Higher Exchanges

Higher Exchanges
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  • CHAQUE SEMAINE
Higher Exchanges

Higher Exchanges is a weekly cannabis-investing conversation hosted by Jesse Redmond, the Head of Cannabis at Water Tower Research, and Morgan Paxhia, co-founder of Poseidon. 

  1. -5 H

    Adapting to Change With AYR Interim CEO Steven M. Cohen

    This week's show begins with Morgan and Jesse talking about the evolution of Agrify. A once stale and forgotten business has new life with an investment from Green Thumb Industries and evolution into intoxicating hemp. The guys talk about the path to get here and how it may evolve. AYR Wellness Interim CEO Steven M. Cohen joins the show and shares his background and vision for the future. We cover the lost opportunity with Florida's failure to pass Amendment 3, and Cohen explains why AYR...

    1 h 14 min

  2. 15 NOV.

    Unlocking Potential With Ascend CEO Sam Brill

    This week's show starts with an update on Jesse's experience at Benzinga's California Cannabis Spotlight conference in Anaheim. He explains who attended, what was discussed, and why you can't paint California with one brush. Jesse points out that California operators like LEEF Brands (CSE: LEEF, OTCQX: LEEEF) have transformational catalysts on the horizon and may stand out in 2025. Ascend Wellness (CSE: AAWH, OTCQX: AAWH) CEO Sam Brill joins us and shares his background and how he hopes ...

    1 h 8 min

  3. 8 NOV.

    Revisiting the Thesis With Dai Truong and Doug Kass

    It's been a wild week in cannabis with elections and earnings results. We were joined this week by Dai Truong, Managing Director at Arlington Capital Partners, and Doug Kass, Founder of Seabreeze Partners. The conversation begins with a recap of the elections, emphasizing Amendment 3 failing in Florida and Republicans sweeping the executive and legislative branches. Doug Kass makes a surprise appearance to share his perspective on the industry challenges and the short-term invest-ability of t...

    1 h 32 min

  4. 31 OCT.

    2024 Election Preview Starring Hirsh Jain

    With the election just days away, we are happy to have Hirsh Jain, Founder of Ananda Strategy, join us to break down all the races. We start with the Presidential election and handicap the outcome and potential consequences of a Harris or Trump victory. Cannabis is a state-led growth story, and several new adult-use states are on the horizon, with none more significant than Florida. We assess the chances that Amendment 3 will be passed and dig into smaller states like North Dakota, South...

    1 h 19 min

  5. 24 OCT.

    The Sunshine State Starring Dan Neville and Brady Cobb

    This week's show has two special guests: Dan Neville, CEO of AFC Gamma, and Brady Cobb, Founder and CEO of Sunburn. The episode begins by discussing the vibes in Florida as we head into the adult-use vote on November 5th. Brady shares his optimism and how they are preparing for the potential adult-use launch. Dan offers his perspective on the Sunshine State, the deals they have done, and what they look for when evaluating Florida operators. Brady drops off, and we dig deeper into th...

    1 h 26 min

  6. 17 OCT.

    Three Benzinga Takeaways

    Morgan and Jesse are back from a busy week at the Benzinga Cannabis Capital Conference in Chicago. This week's show focuses on what they learned at the event, and they both share their three biggest takeaways. Topics include institutional involvement, hemp, M&A, Ohio, and more. The guys also discuss the Gartner Hype Cycle and how we feel deep in the trough of disillusionment. Investors feel impatient and fatigued, which contrasts with what may be an exciting set of catalysts as we he...

    1 h 16 min

  7. 3 OCT.

    Who’s Better for Cannabis: Harris or Trump?

    With no guests this week, Morgan and Jesse had time to catch up on several topics. The episode starts with an update on a recent X poll about moving off Spaces and how the podcast may evolve. Jesse and Morgan are heading to the Benzinga Cannabis Capital Conference in Chicago next week and shared what's on their schedules and how to make the most of the event. It would not be a cannabis podcast without addressing politics, and the guys talk about the Democrat's recent comments. Jesse stum...

    59 min

  8. 27 SEPT.

    Efficient Craft Cannabis With Grown Rogue CEO Obie Strickler

    This week's show begins with a discussion about Senator Wyden's Cannabinoid Safety and Regulation Act, which proposes more regulation for the hemp industry. Jesse and Morgan review the key points and how they may impact the intoxicating hemp market and legal cannabis business. Grown Rogue's CEO, Obie Strickler, joins the show to share how the company has cultivated a low-cost flower production advantage and expanded to new markets. We review the company's core operations in highly compet...

    1 h 23 min
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À propos

Higher Exchanges is a weekly cannabis-investing conversation hosted by Jesse Redmond, the Head of Cannabis at Water Tower Research, and Morgan Paxhia, co-founder of Poseidon. 

Informations

  • Création
    Higher Exchanges
  • Années d’activité
    2023 - 2024
  • Épisodes
    55
  • Classification
    Tous publics
  • Copyright
    © 2024 Higher Exchanges
  • Site web de l’émission
    Higher Exchanges

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