Bengal Capital's Jerry Derevyanny shares his evolving thoughts on 280E and the process of https://seekingalpha.com/news/4054870-hhs-document-shows-recommendation-reschedule-marijuana?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks cannabis (2:20). Some uncomfortable truths about how investors should be evaluating cannabis stocks (8:30). When will companies become more transparent? (21:40) Who is handling debt well and who isn't (27:15). Examples of sustainable value creation in the industry (34:00). https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks Show Notes: https://seekingalpha.com/article/4669254-bengal-capital-fy2023-letter?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks https://seekingalpha.com/article/4591061-where-is-the-value-in-cannabis-stocks?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:how_retail_investors_should_evaluate_cannabis_stocks

Katie Neer and Hirsh Jain break down the dispiriting New York and California cannabis markets (3:00). What the 2 states have gotten wrong, and why it's not being corrected (9:55). Dysfunction and pushing regulators and the law to work better (34:45). Are there investment opportunities in either market? (47:40) https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:unvarnished_look_ny_california_cannabis Show Notes: https://seekingalpha.com/article/4592498-unpacking-new-york-and-california-cannabis-markets?source=cip_podcast:unvarnished_look_ny_california_cannabis https://seekingalpha.com/article/4569218-whats-the-deal-with-new-york-cannabis?source=cip_podcast:unvarnished_look_ny_california_cannabis https://seekingalpha.com/article/4534430-california-cannabis-market-deep-dive-part-ii-podcast-transcript?source=cip_podcast:unvarnished_look_ny_california_cannabis For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:unvarnished_look_ny_california_cannabis https://twitter.com/canpod1?source=cip_podcast:unvarnished_look_ny_california_cannabis on Twitter https://www.dickinsonavella.com/katie-neer?source=cip_podcast:unvarnished_look_ny_california_cannabis https://twitter.com/anandastrategy?source=cip_podcast:unvarnished_look_ny_california_cannabis

Alan Brochstein thinks investors are overly excited about the recent rescheduling announcement, which he says is really no news at all (2:20) Balance sheets, debt, income tax payable and the burden of 280E (4:00) California and New York continuing challenges (23:20) What's right and wrong with Canada (32:30) Broad and specific thoughts on MSOs (38:10). https://seekingalpha.com/mp/1417-420-investor/subscribe?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e Show Notes: https://seekingalpha.com/article/4644914-beaten-up-planet-13-solid-cannabis-investment?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4664062-trulieve-is-cheap-but-perhaps-risky?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4661513-curaleaf-is-a-bad-cannabis-investment?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4660562-why-organigram-is-my-favorite-cannabis-stock?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://seekingalpha.com/article/4631552-cannabis-investing-with-alan-brochstein-and-julian-lin-reits-and-canadian-lps-over-msos?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e https://twitter.com/canpod1?source=cip_podcast:alan_brochstein_rescheduling_overexcitement_msos_280e on Twitter

Alex Carchidi https://seekingalpha.com/author/alexander-carchidi?source=cip_podcast:derisking_psychedelics_compass_cybin_atai us on the psychedelic sector and what critical catalysts are approaching (1:30). Why Compass Pathways, Cybin, and Atai make the most sense for investors at this point (15:00). Pros and cons of 4 main industry stocks, including MindMed (29:50). https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:derisking_psychedelics_compass_cybin_atai Show Notes: https://seekingalpha.com/article/4617387-psychedelic-stocks-super-risky-biotechs-low-on-cash-make-small-bets?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://seekingalpha.com/article/4616920-psychedelic-stocks-dont-bet-on-just-1-company?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://seekingalpha.com/article/4568576-scrutinizing-psychedelic-stocks?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://seekingalpha.com/article/4560100-cybin-a-leading-early-stage-psychedelics-play?source=cip_podcast:derisking_psychedelics_compass_cybin_atai For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:derisking_psychedelics_compass_cybin_atai https://twitter.com/canpod1?source=cip_podcast:derisking_psychedelics_compass_cybin_atai on Twitter

A rundown of reasons to be https://seekingalpha.com/news/4052105-cannabis-stocks-gain-amid-report-dea-reviewing-legal-status?source=cip_podcast:investing_cannabis_stay_patient_be_ready and some compelling advice from some of our favorite 2023 https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:investing_cannabis_stay_patient_be_ready. Why https://seekingalpha.com/article/4637773-chris-demuth-talks-cannabis-safe-banking-plus-shf-holdings?source=cip_podcast:investing_cannabis_stay_patient_be_ready likes the opportunity in cannabis (1:20) https://seekingalpha.com/article/4631552-cannabis-investing-with-alan-brochstein-and-julian-lin-reits-and-canadian-lps-over-msos?source=cip_podcast:investing_cannabis_stay_patient_be_ready on M&A, debt and disappointment (10:05) https://seekingalpha.com/author/alan-brochstein-cfa?source=cip_podcast:investing_cannabis_stay_patient_be_ready waiting for catalysts while working through tough times (12:20) https://seekingalpha.com/article/4636345-is-it-really-time-to-be-bullish-on-cannabis-stocks?source=cip_podcast:investing_cannabis_stay_patient_be_ready discusses the best way to invest in this space (13:35) https://seekingalpha.com/article/4635860-cannabis-stocks-have-been-rallying-but-when-will-capital-flow-into-the-industry?source=cip_podcast:investing_cannabis_stay_patient_be_ready on SG&A containment, gross margins and using the right metrics (17:20). https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:investing_cannabis_stay_patient_be_ready For full access to analyst ratings, stock quant scores and dividend grades: http://seekingalpha.com/subscriptions?source=cip_podcast:investing_cannabis_stay_patient_be_ready https://twitter.com/canpod1?source=cip_podcast:investing_cannabis_stay_patient_be_ready on Twitter

Nick Gastevich, aka https://seekingalpha.com/user/49607348?source=cip_podcast:cannabis_investors_what_you_should_know, talks Q3 cannabis efforts; avoiding dilution, equity raises or adding further debt (2:30). Navigating the industry as a retail investor; companies that protect shareholders (14:00). The future of 280E, catalysts definitely needed (24:00). 7 stocks - what's working, what's not (30:00). Show Notes: https://seekingalpha.com/article/4574176-what-cannabis-stocks-should-be-in-your-portfolio?source=cip_podcast:cannabis_investors_what_you_should_know https://seekingalpha.com/article/4497256-searching-for-cannabis-catalysts?source=cip_podcast:cannabis_investors_what_you_should_know https://seekingalpha.com/article/4356544-cannabis-investors-should-be-looking-for-good-stewards-of-capital-podcast?source=cip_podcast:cannabis_investors_what_you_should_know https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:cannabis_investors_what_you_should_know For full access to analyst ratings, stock quant scores as well as dividend grades, http://seekingalpha.com/subscriptions?source=cip_podcast:cannabis_investors_what_you_should_know. https://twitter.com/CannaVestments?source=cip_podcast:cannabis_investors_what_you_should_know on Twitter https://twitter.com/canpod1?source=cip_podcast:cannabis_investors_what_you_should_know on Twitter

TerrAscend's Executive Chairman Jason Wild returns. Focused on not spreading itself too thin ("we'd rather be more focused, spend more money, get more scale, like we did in Jersey") and why not all EBITDA numbers are created equally (8:50). Should cannabis companies pay their taxes? (11:40) Pushing for real legislative change with famed lawyer David Boies (13:30). Show Notes: https://seekingalpha.com/news/4034673-terrascend-gaap-eps-of-004?source=cip_podcast:terrascend_jason_wild_ebitda_created_equal https://seekingalpha.com/article/4438737-better-margins-in-cannabis-podcast-transcript?source=cip_podcast:terrascend_jason_wild_ebitda_created_equal https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:terrascend_jason_wild_ebitda_created_equal For full access to analyst ratings, stock quant scores as well as dividend grades, http://seekingalpha.com/subscriptions?source=cip_podcast:cannabis_etf_deep_dive.

Do ETFs make sense for everyone? ETF expert https://seekingalpha.com/author/sungarden-investment-publishing?source=cip_podcast:cannabis_etf_deep_dive discusses his thesis on cannabis ETFs and the importance of understanding their structure and holdings (8:00). The need for a diversified but not overly diversified portfolio and the importance of technical analysis in evaluating ETFs (24:50). Show Links: https://seekingalpha.com/article/4650704-msos-an-industry-wide-catalyst-approaches?source=cip_podcast:cannabis_etf_deep_dive https://seekingalpha.com/article/4579997-close-look-at-13-cannabis-etfs?source=cip_podcast:cannabis_etf_deep_dive https://seekingalpha.com/article/4573448-etfmg-alternative-harvest-outperforms-other-cannabis-etfs?source=cip_podcast:cannabis_etf_deep_dive https://seekingalpha.com/article/4636592-covered-call-etfs-and-the-limitations-of-stocks?source=cip_podcast:cannabis_etf_deep_dive For full access to analyst ratings, stock quant scores as well as dividend grades, http://seekingalpha.com/subscriptions?source=cip_podcast:cannabis_etf_deep_dive https://twitter.com/canpod1?source=cip_podcast:cannabis_etf_deep_dive https://twitter.com/robisbitts?source=cip_podcast:cannabis_etf_deep_dive

https://seekingalpha.com/author/chris-demuth-jr?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings talks about investing in the cannabis industry (1:30) legalization, SAFE banking and whether the investment community cares (9:00) and why he's so bullish on SHF Holdings (14:45). Subscribe to Chris' https://seekingalpha.com/marketplace/206-sifting-the-world/subscribe?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings Show Notes https://seekingalpha.com/article/4635269-sifting-the-world-day-one?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings https://seekingalpha.com/article/4406245-cannabis-spacs-podcast?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings https://seekingalpha.com/article/4579997-close-look-at-13-cannabis-etfs?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5) https://twitter.com/canpod1?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings https://twitter.com/ChrisDeMuthJr?source=cip_podcast:chris_demuth_talks_cannabis_shf_holdings

Jesse Redmond returns to discuss why it's ok to be bullish on the cannabis industry (4:30) political catalysts, 280E and excise taxes (12:15) picking companies based on your investing horizon (15:00) Green Thumb's dominance and lack of transparency (20:55) AYR's debt strategy (23:10) Trulieve's tough period (21:00) California players (38:00) and TerrAscend's innovation and execution (44:55). https://seekingalpha.com/cannabisinvestingpodcast?source=cip_podcast:is_it_really_time_to_be_bullish_on_cannabis_stocks Show Notes: https://seekingalpha.com/article/4562198-who-can-survive-in-cannabis-podcast-transcript?source=cip_podcast:is_it_really_time_to_be_bullish_on_cannabis_stocks https://seekingalpha.com/news/4007629-cannabis-stocks-rally-amid-reports-dea-may-reclassify-drug-as-less-risky?source=cip_podcast:is_it_really_time_to_be_bullish_on_cannabis_stocks https://seekingalpha.com/article/4529245-evaluating-advisor-shares-cannabis-etfs?source=cip_podcast:is_it_really_time_to_be_bullish_on_cannabis_stocks https://seekingalpha.com/article/4591061-where-is-the-value-in-cannabis-stocks?source=cip_podcast:is_it_really_time_to_be_bullish_on_cannabis_stocks https://seekingalpha.com/article/4595151-ayr-wellness-ceo-david-goubert-focused-on-debt-and-cash?source=cip_podcast:is_it_really_time_to_be_bullish_on_cannabis_stocks https://seekingalpha.com/article/4589418-ascends-attractive-assets?source=cip_podcast:is_it_really_time_to_be_bullish_on_cannabis_stocks For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions (new subscribers get the 1st month for under $5) https://twitter.com/jesseredmond https://twitter.com/canpod1?source=cip_podcast:is_it_really_time_to_be_bullish_on_cannabis_stocks https://watertowerresearch.com/sector/12