Why Pot Stocks Stink

Seaport Research’s Jonathan Golub examines quarterly results. Todd Brighton of Franklin Income Investors likes convertibles. And Jack talks breakdancing and actuarial seconds. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u ... Show More

Steak and burger prices have soared, yet U.S. ranchers are raising the smallest cattle herd in 75 years. Jack heads to Texas to learn why. This episode originally aired on Feb. 13, 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our colle ... Show More

Jack answers listener questions, and walks back a garbage can tip. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

Cannabis stocks have been generally up this week, and are even outperforming the S&P 500 - but we're also seeing management shakeups, layoffs and supply chain disruption. Bruce Linton, industry trailblazer and executive chairman at Vireo Health, shares his insights into the secto ... Show More

After decades of long/short equity investing for hedge funds on the sell side, Mike Regan switched to covering the cannabis space for MJBizDaily. He joins Rena Sherbill to discuss the similarities between the internet bubble and the cannabis market today and what we can glean fro ... 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

Macy’s posts a rock-solid 2nd-quarter and raises guidance, so why are shares down? Matt Argersinger analyzes the great recent run Macy’s has had and shares why some investors are jumping ship now. Constellation Brands makes a $4 billion investment in Canopy Growth, one of Canada’ ... Show More

This week, we go one toke over the line and look at the emerging world of cannabis marketing.We start with the question - just how does a plant become illegal?We’ll explore the history of cannabis.We’ll talk about which celebrities have their own brands (Hello Willie Nelson!)Whic ... 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

Cannabis sales and prices are falling apart in the Golden State as overproduction and a glut of dispensaries have far outpaced demand. Can cannabis tourism rescue the industry, or will the stigma of the Schedule 1 controlled substance linger over a state that has been built on fa ... Show More

The crew talks about the Heroes ACT, Israel's export of cannabis, and a new Republican out of the Bay Area, Nikka Piterman, who supports legalization. Plus, what really happened during an explosion in DTLA that was blamed on cannabis. Learn more about your ad-choices at https://w ... Show More

Kraft Heinz plummets on weak earnings and an SEC subpoena. Stamps.com loses an Uncle Sam-sized partner. Wayfair delivers. And Zillow renovates. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and dig into the latest from Boston Beer, Domino’s Pizza, Texas Ro ... 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