エピソード

  • Why Wall Street Is Waiting | TDR Cannabis in 5
    2026/06/22
    Welcome to the latest TDR Cannabis in Five with host Shadd Dales.Everyone is talking about Trulieve (NYSE: TRLV), the upcoming ALJ hearing, and cannabis rescheduling. But there may be an even bigger story developing behind the scenes: Wall Street.In this episode, we break down why major financial institutions like JPMorgan, Merrill Lynch, UBS, and Deutsche Bank are closely watching the cannabis industry but haven’t fully stepped in yet. The reason comes down to one thing: regulatory clarity.With the June 29 ALJ hearing approaching and a final decision expected shortly afterward, banks, brokerages, and institutional investors are waiting to see whether adult-use cannabis is officially included under the new Schedule III framework.If that happens, it could unlock a wave of changes across the industry, including institutional capital, research coverage, custody solutions, capital raises, broader brokerage access, and significantly improved liquidity.We also discuss why hedge funds continue to focus on trading volume and liquidity before entering the sector, and how a favorable regulatory outcome could quickly change the landscape for cannabis stocks.Companies like Trulieve (NYSE: TRLV), Glass House Farms (NYSE: GLAS), Curaleaf (TSX: CURA | OTCQX: CURLF), Green Thumb Industries (CSE: GTII | OTCQX: GTBIF), and Verano Holdings (Cboe Canada: VRNO | OTCQX: VRNOF) could all benefit from increased institutional participation if Wall Street receives the clarity it has been waiting for.The question is no longer whether Wall Street is paying attention.The question is what happens when Wall Street finally gets the green light.#CannabisStocks, #CannabisInvesting, #ScheduleIII, #CannabisNews, #MSOS, #WallStreet, #Trulieve, #GlassHouseBrands, #Curaleaf, #CannabisIndustryWant to see more Cannabis Reform?🎬 • Virginia Cannabis Legalization Back On Tra... 🎬 • Lawsuit Targets Cannabis Rescheduling Proc... 🎬 • Trulieve Becomes First Cannabis MSO Approv... 🎬 • Cannabis Stocks Arrive On Robinhood | TDR ... Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook: / thedalesreport ✅ Twitter: / thedalesreport ✅ Instagram: / dalesreport ✅ LinkedIn: / the-dales-report Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, contact:sdales@thedalesreport.comPodcast Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...
    続きを読む 一部表示
    7 分
  • What Investors Should Watch At The ALJ Hearing | TDR Cannabis in 5
    2026/06/20
    The June 29 cannabis rescheduling hearing is quickly becoming one of the most important dates investors have circled in 2026.In this episode of TDR Cannabis in Five, host Shadd Dales breaks down what investors need to know heading into the DEA’s Administrative Law Judge (ALJ) hearing and why the July 15 conclusion date could be a major signal for where federal cannabis reform is heading next.We also discuss the latest lawsuit filed by Smart Approaches to Marijuana (SAM), which is attempting to halt the rescheduling process. What does the lawsuit actually mean? Does it threaten Schedule III? Or is it simply another hurdle in a process that is already moving forward?Shadd explains why the ALJ hearing is different from a traditional court case, how these proceedings have historically played out, and why many industry observers view the July 15 deadline as one of the strongest indicators yet that federal regulators want this process completed on an accelerated timeline.The episode also looks at what investors should be watching during the hearing, including how the DEA addresses adult-use cannabis, whether procedural concerns gain traction, and what could happen next if the hearing concludes as scheduled.With cannabis stocks already reacting to headlines surrounding the lawsuit, understanding the difference between noise and meaningful risk has never been more important.Leave your thoughts below and let us know what you think happens after July 15.#CannabisStocks #CannabisNews #ScheduleIII #CannabisRescheduling #MSOS #CannabisInvesting #DEA #CannabisReform #TDRCannabisInFive #CannabisIndustryWant to see more Cannabis Reform?🎬 • Virginia Cannabis Legalization Back On Tra... 🎬 • Lawsuit Targets Cannabis Rescheduling Proc... 🎬 • Trulieve Becomes First Cannabis MSO Approv... 🎬 • Cannabis Stocks Arrive On Robinhood | TDR ... Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook: / thedalesreport ✅ Twitter: / thedalesreport ✅ Instagram: / dalesreport ✅ LinkedIn: / the-dales-report Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, contact:sdales@thedalesreport.comPodcast Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...
    続きを読む 一部表示
    6 分
  • Kyle Kazan & Graham Farrar of Glass House Brands
    2026/06/19
    This week marks a major milestone for Glass House Brands (NYSE: GLAS), so we caught up with Glass House Brands CEO Kyle Kazan, and President Graham Farrar to walk us through everything. Inside the 5 6M sq ft Glass House farm tour, scale quality and Cali weedHow DEA Schedule III and interstate commerce could unlock the next cannabis boomFind us on social media and podcast platforms:✅ Facebook: / thedalesreport ✅ Twitter: / thedalesreport ✅ Instagram: / dalesreport ✅ LinkedIn: / the-dales-report Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, contact:sdales@thedalesreport.comPodcast Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...
    続きを読む 一部表示
    28 分
  • Weldon Angelos: Cannabis Clemency Could Be Next | Trade to Black
    2026/06/19
    President Trump’s cannabis reform efforts may not be finished yet.In this episode of Trade To Black, host Shadd Dales sits down with Weldon Angelos, founder of Mission Green, during the Ignite Cannabis Capital Conference in Chicago to discuss what could be the next major catalyst for the cannabis industry: federal clemency.Following the federal government’s move to reschedule state-licensed medical cannabis to Schedule III, Angelos says attention is now shifting toward individuals who remain incarcerated for federal cannabis offenses. He shares new details on the clemency review process currently underway, the role of Pardon Czar Alice Johnson, and why thousands of federal cannabis cases are being reviewed.Angelos also explains why rescheduling could create momentum for additional cannabis reform efforts, including expungement legislation and broader criminal justice initiatives. The discussion touches on bipartisan support, changing attitudes in Congress, and why many lawmakers may view cannabis differently now that it is no longer classified as a Schedule I substance.One of the most powerful moments of the interview centers on the story of Danny Trevino, a Michigan medical cannabis operator serving a lengthy federal sentence despite operating under state law.Could cannabis clemency become the next major reform headline? How many federal cannabis prisoners could ultimately be released? And what role will the White House play moving forward?Watch the full interview and let us know your thoughts in the comments.#CannabisNews #CannabisReform #MissionGreen #WeldonAngelos #ScheduleIII #CannabisRescheduling #CannabisJustice #TrumpCannabis #TradeToBlack #CannabisStocksWant to see more Cannabis Reform?🎬 • Virginia Cannabis Legalization Back On Tra... 🎬 • Lawsuit Targets Cannabis Rescheduling Proc... 🎬 • Trulieve Becomes First Cannabis MSO Approv... 🎬 • Cannabis Stocks Arrive On Robinhood | TDR ... Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook: / thedalesreport ✅ Twitter: / thedalesreport ✅ Instagram: / dalesreport ✅ LinkedIn: / the-dales-report Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, contact:sdales@thedalesreport.comPodcast Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...
    続きを読む 一部表示
    8 分
  • Historic Week in Cannabis | Live from Glass House (NYSE:GLAS) | TTB Presented by Flowhub
    2026/06/19
    In our latest TDR Trade To Black podcast presented by FlowHub, Shadd Dales and Anthony Varrell are live from the Glass House Brands (NYSE: GLAS) facility in California for the company’s Investor Day — an all‑day broadcast inside one of the largest cannabis operations in the country. The team is on the ground, walking the facility, talking with staff, and hosting a full lineup of guests including CEO Kyle Kazan, President Graham Farrar, Marc Cohodes, Noah Hamman, The Big Short's Fred Gomes, Vinny Daniels, and Seth Yakatan.This week marks a major milestone for Glass House Brands (NYSE: GLAS). The company announced its intention to become the second U.S. cannabis operator to uplist to the New York Stock Exchange, a move that signals real momentum for the sector as institutional investors begin paying closer attention.There’s also federal news that broke in the last 24 hours. The DEA has begun on‑site inspections at cannabis businesses seeking protections under President Trump’s rescheduling directive — the first meaningful action since the announcement. And in a separate headline, the U.S. Supreme Court ruled unanimously that prosecuting a marijuana user for owning a firearm violates the Second Amendment, a decision that could reshape how cannabis consumers are treated under federal law.Live from California, we've got real‑time reaction, context, and insight from some of the most influential voices in the space during one of the most important weeks the industry has seen in years.Like, subscribe, and leave your comments.#GlassHouseBrands #GLAS #TradeToBlack #CannabisNews #NYSE #KyleKazan #MarcCohodes #MSOS #DEA #SupremeCourt #CannabisStocks #TrumpAdministration #CannabisReschedulingWant to see more Cannabis Reform?🎬 • Virginia Cannabis Legalization Back On Tra... 🎬 • Lawsuit Targets Cannabis Rescheduling Proc... 🎬 • Trulieve Becomes First Cannabis MSO Approv... 🎬 • Cannabis Stocks Arrive On Robinhood | TDR ... Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook: / thedalesreport ✅ Twitter: / thedalesreport ✅ Instagram: / dalesreport ✅ LinkedIn: / the-dales-report Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, contact:sdales@thedalesreport.comPodcast Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...
    続きを読む 一部表示
    1 時間 53 分
  • Curaleaf CEO: Cannabis Revaluation Is Coming | Trade to Black
    2026/06/18
    Curaleaf Holdings, Inc. (TSX: CURA | OTCQX: CURLF) Chairman and CEO Boris Jordan joined Trade To Black host Shadd Dales live from the Ignite Cannabis Capital Conference in Chicago to discuss what may be the most important phase yet for the U.S. cannabis industry.While many investors are focused on Trulieve Cannabis Corp. (NYSE: TRLV | CSE: TRUL) becoming the first major U.S. plant-touching operator to trade on a senior U.S. exchange, Boris believes the real story is what comes next: institutional capital, industry consolidation, and a broader revaluation of cannabis stocks.In this interview, Boris explains why firms like BlackRock and Fidelity are paying attention to cannabis but still require additional regulatory clarity before making meaningful equity investments. He also discusses the importance of the upcoming DEA administrative law judge hearing, potential guidance from the IRS and FinCEN, and why he believes the industry could finally be approaching a period of normalization.The conversation also covers Curaleaf’s approach to a future uplisting, why patience may be more valuable than speed, and why consolidation among leading operators such as Curaleaf Holdings, Inc. (TSX: CURA | OTCQX: CURLF), Trulieve Cannabis Corp. (NYSE: TRLV | CSE: TRUL), Green Thumb Industries Inc. (CSE: GTII | OTCQX: GTBIF), Verano Holdings Corp. (Cboe Canada: VRNO | OTCQX: VRNOF), and Glass House Brands Inc. (Cboe Canada: GLAS.A.U | OTCQX: GLASF) could be a major theme moving forward.If you’re following cannabis stocks, cannabis rescheduling, institutional investing, cannabis M&A, MSOs, or U.S. cannabis reform, this interview is worth watching.#CannabisStocks #Curaleaf #CURA #CURLF #CannabisInvesting #CannabisNews #ScheduleIII #CannabisRescheduling #MSOS #TradeToBlackWant to see more Cannabis Reform?🎬 • Virginia Cannabis Legalization Back On Tra... 🎬 • Lawsuit Targets Cannabis Rescheduling Proc... 🎬 • Trulieve Becomes First Cannabis MSO Approv... 🎬 • Cannabis Stocks Arrive On Robinhood | TDR ... Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook: / thedalesreport ✅ Twitter: / thedalesreport ✅ Instagram: / dalesreport ✅ LinkedIn: / the-dales-report Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, contact:sdales@thedalesreport.comPodcast Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...
    続きを読む 一部表示
    10 分