2 Private Cannabis Investors share thoughts, analysis and opinions on the ups and downs of the rapidly changing Cannabis Investing landscape. For Investors By Investors
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Cannabis Market Analysis Podcasts
The $100+ billion cannabis industry is fueled by innovative strategies and visionary leaders. Each week, we explore the journeys of CEOs from publicly traded giants, world-renowned scientists, and underground legacy growers shaping the future of this transformative market. Bryan and Kellan uncover how these pioneers built their businesses, navigated failures and found success in this rapidly growing space. Join us to explore the lessons and insights driving the cannabis industry forward.
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A laid-back, data-backed discussion on the cannabis market with notable industry leaders.
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Explore groundbreaking insights and executive thought leadership in the cannabis industry with our exclusive podcast series. Stay informed, inspired, and ahead of the curve with CannaBiz Conversations - the first podcast for executive thought leadership in the cannabiz.
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Business is booming in the legal cannabis industry and more people are getting interested in the market. B.C. Wehman and Dustin Kava are entrepreneurs and friends working to grow their footprint and learn more about the business of marijuana and the people that make it happen. Join B.C. and Dustin as they talk industry news and notes, along with interviewing the growers and showers in the legal cannabis industry. "because cannabis" is produced by Wayward Media. You can follow Wayward Media s ...
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InvestorIntel is the global investment intelligence source for the innovative and entrepreneurial minded – bringing you the latest news, financial insights & market analysis.
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A Black Voice on Money (Economics) and Power (Politics) that affect the Black Community. Learn about the Stock Market, Cryptocurrency and more. Malcolm X reminds us that Education is the passport to the future. We must remain current to avoid riding on the back of the bus. Support this podcast: https://podcasters.spotify.com/pod/show/tbmps/support
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1
You’re Thinking About Debt Wrong: The Secret to Smart Financing ft. Adam Stettner
53:52
53:52
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53:52Most operators think debt is dangerous. But what if the real problem is how we think about it? The opposite is true: when used correctly, debt is the single biggest growth lever in cannabis. Every major industry scales on borrowed capital — cannabis is the only one still trying to do it alone. This week we sit down with Adam Stettner to discuss: • …
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#216 - Investing Thru Market Cycles & Bubbles (ft. Jesse Redmond of LEEF Brands)
1:07:23
1:07:23
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1:07:23In this episode we are joined by Jesse Redmond to discuss current market sentiment, most common mistakes retail investors make and where we are in cannabis and AI markets. Jesse works at LEEF Brands, co-hosts the Higher Exchanges Podcast and is a former hedge fund manager AND dispensary owner. Thanks to Jesse for a very fun chat! Connect with Jesse…
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How LEVEL Delivers Effects-Based Cannabis Tablets ft. Chris Emerson
48:17
48:17
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48:17Everyone in cannabis talks about effects-based products — almost no one can deliver them consistently. Repeatable experiences require precision and formulation discipline that looks a lot more like pharma than cannabis. And here’s why: most operators don’t treat in-house analytics as essential. But that’s the mistake. Process control isn’t optional…
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What Tobacco and Alcohol Taught Me About Cannabis. ft. Nick Kenny
40:58
40:58
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40:58Tobacco and alcohol are already laying the groundwork for cannabis — building IP, infrastructure, and data. Nick Kenney breaks down what legacy industries already understand — how regulated markets are built, and why readiness always beats speed. This week we sit down with Nick Kenny to discuss: • How tobacco and alcohol are entering cannabis • The…
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The Amazon of THC, How Edibles.com Will Take Cannabis National, ft. Thomas Winstanley
52:57
52:57
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52:57Before Target and DoorDash, Edible Arrangements joined the cannabinoid space. Supply chains look a lot different when you can lean on national infrastructure, logistics, and distribution that already exist. Through Edibles.com, the company is using that foundation to build access — curating top brands and letting customers shop the way they underst…
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Introducing Singular: How Active's Modular Vape Platform Changes Everything ft. Alex Kwon
44:03
44:03
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44:03What happens when years of iteration, engineering, and a unique understanding of the plant align? In cannabis, building hardware is walking a tightrope — precision, timing, and vision all matter. Singular, the latest release from Active710, connects that entire loop. While most will gravitate toward its sleek, modular design, the real story lies in…
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The Lyft Playbook for Cannabis: Building Trust Through Tech ft. Ashwin Raj
48:05
48:05
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48:05What happens when a Silicon Valley exec who helped Lyft rewrite the rules brings that same playbook to cannabis? This week we sit down with Ashwin Raj, CEO of LeafLink, to break down how disciplined tech thinking and first-principle strategy can reshape a fragmented industry. In this episode: • How Lyft’s regulatory battles mirror cannabis today • …
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Built for Consolidation, Guided by Icahn-Like Discipline, and Poised for Cannabis’ Next Iteration, ft Jared Maloof
46:45
46:45
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46:45Setbacks early on can reshape everything. They can alter your future strategy, shift your appetite for risk, and — if you’re patient — quietly set you up for success while others chase growth at any cost. As with any company, “figuring it out” is part of the job. And sometimes, that figuring it out happens faster than you’d ever hope. The challenge…
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Chris Ball: Betting It All — What It Really Takes to Build a Brand With Your Name on It: Pain, Patience, and Relentless Faith
56:26
56:26
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56:26Building something that lasts takes more than money — it takes self-belief, grit, and the willingness to keep pushing forward when easier options present themselves. Putting your name on it only adds to the weight — and the responsibility — to make it work. As with anything worth doing, there are difficult moments along the journey that demand a le…
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$28.4 Billion Dollar Hemp Industry Can’t Be Put Back in the Bottle ft Jim Higdon
47:52
47:52
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47:52California wants to ban hemp. Texas is protecting it. Spritz and Big Alcohol are lobbying to crush it. The enemy of my enemy is my friend? Not in the cannabinoid space. The hemp industry stands at a crossroads. With federal clarity still missing, states pulling in opposite directions, and Big Alcohol leaning on lawmakers, billions are at stake in h…
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410 - Scott Vasterling of Humboldt Family Farms
39:27
39:27
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39:27Join us for the Season 4 finale of the Cannabiz Conversations Podcast, where host John sits down with Scott Vasterling from Humboldt Family Farms. In this episode, Scott shares his incredible journey from a casual cannabis consumer in San Diego to a passionate advocate for sun-grown cannabis in Humboldt County. Discover how Scott's love for surfing…
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#215 - What Next for Cannabis Stocks? (ft. Scott Grossman of Turning Point Brands)
1:25:16
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1:25:16Here we go again! Scott Grossman (aka SRG444) of Turning Point Brands joins us at an important time for cannabis and markets. Our conversation covers 4 key questions: 1. S3 & Cannabis Stocks - where are we and what's the path forward? 2. Frothy & Exciting Markets - how to manage your emotions & portfolio 3. AGFY/Rhythm Deal - SRG breaks it down 4. …
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Largest Medical Cannabis & Cancer Study Ever: Can These Findings Push Rescheduling? ft Ryan Castle
48:40
48:40
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48:40If you were given some of the worst news in the world, wouldn’t you expect your doctors to use every tool available? What if one of those tools could save millions of lives—and the science is already here? The world’s largest medical cannabis and cancer study—10,000 papers, ranked in the top 5% globally—shows overwhelming evidence that cannabis has…
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409 - Will Read - Founder & CEO, CannaPlanners
41:11
41:11
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41:11Welcome to Season 4 of the Cannabiz Conversation! In this episode, we dive deep into the intersection of the cannabis and automotive industries with our special guest, Will Read, CEO of Canna Planners. Join us as we explore Will's origin story, his first encounters with cannabis, and how his experiences shaped the mission of Canna Planners. We disc…
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Strategy Truths & Lies, Mature Industries Already Know ft. Mitchell Osak
56:08
56:08
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56:08Cannabis is chaotic by design. Vertical integration forces operators to run six or seven businesses at once — then replicate that model across states with different regulations, all without economies of scale. It’s no wonder the industry feels messy. The bigger problem? Too many companies are chasing the wrong metrics and ignoring the lessons other…
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408 - Brendon McKee - COO of Silver Therapeutics
37:16
37:16
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37:16Welcome to Season 4 of the Cannabiz Conversation! In this episode, host Sean sits down with Brendan McKee, COO of Silver Therapeutics, to discuss his journey in the cannabis industry, starting from his early experiences with the plant at just 12 years old to running a multi-state operation. Brendan shares insights into the challenges and triumphs o…
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THC Is an Ingredient, Where Pharma, MSOs & Hemp Collide, ft. Zach Edge
43:08
43:08
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43:08THC is an ingredient. Cannabinoids will be treated like standardized inputs across pharma, licensed cannabis, and hemp—and the future winners are hedging until there’s clarity. What got you here won’t get you there. The next phase needs a new playbook: ops tweaks aren’t enough; strategy has to change. Near term, expect Schedule III to unlock e-phar…
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407 - Darren Gleeman - Managing Partner, MBO Ventures
37:01
37:01
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37:01Welcome to Season 4 of The Cannabiz Conversation! In this episode, we sit down with Darren Gleeman, the Cannabis ESOP Architect and managing partner at MBO Ventures. Join us as we dive deep into the world of Employee Stock Ownership Plans (ESOPs) and how they can revolutionize the cannabis industry. Darren shares his unique journey from running a h…
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405 - Marc Rodriguez - Green Leaf Payroll & Business Solutions
35:04
35:04
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35:04Welcome to Season 4 of the Cannabiz Conversations podcast! In this episode, host Sean sits down with Mark Rodriguez, CEO of Green Leaf Payroll and Business Solutions. They dive deep into the evolving landscape of the cannabis industry, discussing the challenges and opportunities that come with it. Mark shares his personal journey with cannabis, gro…
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406 - Kyle Loucks - Founder and CEO of RollPros
41:17
41:17
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41:17Welcome to another exciting episode of the Cannabiz Conversation! In Season 4, we dive deep into the world of cannabis with industry leaders and innovators. In this episode, we sit down with Kyle Loucks, CEO of RollPros, a company revolutionizing the pre-roll market. Kyle shares his unique cannabis origin story, detailing how his engineering backgr…
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Sensory Science Unlocked, Beyond THC, Inside True Terpenes ft. Dan Cook
51:32
51:32
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51:32$8 billion in products hit shelves each year with True Terpenes inside. The real edge? Turning sensory science—backed by data—into products that connect and fill clear gaps in the market. We break down what cannabis can borrow from wine (shared language, guided discovery), where that analogy stops, and why toxicology and standards are the new trust…
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Dr. Greenhouse: The #1 Mistake Killing Your Plants ft. Nadia Sabeh
1:03:19
1:03:19
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1:03:19What if keeping the room a little too dry is killing your plants? Humidity—and the HVAC that controls it—drives plant health, but air isn’t uniform across the room. The fix isn’t more AC; it’s dialing VPD so humidity, lights, airflow, and irrigation work together. Get it wrong and you lose yield and fail tests; get it right and buds stay sticky, he…
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Richie Proud on the iAnthus Turnaround: Why Selling Arizona Fueled Core-Market Growth
55:05
55:05
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55:05What if the smartest growth move is cutting—on purpose? Turnarounds aren’t financial stories—they’re operational ones. Growth-at-all-costs is out. The new playbook: prune non-core assets, concentrate resources in high-return states, and speed the path from cultivation to checkout. This week we sit down with Richie Proud, CEO of iAnthus, to discuss:…
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#214 - S3 Playbook: Calculating Upside vs Managing Risk (ft. Hirsh Jain of Ananda Strategy)
1:22:56
1:22:56
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1:22:56We are back with a jam packed episode at an exciting but turbulent time. In this episode we discuss: - S3 Calculations: Why we are optimistic - S3 Reality vs Possible future effects - Financial framework for MSO upside - Strategy for managing risk - Revealing my cannabis portfolio - What I've bought & sold recently Thanks to Hirsh for a great discu…
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Welcome to Season 4 of the Cannabiz Conversation Podcast! In this episode, your host takes a moment to introduce himself and share his journey with cannabis, from his early experiences in the Midwest to his passion for the plant that has shaped his life. Join us as we dive into the evolution of the podcast, highlighting exciting changes for this se…
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402 - Michael Peterson's Journey into the Cannabis Industry
32:13
32:13
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32:13Welcome to Season 4 of the Cannabiz Conversations podcast! In this exciting episode, we sit down with Michael Peterson, a passionate advocate for cannabis and a budtender in Michigan. Michael shares his unique journey from growing up in Virginia, a state not fond of cannabis, to embracing the plant in a more accepting environment. Join us as we dis…
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Welcome to Season 4, Episode 3 of Cannabiz Conversations! In this episode, host Sean sits down with Kevin Hart, CEO of GreenCheck, to discuss the evolving landscape of the cannabis industry, particularly in relation to banking and financial services. Join us as they dive into: The challenges cannabis businesses face in securing banking relationship…
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404 - Nohtal Partansky of Sorting Robotics - Innovating the Cannabis Industry
33:39
33:39
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33:39Welcome to Season 4 of the Cannabiz Conversation podcast! In this exciting episode, we have a special returning guest, Natal, the CEO of Sorting Robotics. Join us as we dive into the latest innovations in the cannabis industry, including the impressive Moonglue product designed for pre-rolls and the recent recognition of Sorting Robotics on the Inc…
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Secrets Behind Failed Cannabis Builds: Where Every Team Needs to Look Now ft. David Fettner
49:36
49:36
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49:36Most cannabis facilities fail before the first wall goes up. Most assume it’s because of money — but they’re wrong. It’s because no one asked the right questions. The question you need to ask now is: Where should we be looking to set ourselves up for long-term success? Asking the right questions is critical — because decisions made for today can be…
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The ROI of Pre-Roll Automation: Scaling Quality, Reducing Labor, and Hitting 20K+ a Day ft. Shahar Yamay
39:00
39:00
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39:00Every investment is just an ROI calculator. Automation feels risky—until you run the numbers. It doesn’t kill craftsmanship—it scales it. Growing your pre-roll category usually means balancing sales growth with hand-filling teams to maintain quality. But what if you could do both? What if you could leverage best-in-class automation to hit your numb…
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Keep Your Eye on Ohio: Why California’s Failures Are Michigan’s Success, and the Global Cannabis Landscape ft. Hirsh Jain
56:44
56:44
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56:44What’s the real goal of a legal cannabis market? If it’s to replace the illicit market, create safe access, and drive tax revenue—then why is California, the world’s 4th largest economy, failing while Michigan is thriving? Despite California’s size and cultural dominance, cannabis sales are shrinking, cities are refusing to opt in, and the illicit …
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The Cannabis Titanic: The Reset Ahead, Matt Karnes on What the Numbers Say
43:04
43:04
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43:04Debt is coming due — and we’re approaching a point of no return. At this stage, it’s not if there will be fallout — it’s who survives it. The surface-level view of the cannabis industry hides deep financial issues that only become clear when you dig into the numbers. And that’s exactly what Matt Karnes has been doing for years. From cash flow strai…
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#213 - Buy the Rally? Or Sell the Hype? (ft. Charting Man Dan of The Chart Guys)
1:26:49
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1:26:49The hardest times in cannabis investing are when you're not sure whether to buy or sell! Heat has returned to our sector and there's plenty to chat about. Charting Man Dan of the Chart Guys joins us to discuss when it makes sense to buy vs sell. Today's jam packed episode covers rescheduling, recent hype, key companies making moves & much more + Ne…
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Organigram’s Competitive Edge: Paolo De Luca on BAT, M&A Strategy, and the Cannabis Long Game
54:43
54:43
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54:43Built to last. That’s not just a slogan — it’s a strategy. In an industry driven by short-term survival, the cannabis space often feels like a rollercoaster. Financial pressures and market volatility push companies to chase quarters instead of building moats. But what if you could play the long game? What if you could invest in domain knowledge, de…
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The Michelin-Star Experience? Gibran Washington on What Customers Actually Want
49:52
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49:52What if buying cannabis felt more like a Michelin-star dining experience than a traditional retail transaction? Where the staff doesn’t just sell—they guide, educate, and tailor every recommendation to how you want to feel. No guessing. Just clarity, confidence, and trust—rooted in science-backed evidence. That’s the vision behind Ethos Cannabis. W…
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AI in Cannabis Commerce Is Here — But Jane’s Doing It Their Way with Socrates Rosenfeld
50:02
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50:02AI is reshaping every corner of commerce — and in cannabis, where the pace is chaotic and change can be difficult, thoughtful integration is even harder. We’re in the middle of a digital transformation as profound as the rise of the internet. In a space where “speed and size” used to win, the new game is endurance. Because to finish first, you have…
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Trump, Texas SB3 & the Rescheduling Timeline: Jim Higdon on What Comes Next
48:46
48:46
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48:46Prohibition is dead — and Texas just proved it. The recent SB3 vote signaled the start of something much bigger. While hemp and cannabis operate in very different styles, both are ultimately pushing toward the same goal: a sensible framework for a one-plant solution. The how? I’ll leave that to people way smarter than me. But the genie is NOT going…
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The Hidden Weakness in Most Cannabis Operations — What We Heard at Benzinga
43:41
43:41
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43:41The cannabis shakeout isn’t coming. It’s already here. Operators are bleeding, investors are disappearing, and the old playbook is falling apart. After Benzinga, one thing’s clear: the winners will be the ones who specialize, control every cost, and have visibility into every part of their business in real time. What happens when you pull back the …
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Storytelling Is the Future of Cannabis IR ft Jesse Redmond
54:47
54:47
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54:47What if the most powerful investor pitch wasn’t a deck or a breakdown of earnings—but a story? Now, the idea of seeds in the ground to thriving plants is a tangible experience—one that finally captures the real narrative. Because in cannabis, the financials don’t always tell the full story. This week, we sit down with Jesse Redmond, Head of Investo…
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#212 - Hemp vs Cannabis vs Other Investments (ft. Real Estate Randy)
1:08:26
1:08:26
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1:08:26It'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 inv…
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Fix the Process: Real Cannabis Manufacturing Tools & Optimization Techniques ft.: Murphy Murri
56:48
56:48
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56:48Most cannabis operators are reactive—drowning in checklists, flooded with data, and still missing the point. Compliance gets all the attention, while real operational signals—like handling variability and shifting process conditions—lead to execution gaps and reactive decision-making. Extraction process optimization is tricky, but when the actual r…
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Brett Puffenbarger: The Future of Cannabis Will Look Like This… and Yes, It Will Shock You
54:49
54:49
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54:49What if we told you the future of cannabis looks less like dispensaries... and more like the milk aisle? Everyone’s chasing growth, market share, and the next hot product — but few are asking the deeper question: What will the cannabis industry actually become? While cannabis is certainly disruptive, its future likely follows a few predictable path…
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No Exits, No Capital, No Bullsh*t: Seth Yakatan on Cannabis Reality
45:37
45:37
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45:37There’s no exits. There’s no cash. There’s no buyers. So what do you do? Batten down the hatches. Crush your market. Squeeze out the little guys who can’t compete — and wait. This week, Seth Yakatan returns to discuss the following: • How he’s seeing the board • Why cannabis can’t hit reset like other industries • What operators need to do right no…
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Where’s the Cash? Visibility, Inventory & Profitable Growth with Tyler Nielsen
54:40
54:40
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54:40"Cash strapped" might be the most heard phrase in the cannabis industry right now. So… where’s the cash? Without disciplined forecasting and visibility into true costs, growth is meaningless. Most companies aren’t failing from bad ideas — they’re failing in execution. That’s where cash leaks into missed forecasts, bloated inventory, and lost opport…
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Why the Industry’s Premier Brands Choose The Flowery — and What’s Coming Next in New York & Florida ft. Ilya Shmidt
45:00
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45:00Florida and New York are massive markets — but they’re still early. Everyone’s fighting for attention, trust, and long-term positioning. So how did The Flowery rise to the top and become the go-to partner for the industry’s premier brands? 710 Labs. Wizard Trees. Preferred Gardens. Doja Pak the list goes on. These brands are some of the most sought…
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"Dab All Day: Luna Stower on Cannabis, Microdosing, and the Power of the Plant" Part 02
16:02
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16:02Welcome back to the podcast for Part Two with the incredible Luna Stower! If you missed Part One, make sure to pause and check it out for the earliest origin story we've featured on the show. In this episode, we dive into a rapid-fire discussion covering a range of topics in the cannabis world. Luna shares her thoughts on the differences between he…
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Big Tobacco Is Moving on Cannabis, the Global Strategy Is Unfolding, and Deepak Anand Reveals Where’s Next
48:42
48:42
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48:42Big Tobacco knows cigarettes are dead. They’re sitting on cash, looking for growth — and cannabis is the obvious move. They’re no longer silently watching from the sidelines. They’re investing, expanding — some through public acquisitions, others through quieter plays. But one thing is clear: it’s no secret anymore. Big Tobacco is here, leveraging …
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The Power of the Plant: Luna Stower's Journey in Cannabis Activism Part 01
25:48
25:48
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25:48Welcome to another enlightening episode of the Cannabiz Conversations Podcast! Join your host, Sean Welsh, as he sits down with the passionate and knowledgeable Luna Stower, a prominent figure in the cannabis industry. In this episode, Luna shares her incredible origin story, detailing her lifelong connection with the cannabis plant and her journey…
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#211 - The Best Buying Opportunities - Safety vs Asymetric Upside (ft. Scott Grossman of Turning Point Brands)
1:12:07
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1:12:07After 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. S…
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Secrets Behind World-Class Extraction: How 1% Add Millions ft. Micah Anderson
59:42
59:42
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59:42Specialization is coming — and surviving will mean doing one thing better than anyone else. But that’s only the beginning. Getting there takes a relentless growth mindset: an obsession with stacking small operational wins — data, tech, genetics, process — to create massive separation over time. Extraction isn’t simple. And in a world of margin comp…
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