Seeking Alpha
261 episodes listed below
PRESS PLAY
On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries.Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach.Transcripts: seekingalpha.com/cannabisinvestingpodcast
Based on 6 episodes we listened to · June 2026
Cannabis stocks get treated as a state-by-state finance story, with regulation, debt, and cash flow doing most of the explaining.
The Cannabis Investing Podcast treats cannabis as a finance story before anything else. The show stays close to balance sheets, state regulation, debt costs, and the slow wait for reform.
This is your cannabis thesis after someone makes it explain Florida and debt.
Press play if you want
Short reviews from the PlayNext desk, based on the episodes we processed.
A sober look at why psychedelics may be getting less risky without becoming safe.
The piece treats psychedelics less like a flashy trade and more like a question of de-risking: which names are starting to look sturdier as regulatory progress, clinical data, and investor appetite improve together.
A sober cannabis market check that keeps trading reality ahead of sector hype.
This conversation centers on cannabis stocks, Canadian operators, ETF access, and the mismatch between investor interest and market structure.
A clear look at scale, structure, and the policy pressure still shaping cannabis investing.
Jason Wild makes a plain but useful point: scale is not just about size. Spreading too thin can leave a company with subscale assets, while a five-state footprint can matter when competitors are scattered across 15 states.
A sober cannabis investing conversation focused on timelines, REITs, value, and discipline over headline guessing.
This episode takes a clear-eyed look at cannabis investing, with timelines, stocks, REITs, and the metrics investors should actually use. Reena Sherbel talks with Alan Brockstein and Julian Lin in a way that stays grounded in investable structure rather than headline chasing,…
A category-first look at cannabis spend, share of wallet, and Glasshouse's California-scale strategy.
The episode treats cannabis as a category and share-of-wallet story, with Rina Sherbel and Seth Yakatan drawing useful comparisons to alcohol, tobacco, coffee, and pharmaceuticals.
A sober look at how being early in cannabis can still look like being wrong.
The piece makes a clear case that being early in cannabis can still read as being wrong, even when the longer arc may end up in the same place.
Policy noise meets balance-sheet reality.
Trump's executive-order moment gives the conversation a timely frame, but the episode keeps its attention on the harder question of what actually matters for cannabis operators.
A sober earnings-season map of cannabis stocks, where cash flow and debt matter more than slogans.
Cannabis earnings are the organizing problem here. The discussion keeps circling back to what changed after the 2021-2022 bubble burst: price compression, easier comparables, margin pressure, and the balance-sheet strength needed to keep moving.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Reena Sherbel and Nick Gastovich use mid-December 2023 to map a cannabis market still swinging on Schedule 3 news, with MSOS cited as rising about 70% on the announcement before giving much of it back.
Emily Paxia of Poseidon Investment Management says the cannabis market has shifted from “a grizzly bear” to “a little cuddly black bear” after the HHS announcement, but she still wants to see capital flow back into the industry.
Reena Sherbel speaks with Agnieszka Sekula and Dr.
Chris DeMuth says he is personally long SHF Holdings, ticker SHFS, and calls it the only NASDAQ-listed, fully compliant, nationwide fintech company serving cannabis.
Ayr CEO David Goubert tells Reena Sherbel that Q2 revenue was flat, wholesale rose 4% quarter over quarter and more than 50% year over year, and EBITDA landed at 22% versus prior quarters near 25%.
California gets the tougher read.
David Hart, CEO of The Cannabist Company, discusses the company's strategic shift from rapid expansion to focusing on margin improvement and cash generation.
The conversation takes stock of cannabis after Q3 earnings, and the tone stays cautious.
Jesse Redmond, a former cannabis analyst now at Leaf Brands, discusses the challenges facing cannabis investors, including political delays, market saturation, and analyst exodus.
Alan Brockstein argues that the rescheduling excitement around cannabis did not answer the two questions he thinks matter most: whether cannabis moves from schedule 1 to schedule 3, and when.
The conversation opens on Trump’s executive order and the renewed attention around cannabis investing.
The episode looks at the psychedelic sector through a de-risking lens.
Rena Sherbel welcomes Jesse Redmond back for what he says is his third appearance and starts with the kind of investor question that never stays simple for long.
Reena Sherbel brings Jesse Redman back to talk about cannabis stocks and investing.
Canada is in a shakeout phase.
Reena Sherbel welcomes Jason Wild back.
The episode shifts to cannabis product positioning and the market logic behind a premium flower line.
Rina Sherbel sits down with Julianne Lynn and Jerry Deriviani to work through the cannabis sector after earnings season.
Verano's CEO George Archos and CIO Aaron Miles discuss their optimism around DEA rescheduling, state-level expansions in Florida, Ohio, and Pennsylvania, and financial strategies including transparency and cash flow.
Rob Isbitz, who covers ETFs for Seeking Alpha and runs etf yourself.com, breaks down seven cannabis ETFs and says only three — MSOS, MJ, and POTX — sit in his top tier.
The Cannabis Investing Podcast episode with Reena Sherbal features Julian Lin, Tim Seymour, and Pablo Zuanic at Seeking Alpha’s annual event, and all three frame cannabis as a sector shaped by volatility, federal restrictions, and retail-heavy trading.
Jerry Dereviani argues that retail investors cannot quickly judge cannabis stocks with EV/EBITDA, market-cap-to-EBITDA, or tangible book value because MSO disclosures are “really threadbare.” He names Organigram, Planet 13, TerrAscend, GTI, Curaleaf, Jushi, Tilray, and Canopy as examples while explaining why state-by-state results and leverage matter more than headline multiples.
Reena Sherbel brings together Alan Brockstein of 420 Investor and Julian Lin of Cannabis Growth Investor for their first joint interview on Seeking Alpha.
Jake Ayotte, VP of Investor Relations at Grown Rogue, discusses the company's strategy for expanding into key cannabis markets like New Jersey and Illinois, focusing on cash flow, debt management, and becoming a national craft brand.
Seth Yakatan says cannabis entering 2025 is likely to be shaped by uncertainty, debt maturities, and selective winners such as Green Thumb Industries, Verano, and Glass House.
Analyst Julian Lin joins the podcast to deliver a sobering assessment of the cannabis investing landscape.
The Cannabis Investing Podcast opens with host Reena Sherbal discussing significant growth in Germany's medical cannabis market.