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.
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.
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.
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.
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.
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.
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.
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
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.
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.
