Higher Exchanges

Higher Exchanges
  • 0.0 (0)
  • INVESTING
  • UPDATED WEEKLY
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. 3 DAYS AGO

    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...

    1h 32m

  2. 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...

    1h 19m

  3. 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...

    1h 26m

  4. 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...

    1h 16m

  5. 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

  6. 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...

    1h 23m

  7. 19 SEPT

    Finding Florida Opportunities With Emily Paxhia

    This week’s show starts with a conversation about the large number of CEO replacements this year. Thus far, AYR Wellness, Ascend, Curaleaf, and The Cannabist all have new leadership. Jesse and Morgan discuss what's driving the changes and what makes a qualified cannabis CEO. Emily Paxhia, co-founder of Poseidon, joins 20 minutes into the episode live from Florida. She's been in Tallahassee and shared her perspective on the obstacles in getting Amendment 3 passed and potential hurdles wit...

    1h 9m

  8. 13 SEPT

    Farm Bill Flower Opportunities With Kyle Kazan and Graham Farrar

    Morgan and Jesse just returned from Glass House Brands' first analyst and institutional investor day and were joined this week by Glass House CEO Kyle Kazan and President Graham Farrar. The group recapped the day and shared some of the highlights from the presentations and tours. Glass House is a single-state operator focused on the California market. We walked through the state of California cannabis and the challenges and opportunities it presents. Kyle and Graham helped us better unde...

    1h 36m
See All (53)

About

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. 

Information

  • Creator
    Higher Exchanges
  • Years Active
    2023 - 2024
  • Episodes
    53
  • Rating
    Clean
  • Copyright
    © 2024 Higher Exchanges
  • Show Website
    Higher Exchanges

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada