Despite SAFE Banking Disappointment we discuss why there are some green shoots in cannabis investing worth paying attention to

Are you ready to get hurt again?

In this episode we discuss SAFE Banking, a confusing macro environment, recession fears and industry trends

In this special 420 episode we are joined by the industry's leading cannabis analyst Alan Brochstein. Alan is the founder of 420investor and co-founder of New Cannabis Venture. AB has deep company level knowledge and is one of our favourites sources of analysis and information for the cannabis industry.

In this episode we go ticker by ticker to get Alan's thoughts on: Trulieve, GTI, MSOS, Columbia Care, Cresco, AYR, Ascend, Weedmaps, OGI and many more! Throughout this discussion we also touch on many of the industry's most pressing issues including profitability, uplisting, 280E and many other items.

Thanks to Alan for joining us for a great discussion as always.

Connect with Alan:

420investor on Seeking Alpha - https://seekingalpha.com/mp/1417-420-investor/articles

Alan on Twitter - https://twitter.com/Invest420

In this episode we are joined by Colin Campbell, Managing Director of Sharp Capital Advisors. Sharp provides advisory services exclusively to the cannabis industry including M&A, Capital Raising and more. Colin joins us to discuss Cannabis Technology (CannaTech) companies as well as the state of the market, plant touching operators and what the M&A landscape looks like.

He also shares a much needed optimistic message that the best companies will survive and thrive through this extended rough patch.

Many thanks to Colin for joining us and sharing his unique insight!

Connect with Colin:

LinkedIn - https://www.linkedin.com/in/usccolin/

Sharp Capital Website - https://www.sharpca.com/

In this episode we are joined by Everett Knight, EVP of the Valens Company. Valens was recently acquired by SNDL. Everett has a unique position in the industry - he has been involved with cannabis operations for years but previous to that he was a small cap portfolio manager. In this episdoe we discuss the good, bad and ugly of markets, cannabis and investing opportunities.

- What does Bank Fallout mean for Cannabis?

- Is there more pain ahead?

- What are Investors asking about?

- Is there any hope for Canada or California?

- Eyes on Germany Legalization

- Delta8 potentially being banned

Thanks to Ev for joining us for a great chat!

Connect with Everett On Linkedin - https://www.linkedin.com/in/everett-knight-cfa-54574759/https://www.linkedin.com/in/everett-knight-cfa-54574759/

In this episode we are joined by Bethany Gomez, Managing Director at Brightfield Group. As a leading consumer insights company in the cannabis space, Brightfield Group is uniquely positioned to discuss cannabis consumption trends and how they are evolving over time. They've written many white papers which are available for free at their website below.

In this episode we discuss:

- How big is Delta 8 and associated products?

- Should investors and operators be worried about D8?

- Are consumers in legal markets still buying hemp derived THC?

- How are brands in cannabis succeeding?

- What can MSOs do to stand out across markets?

Thanks to Bethany for joining and sharing her insights with us!

Contact Bethany:

On LinkedIn - https://www.linkedin.com/in/bethanymurphygomez/

Brightfield Group Whitepapers - https://www.brightfieldgroup.com/resources

In this wide reaching market update we discuss macro, being cautious on the market, AYR selling assets, Canopy layoffs, Shopify and what it will take to change consumer and investor mentality.

Some stories discussed:

In this episode we identify 5 key things all cannabis investors should be keeping an eye on in 2023

Links Mentioned:

Eric Johnston @ Cantor Interview on SPY Downside - https://www.realvision.com/shows/daily-briefing/videos/when-will-the-green-shoots-narrative-end-Alne?tab=details 

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:

- Sifting thru the rubble & Investing in a "bombed out" sector

- Should cannabis investors give up?

- Where are the best opportunities in cannabis?

- What are the best valuation metrics to pay attention to?

- Publics vs Privates

- How Macro could weigh on capital markets

- The Long Game: thinking about how "the end state" of cannabis will look

Follow Scott on Twitter @ https://twitter.com/srg444 

In our first episode of the new year we explore the brutal price breakdown in December and ask ourselves - how did we get here? What went wrong? What can we learn and do differently? We also share thoughts about investing and opportunities for 2023

Happy 2023!