The Talking Hedge

Mexico’s proposal to legalize cannabis has hit a snag in the Senate, where a revised version of the bill is under consideration. The economic potential is enormous, we are talking about generating more than $22 billion dollars in less than four years because there is an opening to all areas, from the medicinal part, the recreational part, and even the industry.

2028 opens a national cannabis market with a value of two billion dollars, with 67% from the medical branch and 33% recreational, according to a report by Endeavor Mexico. Mexico, considered the second-largest producer in the world with up to 27,000 tons a year. One of the main advantages of Mexico is that 80% of the territory is suitable for growing cannabis and its derivatives.

But the reforms still include fines for possessing between 28 and 200 grams and prison sentences of up to 15 years for carrying more than 200 grams.

Show Notes: Mexico Cannabis Legalization Hits Unexpected Snag in Senate https://www.bloomberg.com/news/articles/2021-04-08/mexico-cannabis-legalization-legislation-stalls-in-senate Businesses prepare for the imminent legalization of marijuana in Mexico this month https://www.vallartadaily.com/businesses-prepare-for-the-imminent-legalization-of-marijuana-in-mexico-this-month/ Marijuana growers worry about their future under legalization https://mexiconewsdaily.com/news/marijuana-growers-worry-about-their-future-under-legalization/ Mexico: Reform Marijuana Policy https://www.hrw.org/news/2021/04/23/mexico-reform-marijuana-policy#

Guest: Katrina Glogowski, Seattle Attorney & Angel Investor https://www.linkedin.com/in/katrina-glogowski-711a985/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 707 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, 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: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

Gary Santo, President of TILT Holdings, has experience leading lean, high-performance teams including Specialty-Pharma. Gary has held a variety of senior-level positions, most recently Columbia Care, a leading multi-state operator in the cannabis industry.

TILT is a combination of leading cannabis companies that deliver products and services to businesses operating in the cannabis industry. Through a portfolio of companies providing technology, hardware, cultivation and production, TILT services brands and cannabis retailers across 35 states in the U.S., as well as Canada, Israel, Mexico, South America and the European Union.

Guest: Gary Santo, President, TILT Holdings Inc. https://www.linkedin.com/in/garysanto/ https://www.tiltholdings.com/by-the-numbers

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 706 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, 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: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

Show Notes: Viridian Cannabis Deal Tracker https://www.viridianca.com/deal-tracker/cannabis-deal-tracker-week-16-2020

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 705 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, 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: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

Cannabis Xpress' founder Chris Jones' strategy for Canadian Cannabis stores involve small, convenient locations, initially targeting smaller local markets with less competition from existing stores.

At least 545 cannabis stores are currently licensed for business in Ontario, although Jones estimates that perhaps 60% of those stores are actually open. The province is now licensing as many as 120 new stores per month.

With so much competition, Jones believes it’s unlikely a given store can attract enough customers to justify a large retail footprint.

The Cannabis XPress Brampton location measures only 353 square feet in total, including the 80-square-foot shop floor for customers. Such a small store will require only one or two employees working at a time, thus reducing labor costs.

Guest: Chris Jones, Founder Cannabis Xpress https://www.linkedin.com/in/chrisjones1234/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 704 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, 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: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

#TaterTots Ontario, Oregon- birthplace of the tater tot & a weekend destination for residents of Boise Idaho who make about 1,600 "unique trips" to Ontario every day, for tax-free shopping at the big-box stores but mostly for cannabis, which is completely prohibited in Idaho.

Ontario is just one of dozens of border communities around the country that have been transformed into marijuana boom towns thanks to the country's patchwork quilt of cannabis laws (like New Mexico & Texas!).

Ontario had $92 million in cannabis sales in 2020, or $2,857 for every resident in the county. Portland sold only $378 for every resident in 2020. The $1.5MM in tax revenue Ontario raked in from marijuana last year was about 4% of the city's annual budget, and the town is expecting close to $3MM in cannabis taxes this year.

Locals say they often see Idaho police camped out just across the border, ready to pull people over and search their vehicles for illegal cannabis.

Show Notes: Border weed: How the hometown of tater tots became a cannabis capital https://www.politico.com/news/2021/04/18/ontario-oregon-marijuana-481211

Guest: Katrina Glogowski, Seattle Attorney & Angel Investor https://www.linkedin.com/in/katrina-glogowski-711a985/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 703 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, 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: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

A Washington state-based cannabis and hemp equipment manufacturer is suing the U.S. Customs and Border Protection for blocking its shipments.

The company claimed Customs agents seized equipment (again) needed to build a cannabis trimming machine. They sued (again) in district court.

Show Notes: Federal judge boots marijuana trimming firm’s case against US Border Patrol https://mjbizdaily.com/federal-judge-boots-marijuana-trimming-firms-case-against-us-border-patrol/

Guest: Katrina Glogowski, Seattle Attorney & Angel Investor https://www.linkedin.com/in/katrina-glogowski-711a985/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 702 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, 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: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.Guest: Katrina Glogowski, Seattle Attorney & Angel Investor https://www.linkedin.com/in/katrina-glogowski-711a985/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 700 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, 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: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

4/20 has been the single biggest day of sales each and every year since the recreational cannabis market began. For example, sales on 4/20 last year were nearly double that of the average sales on the previous four Mondays. Purchasing cannabis is clearly one of the most integral parts of the 4/20 celebration to many cannabis consumers in recreational markets.

The holiday this year will be the second 4/20 during a pandemic, which allows us to use last year’s trends to predict similarities and differences to previous years. Looking at previous 4/20s, we find that average daily sales during the week of 4/20 has steadily increased since 2016, with a 31.6% increase in sales during the week of 4/20/2020. Despite 4/20 falling on a Monday in 2020, it was still the biggest day of sales during the week by $9M.

Larger baskets and more customers were the main drivers of sales growth, indicating the importance of creating promotions that are targeted towards your customers. New and visiting customers, on the other hand, had the largest increase in sales share to almost 40% of total sales during the 4/20 week.

For the 5th year in a row I've visited 20 stores on 4/20 where we've noticed various trends and anomalies including butdenter and customer favorites:

             Budtender Fav     Customer Fav Flower         95.24%             66.67% Concentrate 4.76%                9.52% PreRoll                                     9.52% Vape                                         4.76% Edibles                                     4.76% Topicals                                    4.76%

2020's customer favorite was flower (63%) followed by PreRolls (16%), Beverages (10.5) and Concentrate (5%). Budtender favorites last year was flower (79%), PreRolls (10.5%), and then 5% for vape, flower pod & rosin dabs.

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 701 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, 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: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

Once a month the Chronic Club meets up to review a cannabis product sold somewhere in Washington State at a legal adult-use pot shop.

Join Josh Kincaid of The Talking Hedge, Michael Schroeder of The Aging Ent, and Miggy420 of Cannabis Legalization News as we judge ORGROW's Puna Orange Moon Rocks (36.5% THC, 11.42% CBD) recommended by budtender Wesley of Natures Recreational Center in Tacoma, WA.

For this 4/20 episode, we also review Durban Lime (26% THCA) from Growing Like a Weed (GLW). Last month we rated AgroCouture's live resin 52%.

Guest: Michael Schroeder, The Aging Ent www.AgingEnt.com IG: @theAgingEnt_

Miggy420, Editor-in-chief, Cannabis Legalization News www.cannabislegalizationnews.com YT: https://www.youtube.com/cannabislegalizationnews

Host: Josh Kincaid, The Talking Hedge podcast www.theTalkingHedgepodcast.com YT: https://youtube.com/c/TalkingHedge

CANNABIS JUDGING CRITERIA: Judge’s scoring can be influenced by test results as well as the following 7 categories: Appearance Aroma Taste Strength / Effect Cure Quality / Care Branding / Packaging

Music: Song: Beat | Keep On | 2020 Artist: Milochromatic Beats & Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018 Artist: LuxrayBeats

Once a month the Chronic Club meets up to review a cannabis product sold somewhere in Washington State at a legal adult-use pot shop.

Join Josh Kincaid of The Talking Hedge, Michael Schroeder of The Aging Ent, and Miggy420 of Cannabis Legalization News as we judge ORGROW's Puna Orange Moon Rocks (36.5% THC, 11.42% CBD) recommended by budtender Wesley of Natures Recreational Center in Tacoma, WA.

For this 4/20 episode, we also review Durban Lime (26% THCA) from Growing Like a Weed (GLW). Last month we rated AgroCouture's live resin 52%.

Guest:

Michael Schroeder, The Aging Ent

www.AgingEnt.com

IG: @theAgingEnt_

Miggy420, Editor-in-chief, Cannabis Legalization News

www.cannabislegalizationnews.com

YT: https://www.youtube.com/cannabislegalizationnews

Host: 

Josh Kincaid, The Talking Hedge podcast

www.theTalkingHedgepodcast.com 

YT: https://youtube.com/c/TalkingHedge

CANNABIS JUDGING CRITERIA: 

Judge’s scoring can be influenced by test results as well as the following 7 categories: 

Appearance 

Aroma 

Taste 

Strength / Effect 

Cure 

Quality / Care 

Branding / Packaging

Music:

Song: Beat | Keep On | 2020 

Artist: Milochromatic Beats

&

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

Artist: LuxrayBeats

Senate Majority Leader Chuck Schumer’s home state of New York legalized cannabis use for adults, after years of failed efforts. More than 40% of Americans now live in states that have embraced full legalization.

President Joe Biden has been a conspicuous outlier among Democrats when it comes to supporting marijuana legalization. But Schumer said Biden’s reticence won’t deter the Senate from taking aggressive action to loosen federal restrictions.

Schumer pointed to the decade-long experiment with state legalization as evidence that the worst fears of what would happen were overblown. “The legalization of states worked out remarkably well,“ he said. “They were a great success. The parade of horribles never came about, and people got more freedom.“

Show Notes: US marijuana legalization advocates in ‘waiting game’ on Schumer bill https://mjbizdaily.com/us-marijuana-legalization-advocates-in-waiting-game-on-schumer-bill/ Schumer: Senate will act on marijuana legalization with or without Biden https://www.politico.com/news/2021/04/03/schumer-senate-marijuana-legalization-478963

Guest: Katrina Glogowski, Seattle Attorney & Angel Investor https://www.linkedin.com/in/katrina-glogowski-711a985/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 699 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis products, reviews, business news, interviews, investments, events, 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: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.