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Jan
25
Interview with Morgan Paxhia: How to Survive and Advance in 2023

Interview with Morgan Paxhia: How to Survive and Advance in 2023

We spend time on what he learned in 2022 and then transition into what it will take to survive and advance in 2023. The balance sheet is the most important factor right now, so it is not surprising that Green Thumb Industries is their top holding.
2 min read
Jan
17
Interview with Matt Karnes: Avoiding the Potholes

Interview with Matt Karnes: Avoiding the Potholes

Compressing prices, higher interest rates, thriving traditional markets, and limited capital are impacting all operators and we discuss who is best suited to survive in 2023 and thrive in the future.
2 min read
Jan
10
Interview with Cy Scott: Using Data to Make Better Cannabis Investments

Interview with Cy Scott: Using Data to Make Better Cannabis Investments

We started off discussing Cy's background in cannabis and the inspiration behind Headset. The bulk of our conversation was around how they collect data and how we can use their reports and services to improve our portfolios.
2 min read
Jan
03
Interview with Nick Gastevich: What to Expect in 2023

Interview with Nick Gastevich: What to Expect in 2023

Nick joined me to discuss what happened to cannabis stocks in 2022 and what we might expect in the new year. We dig into what traits are well suited for the current macro environment and Nick shares examples of businesses that may survive and thrive.
2 min read
Dec
29
Interview with Paul Cerro: Are Cannabis Stocks Cheap Right Now?

Interview with Paul Cerro: Are Cannabis Stocks Cheap Right Now?

In my most recent Twitter Spaces, I'm joined by Paul Cerro, CIO of Cedar Grove Capital, and we discuss the current climate, what stocks he likes, and the risks and opportunities as we head into 2023.
2 min read
Dec
20
SAFE Banking Dies in the Lame Duck

SAFE Banking Dies in the Lame Duck

It is clear that cannabis is not a priority for congress. Pharma spent over $390 million on lobbying in 2021. Cannabis businesses invested $4 million, which is less than they spent two years ago. I'm not a political scientist, but I have learned to follow the money.
3 min read
Dec
14
The State of California Cannabis with Kyle Kazan, Graham Farrar, and Hirsh Jain

The State of California Cannabis with Kyle Kazan, Graham Farrar, and Hirsh Jain

California is a key cannabis market that has been struggling since moving to adult-use sales in 2018. To dig into the problems and talk about solutions, I assembled three of the state's most impacted and informed guests.
2 min read
Dec
09
Interview with Patrick Rea: Exploring the Private Side of Cannabis Investing

Interview with Patrick Rea: Exploring the Private Side of Cannabis Investing

In my latest Twitter Spaces interview, I sat down with Patrick Rea to discuss the private side of cannabis investing. Patrick is one of the most experienced and knowledgeable venture investors, he's led over 130 investments into 115 companies in cannabis tech, hemp, and CBD sectors
2 min read
Dec
04
How I've Been Betting on SAFE Banking

How I've Been Betting on SAFE Banking

As I became increasingly confident that SAFE would pass, I noticed this was not reflected in stock prices. To capitalize on this opportunity, I refocused my portfolio on quality names with strong technicals and built a position in MSOX - AdvisorShares MSOS 2x Daily ETF.
5 min read
Nov
30
My Appearance on The Cannabis Investing Podcast

My Appearance on The Cannabis Investing Podcast

I'm a long-time listener of The Cannabis Investing Podcast. When I got serious about cannabis investing, I went back and listened to every episode and I still look forward to the latest show every Wednesday. So, I was flattered when Rena Sherbill asked me to be a guest.
1 min read