The Dales Report | Trade to Black

Trump’s Executive Order Changes the Cannabis Playbook | TTB Weekly Recap


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Was this the week cannabis policy officially turned a corner?In this week’s TDR Trade To Black Weekly Recap, presented by Dutchie, the focus shifts to what actually moved the cannabis industry — confirmed federal action, court decisions, earnings, and where capital is quietly positioning.Federal cannabis rescheduling is now official after President Donald Trump signed an executive order directing agencies to complete the move from Schedule I to Schedule III under the Controlled Substances Act. This is not federal legalization, but it removes the 280E tax penalty, expands legitimate medical research, and signals a clear shift in how Washington views cannabis as an industry.At the same time, the U.S. Supreme Court declined to hear Canna Provisions v. Bondi, leaving federal prohibition intact and keeping pressure squarely on Congress and the executive branch — not the courts.On the business side, Canadian operators delivered standout earnings and strategic M&A. Organigram Global Inc. (NASDAQ: OGI, TSX: OGI) posted record Fiscal 2025 results, reinforcing its position as Canada’s top recreational cannabis company by market share. U.S. operators continued refinancing, divesting non-core assets, and consolidating ahead of what could be a very different regulatory environment.This weekly recap breaks down:

  • Why Schedule III matters beyond the headline
  • What the Supreme Court decision really means
  • How capital is flowing — and where it isn’t
  • Why balance-sheet discipline continues to separate winners

For investors, operators, and policy watchers, this week delivered clarity — and direction.#CannabisRescheduling #CannabisStocks #TrumpAdministration #CannabisPolicy #280E #SAFEbanking #CannabisInvesting #USCannabis #CanadianCannabis #PresidentTrumpWant to see more Cannabis Reform videos?   • Cannabis Enters a New Federal Era | TDR Ca...     • Trump’s Cannabis Order: Why the Language M...     • How Money Actually Moves Post-Rescheduling...  Want to be updated on Cannabis, Small Cap, AI, and Crypto? Subscribe to our Daily Baked in Newsletter!https://newsletter.thedalesreport.com...Find us as well on Facebook, Twitter, Instagram, LinkedIn and on the Web:Facebook:   / thedalesreport  Twitter:   / thedalesreport  Instagram:   / dalesreport  LinkedIn:   / the-dales-report  Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, please get in touch with us at:[email protected] Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered as endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions you make based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...

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