The Talking Hedge

 In this podcast episode, we have the pleasure of exploring the fascinating realm of cannabis banking and compliance with Michael O'Neil, The Cannabis Banker.

With years of experience in providing reliable banking services for the cannabis industry, Michael shares his insights on the challenges and opportunities surrounding financial services for cannabis businesses.

Join us as we delve into the pivotal role of banking in legitimizing this industry, navigate the intricate landscape of compliance, and analyze the potential ramifications of legislative shifts such as the Safe Banking Act and the ongoing path toward cannabis legalization.

Tune in for valuable insights into the ever-evolving financial dynamics of the cannabis world in this captivating conversation with Michael O'Neil, The Cannabis Banker.

Guest:

With over two decades of experience spanning financial institutions, technology companies, and regulatory agencies, Michael brings a comprehensive understanding of the banking industry to the table. His extensive background includes roles as an Executive, Senior BSA / Compliance Officer, Auditor, Consultant, and Federal Regulator, where he specialized in designing, implementing, and managing Marijuana Related Business banking programs while also evaluating programs from a regulatory agency standpoint.

Michael O'Neil, The Cannabis Banker

https://www.linkedin.com/in/thecannabisbanker/

Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/

The #TalkingHedge...

Your Favorite Business Podcast.

​Covering cannabis business news, interviews, events, finance, data, and more.

https://www.theTalkingHedgepodcast.com

Music Info:

Song: Beat | Keep On | 2020

Artist: Milochromatic Beats

&

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018

Artist: LuxrayBeats

Keywords:

News, Business, Pitch Deck, Investment Deck, Investing, Stocks, RoboAdvisor, Day Trading, Money, stock markket, crypto, futures, options, equities,

This is only entertainment. This is NOT financial advice.

James Whitcomb is the CEO of Frontier Risk, a cannabis insurance startup that provides coverage for businesses in the industry. 

James Whitcomb is a seasoned professional with extensive experience in cannabis M&A, restructuring, branding, and corporate finance. With a background in finance and a strong track record of leadership, James brings a wealth of expertise to the cannabis industry.

James began his career as a lawyer at a law firm that specializes in cannabis law. He then worked as a consultant to cannabis businesses, helping them with regulatory compliance, business development, and marketing. In 2021, he joined Parallel, a leading cannabis company, as its Chief Development Officer. In that role, he was responsible for overseeing the company's expansion into new markets.

In 2022, James co-founded Frontier Risk to help cannabis businesses get the insurance coverage they need to operate safely and compliantly. The company has already raised $3 million in funding and is in the process of expanding its product offerings.

Connect with James Whitcomb to gain insights into the dynamic world of cannabis business, mergers and acquisitions, and the evolving landscape of the cannabis industry.

Summary:

00:00 - Intro

00:25 - Industry update

01:50 - Unique risks and challenges

05:39 - Cannabis VS Traditional Ag 

07:19 - Artificial Intelligence

10:01 - Rescheduling & its impact

12:05 - crystal ball predictions

14:12 - Outro

Guest:

James Whitcomb, CEO at Frontier Risk

https://www.linkedin.com/in/jameshwhitcomb/

Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/

The #TalkingHedge...

​Covering cannabis business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com

Potential Topics of Conversation:

• Federal Legalization Impact
• Navigating the Cannabis Investment Waters
• Trends in Cannabis Investing
• Thoughts on the Future of the Cannabis Industry

Description:

In this insightful podcast episode, we’ll dive deep into the world of cannabis investments with Morgan Paxhia of Poseidon Asset Management, one of the pioneers in this budding industry.

Founded by siblings Emily and Morgan Paxhia in 2013, Poseidon has established itself as a trusted leader with a diverse investment strategy covering various company stages and sectors within the cannabis space. 

We’ll discuss the latest trends in cannabis investing, the challenges of investing in this emerging market, and their thoughts on the future of the industry.

Join us as we explore their journey, discuss the evolving cannabis landscape, and gain valuable insights into the world of cannabis investing from this experienced and forward-thinking team. 

Whether you're a seasoned investor or just curious about this green wave, this episode offers a wealth of knowledge from Poseidon's years of dedication to the cannabis industry.

Guest:

Morgan Paxhia, Founding-Partner & Chief Investor, at Poseidon Asset Management

https://www.linkedin.com/in/morganpaxhia/

Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/

The #TalkingHedge...

​Covering cannabis business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com

Potential Topics:

Investment Trends

Regulatory Impact

Cannabis Stocks

Cannabis Banking

Mergers and Acquisitions

Cannabis IPOs

Economic Impact

Future Outlook

Description:

The upcoming cannabis business podcast with the Green Market Report will be a comprehensive and insightful discussion of the financial side of the cannabis industry. We’ll interview Debra Borchardt, Co-founder and Executive Editor of the Green Market Report, to get her expert insights on the latest trends, challenges, and opportunities in the cannabis industry.

Join us as we dive into the financial aspects of cannabis, exploring market trends, investment opportunities, and the evolving landscape of this burgeoning sector.  

The podcast is designed to be informative and engaging for listeners of all levels of expertise, from cannabis business owners to investors to anyone who is simply curious about the financial side of this rapidly growing industry.

Be sure to tune in to the upcoming cannabis business podcast with the Green Market Report to learn more about the financial side of this exciting industry.

Guest:

Debra Borchardt, Co-Founder & Executive Editor at Green Market Report

https://www.linkedin.com/in/debra-borchardt-0860884/

Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/

The #TalkingHedge...

​Covering cannabis business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com

In this podcast, we will discuss the demographics of cannabis consumers and how age and gender affect their purchasing habits. We will also look at the preferences of different generations when it comes to price, product type, brands, and more.

This podcast is essential listening for anyone who wants to understand the cannabis consumer and how to reach them. We will discuss the latest trends and insights, and we will provide you with the tools you need to make informed decisions about your business.

Join us for this important discussion on the cannabis consumer.

Show Notes:

The demographics of cannabis consumers

https://www.headset.io/industry-reports/a-look-at-cannabis-consumer-demographics-in-2023

Host:

Josh Kincaid, Capital Markets Analyst & host of your favorite business podcast.

https://www.linkedin.com/in/joshkincaid/

Episode 1,170 The #TalkingHedge...

Your Favorite Business Podcast.

​Covering cannabis business news, interviews, events, finance, data, and more.

https://www.theTalkingHedgepodcast.com

Music Info:

Song: Beat | Keep On | 2020

Artist: Milochromatic Beats

&

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018

Artist: LuxrayBeats

Keywords:

News, Business, Pitch Deck, Investment Deck, Investing, Stocks, RoboAdvisor, Day Trading, Money, stock markket, crypto, futures, options, equities,

This is only entertainment. This is NOT financial advice.

In this episode of the podcast, we speak with Matt Hawkins, the Founder and Managing Partner of Entourage Effect Capital, a venture capital firm investing exclusively in the cannabis industry.

Matt Hawkins, a true visionary in the field, shares his insights on the current federal reform landscape, including topics such as SAFE Banking, scheduling changes, and the complex world of 280E regulations.

Matt shares his insights on the current cannabis investment landscape, the federal reform landscape, company restructurings, and the NY and European markets.

Don't miss this episode where we unravel the complexities of cannabis finance, investment landscapes, and market movements with one of the industry's pioneers.

SUMMARY:

00:00 - Intro

00:36 - Lessons learned from previous investments

01:19 - Impact of regulatory uncertainty

02:18 - valuations and market trends

02:55 - Challenges in the New York cannabis market

03:57 - Differences in investing in the cannabis industry

04:45 - Capital allocation and competition

05:14 - Evolution of the cannabis financial landscape

06:25 - Challenges and opportunities in Canada

07:25 - Accessing capital and investor exits

08:04 - Role of debt providers

08:35 - Opportunities in limited license states

09:42 - The influence of technology innovations

10:54 - The future of cannabis investment landscape

12:31 - Positive influx of talent in the industry

16:27 - Impact of Europe's regulatory pace on Canada

18:06 - Collaboration between financial sector and cannabis industry

20:30 - Impact of technology innovations

21:34 - Predictions for the cannabis investment landscape

22:30 - Influx of talent in the industry

23:27 - Positive developments

23:54 - How to connect with the Matt

24:01 - Outro

Guest:

Matt Hawkins, Founder and Managing Partner of Entourage Effect Capital

https://www.linkedin.com/in/matt-hawkins-11288a2/

Entourage Effect Capital (EEC), formerly known as Cresco Capital Partners, stands as a distinguished cannabis investment firm, embodying the concept that the collective synergy of components yields greater outcomes.

Matt Hawkins is the Founder and Managing Partner of Entourage Effect Capital, a venture capital firm investing exclusively in the cannabis industry. Since 2014, the firm has made nearly 70 investments out of three funds and various co-investment vehicles and special purpose entities.

Host:

Josh Kincaid, Capital Markets Analyst & host of your favorite business podcast.

https://www.linkedin.com/in/joshkincaid/

Episode 1,171 The #TalkingHedge...

Your Favorite Business Podcast.

​Covering cannabis business news, interviews, events, finance, data, and more.

https://www.theTalkingHedgepodcast.com

Music Info:

Song: Beat | Keep On | 2020

Artist: Milochromatic Beats

&

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018

Artist: LuxrayBeats

Keywords:

News, Business, Pitch Deck, Investment Deck, Investing, Stocks, RoboAdvisor, Day Trading, Money, stock markket, crypto, futures, options, equities,

In this podcast, we will discuss the Canadian cannabis industry, which has seen significant growth since recreational cannabis was legalized in October 2018. We will provide insight into sales growth, pricing, brand development, and product innovation within Canada. Additionally, we will highlight some of the largest markets in the country and provide a comprehensive view of where the cannabis industry has been, where it stands currently, and where it is headed.

We will be joined by [expert guest] to discuss the findings of this report and what they mean for the cannabis industry. [Expert guest] is a leading expert on the Canadian cannabis industry and has been studying the industry for over 5 years.

This podcast is essential listening for anyone who wants to understand the Canadian cannabis industry and the latest trends and insights. We will discuss the latest trends and innovations, and we will provide you with the tools you need to make informed decisions about your business.

Join us for this important discussion on the Canadian cannabis industry.

Show Notes:

Canadian cannabis overview: a look at the last 5 years of recreational sales

https://www.headset.io/industry-reports/canadian-cannabis-overview-a-look-at-the-last-5-years-of-recreational-sales

Host:

Josh Kincaid, Capital Markets Analyst & host of your favorite business podcast.

https://www.linkedin.com/in/joshkincaid/

Episode 1170 The #TalkingHedge...

Your Favorite Business Podcast.

​Covering cannabis business news, interviews, events, finance, data, and more.

https://www.theTalkingHedgepodcast.com

Music Info:

Song: Beat | Keep On | 2020

Artist: Milochromatic Beats

&

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018

Artist: LuxrayBeats

Keywords:

News, Business, Pitch Deck, Investment Deck, Investing, Stocks, RoboAdvisor, Day Trading, Money, stock markket, crypto, futures, options, equities,

This is only entertainment. This is NOT financial advice.

Summary
‘Biggest thing, ever’: Marijuana rescheduling recommendation hailed
Social equity portal verifies first round eligibility for cannabis business licenses
Could the Garland Memo Exempt the entire industry?
First round of cannabis microbusiness applicants selected by random lottery
Cannabis Retailer Denied Citizenship Plans SCOTUS Appeal
Maryland Templates Released
GOP Congressman’s Bill Would Cut Federal Funding For States And Tribes That Legalize Marijuana
Text messaging provider Twilio cuts service to cannabis industry
Verano Sues Alabama Regulators Over Voided Licenses
Study: Cannabis Exposure Not Associated with Increased Psychosis Risk Among High-Risk Youth
Colorado: Marijuana Tax Revenue Surpasses That of Alcohol, Cigarettes
Name That Strain : Bruce Banner
Time to Get High on Pot Stocks? (3 Catalysts)
Maryland Town Headed to Mediation Over Profits From Its 5% Stake In Trulieve
8 States Projected to be Billion Dollar Cannabis Markets in 2023
Maine asks DOJ to halt alleged illicit Chinese marijuana grows
Marijuana Smokers Have Higher Levels Of Toxic Metals In Tests, Study Suggests

On this episode we dissect the data and delve into the numbers to provide you with a comprehensive understanding of the cannabis market.

From discussing the clear leaders in cannabis sales to uncovering regions experiencing remarkable growth, we paint a vivid picture of the market's ebb and flow.

Discover how states like Illinois and Massachusetts are showing consistent growth, potentially indicating the growing acceptance of cannabis products. Dive into the anomalies of British Columbia's consistently higher sales figures and the steadiness of states like Arizona, Massachusetts, and Ontario.

Unravel the mysteries behind month-to-month fluctuations, exploring the impact of factors such as product availability, consumer preferences, regulatory changes, and marketing strategies. Gain insights into year-over-year sales growth patterns, identifying seasonal trends and unique anomalies that shape consumer behavior.

Explore the intricate relationship between cannabis product variety and the count of SKUs, driven by factors like market maturity, regulatory influence, competition, and consumer preferences. Uncover the significance of median store like-store sales growth, understanding the trends and anomalies that shed light on economic dynamics across different states.

Whether you're a cannabis enthusiast, industry professional, or curious observer, this episode offers a captivating exploration of the world of cannabis sales.

Join us as we unravel the numbers, decode the trends, and navigate the thriving landscape of cannabis commerce.

GUEST:

Beau Whitney, founder and Chief Economist at Whitney Economics

Whitney Economics is a global leader in cannabis and hemp business consulting, economic research, and Policy Advising.

https://www.linkedin.com/in/beauwhitney/

In this podcast, we will discuss the Illinois cannabis market, which is one of the largest and fastest-growing markets in the country.

We will analyze detailed data on thousands of products in the Illinois market to determine how it compares to other states. We will be discussing the findings of this report and what they mean for the cannabis industry.  

This podcast is essential listening for anyone who wants to understand the Illinois cannabis market and how it compares to other states. We will discuss the latest trends and insights, and we will provide you with the tools you need to make informed decisions about your business.

Join us for this important discussion on the Illinois cannabis market.

Show Notes:

A deep dive into the Illinois cannabis market headset

https://www.headset.io/industry-reports/a-deep-dive-into-the-illinois-cannabis-market

Host:

Josh Kincaid, Capital Markets Analyst & host of your favorite business podcast.

https://www.linkedin.com/in/joshkincaid/

Episode 1,167 The #TalkingHedge...

Your Favorite Business Podcast.

​Covering cannabis business news, interviews, events, finance, data, and more.

https://www.theTalkingHedgepodcast.com

Music Info:

Song: Beat | Keep On | 2020

Artist: Milochromatic Beats

&

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018

Artist: LuxrayBeats

Keywords:

News, Business, Pitch Deck, Investment Deck, Investing, Stocks, RoboAdvisor, Day Trading, Money, stock markket, crypto, futures, options, equities,

This is only entertainment. This is NOT financial advice.