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The Talking Hedge

The Talking Hedge

By Josh Kincaid

Your cannabis business podcast covering cannabis products, business news, interviews, investments & events.
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Recap: Gary Vee's $02 on the Cannabis Industry (2019)

The Talking HedgeJul 28, 2019

00:00
17:10
International Cannabis Trends
Jan 31, 202210:46
BIG Pharma's Cannabinoid-Derived Pharmaceuticals
Jan 14, 202213:13
Cannabis Investing: Debt vs Equity

Cannabis Investing: Debt vs Equity

There’s been a significant shift in cannabis debt issuance, transitioning from equity-linked debt to straight debt. This shift reflects the industry's growing maturity and profitability (at least in the U.S.)

In early 2018, nearly all cannabis debt issues were convertibles, and many issues had additional attached warrants to achieve total coverages of over 100%.

As the U.S. MSOs became EBITDA positive in 2020, issuance of straight coupon debt began in earnest, led by the $300M Curaleaf deal in December 2020 and followed shortly after that by $100M and $120M deals by Cresco and TerrAscend, respectively.

Most of the top MSOs, including Ascend, AYR, Cresco, Curaleaf, Jushi, TerrAscend, Trulieve, and Verano, have now completed straight coupon issues in $100M+ sizes at rates between 8% and 10%.

The ability of Acreage Holdings and Glass House Brands to issue debt with no or little equity linkage is somewhat more surprising but explainable.

The key is that in a credit market starving for yield, the Glass House issue is priced at 890 basis points over U.S. Treasuries. Investors are being paid a sizable premium for taking cannabis risks, believed to be on par with a CCC rated bond.

Episode 863 The #TalkingHedge looks at Viridian Capital Advisors chart...

https://youtu.be/XysKOUGX-so

#AlternativeInvestors #CannabisIndustry #AngelInvestors #FamilyOffices #HighNetWorthInvestors #WealthManagers #PrivateBankers #FinancialAdvisors #PrivateEquity #VentureCapital #AssetManagers #fundmanagement #cannabisinvesting #limitedpartners #Cannabis #CBD #VC #Capital #InvestmentBanking #cannabisBusiness #Investing #AltFinance

Jan 13, 202208:46
Taliban Collaborates with German Cannabis Company
Jan 12, 202205:11
Ontario Cannabis Market Overview

Ontario Cannabis Market Overview

Ontario is one of the most exciting cannabis markets to watch as it expands with new retailers, brands, and products.

In Headset’s report, we will explore trends and behaviors of cannabis consumers in Ontario by analyzing different age groups and identifying growth and changes in spending habits of different cannabis categories year over year.

When we look at age groups in Ontario, we notice some unique differences in cannabis shopping behaviors among the different groups.

For example, when we compare November 2020 to November 2021, we see that all age groups are buying significantly more cannabis than last year. The Gen Z age group, however, is the fastest growing age group with sales more than doubling (137%) from November 2020 to November 2021.

Looking specifically at Female consumers within the Gen Z age group and comparing them to their counterparts in the Alberta and California markets, we find that Gen Z Females in Ontario are spending much more of their wallet share on Flower (48.2%) than in Alberta (42.6%) and California (33.9%).

Episode 862 The #TalkingHedge dives into Headset’s report…

https://youtu.be/Ui8DhII0NyQ

#CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData

Jan 11, 202206:26
Cannabis 2025: 5 State Outlook
Jan 10, 202207:10
Canadian Cannabis Recap

Canadian Cannabis Recap

While national regulations remain restrictive, including limitations such as permitting a maximum of 10 milligrams of THC in drinks and edibles, provinces across the country have licensed more retailers and loosened certain regulations, opening regions such as Ontario for strong growth.

According to the governmental statistics agency StatsCan, spending on regulated adult-use cannabis has outpaced that of the legacy market in every quarter since Q3 2020, largely following a period where brands focused on bringing flower products to market that undercut legacy prices.

2021 saw significant product innovation, especially in previously neglected Cannabis 2.0 categories including concentrates and topicals, as well as a proliferation of craft brands competing with large LPs for the increasingly sought-after premium flower segment, which offers margins as much as 4x higher than value flower products.

Episode 860 The #TalkingHedge dives into Brightfield Group’s article...

https://youtu.be/FieVnZbYHjc

#CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData

Jan 07, 202216:44
Cannabis Finance & Investment Update

Cannabis Finance & Investment Update

Since 2019, capital raises in the cannabis industry have totaled $25B reflecting investment in more diverse and innovative products, improved therapeutic outcomes, and ancillary services.

New Frontier Data’s report on Cannabis Finance & Investment, uncovers emerging trends, challenges and opportunities as they relate to Federal Prohibition, Capital Risks, M&A Investment Trends and Global Expansion.

Cannabis normalization has bolstered investor confidence in federal reform.

Investments in cultivation and retail facilities accounted for 60% of 2021 deals (over $6 billion), but investors also bet big on technologies companies, with 2021 seeing the largest tech deals to date.

As liberalization progresses across emerging global markets, Canadian and American companies are deploying capital in global emerging markets as a strategic foundation to capture the near $500 billion opportunity.

Episode 859 The #TalkingHedge dives into New Frontier Data’s article...

https://youtu.be/vjHqoZmJTPI

Jan 06, 202221:33
Best PreRoll Machines- complete list!

Best PreRoll Machines- complete list!

The convenience of prerolls is so irresistible to many cannabis consumers that preroll sales grew 46% last year. 


The growth in pre-roll sales even outpaced the already explosive cannabis market, which grew by only 54.2% over the same period. 


Infused prerolls have risen from 12.7% of all pre-roll sales in 2018 to 31.9% of all pre-roll sales in 2021.


Another trend is that consumers are buying multi-pack products rather than single pre-rolls. Sales of multipack pre-rolls grew by 69.4% from February 2020 to February 2021, while single pre-roll sales only grew by 18.1% over the same time period, according to the survey.


Episode 856 of The #TalkingHedge looks at 15 different machines that make joints, pre-rolls and blunts for the hemp and cannabis industry. These machines are for commercial use and most on the list are fully automated with a price tag of as much as $400,000, but can spit out as many as 60 per minute.

https://youtu.be/3dXaKT9VDaE

#Automation #Joint #preroll #blunt #CannabisTech #Automated #jointrollingmachine

Jan 05, 202224:27
Cannabis Retail Sales Declining

Cannabis Retail Sales Declining

While the cannabis industry always moves fast, recently some have been noticing a little bit of a market slowdown.

Growth through 2020 in all markets was substantial as the pandemic triggered lockdowns and stimulus checks that created both increased demand and increased disposable income. Sales growth of adult-use #cannabis soared in 2020 with many markets achieving 30%+ year over year growth.

Headset's hypothesizes the pandemic led to increased consumption in the cannabis enthusiast segment, which has decreased as society has returned to more in-person activities.

This sales growth has waned throughout the summer and fall of 2021, as consumers return to the workplace and re-engage in in-person activities like dining, travel, and entertainment. With cannabis consumption prohibited in most of the venues that house these activities (hotels, bars, concert halls, air travel, etc.), this may have contributed to decreased cannabis consumption.

Sales in 2020 should be treated as an anomaly and properly adjusted when used both for forecasting the future and measuring present growth to avoid the base problem.

Sales are slowing in mature markets, but argue that sales are simply returning to pre-pandemic levels. The remarkable growth that was seen in 2020 was unlikely to be sustained because it was achieved under the unusual circumstances of a global pandemic.

Episode 857 The #TalkingHedge dives into Headset’s report…

https://youtu.be/hveVo2oCYjc

#CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData

Jan 04, 202211:54
Cannabis Banking Update

Cannabis Banking Update

Santa didn't deliver the Safe Banking Act, but New Mexico has the first financial institution in the country to become certified for outstanding U.S. monetary banking protocols in banking cannabis and hemp operation.

They'll ensure records are thorough, easily navigated, and readily available to fulfill law enforcement demands such as subpoenas and inquiries (for your protection, of course).

After credit card giant Visa warned banks about the misuse of cashless ATMs, several marijuana industry executives now believe retailers will be forced to revert to cash-only sales or to adopt other debit-card payment systems.

Criminal charges aren't expected, despite the conviction of two former Eaze executives for tricking banks into processing credit card payments.

The SAFE Banking Act was removed from the NDAA omnibus defense spending bill in Congress, which was the key to any meaningful federal reform in 2021 for the cannabis industry.

Both groups urged lawmakers not to approve SAFE Banking before passing a more comprehensive cannabis legalization bill, such as the MORE Act, which the House has approved multiple times but which the Senate has ignored.

Episode 856 The #TalkingHedge dives into benzinga & mjbizdaily articles...

https://youtu.be/uUqkUxkxwO0

Jan 04, 202218:11
Montana's Cannabis Market Overview

Montana's Cannabis Market Overview

Montana cannabis businesses are gearing up for the scheduled Jan. 1 launch of the nation’s newest adult-use program in a market projected to top $300 million in annual sales by 2025.

Existing medical marijuana businesses will get an 18-month head start to sell adult-use cannabis products before new entrants can qualify.

On the surface, there’s plenty of MMJ businesses: 437 licensed dispensaries, 392 cultivators and 208 processors, according to the state’s September market report.

The market for cannabis is larger than the consumption of Montana's residents, relying on tourism to make up the difference.

Episode 855 The #TalkingHedge looks at MJ Biz Daily’s article…

https://youtu.be/Ld5QaKmQZGQ

Dec 31, 202113:58
Topicals Data & Performance

Topicals Data & Performance

Market share trends over the past few years show Topical products have been approaching a stabilization around 0.8% of the total markets in the United States and Canada.

When we separate legacy and non-legacy markets in the United States, we notice that the market share of Topicals in the new adult-use markets is less than in legacy US markets.

Looking at all states and provinces individually, we see that Topicals are doing particularly well in Colorado, accounting for 1.33% of all sales in the third quarter of 2021.

Within the Topicals category, Lotions, Salves, Gels and Creams make up a majority of category sales with 74.5% of all Topical sales in United States markets and 53.4% in Canada.

Episode 854 The Talking Hedge dives into Headset’s article…

https://youtu.be/L2g-o_wSUbE

#CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData

Dec 30, 202113:14
Cannabis Wholesale Prices Declining

Cannabis Wholesale Prices Declining

If you work in or follow the cannabis industry you’ve seen the steep decline in wholesale flower prices across many of the longer-established, adult-use markets.

This isn’t uncommon, but most of us didn’t anticipate such a steep decline in 2021 after such a strong 2020 sales year.

There were lessons that should have been learned from the past market fluctuations, especially for those in mature markets that have seen massive price swings in their past.

The problem really comes down to a lack of data or paying attention to it. Business owners, especially cultivators, often make knee-jerk reactions based on short-term market booms rather than looking at historical and projected data.

Episode 853 of The #TalkingHedge dives into BDSA's report on the causes and effects as well as go through features Apex Trading provides that can help withstand the market downturn…

https://youtu.be/HQE5jsBYlNg

#CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData

Dec 29, 202111:48
Cannabis Growth & Trends Through 2025

Cannabis Growth & Trends Through 2025

Two broad themes have fueled the expansion of legal access to cannabis globally – growing acceptance of the plant’s therapeutic value, and recognition of the industry’s potential as a catalyst for economic growth.

Legal regulated markets captured 6% of total global spending on cannabis in 2020 and North America accounted for 97% of those sales, estimated to be $51 billion by 2025

Cannabis consumers globally spent an estimated $415 billion on high-THC cannabis and cannabis products in 2020, with annual spending projected to climb to $496 billion by 2025 (at a CAGR of 3.6%).

With consumers’ tastes and preferences evolving alongside new product development — even in markets which are not yet legal — the pace to reach mature product landscapes in newly and future legalized markets is expected to continually accelerate.

Virtually every sector of the industry saw blockbuster investments as companies raced to enter new markets, expand operational capacities, and acquire novel intellectual property.

Episode 852 of The #TalkingHedge dives into New Frontier Data’s report…

https://youtu.be/968t07N5YS0

#CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData

Dec 28, 202126:12
Cannabis Track & Tracing in Washington State Breaks Again

Cannabis Track & Tracing in Washington State Breaks Again

Washington state rolled out its own cannabis seed-to-sale traceability system after having relied on the private sector for years, but so far, the government-run platform’s debut this month has been less than smooth.

Business owners say the new system is riddled with bugs and glitches, costing companies thousands of dollars in lost time and extra employee hours to comply – all when the industry is gearing up for the Christmas shopping rush.

Some processors have stopped shipping products entirely because their third-party software isn’t working. Everything takes longer, there are more mistakes, processes have to be repeated, we’re all stuck waiting for the LCB system to get online.

They will patch it and fix it, and eventually we’ll have something that works.

Episode 851 The #TalkingHedge discusses MJBizDaily’s article with Jerry Tindall, CEO/Founder at Soro Software…

https://youtu.be/EShH2fTsjWM

Dec 27, 202112:56
Cannabis Industry 2021 Review

Cannabis Industry 2021 Review

2021 has been a positive year for #cannabis. US states are falling like dominos as they #legalize more and more #MMJ and adult-use cannabis markets.

The Canadian #cannabismarket continues to grow on several fronts, including overall revenues, store openings and successful brand launches.

With other sizable countries and economies like Mexico and Germany considering cannabis reform, the world of cannabis is widening. In the US alone, Brightfield forecasts $50 billion in sales by 2026.

Episode 850 The #TalkingHedge dives into Brightfield Group’s report…

https://youtu.be/tcXgeHIEUtk

Dec 23, 202105:24
Is e-commerce the Future of Cannabis?

Is e-commerce the Future of Cannabis?

Despite the beginning of 2020, COVID presented unprecedented opportunities for companies in the right industries: specifically #cannabis.

According to a report by the United Nations Conference on Trade and Development (UNCTD), e-commerce sales spiked on a global scale.

Latin America, Africa, China, & Thailand all experienced huge sales volume increases, sometimes up to 50% compared to the previous quarter.

North America told a similar story with Amazon recording profits of $6 billion, marking a 200% increase since the onset of the pandemic.

For reasons that may be more complicated than accessibility, most of the #cannabisindustry missed out on that opportunity. One study reports that in Canada, cannabis consumption increased by as much as 50% after the pandemic began. Another report shows that cannabis users sustained this increase as the pandemic prolonged.

With an unprecedented demand for an easier pathway to consumer products, the key to delving into the industry’s untapped potential lies, in part, at the hands of #ecommerce integration.

Episode 849 The #TalkingHedge dives into Benzinga's article...

https://youtu.be/VWqv6_x3oHs

Dec 22, 202106:45
Canadian Cannabis Options & Influences
Dec 21, 202113:10
Cannabis Market Overview 2021
Dec 20, 202113:12
7 Tips to a Successful Investment Deck

7 Tips to a Successful Investment Deck

Our 7 tips to a successful investment pitch deck looks at the Hemp OZ Fund, the first and only Industrial Hemp focused Opportunity Zone Fund in the world, investing in Industrial Real Estate and manufacturing in the Hemp Industry.


Hemp OZ Fund is solving the lack of processing infrastructure by providing the expertise and capital to develop #CRE into #Hemp processing factories.  The major advantage of the #HempOZfund is being able to multiply investor capital while protecting the principal.


By owning assets in the Hemp Industry growing at a CAGR of 34% and providing investors the only chance to own these assets in a #taxfree growth structure for the next 25 years!


Episode 846 The #TalkingHedge dives into the #OpportunityZoneFund with Katrina Glogowski, Seattle #Attorney & #AngelInvestor...


https://youtu.be/5veh8JUpT8s

#PitchDeck #InvestmentDeck #PitchBook #InvestmentPitch #AlternativeInvestors #CannabisIndustry #AngelInvestors #FamilyOffices #HighNetWorthInvestors #WealthManagers #PrivateBankers #FinancialAdvisors #PrivateEquity #VentureCapital #AssetManagers #fundmanagement #cannabisinvesting #limitedpartners #growthcapital #CBD #VC #Capital #InvestmentBanking

Dec 17, 202119:60
California's Burglary Dilemma

California's Burglary Dilemma

A spate of violent robberies targeting marijuana businesses in the San Francisco Bay Area last month have thrown into question the survival of several small businesses, with the combined losses of those operators estimated to be at least $5 million.


The prime takeaway from the most recent rash of thefts and vandalizations, insiders said, is the fragility of the companies targeted and the fact that they’re targeted with disturbing regularity by criminals looking to make an easy buck.


How much targeting by gangs can small businesses withstand?


The sources also said the robberies could spell the end for many businesses. Moreover, they don’t see an immediate end to the trend because the underlying causes aren’t easily solved.


The spate of robberies merely reflects how the criminal justice system doesn't work under progressive rule.


Episode 844 of The #TalkingHedge...

https://youtu.be/cLOrD9UdAa4


Dec 16, 202110:39
Cannabis, Mergers & Acquisition

Cannabis, Mergers & Acquisition

Canna-Global Acquisition Corp. (Nasdaq: CNGLU) is a special purpose acquisition company (#SPAC) that raised $200M in an #IPO to target companies involved in the growing #MMJ or #cannabinoid industry.

#CNGLU is looking for M&A's with #MSOs operating across key markets globally, from #cultivation to production and processing, productization, sales and distribution.

After a recent acquisition spree, HEXO Corp. (NASDAQ: #HEXO) says it is streamlining its operations to core facilities as part of its ongoing integration plan.

Berner's Cookies enters Europe via #strategicpartnership with #InterCure, will open stores In Austria & U.K.

Defining #brandvalue with Brightfields M&A brand checklist shows you what to look for when acquiring a #cannabisbrand—or what companies will look for when acquiring your brand.

Episode 845 The #TalkingHedge mjbizdaily, benzinga & brightfield group’s report...

https://youtu.be/Y1aT56zhSPU

Dec 15, 202114:33
Vape Pen Brand Loyalty
Dec 14, 202109:34
AOC & the GOP's new #cannabis legislation would help states expunge criminal non-violent records.

AOC & the GOP's new #cannabis legislation would help states expunge criminal non-violent records.

Janet Yellen Says 'Of Course' Cannabis Companies Banking Their Billions Would Help The IRS.

U.S. Senate Majority Leader Chuck Schumer said his federal marijuana legalization bill is intended to provide opportunities to small businesses and minorities, not the “big boys.”

Yet the largest cannabis companies are relatively small. #BUD & #MO each have more than 10X the market cap of the largest U.S. MSO Curaleaf. BUD has enough cash to write a check for Curaleaf and could finance the $25B purchase of the top five competitors.

Schumer’s goal of keeping big companies from dominating the cannabis business represents either naivety or political posturing. The industry will inevitably be swept up in a wave of consolidation post-legalization: the economics are too powerful to deny.

Episode 842 The #TalkingHedge dives into The Fed's New #Marijuana Bill...

https://youtu.be/kWFxBN

Dec 13, 202110:06
Extraction w/ Wes Reynolds CEO of Green Mill Supercritical

Extraction w/ Wes Reynolds CEO of Green Mill Supercritical

Green Mill Supercritical's CEO Wes Reynolds discusses how their system incorporates scientific advancements over some of the early work in supercritical CO₂ #extraction, with designs customized for the needs of the rapidly evolving essential oils industry.

Summary:

Growing in Florida

#Infused Beverages

#CannabisBranding

Concentrate #Trends

Mobile Processing

Future of #concentrates

#MJbizCon Recap

East Coast VS West Coast

Episode 841 The #TalkingHedge interviews Wes Reynolds, President and CEO at Green Mill Supercritical...

https://youtu.be/J45Spt0jDB8

Dec 10, 202145:45
Ecommerce MMJ in Latin American with Jose Escalante of Futura Farms

Ecommerce MMJ in Latin American with Jose Escalante of Futura Farms

Futura Farms is a #Tech Enabled #Cannabis Company with a mission to promote #health, #wellness and quality of life by democratizing access to medical cannabis, through their Patient-Centric Ecosystem, providing 100% #digital experience.

Summary:

Cannabis in #Peru

#MMJ #telemedicine

#THC #Import & #Export

Price & quality ($.15/g)

S.A. consumer behavior

#D8, Tourism & #Investor sentiment

R&D, Data & Demographics

Expanding into the U.S.

Episode 842 The #TalkingHedge interviews Jose I. Escalante, CEO at Futura Farms...

https://youtu.be/hAGVXbC8y_M

Dec 09, 202134:37
Edibles Data & Performance

Edibles Data & Performance

The cannabis edibles market is expected to surpass $10 billion in sales by 2025.


In Canada #Edibles held a 5.0% market share while in the US captured 10.2% market share in the same time period.


Colorado has the most #marketshare to Edibles at 13.9%, while Saskatchewan has the least at 4.3%.


When we breakdown Edible sales by segments, we find that the majority of sales go to the Gummies segment in both the US (71.1%) and Canada (65.1%).


The majority of sales in both countries go to package sizes with the maximum legal #THC potency, but these maximums vary in the US and Canada.


Looking at demographic data, we see that Edibles are more popular among older groups of consumers, and within each age group, Female customers have a higher affinity for Edibles than their Male counterparts.


Episode 842 The #TalkingHedge dives into Headset’s & Brightfield Group’s report...

https://youtu.be/SsrhVXL8Jyc



Dec 08, 202113:28
US Cannabis Retail MSO- MariMed Inc. (OTCQX: $MRMD)

US Cannabis Retail MSO- MariMed Inc. (OTCQX: $MRMD)

In 2012, Bob Fireman saw an opportunity to advise operators and licensees on the design, development, operations, and financing of new cannabis #cultivation centers and #dispensaries nationwide. He co-founded MariMed Advisors.

As the market and his experience grew, the business evolved into #MariMed Inc, a premier seed-to-consumer vertically integrated multi state operator.

Summary:

20,000mg brownie WORLD RECORD

Product acquisition strategy

280E's impact on stock price

$0 debt, undervalued stock?

Strategic partnerships, M&A strategy

New vs Existing Markets

The #TalkingHedge interviews Bob Fireman MariMed..

https://youtu.be/wCe1oME5l_E

Dec 07, 202149:11
Canadian Cannabis Retailer High Tide's Vahan Ajamian

Canadian Cannabis Retailer High Tide's Vahan Ajamian

Vahan Ajamian is a Capital Markets professional and one of the first analysts to cover the North American #cannabis sector.

High Tide is a leading retail-focused cannabis company with bricks and mortar as well as global #ecommerce assets. The Company is the largest Canadian retailer of recreational cannabis as measured by revenue.

#HITI spent the last decade developing an intimate understanding of cannabis consumers and a suite of retail experiences to service their interests, uniquely positioning #HighTide for international expansion through emerging legal markets.

Summary:

learning from #Medmen

#1 cannabis retailer in Canada (by revenue)

Are same store sales decreasing?

Ecommerce, discounts & the supply chain

Episode 839 The #TalkingHedge interviews Vahan Ajamian, Capital Markets Advisor at Hight Tide Inc....

https://youtu.be/05HsaO3lMLQ

Dec 06, 202141:43
Industrial Hemp Investing with Robert Palma of the Hemp OZ Fund

Industrial Hemp Investing with Robert Palma of the Hemp OZ Fund

Engineer, Project Manager and Hemp Supply Chain Analyst, Robert Palma is passionate about sustainable development, creating a purpose-driven initiatives to accelerate the world's transition to sustainable living with The Hemp OZ Fund.


Hemp OZ Fund is the FIRST and ONLY Industrial Hemp focused Opportunity Zone Fund in the world, investing in Industrial Real Estate and manufacturing in the Hemp Industry.


Hemp OZ Fund is solving the lack of processing infrastructure by providing the expertise and capital to develop Industrial Real Estate into Hemp processing factories.  The major advantage of the Hemp OZ Fund is being able to multiply investor capital while protecting the principal.


By owning assets in the Hemp Industry growing at a CAGR of 34% and providing investors the only chance to own these assets in a tax free growth structure for the next 25 years!


Guest:

Robert Palma, Managing Partner at Hemp OZ Fund 

https://www.linkedin.com/in/robert-palma-369420/


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode 837 The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Dec 03, 202141:13
Pricing Trends in Existing and Emerging Markets

Pricing Trends in Existing and Emerging Markets

Cannabis discovery marketplace Leafly aims to help more than 125 million people discover cannabis this year. Their ecommerce tools help shoppers make informed purchase decisions and empower cannabis businesses to attract and retain loyal customers through advertising and technology services.


Yoko Miyashita was appointed CEO of Leafly in August 2020 after serving as the company’s General Counsel since 2019. Yoko has spent her career serving mission-driven companies navigating complex global regulatory environments in order to bring meaningful and compelling products to market.


An expert in policy and advocacy, as General Counsel, she led Leafly’s position on key regulatory, compliance and government affairs issues. She has focused on progressing Leafly’s reputation as a trusted and authoritative cannabis resource and leveraged an understanding of current cannabis regulations, and opportunities for change, to help scale Leafly’s product and sales strategy.


Guest:

Yoko Miyashita, Chief Executive Officer at Leafly

https://www.linkedin.com/in/yoko-miyashita-4829161/


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode 836 The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Dec 03, 202111:48
Cannabis Marketplace with Leafly CEO Yoko Miyashita

Cannabis Marketplace with Leafly CEO Yoko Miyashita

Cannabis discovery marketplace Leafly aims to help more than 125 million people discover cannabis this year. Their ecommerce tools help shoppers make informed purchase decisions and empower cannabis businesses to attract and retain loyal customers through advertising and technology services.


Yoko Miyashita was appointed CEO of Leafly in August 2020 after serving as the company’s General Counsel since 2019. Yoko has spent her career serving mission-driven companies navigating complex global regulatory environments in order to bring meaningful and compelling products to market.


An expert in policy and advocacy, as General Counsel, she led Leafly’s position on key regulatory, compliance and government affairs issues. She has focused on progressing Leafly’s reputation as a trusted and authoritative cannabis resource and leveraged an understanding of current cannabis regulations, and opportunities for change, to help scale Leafly’s product and sales strategy.


Guest:

Yoko Miyashita, Chief Executive Officer at Leafly

https://www.linkedin.com/in/yoko-miyashita-4829161/


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode 836 The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Dec 02, 202143:18
Germany to Legalize: an analysis of the Germany cannabis market

Germany to Legalize: an analysis of the Germany cannabis market

Cannabis could bring Germany $5 billion a year. 


Legalizing cannabis could bring Germany annual tax revenues and cost savings of about 4.7 billion euros ($5.34 billion) and create 27,000 new jobs.


Imports of medical cannabis flower into Germany hit record highs in Q4 of 2020, closing the year with a 37% year-on-year growth.


As cannabis supply into Germany increases, so too does the competition for producers and wholesalers.


Although the German medical cannabis market is at an early stage, it has shown great potential, and its future seems promising. However, it will take time to see how domestic production will affect imports, and how medical cannabis development in Germany will influence the growth of other European markets.


Show Notes:

Getting a Gauge on Germany’s Latest Engagement with Legal Cannabis 

https://newfrontierdata.com/cannabis-insights/getting-a-gauge-on-germanys-latest-engagement-with-legal-cannabis/


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode 835 The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Dec 02, 202106:60
California Cannabis Retail with Margot Micallef CEO of Gaby Inc

California Cannabis Retail with Margot Micallef CEO of Gaby Inc

GABY Founder, President and CEO Margot Micallef of vertically integrated cannabis company GABY Inc. has ambitious growth plans for the California market.


GABY is a California-focused retailer with its own proprietary brands in the market. GABY has relationships with over 200 retailers in the mainstream sales channel, and over 200 in the licensed channel, bridging the gap between the licensed dispensary and mainstream markets. A pioneer in the industry with a multi-vertical retail foundation, GABY owns a significant majority of its supply channels including manufacturing, distribution, and retail. GABY is an employee-owned company, with 100% of full-time employees owning shares in the Company.  GABY's shares trade on the Canadian Securities Exchange ("CSE") under the symbol "GABY" and on the OTCQB under the symbol "GABLF".


Ms. Micallef is also the President of Oliver Capital Partners, a company she founded in 2003 to invest in private companies looking for expansion capital or an outright sale. Since its inception, Oliver Capital Partners has directly and indirectly invested in a number of diverse businesses including: broadcasting, publishing, food manufacturing and real estate and manages or has managed the franchise development rights for a number of well known quick service restaurant brands.


Guest:

Margot Micallef, Founder & CEO of Gaby Inc.


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode 834 The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Dec 01, 202145:39
Uber & the Impending Cannabis Delivery War

Uber & the Impending Cannabis Delivery War

Delivery of food and alcohol boomed during the pandemic, and some think cannabis is next, especially with hopes for federal legalization.

California-based cannabis delivery app Eaze, which saw new customer sign ups increase by over 70%, said on average orders were placed every eight seconds.

90% of respondents in a survey said they used online ordering and delivery services to purchase cannabis. Around 60% reported that online ordering and delivery would continue to be their preferred method of purchase post-pandemic.

Cannabis businesses that provide pickup or delivery options made around 22% more in sales on average than businesses without those options.

Show Notes:
Uber and the delivery war could be headed to cannabis dispensaries
https://www.cnbc.com/2021/05/30/weedshare-uber-and-the-hazy-economics-of-cannabis-delivery.html

Host:
Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.
https://www.linkedin.com/in/joshkincaid/

Episode 833 The Talking Hedge:
Your Cannabis Business Podcast.
​Covering cannabis products, reviews, business news, interviews, investments, events, and more.
https://www.theTalkingHedgepodcast.com

Music Info:
Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats

Keywords:
Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Dec 01, 202111:42
Mainstem's Cannabis Supply Chain Platform with CEO Alen Nguyen
Nov 30, 202145:01
Canadian Cannabis Industry Employment Drops

Canadian Cannabis Industry Employment Drops

Thousands of Canadian #marijuana industry workers have lost or left their jobs since early 2020. Some large, licensed producers shrank their workforces almost as fast as they built them.


All told, roughly 6,000 people lost or left their jobs at licensed #cannabis producers since the end of 2019, representing 30% of some 20,000 positions tracked by MJBizDaily.


Canopy shook up its management after reporting weak sales, while Cannabis #MSO MedMen appoints its third CEO in two years.


Episode 832 The #TalkingHedge dives into MJBiz’s article...

https://youtu.be/tK81v27olBI

Nov 30, 202108:17
Healthier Edibles with Scott Jennings of Pantry Food Co

Healthier Edibles with Scott Jennings of Pantry Food Co

Pantry Food Co. was conceived in partnership with the creative services agency Green Street, which is 50% owned by Gary Vaynerchuk.

Pantry has also partnered with award-winning chefs, Frank Castronovo and Frank Falcinelli, to create a unique line of low-dosage, delectable products.

Prior to starting Pantry, CEO and founder Scott Jennings spent nearly a decade on Wall Street investing on behalf of institutions and private investors at both Barclays Capital and Morgan Stanley.

During his time on Wall Street, Scott discovered his passion for Impact Investing and fell in love with the concept of doing good for society while also achieving attractive returns. He combines his passion for Impact Investing with his passion for health and wellness and is applying it to make a positive impact in the cannabis industry.

Guest:
Scott Jennings, CEO & Founder at Pantry Food Co
https://www.linkedin.com/in/scott-jennings-mmj/

Host:
Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.
https://www.linkedin.com/in/joshkincaid/

Episode 829 The Talking Hedge:
Your Cannabis Business Podcast.
​Covering cannabis products, reviews, business news, interviews, investments, events, and more.
https://www.theTalkingHedgepodcast.com

Music Info:
Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats

Keywords:
Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Nov 29, 202148:11
Pre-Rolls Category Data & Performance

Pre-Rolls Category Data & Performance

When we look at market share trends over the last few years, we notice that market share of Pre-Rolls in Canadian markets is much higher than in US markets. 


Over the last year market share of Pre-Rolls in Canada had an average of 18.6%, while in the US, market share of Pre-Rolls was an average of 9.5%.


When we look at market share by individual states and provinces, we see that Pre-Roll market share in Canadian provinces is much higher than in most US states, with Massachusetts as the one exception.


Segment sales share of Pre-Rolls differ significantly between the US and Canada. For example, the second best-selling segment in US markets is the Connoisseur/Infused segment, which makes up 32.4% of sales. But within Canadian markets that same segment makes up only 0.1% of sales.


The number of servings sold, or count of Pre-Rolls per package, is also quite different in the US and Canada. For example, Single Pre-Rolls (1 serving) made up 60% of sales in US markets, but they only made up 11% of sales within Canadian markets.


Show Notes:

Cannabis Pre-Rolls: A look at category data & performance 

https://www.headset.io/industry-reports/cannabis-pre-rolls-a-look-at-category-data-performance


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode XXX The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Nov 29, 202108:04
Cannabis Vaporizers with Cort Smith of DaVinci

Cannabis Vaporizers with Cort Smith of DaVinci

A global inventor & entrepreneur with 30+ years facilitating China manufacturing and over 600 products brought to market. Directed international product launches, built 70+ large scale projects in China and produced China's first X Games.

Inspired by the vision and tenacity of Renaissance innovator Leonardo da Vinci, Cortney Smith founded DaVinci Tech in 2011 with the desire to change the world’s imagination.

DaVinci Tech designs tiny devices that are changing the bigger conversation about cannabis consumption, including building responsibly and bringing clean consumption to the forefront.

Guest:
Cortney Smith 
https://www.linkedin.com/in/cortney-smith-a1a31a/

Host:
Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.
https://www.linkedin.com/in/joshkincaid/

Episode 827 The Talking Hedge:
Your Cannabis Business Podcast.
​Covering cannabis products, reviews, business news, interviews, investments, events, and more.
https://www.theTalkingHedgepodcast.com

Music Info:
Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats

Keywords:
Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Nov 26, 202108:33
Cannabis Valuations Update

Cannabis Valuations Update

The highest returning #cannabis sector is Biotech/Pharma which has an estimated 13% gain YTD.

The lowest returning sector is #Hemp with an approximate 45% loss YTD. Sector M&A activity is up sharply 2021 with 31 transactions YTD compared to only 1 in 2020, however, business fundamentals still lag, as #CBD sales in retail have not bounced back to pre-COVID levels.

#AgricultureTechnology is in consolidation mode as evidence by the $653M YTD M&A consideration targeted at the sector but the #stocks have been punished by the slowdown in cultivation impacting several western states including Nevada and California, leading to a 24% YTD loss.

The #Cultivation & Retail is still down by about 7% despite the sharp rally over the last two weeks.

Episode 825 The #TalkingHedge dives into Viridian Capital Advisors' report...

https://youtu.be/LlWcEcSxjsA

Nov 24, 202104:15
Cannabis Manufacturing Methods with Harvest Direct

Cannabis Manufacturing Methods with Harvest Direct

Harvest Direct Enterprises, LLC (“HDE”) is a #cannabis biotech and #intellectualproperty development company & the first company in the world to develop a manufacturing method: LACY (Lossless Activation Chamber Y) that lets you capture an entire cannabis strain - with all of its distinct effects and medical benefits - in any product form. 


Specifically, losslessly processed #capsules, #tinctures, #inhalers, #vapepens, #topicals, etc. - that maintain the specific effects and attributes of the strain they were made from (the total spectrum). 


Episode 826 The #TalkingHedge interviews Zeyead Gharib & Zack Iszard of Harvest Direct ...

https://youtu.be/W1Qlcz2m8zo

Nov 24, 202109:23
Cannabis Sales Data and Trends

Cannabis Sales Data and Trends

Episode 824 of the #TalkingHedge sits down with Jessica Lukas, Sr VP Commercial Development at BDSA and John Manlove, Founder & CEO of Apex Trading to discuss retail & wholesale cannabis data and pricing trends.


Summary:

00:00 - intro

01:00 - Cannabis industry drivers

02:37 - Edible's rise in popularity

06:45 - Pricing trending downwards

10:45 - Flowers decreasing marketshare 

15:35 - D8's impact on the industry

22:12 - Overproduction / lack of tourism

28:08 - Harvest affecting prices / inflation

40:06 - Effects of online orders & ecommerce 

45:49 - Have same store sales peaked? Crystal Ball Predictions


Guests:

Jessica Lukas, Senior Vice President Commercial Development at BDSA 

https://www.linkedin.com/in/jessica-lukas-69729811/


John Manlove, CEO & Founder at Apex Trading & Bushel44

https://www.linkedin.com/in/john-manlove-2173002a/


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode 824 The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Nov 23, 202152:16
Cannabis Public Relations with Alexa Oliphant of KMA

Cannabis Public Relations with Alexa Oliphant of KMA

Publicist with 5+ years of experience working with clients from hospitality, entertainment, and tech industries to bring them exposure in print, radio, television, and social media, in addition to event planning with an eagle eye for detail. I specialize in coming out of left field and bringing real creativity and vigor to my work while remaining upbeat and approachable.

I have brought measurable growth at every establishment I've worked with, some notable placements include: The Los Angeles Times, The New York Times, LA Mag, Associated Press, Reuters, People, Us, OK!, Radar The Orange County Register, Kirkus, The Los Angeles Review of Books, Barnes and Noble Reviews, SF Gate, The San Francisco Chronicle, Orion, Poets and Writers, and, well all-over with much more to come!

Kip Morrison & Associates (KMA), in business for 30 years, is the first national cannabis PR firm. Operating in the cannabis space since 2013, KMA is best known for securing top tier press and creating brand eminence.

Kip Morrison and Associates delivers a top-notch experience and expertise to drive measurable results for each of our clients. Being one of the most talented and experienced boutique PR firms in the industry, we have a track record of shaping strategy, driving exposure, and business value for our clients.

KMA sharply defines your story using creative approaches to both making news that generates maximum media coverage and engaging consumers where they least expect it. Our experience and results are unparalleled.

Guest:
Alexa Oliphant - Kip Morrison & Associates
https://www.linkedin.com/in/alexa-oliphant-55b56ba1/

Host:
Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.
https://www.linkedin.com/in/joshkincaid/

Episode 823 The Talking Hedge:
Your Cannabis Business Podcast.
​Covering cannabis products, reviews, business news, interviews, investments, events, and more.
https://www.theTalkingHedgepodcast.com

Music Info:
Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats

Keywords:
Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data

Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

Nov 23, 202112:39
Organic Cannabis with Matthew Friedlander of Skagit Organics

Organic Cannabis with Matthew Friedlander of Skagit Organics

#RSO #FECO #SOPs

Matthew Friedlander is the owner and CEO of Skagit Organics, a state licensed cannabis company founded with the purpose of serving the medical cannabis community within the Washington State recreational market.


Skagit Organics is a processor of high-quality flower and alcohol extracted cannabis oils in Washington State. Their mission is to create clean consistent cannabis products for the discerning recreational and medical consumer while engaging with their community in positive ways that benefit the cannabis industry as a whole.


They have worked hard to earn the trust of MMJ patients and recreational consumers in Washington. They show this through their dedication to creating clean consistent cannabis products by offering DOH compliant RSO, pesticide testing all their extracts, and offering individualized patient consultations in collaborating with Northwest Natural Consultants.


Skagit Organics is a leader in the cannabis industry and committed to community engagement through our work with The Cannabis Alliance and their membership with the local Chamber of Commerce.


Their goal is to normalize cannabis through positive engagement with their local community while helping to improve the laws and regulations governing the cannabis industry as a whole.


Guest:

Matthew Friedlander, Chief Executive Officer at Skagit Organics 

https://www.linkedin.com/in/matthew-friedlander/


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode 822 The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

Nov 22, 202110:20
U.S. vs Canadian M&A and Capital Raises

U.S. vs Canadian M&A and Capital Raises

Total capital raised YTD in 2021 is $11.3B, averaging $48.2M with only one debt issue closed for a total proceed of $150 million.


US equity raises are up 109%, and US debt raises are up 7,735% compared to 2018. Canadian raises are off sharply, with equity raises down 75% and debt down 15%.


It's expected that capital raises continue to tilt towards debt issuance. Companies with positive cash flow should take advantage of the solid liquidity and attractive terms offered in the debt market. Companies should willing to trade off a slightly higher coupon for better prepayment terms.


There have been 191 US targeted M&A transactions YTD with a record $8.5 Billion in total consideration. Both transaction numbers and total consideration exceed the values recorded in each of the last two full years.


An important driver of the acceleration we are witnessing in U.S. M&A is the continuing valuation gap we have discussed between the most prominent companies and everyone else. This near-arbitrage makes almost every acquisition by large MSOs accretive on an EBITDA per share basis. The stocks of the big MSOs are down YTD, but their targets are down even more, and the acquisition logic remains intact. 


Show Notes:

Viridian Cannabis Deal Tracker - Week Ending November 12th, 2021 

https://www.viridianca.com/deal-tracker/cannabis-deal-tracker-week-45-2021


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode 821 The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Nov 22, 202113:19
JPM Says 'NO' to Cannabis & Tilray's Customers Bounce!

JPM Says 'NO' to Cannabis & Tilray's Customers Bounce!

Banking giant JPMorgan Chase & Co. informed its brokerage clients they’ll no longer be allowed to purchase cannabis-related stocks and securities.

&

Canadian cannabis producer Tilray has seen around one-third of its market share in Canada evaporate since it merged with Aphria in May, new data suggests, while rival Auxly Cannabis Group has more than doubled its position over the same period.


Not a surprise when Tilray's management practically bragged about not coming from the cannabis industry, so it shouldn't be a surprise that the brand is becoming obsolete- they barely resonated with their customers & now soccer moms are finding alternative products.


Take note corporate America- you NEED to know & understand the #CannabisIndustry if you want to become a long-term player in the space!


Show Notes:

Tilray’s share of Canadian cannabis market plummets, but Auxly shines, data shows 

https://mjbizdaily.com/tilray-share-of-canadian-cannabis-market-plummets-but-auxly-shines/

JPMorgan Chase to restrict purchases of cannabis-related stocks, report says 

https://mjbizdaily.com/jpmorgan-chase-to-restrict-purchases-of-cannabis-related-stocks-securities/


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode XXX The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers. This is only entertainment.

Nov 19, 202112:19
Infused Beverage Device with Elad Barak of Voyager Products

Infused Beverage Device with Elad Barak of Voyager Products

Elad Barrak is an experienced leader in business development and fundraising with a demonstrated history of success, including Voyager's proprietary dispenser and pod technology- prepared to give you the ability to control your experience with just the tap of a finger.

Founded in 2019 and based in Toronto, Voyager's goal is to make cannabis available for use anytime, anywhere. Whether it’s for rest and relaxation, or for coming up with big ideas, their specially formulated Pods will deliver on what they promise – an experience that will fulfill your needs.


Guest:

Elad Barak, Co-Founder, CEO, & CTO at Voyager Products 

https://www.linkedin.com/in/eladbarak/

https://www.voyagerproducts.ca/


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode XXX The Talking Hedge interviews Elad Barrak Voyager's CEO, a proprietary dispenser and pod technology giving you the ability to control your experience with the push of a button for accurate dosing.

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

Nov 19, 202115:59
High-End Cannabis with Jon Spadafora of Veritas Fine Cannabis

High-End Cannabis with Jon Spadafora of Veritas Fine Cannabis

After spending nearly two decades in the hospitality industry, Jon Spadafora pivoted to the cannabis industry in 2015,  building out the initial brand and marketing strategy for Veritas Fine Cannabis. 


He specializes in experiential marketing strategy and creating events that elevate the customer experience.  Jon’s professional background includes work with top hospitality and entertainment companies such as Virgin Hotels, Vail Resorts, sbe Entertainment Group, Caesars Entertainment and Live Nation. 


As head of marketing and sales at Veritas, Jon and his team work to bring the best of hospitality to the cannabis industry, developing and implementing diverse, multichannel events to ensure the customer experience is as unique as everything produced by Veritas Fine Cannabis.


Guest:

Jonathan Spadafora, partner, head of marketing + sales at Veritas Fine Cannabis

https://www.linkedin.com/in/jonathan-spadafora-706b6128/


Host:

Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast.

https://www.linkedin.com/in/joshkincaid/


Episode 818 The Talking Hedge:

Your Cannabis Business Podcast.

​Covering cannabis products, reviews, business news, interviews, investments, events, and more.

https://www.theTalkingHedgepodcast.com


Music Info:

Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats


Keywords:

Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks,  Weed Stocks, Marijuana Stocks, Cannabis Data, Marijuana Data, Cannabis Analytics, Marijuana Analytics, Cannabis Sales Data, Marijuana Sales Data


Josh is not an investment adviser. The Talking Hedge is long gold and silver. Listeners should always speak to their personal financial advisers.

Nov 18, 202109:33