138 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
    • 4.1 • 155 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.

    Strategic Patience In Cannabis Industry

    Strategic Patience In Cannabis Industry

    Sturges Karban, CEO of ManifestSeven, on building the Amazon of the cannabis space. Focusing on California and dealing with its dichotomous nature. Expanding legalization and how it affects the industry. Salience of establishing your time horizon.
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    • 41 min
    Current State of Cannabis

    Current State of Cannabis

    Emily Paxhia is co-founder and Managing Partner of Poseidon Asset Management, one of the earliest and longest-running funds in the cannabis space. Today we discuss the disappointing political picture around cannabis decriminalization and legalization, the path forward for bigger and smaller players in the industry, what Amazon's support of cannabis signals, MSOs diversifying strategies and what cannabis investors should be paying attention to as we come to terms with remaining stigmas and being a capital-deprived industry.
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    • 34 min
    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

Customer Reviews

4.1 out of 5
155 Ratings

155 Ratings

Lori likes it ,

Doesn’t Disappoint

I am intrigued by the wealth of information. Get yourself informed.

megan@podcastingyou ,

Awesome Content

The Cannabis Investing Podcast does such a good job covering a variety of topics. The guests offer valuable insight as well. I would recommend this podcast to anyone looking to be inspired and informed!

Jbr1111 ,

Insightful and smart

This a fabulous podcast. Congrats to all who produce it. Thank you!

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