logo
episode-header-image
Apr 2020
55m 56s

Cannabis Stocks: Keep It Simple

SEEKING ALPHA
About this episode
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 from those bubble valuations. We also cover why capital structure is key, vertical integration in nascent industries, understanding margin potential, cannabis in Canada vs. US, and the challenges in the CBD market.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Up next
Dec 2025
Cannabis investing in the Trump era
Josh Rosen and Jerry Derevyanny from Bengal Capital discuss the current state of cannabis investing (1:10). Trump takes action to reschedule cannabis; federal regulations and investment strategies (6:30). Challenges of valuation in the cannabis sector (19:00). Expected consolidat ... Show More
53m 44s
Apr 2025
Have cannabis investors been early or wrong or both?
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
48m 21s
Feb 2025
Cannabis REITs: less risky choices in a risky sector
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
19 m
Recommended Episodes
Sep 2024
Why Pot Stocks Stink
Cannabis legalization has growing bipartisan support. A top analyst explains why shares are slumping. Plus, a shanked golf merger. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 
25m 22s
Nov 2021
Aaron Edelheit is high on Cannabis stocks
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
1h 5m
Aug 2022
Using a Repeatable Process
<p>We’ve been in a bull market for 10 years, with free money being the tail wind for investors. &nbsp;That era has now ended and investors are feeling the pain. &nbsp;As we come to this critical juncture, the Steady Wealth Podcast is here to discuss the realities of the market. T ... Show More
26 m
Nov 2024
You Can’t Patent LSD
Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:   - Advice to investors looking at a highly speculative industry. - The cash and regulatory questions for these companies.  - Key differences between the cannabi ... Show More
24m 48s
Mar 2021
The Cannabis Trade: An Industry Set to Take Off (w/ Jason Wild and Tony Greer)
The Interview. Jason Wild, founder of JW Asset Management, sits down with Tony Greer, founder of TG Macro, to discuss his career journey from pharmacist to investor with a firm that oversees $1 billion through a mix of investments in pharmaceuticals and cannabis producers. Wild’s ... Show More
1h 16m
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
Mar 2025
Welcome Back to Correction Territory
Volatility is the price of admission for long-term investing. (00:21) Anthony Schiavone and Ricky Mulvey discuss: - Investing mindset for market corrections. - Earnings results from Dollar General. - Why Americans are spending less at convenience stores. Then, (14:08) Nick Scip ... Show More
29m 28s
May 2024
The Meme Casino Reopens
One tweet is all it takes to add a few billion dollars in market cap. First, (00:21) Jim Gillies and Ricky Mulvey discuss the surge in short term speculation over meme stocks, and the long-term investment story at Home Depot. Then, (19:05) Alison Southwick and Robert Brokamp di ... Show More
29m 48s
Sep 2024
Investing Is A Game Of Survival
info@evergreencap.comwww.evergreencap.comMastering Alternative Investments with Evergreen Capital's Brad JohnsonIn this episode of Roger Becker of Street Smart Success, interviews Brad. They delve into a range of alternative investment topics, emphasizing Brad's core investing pr ... Show More
43m 8s
Apr 2022
Hedge Funds vs ETFs, Passive vs Active, 70s Inflation vs Now, & Commodities vs CTAs with Simplify's Mike Green
What exactly does a chief strategist do? Besides picking fights with Bitcoin HODLers on Twitter… And how exactly does one of the most prominent voices on the dangers of too much passive money trying to fit into a single asset classes on/off ramps, end up at….wait for it….an ETF s ... Show More
1h 17m