickly around regulations, laws, medical and production innovation which all affect what stocks or ETFs may or may not prosper.

The Cannabis Investing Podcast Seeking Alpha

    • Business
    • 3.4 • 17 Ratings

On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Interviews with C-level executives, scientists, law and sector experts give you investment ideas to consider, help you think through your investing approach and give you a new lens with which to understand this ever-growing sector. As a nascent industry, there are changes happening quickly around regulations, laws, medical and production innovation which all affect what stocks or ETFs may or may not prosper.

    Master Class In Cannabis Investing, Part 3

    Master Class In Cannabis Investing, Part 3

    Seeking Alpha authors James V. Baker and Julian Lin return for our Master Class 3 after bringing so many cannabis investors so much insight and profit in episodes one and two. We catch up about their investing styles, where they think we are in the valuation cycle, what the developing legalization picture means for multi-state operators and investors and what stocks look strong.
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    • 1 hr 27 min
    Green Thumb Winning At Capital Markets

    Green Thumb Winning At Capital Markets

    'We think a lot about cost of capital. Access to capital at low cost.' - Green Thumb CEO Ben Kovler, who joins Rena to discuss strong gross margin, net income profitability and free cash flow generation despite onerous cannabis tax regulations. Common-sense approach to cannabis winning out. Massive consumer demand. US consumed with cannacuriosity. Being ready for but not dependant on the next phase of legalization.
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    • 44 min
    Consolidating California Cannabis

    Consolidating California Cannabis

    Glass House Group going public via Mercer Park SPAC. President and Co-Founder Graham Farrar joins us to talk consolidating California cannabis. Brand, product focused and control of the shelf space - consistently EBITDA positive, California's mature and immature market. Supply agreement with The Parent Company, plans for expansion; the Casamigos of cannabis.
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    • 51 min
    Celebrating The Legacy, The Plant And The People

    Celebrating The Legacy, The Plant And The People

    As the cannabis community has grown into an industry it's imperative we don't lose track of who and what got us here so today we launch a new Legacy series of the podcast where I talk to people coming from the legacy side of cannabis, way back before the Green Rush started.
    In Jimmy's own words: "Sometimes when prayers are answered they don’t get answered exactly as you expected.  I think the law in California that legalized cannabis could have been written better but overall is a good thing for society and a step in the right direction.  This is what people have been dreaming about and fighting for, for decades.  I'm not sure if everyone fighting wanted so many laws that came with legalization but I guess that’s the nature of the beast.
    One of the things I love most in life is smoking cannabis that I grew.  I highly encourage others to do so as it is one of the most satisfying, and rewarding ways to connect with the plant.  The connection to the plant and the love for it, is the biggest thing the legacy has to offer.  I hope anyone who joins the industry finds that connection." 

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    • 41 min
    Are Investors Ready For Legal Cannabis?

    Are Investors Ready For Legal Cannabis?

    Are investors ready for the next leg of cannabis legalization and what it does to cannabis companies? That's a question asked by Mike Regan and Colin Ferrian who run MJResearchCo, which provides rigorous investment analysis of the legal cannabis industry. We also discuss the Trulieve/Harvest deal, various players set on dominating California, and what makes a strong operator.
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    • 1 hr 17 min
    Vertical Farming Will Change The Cannabis Industry

    Vertical Farming Will Change The Cannabis Industry

    Agrify is a developer of grow solutions for indoor agriculture, primarily for the cannabis market. CEO Raymond Chang joins Rena to discuss why indoor vertical farming will change the industry. CPG as the future of cannabis. Driving science, data and consistency. Importance of genetics and grow environment. Proprietary measures around design and safety. Building cannabis insight.

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    • 45 min

Customer Reviews

3.4 out of 5
17 Ratings

17 Ratings

frustrated mobile user ,

Canadian content?

Will you be providing any content related to the Canadian industry and marketplace? I invest in Canadian Canabis stocks listed on the TSX stock exchange,

The content is good, but localised

eyeguy99 ,

MJ investing

Good podcast for the amateur investor interested in the space. One of two of my favourite cannabis investing podcasts.

Tom1973 ,

Not Canadian friendly

The guest consistently shut down Canadian Cannabis. Sounds very bitter and actually touts a market in the US that can’t even bank without problems. The Canadian market is without fault but at least we can do business. Podcast is plagued with audio problems but that is forgivable at times. Canadian cannabis is regulated and that is why there are loses. US market has a way bigger market but once regulations open up those who have been doing their own thing in US will be very surprised when government starts to get their hands into the market.

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