The Talking Hedge

Raymond Chang is the CEO & Chairman of the Board for Agrify, the largest provider of cannabis and hemp cultivation solutions, as well as the managing director of NXT Ventures, an early-staged investment fund based in Boston.

Raymond is a serial entrepreneur and founded GigaMedia, the first broadband internet company in Asia. In 2000, the company went public on NASDAQ and raised US$280mm, one of the largest IPOs for an Internet company prior to 2000. Raymond also founded Luckypai, a leading TV shopping company in China which he sold to Lotte Home Shopping for US$160mm. 

Summary:

Leasing cannabis equipment

Growing inside the box

The journey to IPO

M&A valuations

#PotStock valuations 

Vertical Integrated Agriculture 

Using data, science, and technology, Agrify helps cultivators grow smarter, grow better, and grow profitably. As the most vertically integrated solutions provider in the cannabis and hemp industry, they deliver the future of growth with proprietary technology and a comprehensive ecosystem of products and services.

With Precision Extraction and Cascade Sciences recently joining the Agrify family, Agrify continues to deliver quality and consistency from cultivation through extraction and post-processing operations. 

Episode 973 The #TalkingHedge interviews Raymond Chang, Chairman & CEO of Agrify...

https://youtu.be/58E7f0_1aQY

Weed Talk News is a weekly Cannabis news roundup published every Friday delivering the most current cannabis events with high visibility news contributors from Illinois, Michigan, Vermont, New Jersey, New York, Washington, DC, Canada, Boston, and more!

Episode 972 The #TalkingHedge…

https://youtu.be/JM-wM7ke0Q0

It was 2014, and with just $900, zero employees, and an office in his parent’s garage, Nick Warrender launched a business dedicated to bringing premium, accessibly priced, hemp-based plant medicine to people in need like himself. 

Summary:

using CBD after getting abducted 

bulk pricing and rare cannabinoids

THC-O versus THC-P

Future of Edibles & nano tech

The IPO process with #LIFD

How to bring value to the hemp industry

Is branding or distribution more important?

Going public & raising capital

Today, that business is Lifted Made, a multi-million dollar, public company that averages $1M in month over month sales growth. Crafted in small batches from sungrown, sustainably cultivated, U.S. hemp - and third party lab tested to ensure purity and potency - Lifted Made and its line of Urb brand products are poised to take the industry by storm thanks to Nick’s determination, resilience and disruptive vision. 

Episode 971 The #TalkingHedge...

https://youtu.be/bPaB0-t-ITw

RIV Capital buys Etain Health for $247M as it bets on New York’s cannabis scene. 

Mark Sims is the CEO of RIV Capital, formerly Canopy Rivers. RIV Capital is Scott’s Miracle Gro’s cannabis investment and acquisition firm whose mission is to acquire, invest in, launch, and/or develop U.S. operators and brands across financially and strategically attractive states to create a multistate platform.

Summary:

Scotts Miracle Gro

Home Grow revenue

Federal Legalization & NY's Etain

CA versus NY

Cannabis Investment Activity 

IPO (SPAC)

Biggest impact to CNPOF's bottom line

Cannabis investor sentiment

Episode 970 The #TalkingHedge chats with Mark Sims of Riv Capital...

https://youtu.be/P_2KtafHf2g

As the second most popular cannabis category behind Flower in the US and the third most popular category in Canada, Vapor Pens have clearly captured the attention of consumers in both countries.

While these products are far removed from the cannabis plant in its natural form, #VapePens provide consumers with convenience, portability, and the ability to enjoy reliable and repeatable experiences.

These features, along with the increasing sophistication of extraction methods and hardware technologies, have driven the Vapor Pen category to a prominent position in both the US and Canadian adult-use cannabis markets.

In this report, we once again examine the current and past performance of Vapor Pens along with a breakdown by product segment, demographics, pricing, and more.

Episode 969 The #TalkingHedge  dives into Headset’s report on vaping…

#CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData...

https://youtu.be/-X4oobAp3uQ

The #GreenRush 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.

Episode 968 The #TalkingHedge on The #GreenRush produced by Pro Cannabis Media w/ Christopher Smith of The American Cannabis Report interviews Jess Tyler, SVP Events & Sales, MJBiz & MJBizCon….

https://youtu.be/qJSINGXvYXQ

Weed Talk News is a weekly Cannabis news roundup published every Friday delivering the most current cannabis events with high visibility news contributors from Illinois, Michigan, Vermont, New Jersey, New York, Washington, DC, Canada, Boston, and more!

Episode 967 The #TalkingHedge…

https://youtu.be/JM-wM7ke0Q0

Darren McCarty

Host, Grind Time with Darren McCarty

4x Stanley Cup Champion with Detroit Red Wings

Episode 966 The #TalkingHedge on The #GreenRush produced by Pro Cannabis Media w/ Rick Thompson of Michigan NORML interviews Darren McCarty…

https://youtu.be/MxSmJWShMo8

"What we identified is that the cannabinoids for inflammation controlling the primary cytokine pathways in the human body - cannabinoids have almost no therapeutic effects compared to JUVA  19 or JUVA 41." 

"When we combined any other cannabinoid - THC, CBD - the combination of flavonoids and what we would know as the entourage effect with any of our JUVA 41 or JUVA 19, it down-regulated their potency and activity, full stop!"  ~Doug Chloupek, the CEO and Founder of Juva Life

Doug Chloupek, the CEO and Founder of Juva Life (OTCQB: JUVAF) - Juva Life is a cannabis cultivation and life sciences company aimed of unlocking the secret of pain management, and has navigated the complex financial regulatory system in order to make Juva a publicly traded company in the USA, Canada, and Germany, collectively raising $38 Million to-date.

Episode 965 The #TalkingHedge interviews Doug Chloupek, CEO & Founder at Juva Life...

https://youtu.be/gy8MPyPXV0Q

As we explored in our last report, Flower is the dominant category in every market. This isn’t that surprising. It is the least processed form of cannabis, and therefore often considered the most affordable product format.

It is also the most versatile form of cannabis. Consumers can use it in a variety of different ways, whether it’s simply smoked, vaped, or used as an ingredient in some home-made edibles.

On the other hand, Flower is also the most susceptible category to commoditization and price compression. We also see a tendency for Flower market share to start high in newer markets, and then decrease over time as the market matures.

In this report, we again dive deep into Flower category performance, examining changes in market share over time, segments, pricing, demographics, and more.  ‍

Episode 964 The #TalkingHedge dives into Headset’s report on cannabis flower...

https://youtu.be/hNbc31cdMZ8