In this episode we are joined by Ryan Mao to discuss his new piece which gives a clear overview of the steps with regards to rescheduling cannabis.

Read Ryan's work @ www.MSOmao.com

We discuss:

- Why Rescheduling is more important than SAFEr Banking

- Ryan's predictions and timing for rescheduling

- Mechanics: the steps involved and key considerations

- Previous examples and how they might differ

- What to expect in 2024

- How operators and investors can position themselves ahead of these potential changes

Thanks to Ryan for joining us for this in depth chat

Connect with Ryan:

On LinkedIn - https://www.linkedin.com/in/ryan-mao02211996/

Ryan's website - https://www.msomao.com/

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:

- The 2 biggest fundamental catalysts for the industry (not SAFER banking related)

- 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

LinkedIn - https://www.linkedin.com/in/nicholas-gastevich-75841346/

Family Office Website - https://www.vginvests.com/ 

In this episode we discuss higher yields, repricing risk, SAFER Banking and coming to your own conclusions

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:

- Getting started in the industry

- Trading vs Investing in Cannabis

- Evolution of investor psychology

- Evaluating when and what to purchase

- The most important valuation metrics

- Federal movement: Rescheduling & SAFE

- Upcoming SAFE Banking vote: are we too optimistic?

- Equity Raises & Short Sellers

- Social media's role in retail driven stocks

& much more

Follow Mike @ https://twitter.com/stock_mj

MJ Stock Trader Website - https://mjstocktrader.com/

In this episode we balance the bear and bull case for cannabis stocks coming off the bomb shell rescheduling news.

We discuss process, timeline, what this means for the industry and which companies should benefit the most going forward.

The boys of summer are back to talk about earnings season

This week the boys are on vacation so we thought it would be fun to revisit our predictions episode from Feb 2023 to keep ourselves honest.

What did we get right? What did we get wrong? Were there major surprises or upsets?

"5 Key Things to Watch in 2023" originally aired Feb/8/2023

In this episode we go through the investment case for why owning cannabis stocks may be better risk/reward than the market is signalling

In this episode we are joined by special guest Hirsh Jain. Hirsh is a cannabis policy expert and shares in depth analysis about which markets are most likely to go adult use, which markets are disappointing, how Germany is doing and where the federal political winds are blowing.

Don't miss out on Hirsh's unique state level insight.

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 review some positive developments for the industry:

- TSX Uplisting for Terrascend

- Capital raises for interesting opportunities

- Maryland starting sales July 1st

- Rescheduling update & more

Despite these positive steps forward the cannabis markets seem completely quiet. Is this a problem or an opportunity?