Why Pot Stocks Stink

A footwear analyst, money manager, and a pair of sneakerheads weigh in. And Jack isn’t a fan of the new Flopper 3s. Learn more about your ad choices. Visit megaphone.fm/adchoices 

A portfolio manager discerns between investors' macro and micro worries. Plus the anticipated release of Grand Theft Auto VI. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Brad Conger, chief investment officer at Hirtle & Co., explains why the market looks vulnerable, and what to do about it. And Jack has thoughts on how to lord your understanding of the "equity risk premium" over your friends. Learn more about your ad choices. Visit megaphone.fm/a ... Show More

Aaron Edelheit returns to the podcast to discuss all of the opportunities he's seeing in the cannabis world and why he's chosen now to launch a Cannabis focused fund. Aaron's Cannabis manifesto: https://mindsetvalue.substack.com/p/the-cannabis-manifesto Seth Rogen ... Show More

This week: A new DEA designation for cannabis means high times for pot smokers, but what about the industry? Felix Salmon, Emily Peck, and Elizabeth Spiers discuss the future of the cannabis business, Binance founder Changpeng “CZ” Zhao’s lax, four-month prison sentence, and why ... Show More

Julian Lin updates his views on cannabis REITs IIPR and NewLake Capital (1:15). RIP Cannabis Growth Investor - changed thesis on cannabis MSOs (6:45). Why Green Thumb has done well relative to the sector (13:35). Episode transcripts Show Notes: NewLake Capital: 9.3% Dividend Yiel ... Show More

When Colorado became one of the first states to legalize recreational marijuana, a community called Pueblo stepped forward hoping to become the 'Napa Valley of Cannabis'. WSJ’s Julie Wernau visited the town to explore the cannabis boom that promised new jobs and tax revenue, and ... Show More

Cannabis expert Jesse Redmond shares why he's now at LEEF Brands (1:30). Excited about New York's evolution (8:15). How and why it got so bad in the industry (16:00). Are we early or are we wrong? (22:05) Who may survive and get to the finish line (28:35). Intoxicating hemp marke ... Show More

Our 3 business Takeaways from the election: Cannabis is down, Sports Betting is really down, and stocks love gridlock. Athletic Brewing just raised $50M from Dr. Pepper for a non-alcoholic beer party. And AMC and Zoom just partnered up for your new office space: Empty Movie Theat ... Show More

Former NFL player and cannabis activist Kyle Turley talks to Cannabis Talk 101 about cannabis's potential as a cure-all, explaining why he thinks it saved his life and cured his wife's cancer, and why he says it has the potential to cure COVID-19—and countless other diseases. Lea ... Show More

Dave Portnoy sold Barstool Sports to a gambling company for $550M, but just allegedly got it back for free — Because pirates don’t wear ties. WeWork just warned Wall Street that it might go bankrupt — So we did the math, and WeWork is actually worth $0. And Tilray, the $2B cannab ... Show More

Why 2025 will be interesting and perhaps painful for the cannabis industry, according to Seth Yakatan (2:00). Enormous looming debt for many companies (5:15). GTI the only company consistently delivering year-in and year-out (8:30). TerrAscend, Ascend and the 2nd tier of MSOs (12 ... Show More

In a growing industry, this Oregon mom achieves high returns from licensed marijuana edibles. Side Hustle School features a new story EVERY DAY of someone who started a hustle without quitting their job. You’ll learn how they got the idea, how they overcame challenges along the w ... Show More