『The Cannabis Investing Podcast』のカバーアート

The Cannabis Investing Podcast

The Cannabis Investing Podcast

著者: Seeking Alpha
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On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries.

Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach.

Transcripts: seekingalpha.com/cannabisinvestingpodcastCopyright Seeking Alpha
個人ファイナンス 経済学
エピソード
  • 'Let's go all in on cannabis' Grown Rogue's Obie Strickler & Josh Rosen
    2026/09/08
    CEO and founder of Grown Rogue (GRUSF), Obie Strickler and Chief Strategy Officer, Josh Rosen discuss their paths in cannabis and why operations matter more than scale (1:00) (metrics that matter most (12:30) Uplisting and public vs private (20:40) What should retail investors be paying attention to? (24:40) On the price of cannabis (34:40)

    Show Notes:
    Grown Rogue Is Focused On Jersey, Yield, Cost And Culture
    Cannabis Investing In The Trump Era

    Episode transcripts

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    44 分
  • Cannabis investing in the Trump era
    2025/12/19
    Josh Rosen and Jerry Derevyanny from Bengal Capital discuss the current state of cannabis investing (1:10). Trump takes action to reschedule cannabis; federal regulations and investment strategies (6:30). Challenges of valuation in the cannabis sector (19:00). Expected consolidation in the industry; insights for retail investors (23:20). Is there a first mover advantage? (26:30). Understanding 280E (30:00). Deep dive on Glass House (GLASF) (32:20). More on valuation (38:10). Public vs. private, hemp, ETFs (46:00).

    Episode transcripts

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    54 分
  • Have cannabis investors been early or wrong or both?
    2025/04/22
    Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp market (32:40).

    Episode transcripts

    Show Notes:
    Cannabis REITs: Less Risky Choices In A Risky Sector
    Green Thumb Stands Alone. Billions In Debt Coming For MSOs
    Leef Brands

    For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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    48 分
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