212 episodes
Cannabis Investing Network CIN Podcast
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- Business
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4.6 • 64 Ratings
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2 Private Cannabis Investors share thoughts, analysis and opinions on the ups and downs of the rapidly changing Cannabis Investing landscape. For Investors By Investors
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#198 - The Kamala Catalyst is Coming for Cannabis...(ft. Hirsh Jain of Ananda Strategy)
In this episode (recorded Friday, July 19th) we discuss how the possibility (now certainty) of Joe Biden dropping out of the race could be a HUGE catalyst for cannabis stocks
We discuss the "Kamala Catalyst" and how this could play out over the coming weeks and months as we head into November 2024.
We also discuss rate cuts, the small cap rally, who could beat Trump and how the Kamala Catalyst could re-invigorate state level cannabis debate.
Follow Hirsh's for more unique insights into the intersection of cannabis and politics.
Connect with Hirsh:
LinkedIn - https://www.linkedin.com/in/hirsh-jain/
Twitter - https://twitter.com/anandastrategy
Hirsh's Website - https://anandastrategy.com/ -
#197 - Catalysts & Upside are coming to Cannabis (ft. Pablo Zuanic of Zuanic & Associates)
In this episode we are joined by Pablo Zuanic of Zuanic & Associates. Pablo was a long time cannabis analyst at a leading investment bank before starting his own firm.
He has published numerous pieces on key catalysts such as Rescheduling, Florida, Industry upside and coverage on many companies.
In this episode we discuss:
- Institutional Investment: what will it take?
- Rescheduling: has the equation changed?
- Key risks to the S3 process
- How does the Biden/Trump/Harris question change the dynamic?
- Will the market reward Ohio turning on?
- Pablo's top picks
Follow Pablo:
Twitter - https://x.com/420Odysseus
Z&A Website - https://zuanicgroup.com/ -
#196 - Can Cannabis Stocks Break the Negative Feedback Loop? (ft. Anthony Coniglio, CEO of NewLake REIT)
While cannabis stocks have had a brutal few weeks, one cannabis focused REIT is quietly up +50% over the last year.
We are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) which despite only trading on the OTC has had strong outperformance since breaking their "negative feedback loop"
Anthony joins us to discuss the current cannabis market, key catalysts and share ideas on how and when cannabis stocks may be able to escape their current trajectory and start on a "positive feedback loop".
Follow Anthony:
Twitter: https://x.com/AnthonyConigli0
NLCP Website: https://www.newlake.com/ -
#195 - New Cannabis Investors are Coming (ft. Scott Grossman of Turning Point Brands)
In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique position in our industry as they control the ZigZag brand and have made numerous investments across the cannabis supply chain.
Scott joins us to discuss:
- What's going on with cannabis stocks?
- How should rescheduling be priced?
- Where are the best opportunities in cannabis?
- M&A: Cansortium > RIV + GTI > Sam Adams
- Who will be the marginal buyer?
- Brands, Product Innovation and Consumer Preference
- Hemp vs Cannabis Civil War
- The Long Game: thinking about how "the end state" of cannabis will look
Thanks as always to Scott for a great conversation
Follow Scott on Twitter @ https://twitter.com/srg444 -
#194 - Predictions: Cannabis Rescheduling, Florida, & Elections (ft. Hirsh Jain of Ananda Strategy)
In this episode we are joined by the Guru of the Gold Coast Hirsh Jain.
Hirsh last joined us in February where he correctly predicted the timing of the Rescheduling Announcement.
In this episode:
- How did Hirsh correctly guess timing of the announcement?
- How will rescheduling play out to maximize political benefit?
- Will we get a Cole Memo 2.0? How will that impact uplisting?
- Will Florida pass adult use?
- How will Ohio impact the industry financially and politically?
- Will Pennsylvania flip to Adult Use this year?
- The Farm Bill: Delta 8, THCA and more
Don't miss out on Hirsh's unique insight into the intersection of cannabis and politics.
Connect with Hirsh:
LinkedIn - https://www.linkedin.com/in/hirsh-jain/
Twitter - https://twitter.com/anandastrategy
Hirsh's Website - https://anandastrategy.com/ -
#193 - Rescheduling Game Plan: Trade It? Or Hold It? (ft. Charting Man Dan of The Chart Guys)
In this episode we are joined by Dan from The Chart Guys to compare cannabis investing strategies. With several potential key upcoming catalysts we compare short term trading vs longer term investing and our game plans for the coming months.
Big thanks to Dan for joining us for another great discussion.
Follow Dan / The Chart Guys
On Twitter: https://twitter.com/ChartGuys
The Chart Guys on Youtube: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g
Free Intro to TA course: https://www.chartguys.com/trading-courses/7/technical-analysis
Customer Reviews
Favorite Cannabis Investing Podcast
I started watching Manish a few months ago. I watch all the cannabis investing podcasts. This includes all of Benzinga and Seeking Alpha ones. Manish is the most well spoken and factual podcaster. He is funny and articulate. It’s a tough industry to invest in now, but as the tide turns, I would want to be listening to what he has to say.
Great show
Like to show very much.
Hard to listen
Mostly one guy rambling and listening to himself talk. All over the place and never stays on topic. At the end I’m wondering “what was the point?”