Hidden Growth Unmasked: Rescheduling, the Farm Bill & What Comes Next ft Trent Woloveck
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概要
For the last 18–24 months, reported cannabis growth told an incomplete story.
Demand did not plateau.
It was fragmented — between hemp channels, illicit markets, and regulated operators.
Now, with the Farm Bill loophole closing, Virginia coming online, and rescheduling potentially closer to execution, the numbers begin to look different. And feel different.
This week we sit down with Trent Woloveck to discuss:
• Why leading with retail first changes everything
• The strategic tradeoffs of vertical integration
• What true cannabinoid demand actually looks like once distortion fades
Chapters
00:00 The Value of Vertical Integration in Cannabis
04:52 Market Dynamics and Capital Allocation
09:34 Virginia's Cannabis Market Evolution
19:04 Impact of Federal Rescheduling on Cannabis
24:38 M&A Challenges in the Cannabis Industry
31:34 Navigating Regulatory Complexities
39:39 The Future of the Cannabis Market
47:27 Looking Ahead: Jushi's Future and Industry Changes
Summary
In this conversation, Bryan Fields and Trent Woloveck discuss the complexities of the cannabis industry, focusing on vertical integration, market dynamics, and the impact of federal rescheduling. They explore the challenges of capital allocation, the evolution of the Virginia cannabis market, and the difficulties of mergers and acquisitions in a heavily regulated environment. The discussion highlights the importance of understanding market demands and the potential for growth as the industry continues to normalize and expand.
Guest Links
- https://jushico.com
- https://www.linkedin.com/company/jushi-inc/
- https://x.com/two3king
Our Links
Bryan Fields on Twitter
Kellan Finney on Twitter
The Dime on Twitter
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