It's been too long! We are back with an action packed discussion featuring crowd favourite Real Estate Randy (aka Retail Randy). We go deep on the current state of the cannabis market and how hemp continues to change the landscape while creating new opportunities. We also discuss where markets are going from here and what we find to be the best investing opportunities across all asset classes. Thanks to Randy for another great conversation!...
Jun 11, 2025•1 hr 8 min
After a WILD few weeks we have a jam packed episode with a detailed discussion of active trades, risk management and market predictions. In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry. Scott joins us to discuss: - Bannana Republic: What's going on in today's markets? - What is Scott buying today? - What surprising asymmteric opportunt...
Apr 30, 2025•1 hr 12 min
We're back with the most anticipated episode of the year! In this year end financial review episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In this Financial Review we cover - The biggest opportunity in Cannabis right now - Current market, hemp, portfolio sizing and which stocks we're currently buying - Cash flow, future growth & 280E benefits - Thoughts on MSOs valuations; financial metrics; balancing positives...
Mar 26, 2025•2 hr 3 min
Hirsh joins us to discuss where we see potential in Cannabis going forward vs what other opportunities exist in the market. We discuss PA, Ohio, MN and federal change. We also mention many tickers including a few new ones! Connect with Hirsh: LinkedIn - https://www.linkedin.com/in/hirsh-jain/ Twitter - https://twitter.com/anandastrategy Hirsh's Website - https://anandastrategy.com/...
Feb 26, 2025•1 hr 6 min
We are back! After a brutal few weeks for cannabis investors we ask the question on everyone's mind - can Cannabis ever make a comeback? We discuss how cannabis compares to other sectors, where we are seeing the most opportunity, what needs to happen for cannabis to rally (and what other sectors have done the same) and share 3 top non-canna picks along with a cannabis investment idea. Big thanks to Dan for joining us to kick off 2025 with another great discussion Follow Dan / The Chart Guys On T...
Jan 22, 2025•1 hr 3 min
The final episode of 2024! Real Estate Randy joins us for a humbling conversation on the future of Florida operators, the industry at large and where we see investing (and trading) opportunities (inside and outside of cannabis). Despite the brutality investors have been through in cannabis there are some potential brightspots especially in the context of a raging bull market. We appreciate you listening and wish you a great holiday season. See you all next year!...
Dec 04, 2024•1 hr 2 min
In this episode we are joined by Hirsh Jain for a sober reflection of what happened on Election Night. We discuss what went wrong, what we learned and what this means for the future of the industry. Connect with Hirsh: LinkedIn - https://www.linkedin.com/in/hirsh-jain/ Twitter - https://twitter.com/anandastrategy Hirsh's Website - https://anandastrategy.com/
Nov 13, 2024•1 hr 17 min
In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry. Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique position in our industry as they control the ZigZag brand and have made numerous investments across the cannabis supply chain. Scott joins us to discuss: ...
Oct 30, 2024•1 hr 6 min
In this episode we are joined by Jesse Redmond of Water Tower Research who is fresh off of Chicago Benzinga. Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. We discuss many of the out of favour sectors in today's markets and compare and contrast them to cannabis Thanks again to Jesse for joining us Connect with Jesse: On X: https://twitter.com/jesseredmond On LinkedIn: https://www.linkedin.com/in/jesseredmond/ Water Tower cannabis research: ...
Oct 16, 2024•1 hr 9 min
In this episode we are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) to discuss how the upcoming election, fed rate cuts and other catalysts will impact the cannabis investing landscape. We discuss how may be in the early stages of a recovery driven by macro factors and how 2025 may have several key catalysts lining up nicely for the cannabis industry. We also discuss the impacts on debt markets, real estate and other asset classes. Follow Anthony: Twitter: https://x.com/An...
Oct 02, 2024•1 hr 1 min
In this episode we are joined by Dan from The Chart Guys to discuss cannabis investing vs strategies heading into the November election. We compare game plans and discuss how Dan thinks about Florida Rec, Rescheduling and potential campaign discussions about cannabis. Big thanks to Dan for joining us for another great discussion. Follow Dan / The Chart Guys On Twitter: https://twitter.com/ChartGuys The Chart Guys on Youtube: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g Fr...
Sep 18, 2024•57 min
In this episode we discuss how Trump's recent comments towards Florida's "Yes on 3" campaign could be the start of something larger heading into November We discuss potential impact to Florida, Rescheduling, the General Election & more. We also react to the disappointing delay of rescheduling an discuss what it means for the sector. Follow Hirsh's for more unique insights into the intersection of cannabis and politics. Connect with Hirsh: LinkedIn - https://www.linkedin.com/in/hirsh-jain/ ...
Sep 03, 2024•1 hr 8 min
In this episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In this Financial Review we cover: - How each operator stands to benefit from Florida Rec - Cash flow, future growth & 280E benefits - Thoughts on MSOs valuations; financial metrics; balancing positives and negatives Thanks to Nick for joining us and sharing his detailed analysis as always! Connect with Nick: Twitter - https://twitter.com/CannaVestments...
Aug 21, 2024•2 hr 19 min
In this episode we are joined by Aaron Edelheit of Mindset Capital. Aaron runs a cannabis dedicated fund which pivoted from investing in large MSOs to focusing on unique small cap names. Although cannabis has been in a brutal bear market some of Aaron's largest contrarian investments in Glass House and Grown Rogue have had phenomenal returns. In this episode we discuss: - Aaron's pre-cannabis background investing through the dot com crash and the 2008 financial crisis - How & Why Aaron pivot...
Aug 07, 2024•1 hr 14 min
In this episode (recorded Friday, July 19th) we discuss how the possibility (now certainty) of Joe Biden dropping out of the race could be a HUGE catalyst for cannabis stocks We discuss the "Kamala Catalyst" and how this could play out over the coming weeks and months as we head into November 2024. We also discuss rate cuts, the small cap rally, who could beat Trump and how the Kamala Catalyst could re-invigorate state level cannabis debate. Follow Hirsh's for more unique insights into the inter...
Jul 21, 2024•1 hr 6 min
In this episode we are joined by Pablo Zuanic of Zuanic & Associates. Pablo was a long time cannabis analyst at a leading investment bank before starting his own firm. He has published numerous pieces on key catalysts such as Rescheduling, Florida, Industry upside and coverage on many companies. In this episode we discuss: - Institutional Investment: what will it take? - Rescheduling: has the equation changed? - Key risks to the S3 process - How does the Biden/Trump/Harris question change th...
Jul 10, 2024•1 hr 2 min
While cannabis stocks have had a brutal few weeks, one cannabis focused REIT is quietly up +50% over the last year. We are joined by Anthony Coniglio, CEO of NewLake Capital Partners (NLCP) which despite only trading on the OTC has had strong outperformance since breaking their "negative feedback loop" Anthony joins us to discuss the current cannabis market, key catalysts and share ideas on how and when cannabis stocks may be able to escape their current trajectory and start on a "positive feedb...
Jun 26, 2024•1 hr 13 min
In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique position in our industry as they control the ZigZag brand and have made numerous investments across the cannabis supply chain. Scott joins us to discuss: - What's going on with cannabis stocks? - How should rescheduling be priced? - Where are the best opportunities in cannab...
Jun 12, 2024•1 hr 13 min
In this episode we are joined by the Guru of the Gold Coast Hirsh Jain. Hirsh last joined us in February where he correctly predicted the timing of the Rescheduling Announcement. In this episode: - How did Hirsh correctly guess timing of the announcement? - How will rescheduling play out to maximize political benefit? - Will we get a Cole Memo 2.0? How will that impact uplisting? - Will Florida pass adult use? - How will Ohio impact the industry financially and politically? - Will Pennsylvania f...
May 29, 2024•1 hr 6 min
In this episode we are joined by Dan from The Chart Guys to compare cannabis investing strategies. With several potential key upcoming catalysts we compare short term trading vs longer term investing and our game plans for the coming months. Big thanks to Dan for joining us for another great discussion. Follow Dan / The Chart Guys On Twitter: https://twitter.com/ChartGuys The Chart Guys on Youtube: https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g Free Intro to TA course: https:...
May 15, 2024•1 hr 1 min
In this episode (recorded pre-DEA announcement) we discuss the risk/reward of the industry along with our game plans for going forward. Let us know what topics you want to hear the most about in the coming weeks!
May 01, 2024•1 hr 3 min
Focus on the fundamentals! In this episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In this Financial Review we cover: - How each operator stands to benefit from Florida Rec - Cash flow, future growth & 280E benefits - Thoughts on MSOs valuations; financial metrics; balancing positives and negatives Thanks to Nick for joining us and sharing his detailed analysis as always! Connect with Nick: Twitter - https://tw...
Apr 17, 2024•2 hr 19 min
In this episode we go "boots on the ground" into Florida's Cannabis Market. Our guest Real Estate Randy is an expert in helping Florida operators expand their footprint. He has years of experience dealing with some of the largest MSOs and brings unique insight on their innerworkings as well as the local market nuances. In this episode: - Why Randy is "all-in" on Florida Rec - How he expects the market to change leading up to the Ballot - Where are the untapped opportunities in the state - Why op...
Apr 03, 2024•1 hr 10 min
In this episode we are joined by Jesse Redmond of Water Tower Research to discuss Rescheduling Rumours, Cannabis Catalysts & Earnings Take-Aways. Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. He shares insights on specific names and outlines a game plan depending on your risk tolerance. In this episode we discuss: - What to make of the recent Doug Kass rumour? - Kamala, Fat Joe & Election predictions - Earnings: How did Tier 1 MSOs perfo...
Mar 20, 2024•1 hr 19 min
In this episode we are joined by Will Muecke who is Co-Founder and Managing Member at Artemis Growth Partners. Artemis Growth Partners is one of the largest and most active private investors in cannabis with ~$400M+ under management exclusively in cannabis. Will and his team have invested throughout the cannabis value chain including MSOs, Brands and producers in Europe. In this episode: - What just happened in Germany? - How will the current market change? - Which companies will benefit the mos...
Mar 06, 2024•1 hr 22 min
In this episode we are joined by a special guest who brings a unique perspective on trading cannabis stocks through technical analysis. Charting Man Dan of The Chart Guys is a well known cannabis personality who specializes in chart reading. Dan is a veteran cannabis trader but also regularly trades broader indices and crypto. Dan is a wealth of honest information and brings an unbiased perspective on the charts. In this episode we discuss: - The Rescheduling Game Plan for 2024 - Buying MSOS vs ...
Feb 21, 2024•1 hr 5 min
In this episode we are joined by special guest Hirsh Jain. Hirsh is a cannabis policy expert and shares in depth analysis about: - DEA Rescheduling: Is Sooner or Later better for Biden? - How do state level cannabis programs affect elections? - Florida: Why Hirsh is bullish - VA / OH / PA & Texas - How important is cannabis really for voters? Don't miss out on Hirsh's unique insight into the intersection of cannabis and politics. Connect with Hirsh: LinkedIn - https://www.linkedin.com/in/hi...
Feb 07, 2024•1 hr 18 min
In this episode we are joined by Mike aka MJ Stock Trader on Twitter. Mike has become a leading voice on CannaTwitter over the past 3 years and shares a unique perspective on social media's importance in cannabis investing. In this episode we discuss: - The importance of psychology and sentiment - How 2024 has started for investors - What's Next? Key dates to watch for - Rescheduling, Florida & SAFER - Big risks no one is talking about - Personal investment strategies for 2024 & much mor...
Jan 24, 2024•1 hr 7 min
Happy 2024! To kick off the new year we are joined by a very special guest - Robert Beasley, CEO of Cansortium (TIUM on CSE or CNTMF on OTC). Cansortium is a Multi-State Operator with operations in Florida, Pennsylvania & Texas. In this episode we discuss: - Robert becoming CEO in 2020 and right sizing the company - Living through the COVID Cannabis boom in Florida - The importance of balance in the company - Florida Adult Use on the 2024 Ballot - Price Wars: how price compression has impact...
Jan 10, 2024•1 hr 3 min
The final episode of 2023! In this episode we recap what happened this year and paint the picture of our investing game plan for 2024 In this episode: - Recapping 2023 for Cannabis & General investing - The potential macro backdrop for 2024 - The biggest 2024 Catalysts for Cannabis - The game plan for making the most of 2024 Thank you all and see you in 2024!
Dec 13, 2023•1 hr 11 min
