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!

In a continuation of last week's episode we are back with Nick Gastevich (aka CannaVestments) to finish off our analysis of the big 5 MSOs.

In this episode we discuss:

- Listener Question: Where are the new buyers going to come from?

- General thoughts on industry trends

- Financial Analysis of our Final 2 MSOs

- Final thoughts on the industry and 2023

Thanks to Nick for another great review to close out 2022. See you all in the new year!

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 long awaited episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor.

In Part 1 of this review we cover:

- General thoughts on Cannabis Earnings

- Concerns on cashflow and capital requirements

- Thoughts on 3 MSOs; valuations; financial metrics; balancing positives and negatives

Thanks to Nick for joining us and see Part 2 of this conversation next week!

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 are joined by Sayshu who has extensive experience in private and public markets. 

We discuss how capital flows impact valuations, funding and investor mentality across all sectors with a particular focus on how SAFE Banking may benefit cannabis in the short and long run. 

Thanks to Sayshu for joining us and sharing his insight

Follow Sayshu on Twitter - https://twitter.com/sayshu_mm

In this episode we are discussing all things political & SAFE Banking

- Election Results and what this means for Cannabis

- SAFE Banking in Lame Duck

- Broader Market predictions for 2023

- Strategies around SAFE and risk management

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 $350M+ 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:

- Getting started in Cannabis: Will's personal connection to the medical market

- Early Deals: Green Thumb (GTI), Lord Jones, Clever Leaves and more

- What does Artemis look for in Cannabis Investments?

- Germany: Deep Dive into proposed regulations and opportunities

- Capital Markets and the first German Cannabis Pubco

- US Cannabis Investing: What are the most interesting opportunities?

- Some of Artemis' Favourite Cannabis Companies

Thanks to Will for joining us!

Connect w/ Will: 

Website: www.artemisgrowth.com

LinkedIn (corporate): https://www.linkedin.com/company/artemisgrowth/

LinkedIn (personal): https://www.linkedin.com/in/wmuecke

Happy Election Day! In this episode we discuss recent deals, what we're watching for in the Midterms and how Cannabis & Tech are affected by changing attitudes of Regulators.

Topics Covered:

1. P Diddy & Cresco Labs Deal

2. Key Election Ballots & Races to Watch

3. Elon Musk, Twitter & Verano + Vireo

4. Secular Rotation out of Technology

Video - Cramer Melting down re: META - https://www.youtube.com/watch?v=Er_9ZjiJD5Y&ab_channel=CNBCTelevision

5. Canopy Growth USA

Thread re: is this a new mechanism? - https://twitter.com/LogicPrevails_/status/1585288412671737857

6. Germany's Legalization Plans

7. Macro Theory - Labour <> Housing <> Consumer Spending

In this jam packed episode we catch up on several key developments in the sector and share why we think US Cannabis has re-rated upwards into 2024 (but also discuss the challenges we face in getting there). We also make several predictions about the future of the industry.

We Discuss:

1. Biden's Executive Actions

- Why did he do this and what it means for the future

- 2024 Predictions for further actions

- How this changes the calculus for other politicians

- Booker, Schumer & SAFE Banking

Link: Politico Spaces on Rescheduling - https://twitter.com/i/spaces/1vOxwMLjgOgGB?s=20

2. Green Thumb & Circle K

- What this deal means for the industry

- How Biden's actions paved the way for this deal 

- What's next?

- Is the deal happening?

3. The Road to 2024

- Challenging fundamentals, sentiment & macro

- Comparisons to the down cycle of late 2019

- Predictions for how big brands and US companies will get involved

In this episode we are joined by a special guest who brings a technical perspective. Charting Man Dan of The Chart Guys is a well known cannabis personality who specializes in technical analysis and 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:

- What does Biden's executive action mean for the market?

- How can Cannabis Stocks break their current slump?

- Supply & Demand

- Where are we and how can we change that?

Thanks to Dan for joining us and sharing his perspective. Please check out his links below for great free content

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://www.chartguys.com/trading-courses/7/technical-analysis