Cannabis Investing Network

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!

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/

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: - Re-Visiting the 2021 Cannabis Thesis - How have things changed? - How attractive is the industry? - Are the strong getting stronger? - How impactful are brands? - Where are we going? Thanks as always to Scott for a great conversation Follow Scott on Twitter @ ⁠⁠https://twitter.com/srg444  [https://twitter.com/srg444]

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 [https://twitter.com/jesseredmond] On LinkedIn: ⁠https://www.linkedin.com/in/jesseredmond/⁠ [https://www.linkedin.com/in/jesseredmond/] Water Tower cannabis research: ⁠⁠https://www.watertowerresearch.com/sector/12⁠ [⁠https://www.watertowerresearch.com/sector/12] To be added to Water Tower’s cannabis email distribution list, email ⁠jesse@watertowerresearch.com [jesse@watertowerresearch.com]

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/AnthonyConigli0⁠ [https://x.com/AnthonyConigli0] NLCP Website: ⁠https://www.newlake.com/ [https://www.newlake.com/]