The Talking Hedge

Nirvana Dispensaries in Oklahoma Nirvana Dispensaries was founded in Oklahoma to create the best atmosphere for consumers to safely purchase Cannabis and its associated products. Guest: Arshad Lasi, Chief Executive Officer at The Nirvana Group https://www.linkedin.com/in/arshadmulji/ Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/ Episode 1105 The #TalkingHedge... https://youtu.be/k7GyXOGV-ms 

 

Dre Neumann is the Chief Creative Director of Jushi Holdings Inc.

Jushi Holdings was created with the ambition to be a leading multi-state owner and operator of cannabis licenses.

Today, Jushi’s operations have grown rapidly with new cultivation, manufacturing and retail licenses across the United States.

Dre is a serial entrepreneur who has founded numerous successful creative and technology companies and is a disruptive thinker.

In his role at Jushi, Dre and his creative team are charged with leading Jushi’s creative, marketing and communications efforts as well as ensuring the company’s successful entrance into e-commerce, cutting-edge digital user experiences and his efforts have already brought a tremendous amount of added value to the company and its shareowners.

Guest:

Andreas "Dre" Neumann, Chief Creative Officer (CCO) at Jushi Holdings Inc. 

The past year has been a tumultuous time in the cannabis industry, with slowdowns in topline sales and uncertainty in the market.
 

Due to historically large increases in inflation, pricing has been a popular topic of conversation throughout the year. In the cannabis industry however, prices are moving in the opposite direction.
Prices in the US have been decreasing steadily, dropping -13% since November 2021. In Canada, the decrease in price has been less steady, but average item prices in November 2022 are 5% lower than in November 2021.

So what's going to happen in 2023?

"Just because they're early, doesn't mean they're wrong."

Episode 1,103 The #TalkingHedge chats with Guest: Jesse Redmond, Author at Green Giants, & Managing Partner at Higher Calling, LLC... 

https://youtu.be/cNXrRhEDDm8

Discovering, Acquiring, & Accelerating Cannabis Companies

RIV Capital, formerly Canopy Rivers, is a 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.

Potential Topics:

~Scotts Miracle Gro & Home Grow revenue

~Federal Legalization & NY's Etain

~Cannabis Investment Activity

~Biggest impact to CNPOF's bottom line

~Cannabis investor sentiment

The #TalkingHedge interviews Mark J Sims, CEO at RIV Capital...

https://youtu.be/xmfEJYtyWb4

In the 2022 midterm election, Maryland and Missouri have regulated cannabis via the ballot box. 

As of now, this means that cannabis will be legal in 21 states and the District of Columbia. There are currently 37 states that have medical marijuana laws, including all that allow adult use.

This is the perfect time to figure out how to become a consumers’ favorite place to shop for cannabis. 

The holidays are a hectic time for all, and yet cannabis sales in some US markets have been slowing down even as prices drop.

Price compression is being driven by an increase in average retail discounting.

Over the past 12 months, dispensaries average discount has increased in all markets, but there are some drastic differences between states.

This Headset report examines cannabis sales during Thanksgiving and Christmas, paying close attention to sales and discounts, category trends, and hourly transaction volume.

Episode 1080 The #TalkingHedge...
https://youtu.be/Ca9rVdM2IZc

Cannabis Sales Data & Trends 2022 Recap

The past year has been a tumultuous time in the cannabis industry, with slowdowns in topline sales and uncertainty in the market.

Due to historically large increases in inflation, pricing has been a popular topic of conversation throughout the year. In the cannabis industry, however, prices are moving in the opposite direction.

Prices in the US have been decreasing steadily, dropping -13% since November 2021. In Canada, the decrease in price has been less steady, but average item prices in November 2022 are 5% lower than in November 2021.

Most Canadian markets saw positive growth while Ontario, the largest province by population and total cannabis sales, was completely flat. In the US, a general trend emerged: younger markets tended to grow while older markets tended to see sales retractions.

Both Infused and Mixed Strain Pre-Rolls have performed incredibly well in both the US and Canada. In both countries, the Connoisseur/Infused segment is now the second largest within the Pre-Roll category, and appears to be on track to overtake Hybrid - Single Strain for the number one spot.

This report will examine the broad changes among the most key cannabis sales metrics that Headset tracks such as pricing trends, shifts in cannabis product categories, and demographic preferences.

Episode 1,100 of The #TalkingHedge with Jesse Redmond, Managing Partner at Higher Calling, LLC...

https://youtu.be/6qTk-mImVkY

Kai Kirk, CPO, is a data savant who sold his Rich Global hemp operation to BLAZE and who uses dispensary sales data to drive deep narrative stories about consumer engagement, product dominance (or not), consumption trends, and inflation impact.

BLAZE powers the cannabis industry with intuitive technology solutions. Founded in 2017, the BLAZE software suite fully supports vertically integrated operations, standalone dispensaries, and delivery services. 

The platform’s point-of-sale software and apps enable cannabis operators to easily automate compliance across the board. 

The BLAZE POS platform centralizes operations and combines efficient online ordering, inventory management and payment processing while offering full APIs and seamless integration with over 60 cannabis tech platforms.

Episode 1099 The #TalkingHedge chat with Kai Kirk, Chief Product Officer, BLAZE at #MJbizCon...

https://youtu.be/hNkGKPrBrS4

Since 2008, CannGen Insurance Services, LLC “CannGen” has been providing comprehensive insurance coverages for the cannabis, CBD, and hemp industry nationwide.  

CannGen is the first Managing General Underwriter (MGU) exclusively focused on the legal cannabis industry and a pioneer in analyzing the unique exposures faced by the wide range of business operations in the space.  

Episode 1098 The #TalkingHedge talk to Charles Pyfrom, CMO of CannGen Insurance Services at #MJbizCon...

https://youtu.be/5LIG_wCoDB0

Leading provider of commercial real estate loans for the cannabis sector and the longest running fund in the space.

Last year, Pelorus Equity Group, saw 434% growth YoY.

$200M in equity – more equity than any other privately held or publicly traded commercial real estate lender in the cannabis space.

Since 1991, Company’s principals have participated in more than $1B of real estate investment transactions – more than 5,000 transitions of varying size and complexity – using both debt and equity solutions.

The #TalkingHedge sits down with Rob Sechrist, Co-Founding President of Pelorus Equity Group at #MJbizCon...

https://youtu.be/uQW68ynd_k0