The Cannabis Investing Podcast

Nick Gastevich, aka CannaVestments, one of our favorite commenters on Seeking Alpha, returns for a super actionable take on cannabis stocks. Focus on companies that control their own destinies as much as possible. Which balance sheets are in trouble and who's generating real cash flow. Diving deep into the top multi-state operators + AYR (AYRWF), MariMed (MRMD), C21 Investments (CXXIF), California operators like Lowell (LOWLF), Statehouse (STHZF) and Glass House (GLASF) and more. Our...

When will capital markets catch up to the psychedelic industry? Ronan Levy, CEO and Co-Founder of Field Trip, discusses strategy behind focusing on ketamine assisted therapy and why splitting up Reunion Neuroscience (REUN) (drug development) and Field Trip (FTHWF) (clinical infrastructure) made the most sense ('The FDA likes things in neat tidy boxes'). Adult-use psychedelic market has already begun - differentiation will be an issue. In this time of decimated valuations, what should...

How should cannabis investors ride the wave of depressed valuations? Tiby Erdely, who came to cannabis from Goldman Sachs and co-founded KEY Investment Partners, talks about why consolidation is coming. We also discuss why investors should get deep into companies' income statements and balance sheets and focus primarily on the last 6-12 months of performance. Why the top 5 multi-state operators (Trulieve (TCNNF), Green Thumb Industries (GTBIF), Curaleaf (CURLF), Cresco (CRLBF), and Verano...

As the industry develops, lots of talk recently around cannabis consumption lounges and cannabis tourism in Colorado, Nevada and beyond. What it's like to grow the cannabis economy with Chris Chiari, CEO/Founder of The 420 Hotels. Cannabis is a commodity - what that means for pricing and business models. Our links: The Cannabis Investing Podcast: https://seekingalpha.com/cannabisinvestingpodcast On The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight...

Stephen Tobin on investing in psychedelic stocks while they're still pre-revenue. Why he's a big believer in Compass Pathways (CMPS) and Atai Life Sciences (ATAI) and not as much in Cybin (CYBN) or MindMed (MNMD). Will first-movers get the advantage? What will move share prices? The importance of patents and cash in the industry.

Legal cannabis has officially hit New York. Two long-time advocates, Allan Gandelman and Kaelan Castetter, came on when New York first went legal and return to provide context for this moment. We discuss when supply might meet demand, why the two-tier system works and will likely be a federal model, the illicit market, and the obscene value of NY licenses.

What makes a psychedelic company compelling? Analyst Alex Carchidi has a background in biotech and focuses on long-term growth and risk management. He shares what investors should focus on in the psychedelic space and the pros and cons of owning his top 5 psychedelic stocks.

Negative conditions are crashing down all around investors. Make sure companies in your portfolio will survive. Ted Waller shares why some stocks are falling off a cliff. Not all ETFs are created equal - stay away from the leveraged ETFs ('dynamite ready to be lit'). Pinning hopes on current cannabis leaders. Cash flow is extremely important.

James Baker and Julian Lin are two standout analysts who have joined us over the years for 3 MasterClasses in cannabis investing. This is a compilation of highlights from those shows. As the last episode of the year, and as we've been met with more political gridlock and disappointment, we would do well to remind ourselves of some investing truths, let go of outdated hopes and focus more on descheduling than banking reform. On the crash that came, uplisting, internal and external growth,...

Welcome to the 2nd episode of Psychedelic Sunday, where we delve into psychedelics and investing. Today we give an overview of the 4 main stocks in psychedelics, focusing on recent earnings calls and analyst Q&A for Compass Pathways (CMPS), Atai Life Sciences (ATAI), MindMed (MNMD) and Cybin (CYBN). We'll be diving even deeper into these stocks over the next couple of weeks with the help of Stephen Tobin and Alexander Carchidi.

Celebrating episode 200 with Emily Paxhia! Time to reset expectations and focus the conversation on rescheduling (or descheduling!) cannabis. Dysfunction at the federal level - not passing cannabis banking reform is in direct opposition to majority of US voters. Sidestepping the froth with the PSDN ETF. Small cap value story. Top companies already positioned for uplisting, but what are the rules of the game? Resigning from Ascend Wellness Board, addressing the rumors. Advice and support for...

Welcome to the first ever Psychedelic Sunday episode! There is a lot of overlap between cannabinoid and psychedelic experiences and today we launch our coverage of the psychedelics industry. Challenges and opportunities within psychedelics; highlighting four stocks: Compass Pathways (NASDAQ:CMPS), Cybin (NYSE:CYBN), Atai Life Sciences (NASDAQ:ATAI), and MindMed (NASDAQ:MNMD).

How should you build your cannabis portfolio? Analyst Jesse Redmond shares his thoughts on MSOs, ETFs and smaller players. Green Thumb resignations, stepping away from Ascend. California, New Jersey and the obligatory SAFE discussion. His favorite strains and why he grows his own cannabis.

With tech stocks crashing, are cannabis stocks the most compelling investment right now? Julian Lin tells investors to focus on MSOs that can generate free cash flow right now. Price compression has been far more severe than expected. What rising interest rates means for the cannabis industry. Why Julian's so bullish on NewLake Capital.

Fairly disappointing news out of the US as only 2 of the 5 states that had adult-use cannabis on the ballots passed it. With Biden's recent promises amid a protracted regulatory process, will investors' and activists' frustration lead to change? What we as investors can look forward to in the industry.

Glass House aims to be free cash flow positive. Co-Founder and President Graham Farrar comes back to discuss the opportunity and challenge in fighting its main competition - California's illicit market. We also discuss why he thinks Biden's recent announcements are more strategy than stunt and why Glass House won't be at MJBizCon.

BDSA provides market research and data solutions for the cannabis industry. CEO Roy Bingham discusses state by state legalization, development of illicit market, lack of consequences. Why he's cautious about the international market.

Agrify (AGFY) CEO Raymond Chang joined me last year on CEO Interviews to discuss the business model of indoor vertical farming. We recorded this interview before Agrify's recent stock split, but we do discuss the current challenging environment and the pivot the company is now focused on. Rapid deployment, the necessity for consistency, addressing industry pain points and growing segments.

Entourage Effect Capital Founder and StateHouse (STHZF) Chairman Matt Hawkins returns to discuss cautiously hunting for distressed assets, the transformative outlook of new regions going legal and developing legislation. Private equity, institutional capital wanting in on cannabis.

Weedmaps CEO Chris Beals joined me recently at Benzinga's Cannabis Capital Conference to discuss scaling a cannabis marketplace. The arduous task of policing the platform, whether brand loyalty really exists and the catalyst that people aren't talking about.