The Talking Hedge

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 the Green Rush Live discusses the State of Federal Legalization with hosts Jimmy Young and Josh Kincaid of The Talking Hedge.

Episode 1016 The #TalkingHedge chats with Morgan Fox, Political Director, NORML...

https://youtu.be/HTsobXOCPBY

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 we talk about psilocybin, the hallucinogenic compound derived from “magic mushrooms.”

In addition to psilocybin, we'll discuss plant medicine developments, and ask the question "does it take away from the cannabis movement?"

Episode 1015 The #TalkingHedge chats with Jon Lunsford, Managing Director, Young America Capital and Michael Mayes, CEO, Quantum 9...

https://youtu.be/j5yMsaKy73E

Saskatchewan cannabis nursery Mother Labs’ recent success securing 1.8 million Canadian dollars ($1.4 million) in federal funding shows how Canada’s cannabis industry can benefit from government financing at a time when capital is scarce.

Public records show that cannabis business funding has been made available from a range of Canadian federal government bodies for applications including business development, expansion and research.

The investment in Mother Labs was announced in late June, alongside funding to 10 other Saskatchewan businesses.

Mother Labs’ government funding comes in the form of an interest-free loan meant to match funds from the company.

Bourassa said the nursery has a three-year window to execute its project using the funds, followed by a five-year repayment period.

The loan is interest-free as long as payments are made on time.

Canadian cannabis companies in search of government funding might consider exploring Canada’s Open Government database, which lists grants and contributions from various federal departments and agencies to cannabis companies including laboratories, processors and producers.

Episode 1014 The #TalkingHedge chats with Kat Glogowski, Attorney & Angel Investor...

https://youtu.be/uzorb-yCwcI

Matt Hawkins is Chairman of the Board and Interim CEO of Harborside. He is also the Founder and Managing Principal of Entourage Effect Capital (EEC), formerly known as Cresco Capital Partners, a private equity firm focused specifically on investing in the legalized cannabis industry. 

Since 2014, the firm has invested out of two co-investment vehicles and special purpose entities with over $160MM in AUM, and is currently raising its third fund. 

The term ‘entourage effect’ means that the whole is greater than the sum of its parts. In other words, EEC orchestrates success by actively leveraging their unique set of capabilities.

Summary:

What was your investment objective or strategy?

Investing in MJ Freeway / BDS Analytics

learning experience(s)

Due Diligence- Mark Cuban’s voyager crypto ponzi

Why is debt issuance at its highest in history?

Only game in town- FOMO?

Public companies pot stocks

Pessimistic analysts 

Which Cannabis Subsectors Are You Seeing Still Attracting Equity Capital?

West Coast vs East Coast markets

Hexco & Tilray M&A

Investments to avoid

Advice for companies raising capital

Cannabis investor pitch decks

Consolidation and M&A

Episode 1013 The #TalkingHedge interviews Matt Hawkins Founder/Managing Partner at Entourage Effect Capital...

https://youtu.be/0qyt6EeR_Kg

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/uJpN3v-9XLA

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 like:

Psilocybin, the hallucinogenic compound derived from “magic mushrooms.”

Episode 1011 The #TalkingHedge chats with Riley Cote, an advisor at Wake...

https://youtu.be/w_K8EqOhIVM

In select studies, celebrity endorsements have produced an average 4% sales increase. At this time, it appears that isn't the case in the US cannabis market.

To date, most celebrity cannabis brands, whether endorsed or owned, leave some questioning their market impact. The unease appears warranted when considering how various celebrities have failed to live up to critical metrics, toplined by sales, market saturation and product quality.

For example, Seth Rogen's Houseplant, cracked California's top 100 sellers of 2021, coming in at 91 with $9.3 million sold. Brands like Marley Natural (approximately $4.3 million), B-Real's Insane ($3.6 million) and Jay-Z's Monogram ($700,000) did not make the list.

Episode 1010 The #TalkingHedge asks the question “Does Celebrity Cannabis Even Matter?”...

https://youtu.be/ckLUwM35cqo

The San Francisco-based investment firm is one of very few that is focused narrowly on the cannabis industry, and have also been at it longer than most.

Poseidon Asset Management was founded by siblings Emily & Morgan Paxhia in 2013, making their first fund one of the longest running dedicated cannabis investment funds.

In their eighth year of conducting due diligence, deploying capital, and serving on a number of company Board of Directors, the team is considered a leader in the cannabis industry.

With his banking experience, Morgan is responsible for developing and implementing the firm's investment strategies, as well as performing the due diligence necessary for smart decision-making.

Summary:

How does a Private Equity fund work?

How has cannabis investing changed over time?

How do you keep your finger on the pulse of the industry?

The Mastermind accelerator 

Proper valuations

Where are the opportunities?

Cultivation & retail deal flow

Poseidon’s new ETF ($PSDN)

Exits (ie, IPO / M&A) 

Cannabis Cafes

Episode 1009 The #TalkingHedge interviews Morgan Paxhia of Poseidon Asset Management...

https://youtu.be/zWL33V2HpEY

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/uJpN3v-9XLA

With the threat of a recession hanging over the U.S. economy, the nation’s cannabis industry appears to be on shakier financial ground than when the last downturn struck at the start of COVID.

Marijuana companies weathered the 2020 coronavirus-induced recession relatively well, with sales booming thanks to federal stimulus checks and anxious consumers turning to cannabis for stress relief.

The industry emerged relatively unscathed by the recession.

This time around might be different.

Episode 1006 The #TalkingHedge...

https://youtu.be/2fDbV5RzTm4