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The Talking Hedge

Business & Economics Podcasts

Your cannabis business podcast covering cannabis products, business news, interviews, investments & events.

Your cannabis business podcast covering cannabis products, business news, interviews, investments & events.


United States


Your cannabis business podcast covering cannabis products, business news, interviews, investments & events.




CBD Trends During A Pandemic

The ongoing pandemic has caused extra stress for consumers, and despite the expense, many are not giving up their CBD during this time. However, with the closing of many retail outlet and stay-at-home orders in place, consumers turned to online outlets for CBD purchases in the first half of 2020. From Q1 to Q2, the share of CBD consumers reporting online purchasing rose to 47%. As more brands offer easy-to-navigate website experiences, consumers will continue to make purchases online....


10 Tips For Success In The Cannabis Industry

With valuations being less speculative in nature and larger and perhaps savvier investors becoming more active in this space, reparation counts. At the very least, you’ll need a finely-tuned pitch deck that anticipates their scrutiny, but behind that needs to be a company made of substance, discipline, and integrity. Show Notes: Cannabis Investors Wanted: 10 Tips For...


Cannabis Market Overview (November 2020)

We look at 8 cannabis markets in North America and cover 5 key performance indicators from Headset's pulse check on the legal cannabis market including total sales, year over year growth, basket count, etc. British Colombia saw 196% YOY sales growth, while WA & OR's more mature markets only saw 24% & 38% respectively. California's 2020 YTD cannabis sales exceed $342MM, 5.5X the size of Nevada's market. Illinois customers spend the most- more than $100 per visit, 40% more than Cali. But,...


Latino Investment Summit

The first online cannabis Latino investment summit. Join me for the Latino Investment Summit, an investment platform where entrepreneurs meet accredited investors exposing their companies in a shark tank style event for global sovereign wealth founds, family offices, private and institutional investors and high-level fund managers. Each year they survey the region’s top institutional and private investors on industry wide concerns, challenges and opportunities. The Latino...


Changes in Cannabis Consumer Behavior

Consumers are not changing their product type preferences to a large degree. 21% of consumers now report reducing inhalable usage, while 35% of consumers indicated using more edible products, which appears to be less about harm reduction and more about variety and general usage increase. Younger consumers are the most likely of all age groups to increase their cannabis usage, with 49% of Millennials saying they have increased cannabis usages. Not surprisingly, those already using cannabis...


Medical Grade- The Future of Cannabis Investing?

Coming off the dramatic decline of Canadian cannabis pubco stocks in 2019, it is little wonder that this sharp decline in fundraising and in M&A activity has characterized this year. Winners in the midst of the decline were real estate SPACs ad REITS offering sales-and-leaseback transactions as cannabis grew into a maturing industry where companies with accumulated assets could now access debt financing. Hemp capital was also off by 78% during this period of oversupply with dropping CBD...


Infused Blunt~ Cannabis Product Review

Once a month the Chronic Club meets up to review a cannabis product sold somewhere in Washington State. Join us as The Talking Hedge, The Aging Ent, Cannabis Legalization News, and Baked & Awake consume an infused "Fruitcake Dreams" blunt from Blunt Royale (sherbert dreams x cherry pie~ 1g flower + 1 gram kief, 46% THC) purchased from Dockside Cannabis in SODO Seattle, WA. Last month, we rated Green Revolution's CBD Gummies an 86%, or 6 out of 7 leaves (judging criteria...


Getting The Best ROI In New Cannabis Markets

Which states are likely to legalize recreational marijuana in 2021? Would-be entrepreneurs might be eyeballing the cannabis industry in markets poised to launch based on results of the Nov 3rd election and news of Mexico approving a comprehensive adult-use marijuana legalization bill. But what entry points provide the best return on investment? In terms of plant-touching businesses, there’s no hard-and-fast rule about which sectors are the most profitable. That’s because there are just too...


Cannabis Lawsuits Signaling a Maturing Market?

A Missouri-based CBD chain is pursuing unjust enrichment and defamation claims against Visa, which is accused of “terrorizing” the business. Among other claims, they said the credit card giant arbitrarily placed the business on a transaction blacklist. The suit alleges that Visa withheld $66,000 in payments, fined them $25,000, and cut off transactions involving the business after wrongly determining that it was involved in illegal activities. In other news: Sage, a pet CBD manufacturer is...


Trulieve Pitch Deck Review

7 Tips to a successful pitch deck covers Trulieve, Florida's first Medical Marijuana dispensary. Their plants are hand-grown in a climate-controlled environment to ensure purity and safety. Trulieve strives to bring the relief needed in a trusted product. Their products were designed to alleviate seizures, severe and persistent muscle spasms, pain, nausea, loss of appetite, and other symptoms associated with serious medical conditions such as cancer. Show...


Cannabis Pot Shop Valuation Report

The Oregon secondary market for cannabis licenses and businesses remains lively. At some point, it seems likely that both demand and pricing metrics will settle out. Most recently, we’ve started to see buyers move along to traditional valuation metrics like EBITDA (adjusted for 280E) and adjusted cash flow. Possibly another sign the industry is maturing, but from a value perspective one might ask: does it make sense? Show Notes: Oregon Cannabis Dispensary Sales: What We Are Seeing On...


Ai trading robot on pace for 75% annual ROI

We asked "are cannabis stocks poised for a breakout?" back on October 22nd, and in case you didn't notice- pot stocks have been responding positively to election results after AZ, MT, SD, & NJ voted for cannabis. C3 Fund's cannabis investment return is 18.55% since August 1, 2020, while outperforming MJ by 16.98% and POTX by 25.22% during the same period. The C3 Fund's Cannabis Index uses a proprietary algorithm that's Artificial Intelligence-based with technical analysis and predictive...


Wholesale Oil Prices Fall Nationwide (it must be harvest season again!)

If Federally legal, the largest current oil arbitrage opportunity would be from Arizona to Alaska. Buying oil in AZ as low as $7 per gram and selling it in AK for over $37/g would yield over $13,000 in profit per pound, IF LEGAL! Wholesale oil prices of cannabis & hemp have fallen since last year, reflecting rising oil production nationwide that has more than offset an uptick in sales amid the pandemic. Canada is seeing a growing discrepancy between sales of cannabis 2.0 products and...


Drugs Won The War On Drugs

It is time to declare at least one winner. After almost sixty years of fighting, it’s clear that the War on Drugs is almost over and drugs have won. Though the fate of the US Presidency remained unclear, the future of cannabis was quickly called. Arizona, Montana, and New Jersey legalized adult-use cannabis, Mississippi legalized medical cannabis, and South Dakota passed both a medical and adult-use ballot initiative. Cannabis companies are slowing the rollout of new brands and products in...


The MORE Act

The MORE Act is a signal of the industry's growth and momentum. Additional states have legalized adult-use cannabis, and will continue to do so regardless of whether the MORE Act passes. There are a lot of opportunities opening up in the market, and those outside of the industry are eager to enter. As the market continues to become larger and more competitive, it is more important than ever to keep track of industry trends and data. Show Notes: What the MORE Act means for the cannabis...


Saskatchewan Cannabis Market Update

Curious what rural US cannabis sales might look like? Saskatchewan (SK) could be that harbinger, giving an insight into future sales throughout the central United States. Headset's latest report explores the differences in cannabis sales trends across four Canadian provinces, with a focus on the smallest population, SK. There are no provincially-run cannabis retailers, which means limited partnerships (LPs) are more free to negotiate with private distributors and directly with retailers....


Peru Import /Export Investment Opportunity

As a Licensed Cannabis Importer and Wholesaler, Cannfarm has been generating cannabis-related revenues since 2020. Commercial import and commercialization of products derived from cannabis and other plants are allowed in Peru for medicinal use. Cannfarm produces, cultivates and processes medicinal plants, both for the Peruvian market and for export. Show Notes: CannFarm Guest: Katrina Glogowski, Seattle Attorney & Angel...


Budtending in a Pandemic

As a budtender, Alec provides customer service to all patients and customers in medical and recreational dispensaries. He uses point of sale system and other technology to ensure all cannabis sales are properly tracked, while providing information to customers on product choices, consumption methods, compliance, and safety. Some outside the industry might smirk at the notion of budtending as a legitimate profession, but those in the know understand they are a key component to making the...


Cannabis Stock Market Update

The stock market sparked a rally after voters in New Jersey, Arizona, South Dakota and Montana legalized recreational marijuana use on Election Day, while South Dakota and Mississippi also legalized medical marijuana. Show Notes: Cannabis Stock Gainers And Losers 3 Reasons Marijuana Stocks Are...


Cannabis Investment Update

All 5 of this week’s capital raises were closed by public companies. So far in 2020, public companies have accounted for 81% of all capital raises, vs. 65% for the same period in 2019. Public companies, particularly with the recovery in stock prices and fundraising ability, have been the dominant acquirers in the cannabis industry. Show Notes: Cannabis Deal Tracker Host: Josh Kincaid, Capital Markets Analyst &...