The Talking Hedge

Arcview offers a few different cannabis investment options across a diverse set of alternative asset classes including private placements, private funds, and even crowdfunding. 

The Green Rush is a 2-hour weekly live cannabis business talk show produced by Pro Cannabis Media every Friday from 4PM EST to 6PM EST. The show discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry.

This Week's topic: Investing in Cannabis

Guests:

Scott Delgado, Managing Director, Capital Markets at Beech Hill Securities, Inc.

Sarah Falvo, Managing Director of Business Development, Arcview Consulting

Siebo Shen, Transformation Coach, Seibo Knows

The #TalkingHedge...

https://youtu.be/_nJAGyQX5Vc

So what happened?

Washington will consider allowing small cannabis farmers to sell directly to consumers, similar to what’s allowed for wineries, breweries and distilleries.

Washington also would be following the lead of a few Canadian provinces that allow licensed producers to sell cannabis to consumers at cultivation facilities.

As a reminder, Washington is not vertically integrated, meaning growers & manufacturers can not also be retailers.

Significance

Given the imbalance between cannabis producer licenses and cannabis retail licenses in Washington state, prices have plummeted and small farmers are struggling to find a way to get their products in front of customers. Ongoing discussions over how to solve this problem have coalesced into a new possibility of allowing direct sales at cultivation sites.

Impact

Cannabis farmers markets were common during Washington state’s medical-only days, before adult-use regulation and other changes pushed patients and customers into state-licensed stores.

The move, if approved by regulators, would give smaller growers a financial boost through increased sales – and could spur other states to follow suit.

About Weed Talk News:

Weed Talk News is a weekly Cannabis news roundup published every Friday delivering the most current cannabis events with high visibility news contributors, including state by state cannabis news updates as well as Federal marijuana news!

The #TalkingHedge…

https://youtu.be/o6wwOmL4GgE

What will be the impact of the midterm election on Federal cannabis reform?

The Green Rush produced by Pro Cannabis Media discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry.

This week we discuss: Midterm Elections' Impact on Federal Cannabis Reform

Episode 1048 The #TalkingHedge chats with Morgan Fox of NORML...

https://youtu.be/z-DX1XRfyq8

Come November, six states hope to join 19 others plus Washington, D.C., and Guam in legalizing recreational use of marijuana. 

Although it remains illegal at the federal level, recent years have seen a growing number of states seeking to legalize cannabis.

Several of the provisions up for vote in November could expunge the records of those convicted of cannabis possession.

Episode 1047 The #TalkingHedge...

https://youtu.be/n2gDrq8Cmtk

Washington State had its 8th Annual Cannabis Summit, where I spoke on a panel discussing my efforts to bring cannabis lounges to the state.

8th Annual Washington Cannabis Summit

The Washington Cannabis Summit, presented by The Cannabis Alliance, has been the gathering place for addressing the most pressing issues facing the Washington state cannabis industry since the passage of i502. 

Past speakers such as Governor Jay Inslee, Tommy Chong, and the Knox Doctors,along with panel discussions bring industry insiders together with politicians, regulators, and leaders in other developed industries. 

The Washington Cannabis Summit brings renewed energy to difficult challenges by bringing the brightest minds together to work towards solutions.

The 8th Annual Washington Cannabis Summit will focus on the critical beginnings of our industry that will serve as a foundation for building our successful future. 

RCW 69.50.465

The law makes operating “a club, association, or other business, for profit or otherwise, that conducts or maintains a premises for the primary or incidental purpose of providing a location where members or other persons may keep or consume cannabis on the premises” a class c felony.

Draft an ordinance to amend the class-c felony (RCW 69.50.465) and to adopt provisions establishing a business license category and land use regulations for social use venues (cannabis), and declaring the urgency thereof, to take effect immediately.

Washington Clean Air Act

Establish a bill with requirements and prohibitions for a new social use venue and require the WALCB to promulgate rules governing the new licenses and spaces. The bill also makes the social use venues an exception to the "Washington Clean Air Act" (RCW 70.94).

Episode 1046 The #TalkingHedge...

https://youtu.be/WTzf11oXzlc

#Weed Talk News is a weekly #Cannabis news roundup published every Friday delivering the most current cannabis events with high visibility news contributors from across the U.S.!

The #TalkingHedge…

https://youtu.be/XKnqBXgON0s

Arcview offers a few different cannabis investment options across a diverse set of alternative asset classes including private placements, private funds, and even crowdfunding. 

The #GreenRush produced by Pro Cannabis Media discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry. 

This Week's topic: Investing in #Cannabis

Episode 1044 The #TalkingHedge with Jeanne Sullivan, Chief Investment Officer, Arcview Ventures...

https://youtu.be/hGOn-eA_lo8

Although Topicals make up a very small percentage of total cannabis sales, their association with wellness products drives unique industry trends compared to larger product categories.

Topicals make up less than 1% of total cannabis sales in both the US and Canada, and popularity is slowly decreasing in both countries. 

Yet topicals are unlike other cannabis product in that consumers rely on these products for pain relief and relaxation.

When we look at segments within the Topical category, we find that consumers in the US overwhelmingly prefer Lotion, Salves, Gels, and Creams while Canada sees more diversity in segment sales. 

To help you better understand what’s driving demand for Topicals today, this report drills into category insights, explores market share, changes in pricing, various segments, and demographic groups for both US and Canadian markets.

Episode 1044 The #TalkingHedge dives into Headset’s data…

#cannabisindustry #CannabisData #CannabisAnalytics #CannabisSalesData 

https://youtu.be/9tI7KhEXr6w

Totaling over $1 billion in cannabis sales so far this year, the Massachusetts cannabis market is growing larger than more legacy markets in the US such as Washington and Oregon. 

This highly competitive market, with over 420 retail licenses issued so far and more pending, offers an additional challenge to retailers and brands: vertical integration. 

Massachusetts is by far one of the most vertically integrated markets in the US, which translates into a high level of brand consolidation in the market. 

The Massachusetts cannabis market has many trends that set this market apart from others in the US. For example, in recent months, many markets have been experiencing declining growth rates as a result of a post-pandemic market correction. In Massachusetts however, sales totaled $132M in July 2022, a 4% increase from July 2021. 

The Massachusetts cannabis market is also highly vertically integrated compared to other US markets. Because of this, Massachusetts has the most brand consolidation among other cannabis markets, with more than 2/3 of total sales coming from the top 10 brands. 

While the consumer landscape in Massachusetts is fairly similar to the rest of the US, there is a slightly higher proportion of Generation X consumers and younger Female consumers participating in the Massachusetts cannabis market compared to other markets in the US.

In this report we take a close look at the Massachusetts cannabis market, exploring cannabis sales growth, product categories, brand consolidation in the market, demographics, and more.

Episode 1043 The #TalkingHedge looks at Headset’s data with Jimmy Young of Pro Cannabis Media…

#CannabisIndustry #CannabisData #CannabisAnalytics #CannabisSalesData

https://youtu.be/WYRIjVVpPVc

The Green Rush produced by Pro Cannabis Media discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry.

This week we discuss socially responsible capitalism & Social Equity.

Guests:

Blake Mensing, Founder & Chief Counsel, The Mensing Group

Scott Winters, Director of Business Development, CNA Stores Inc.

Sieh Samura, CEO, Yamba Market

Episode 1041 The #TalkingHedge...

https://youtu.be/xh797aqomR0