Shows
Cannabis Investing Network#216 - Investing Thru Market Cycles & Bubbles (ft. Jesse Redmond of LEEF Brands)In this episode we are joined by Jesse Redmond to discuss current market sentiment, most common mistakes retail investors make and where we are in cannabis and AI markets.Jesse works at LEEF Brands, co-hosts the Higher Exchanges Podcast and is a former hedge fund manager AND dispensary owner.Thanks to Jesse for a very fun chat!Connect with Jesse:Twitter - https://x.com/jesseredmondHigher Exchanges Podcast - https://x.com/higherexchanges
2025-11-261h 07
Italian Wine PodcastItalian Wine Podcast 4 Friuli: In conversation with Mattia Manferrari of Borgo del Tiglio wineryWelcome to episode 2538 of Italian Wine Podcast. In this Bonus Episode Stevie sits down with Mattia Manferrari of Borgo del Tiglio, the Friulian winery recently devastated by a massive landslide. Mattia recounts what happened on that tragic night and shares the current state of the winery as they face the aftermath of destruction.
It’s a heartfelt conversation about resilience, community support, and the first steps toward rebuilding. Stay tuned to learn how you can help Borgo del Tiglio on their path to recovery.
More about the winery:
Borgo del Tig...
2025-11-2634 min
Italian Wine PodcastItalian Wine Podcast Special 2500th Anniversary Edition | Bonus EpisodeWelcome to Episode 2500 of the Italian Wine Podcast!!!
To mark this momentous milestone, Stevie Kim hosts a very special episode of the Italian Wine Podcast, bringing together hosts and producers past and present to reflect on what has worked (and what hasn’t) during the last seven eventful years of Italian wine podcasting.
Amongst the esteemed roster of hosts and producers who joined Stevie for this very special (and slightly chaotic) reunion were Barbara Fitzgerald, Beatrice Motterle, Jessica Dupuy, Joy Livingston, Juliana Colangelo, Marc Millon, Margherita Andrenacci, McKenna Cassidy, Monty Waldin, Richard Hough, Roza Zharmukhambetova an...
2025-10-1849 min
Zuum AI PodcastHaftalık ekonomi gündemi: Fed beklemede, Çin yavaşlıyor, Türkiye denge arıyorBu podcast, ABD'nin dirençli duruşu ve Çin'in yavaşlama sinyalleri arasında Türkiye'nin yeni uluslararası ekonomi hikayesi yazma çabalarını ve bunun finansal piyasalardaki çelişkili yansımalarını inceliyor.Sponsor:Yapay Zeka Destekli Haber @ Karekod Blog
2025-07-0107 min
Kowa podcast12 ga watan yuni ranar gwagwarmayar ce jinjina ga masu zanga-zangar neman adalci a Los Angeles TsokaciLive Kowa podcast12 ga watan yuni ranar gwagwarmayar ce jinjina ga masu zanga-zangar neman adalci a Los Angeles TsokaciLive | 12 ga Yuni: Ranar Gwagwarmaya ce A cikin wannan ƙashi na musamman na #TsokaciLive daga #KowaPodcast, shirin ya yi tsokaci mai zurfi a kan mahimmancin ranar 12 ga Yuni — ba kawai a matsayin “Ranar Dimokuraɗiyya” ba, sai dai a matsayin Ranar da Gwagwarmaya ta fi karfin bindiga. Da yadda aka soke zaben 1993 da MKO Abiola ya lashe, yadda aka daure shi har ya mutu, da kuma yadda gwamnatoci ke cigaba da cin zarafin muryoyin marasa galihu da take ’yanci da hakkoki da...
2025-06-1214 min
Genel Sesler Podcast100. Bölüm: Podcast Yapmak Hayatımı Nasıl Değiştirdi?Ben de inanmakta güçlük çekiyorum ama tam 100 bölümdür sizlerleyim. Bu bölümde podcaste başladığım günden bu yana hayatımda neler değiştiğini anlattım. Oldukça kişisel ve içimdeki hassas yana dokunan bir bölüm oldu. Şimdiden keyifli dinlemeler :)Podcast Danışmalığı İçin: genelsesler@gmail.com'a mail atabilirsiniz.Mindfulness Koçluğu Almak İçin: https://docs.google.com/forms/d/e/1FAIpQLSegX75qHK3opuavI7kO8fsvVIaZjB6jxgiBkjTxhIdM8qu_QA/viewform?usp=header...
2024-12-0617 min
Kurum İçi Podcast BaşlatKurum İçi Podcast İçin Neden Bir Ajansla Çalışılmalı? I #7✔ Kurum içi bir podcast başlatmak için bir ajansla çalışmaya ihtiyaç var mı?✔ Kendi olanaklarınızla kurum içi podcast başlatabilir misiniz? ✔ Bir ajans işletmeniz için nasıl bir fark yaratabilir?✔ Bu serinin son bölümünde bu soruların yanıtı ele aıyoruz.------------- 0 -------------İletişim İçin:💻 www.sosyalink.net📧 bilgi@sosyalink.net📲 0 536 837 56 16
2024-08-2903 min
The Vagina Doctor Podcast w/ Duncan Turner M.D.Consult With Me: All About CIN 3 HPV - Breakdown & How To Prevent ItThe Vagina Doctor Podcast w/ Duncan Turner MD | It All Starts Here
Hosted by: Duncan Turner M.D. & Karen Spaulding
Welcome to Consult with Me - Every other week, we take a deeper look into our most frequently asked questions!
Consult With Me: All About CIN 3 HPV - Breakdown & How To Prevent It
Let us know your questions, comments & anything you'd like us to discuss in future episodes!
Contact Us: vaginadr@lenk.media
Episode Resources
Links To All Platforms: https://www.lenk.social/vaginadoctor
Subscribe On YouTube: https://www.youtube.com/@TheVaginaDoctor...
2024-04-2508 min
O Zaman Sana Bi' SoruMelatonin Uyku İçin Mucize Bir İşçi Mi?Selamlaaarrr! Yoksa uykusuz gecelerin sonu mu? Bu haftanın podcast bölümünde, "Melatonin Uyku İçin Mucize Bir İşçi Mi?" konusunu ele alıyoruz. Melatonin hormonunun uyku düzenlemesi üzerindeki etkilerini, başka hangi noktalarda fayda sağladığı araştırmalarını ve melatonin
takviyelerinin kullanımını mercek altına alıyoruz. Melatoninin rolünü çözmek için bu bölümü kaçırmayın!
2024-04-0108 min
The Blown Save PodcastFootballs Back and So are we! The Blown Save Podcast S3 Ep 11You made it through another week!!! Here we are ready to keep you company!! Thank you guys for joining us again. Don't forget to follow us on the social media scene! You can find us on Twitter @Blown_Save and on IG @TheBlownSave. We have been posting snips of the Show on TikTock as well so go check those out! Don't forget you can also still reach out to us at theblownsavepodcast@gmail.comYou Can find the show anywhere you listen to your podcasts or music like Apple Podcasts or Spotify and if you want to support the show...
2023-09-141h 04
Herkes İçin Bisiklet PodcastDoğal Afetler ve Bisiklet - Hatay İçin Pedallıyoruz!!!090-2023
Hatay için bisikletlerimizle 3 arkadaş İstanbul’dan yola çıkarak 1100 km pedallayacağız.
Depremden etkilenen insanlarımızın, çocuklarımızın, kadınlarımızın hala yardıma ihtiyaçları var.
Pedallayacağımız her bir km’de sizler de bağışlarınızla depremden etkilenen çocuklarımızın gülümsemesine, insanlarımızın barınma ve hijyen malzemelerine ihtiyaçlarına erişimini kolaylaştırabilirsiniz.
Her bir km’de 1.000 TL toplamak bize çok yakışır. Hedefimiz 1100 km’de 1.100.000 TL toplamak.
Başarabiliriz!!!
Program konuklarımız Seher Çubukçu, B...
2023-04-0528 min
Honest PodcastCar rides with Cin and JayOn today’s episode Cin and Jay bring you along on their long car ride and just talk about random things! Rants, rambles and everything in between
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Support this podcast: https://podcasters.spotify.com/pod/show/honestpodcast/support
2022-09-0457 min
Cin Cin the PodcastΗ εμπειρία της μετακόμισης στην Αθήνα & η ιστορία πίσω από το Cin CinΚάντε μας ένα review (5*) όπου μας ακούτε!
Στο 10ο -επετειακό- μας επεισόδιο συζητάμε:
•Πώς ξεκίνησε η φιλια μας το 2015.
•Πώς βρεθήκαμε στην Αθήνα πριν από δυο χρόνια: ο επαναπροσδιορισμός της ταυτότητάς μας & η αξία της μοναχικότητας -πράγματα που μας δίδαξε η μεγαλούπολη.
•Πώς γεννήθηκε η ιδέα του podcast & όλα όσα μάθαμε από τις προηγούμενες απόπειρες να βγούμε στον αέρα.
•Γιατί τέλος πάντων φορτώνουμε τόσο τα προγράμματα μας και ξεχνάμε να φροντίσουμε τον εαυτό μας;
•Ξανασκεφτομαστε το θέμα της διατροφής και απενοχοποιούμε τα κιλά.
Ευχαριστούμε για την παρέα! Cin cin
Βρες μας στο @xtiti.reads και @anastasia_tert.
2022-02-0334 min
GENÇ PodcastAsım Gültekin - Laikleşmiş Dinci Olmamak İçinAsım Gültekin - Laikleşmiş Dinci Olmamak İçin by GENÇ Podcast
2022-01-1303 min
Kendimiz İçin YapıyoruzKİY #46 | Kendimiz İçin YiyoruzÇikolata yemek her beden için gerçekten çok mu kötü bir şey? Sağlıklı beslenmeyi nasıl sürdürülebilir hale getirebiliriz? Kafamıza takılan soruları Uzman Diyetisyen Oya Neva Demirkol'a sorduk. Kendimizle kavga halinde olmamak için bize bazı tüyolar verdi.
Oya'yı takip etmek için: @dytnevaoya
Bizi takip etmek için: @kendimizicinyapiyoruz
Bahsettiğimiz eski bölümü dinlemek için: Gölge Diyet
Sağlıklı beslenme ve diyet konusunda tavsiye ettiğimiz podcast için: Yemeğe Çıkalım Mı?
2021-12-0446 min
Cannabis Investing Network#112 - Embracing the Uncertainty in Cannabis InvestingIn this episode we discuss the importance of admitting "I don't know" when it comes to investing in this sector.
We discuss how "I don't know" can be helpful for:
- Taking a more cautious approach to building your portfolio
- Federal change, the SAFE act and NDAA news
- Selecting which markets are attractive
- Evaluating headlines and social media
- Managing your cash position
- Buying individual stocks vs the MSOS ETF
We also discuss having a CIN me...
2021-09-291h 08
BUDDY TIMEBuddy Time Podcast IntroductionHello friends, welcome to Buddy Time podcast. We’re three buddies from different backgrounds living and striving for more opportunities in Thailand. Each week, you will hear us chat casually in English and Thai on different topics that relate to young adults in Thailand. You’ll hear interesting real-life stories, and experiences that may inspire you, and enrich your life.ในแต่ละสับดาห์ พวกเราจาก Buddy Time Podcast จะมาแชร์ประสบการณ์ชีวิต และเรื่องราวต่างๆที่ทั้งสนุก และน่าสนใจ ในรูปแบบพูดคุยสบายๆ เหมือนมีเพื่อนมานั่งคุยอยู่ข้างๆ So, join us and our guest buddy of the day for some chats. Stay tuned to our upcoming episodes by subscribing to our podcast now. Enjoy some Buddy Time with us to lift up your day! Hope to see you there~This is a Buddy Time podcast from Me Goody of Buddy Up. Me Goody is a place where young friends can enrich their lives, and gain new insights; a place to bring young friends and experienc...
2021-08-1601 min
Podcast do Centro de Informática - UFPEEpisódio-piloto: podcasts organizados por alunas, alunos, ex-alunas e ex-alunos do CInEpisódio-piloto do podcast organizado pela Coordenação de Extensão do Centro de Informática (CIn). A ideia é que esse podcast seja mais um canal de diálogo entre o CIn e o mundo fora da universidade. Neste episódio experimental, o professor e Coordenador de Extensão do CIn, Vinícius Garcia, participa de uma conversa com as organizadoras e os organizadores de três podcasts produzidos por alunas, alunos ou ex-alunos do Centro de Informática: Somos Cintia, HIDEV e Fronteiras da Engenharia de Software.
2021-07-2840 minCannabis Investing Network#100 - Special 100th Review: Looking Back at 2+ Years of Cannabis InvestingNostalgia time! In this episode we dive into our experiences over the last 2+ years and discuss how the market has evolved since we started this podcast. While many things have changed, the parallels between market boom and bust, the nature of retail investors and the emotional turmoil of the highs and lows are eerily similar to 2019. We discuss how our past experiences (and mistakes) have hopefully made us better cannabis investors in 2021.
A special thank you to all the listeners who have been with us through the ups and downs; 100 episodes down and we are just getting...
2021-07-071h 25
Booklicious PodcastThese Tangled Vines: By Julianne MacClean | Book Review PodcastThese Tangled Vines: By Julianne MacClean
“Wouldn’t it be a dream to inherit a wine estate in Europe? That’s what happens—most unexpectedly—to the character at the center of Julianne MacLean’s latest. This introspective escapist story of tangled family secrets and the impact of our choices all set to the backdrop of a sprawling Tuscan winery will make you crave a glass of Chianti Classico and reflect on roads not traveled. Cin cin!” —Kristin Harmel, New York Times bestselling author of The Book of Lost Names and The Winemaker’s Wife
“These Tangled Vines...
2021-05-2403 min
Booklicious PodcastThese Tangled Vines: By Julianne MacClean | Book Review PodcastThese Tangled Vines: By Julianne MacClean
“Wouldn’t it be a dream to inherit a wine estate in Europe? That’s what happens—most unexpectedly—to the character at the center of Julianne MacLean’s latest. This introspective escapist story of tangled family secrets and the impact of our choices all set to the backdrop of a sprawling Tuscan winery will make you crave a glass of Chianti Classico and reflect on roads not traveled. Cin cin!” —Kristin Harmel, New York Times bestselling author of The Book of Lost Names and The Winemaker’s Wife
“These Tangled Vines...
2021-05-2403 minCannabis Investing Network#92 - Cannabis Investors Shifting from Headlines to Fundamentals (ft. Pat Smith)We are joined with a friend of the podcast, Pat Smith, former sell side analyst on Bay St.
In this episode we cover a broad range of topics including how investors are switching from simply reading headlines to analyzing fundamentals and why cannabis continues to be a value play.
We discuss how the broader markets are impacting our sector, as well touch on how crypto, gold, bond yields and the vaccine roll out could affect cannabis.
2021-05-1253 min
Karar TV PodcastTürkiye-Çin ilişkileri ve Doğu Türkistan Meselesi | Buradan BakıncaMehmet Ocaktan: Biz başından itibaren Çin'e mahkum olduk. Çin ile 100 milyonluk aşı anlaşması yaptık denildi sonra 50 milyon olduğu anlaşıldı. Aşı geldi mi gelecek mi bunu kimse bilmiyor.
2021-05-071h 00
Barwanne PodcastEis Jahr en Sugardaddy - mit em Philip | Barwanne Podcast 02-02I de hütige Folg packed mer eusi absurdiste Träum us und analysiered sie mit eusem Gast, em Philip! Mer reded über Sugardaddies, muskulösi Schwein und lebensrettendi Spagat. Dezue trinked mer em Philip sin Lieblingsdrink - Sangria usem Denner. Cin Cin!
2021-05-031h 04
GENÇ PodcastAdem Özköse - Kaçaklar İçin En Tehlikeli YolAdem Özköse - Kaçaklar İçin En Tehlikeli Yol by GENÇ Podcast
2021-04-1409 min
Karar TV PodcastKani Torun: Kanal İstanbul, Çin Parası İçin Bir Manivela | Ortak AkılGazeteciler Taha Akyol ve Elif Çakır Gelecek Partili Kani Torun ile birlikte gündemi yorumladı. Kanal İstanbul hakkında konuşan Torun, projenin Çin parasını getirmek için bir manivela olarak kullanıldığını söyledi.
2021-04-091h 08
Karar TV PodcastÇin Büyükelçiliği Neye Güveniyor? | Reşitpaşa YokuşuÇin Büyükelçiliği'nin açıklamasını küstahlık olarak değerlendiren Yıldıray Oğur, "Çin Büyükelçiliği neye güveniyor? Bir takım anlaşmalar var ama görmediğimiz bir şeyler olması lazım bunları söyleyebilmeleri için." ifadelerini kullandı.
2021-04-081h 00
Beautiful Creative ChaosTalking with John of the Witching Hour Podcast.On this episode I get to talk with John who has his own Podcast, The Witching Hour.
We talk about his journey into starting the podcast and how he got here, His passion for the horror genre and the people he has been able to meet. He also hopes to get his project going in trying out to make a film of his own. He has been inspired by the people who he has interviewed and spoken with and hopes to take a shot in making something of his own. If you would like to follow...
2021-03-2347 min
Karar TV PodcastGalip Dalay'dan Türkiye-Çin ilişkilerine çarpıcı yorum: Türkiye kantarın topuzunu kaçırdıElif Çakır ve Yıldıray Oğur, gündemin nabzını Bi'Karar Ver'de tuttu. Galip Dalay'ın konuk olduğu programa, Türkiye'nin Çin ile kurduğu ve iç siyasetin de ısıtan ikili ilişkileri damga vurdu: Dengeleme politikası konusunda kantarın topuzu kaçtı. İktidar Avrupa ülkelerini yerden yere vurabiliyorken, Çin'de uluslararası kamuoyunca kabul edilen soykırıma ses çıkarmak bir yana, adeta bir savunma mekanizması görüntüsü var.
2021-02-221h 09
Anlamak İçin SoruyorumAnlamak İçin Sormadan Önce | Biz Kimiz?Anlam arayışı yolculuğumuza seni de davet ediyoruz! Deneyimlerimizi paylaşacağımız, keşke'leri ve iyi ki'leri kucaklayacağımız, eğlencenin dibine birlikte vuracağımız Anlamak İçin Soruyorum podcast serisi çok yakında bütün müzik marketlerde değil; tam da şu an Spotify'da, Instagram'da, Youtube'da ve aslında her yerde! Devam bölümlerimiz için takipte kal!
2021-01-1705 min
GENÇ PodcastSoner Duman - Müslüman Olmadığı Halde İyi Olan Bir Kimse İçin Ahirette Kurtuluş Mümkün Değil mi?Soner Duman - Müslüman Olmadığı Halde İyi Olan Bir Kimse İçin Ahirette Kurtuluş Mümkün Değil mi? by GENÇ Podcast
2021-01-1316 min
GENÇ PodcastAdem Özköse - İnsanlık ve Vicdan İçin Dalgalanan AlbayrakAdem Özköse - İnsanlık ve Vicdan İçin Dalgalanan Albayrak by GENÇ Podcast
2020-11-0508 min
The Man Cave Sports Talk PodcastEpisode 16 Pitt Steelers vs Baltimore Ravens Recap - UNDEFEATED!!! - Ten Titans vs Cin Bengals Recap - UPSET! - GB Packers vs Min Vikings Recap - UPSET!!! -MNF Picks from Lance and LoganEpisode 16 Pitt Steelers vs Baltimore Ravens Recap - UNDEFEATED!!! - Ten Titans vs Cin Bengals Recap - UPSET! - GB Packers vs Min Vikings Recap - UPSET!!! -MNF Picks from Lance and Logan
https://twitter.com/logandelorenzo
https://www.facebook.com/TMCSPORTSPODCAST
https://www.facebook.com/groups/3368215356591310
https://www.patreon.com/Themancavesportstalk
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2020-11-021h 09Herkes İçin Bisiklet PodcastHerkes İçin Bisiklet Podcast - Tanıtım00-2020
Biz bisiklet konuşuyoruz, sürekli bisiklet konuşuyoruz, çok çeşitli konularda programlar, tanıtımlar, kitap tanıtımlarıyla bisiklet konuşuyoruz.
Tüm derdimiz gündelik hayatımız içindeki bisikletler çünkü bisikleti çok seviyoruz.
Her seviyedeki bisikletliye hitap etmeyi amaçladığımız ve bu doğrultuda konu ve konukları belirlediğimiz, çok çeşitli konularda bisiklet tutkunları ile yaptığımız röportajları, kitap tanıtımları, teknik ve güncel konuları aktardığımız Türkçe içerikli yayınlarımızı dinleyebilir, programlara katılarak fikirlerinizi paylaşabilirsiniz.
2020-10-3001 minCannabis Investing Network#57 - Understanding the Big 4 MSOs (ft. CannaVestments aka Nick Gastevich)In this episode we are joined by Nick Gastevich who is known on the forums as CannaVestments. He is known for deep cannabis knowledge, a keen analytical eye and being an all-around nice guy.
Nick runs a family office along with his brother - they started in the industry in 2014 with an investment in Green Thumb. He joins us on this episode to do a deep dive on the "Green Chip" cannabis names which have captured investor attention lately.
In this episode we review:
1. Green Thumb (GTI)
2. Trulieve
3. Cresco L...
2020-09-091h 41Cannabis Investing Network#56 - Times Are Changing for Cannabis Investors (ft. Alan Brochstein of 420investor)In this week's episode we are joined by Alan Brochstein of 420investor (https://marketfy.com/product/420investor/) and New Cannabis Ventures (https://www.newcannabisventures.com/).
Alan (aka "The Maven") is one of the leading providers of original thought and analysis in the cannabis space. He runs 3 cannabis-only model portfolios on 420i and he joins us to talk about his investing philosophy as well as how things are changing since he started in 2014.
Topics Covered:
- Intro to Alan, 420i and New Cannabis Ventures
- The Three Waves of Cannabis Investing since 2012
2020-09-011h 29Cannabis Investing Network#55 - How to Invest in Weed Stocks (2020 Update)In this episode we do a 2020 update to our "How to Invest in Weed Stocks" episode from 2019. A lot has changed in the year since and it's important to upgrade your game accordingly! We discuss how things have changed and the mindset you should have going forward.
In this episode:
1. Understanding Risk in Cannabis Investing
2. What you should learn about
3. Advantages of learning
4. Understanding the cannabis business
5. Deciding to Invest - Questions to answer before Pulling the Trigger
6. Trading vs Investing in Cannabis
2020-08-261h 04Cannabis Investing Network#54 - The Biggest Mistakes We've Made in Cannabis (ft. Alex Gastevich)In this episode we have our first guest ever! Alex Gastevich runs a family office along with his brother and mother. Based out of Chicago the Gastevich family were early round investors in GTI in 2014. Alex joins us to discuss:
- Investing in early round Cannabis companies (GTI and Medipharm)
- The value of having multiple perspectives in investing decisions
- What's the craziest thing you've seen in the cannabis space?
- What makes a cannabis company successful?
- What are signs of being in a cannabis bubble?
2020-08-181h 03Cannabis Investing Network#53 - Why US MSOs are Outperforming Canadian LPsIn this week's episode we answer questions regarding the amazing performance of the large MSOs:
- Are US MSOs better than the Canadian LPs?
- Why are they out performing?
- Why the US is a better place for the cannabis sector
- What makes a market successful for cannabis companies (Canada, California, Oregon vs Illinois, Florida & NJ)
- Canopy vs GTI vs Trulieve
- Are the US companies over priced?
- Are the Canadian names priced for value?
- The power of t...
2020-08-111h 01Cannabis Investing Network#52 - Bullish on Cannabis & Bearish on COVID (Aug 2020 Market Update)In this market update we revisit our concerns from the March COVID episode and the January Mass Extinction Event episode. We cover feeling bullish on cannabis (and why) as well as understanding why weed stocks are so hot (and if it makes any sense).
2020-08-051h 04Cannabis Investing Network#51 - How to Invest for US Legalization of CannabisIn this week's episode we are excited about acceleration of future legalization of cannabis in the US and we discuss trading and investing strategies for cannabis stocks.
1) Biden - Sanders Task Force Plan
- How real is this? How does it play into the coming Democratic National Convention?
- Social Justice reform, Police reform and change all accelerate cannabis legalization
- DNC provides an opportunity for democrats to discuss ending the war on drugs
CAUTION - legalization hype is building quickly but actual legalization takes years to pass and i...
2020-07-2858 minCannabis Investing Network#50 - Gambling vs Investing in Weed StocksThis episode we explore: Is Cannabis investing or Gambling?
Whats the difference?
Why does it matter?
Examining your own behavior and changing it
2020-07-2254 minCannabis Investing Network#49 - What Will US Legalization of Cannabis Look Like?We're finally back in the studio! This week we look forward at the various ways the US could legalize cannabis
1) Why You Should Care about US Legalization
- US is the crown jewel of the international market
- Over $12B USD in state-legal sales in 2019 (vs $1.2B CAD for Canada)
- Huge capital available once NASDAQ & NYSE listings are available
- US has higher prices, limited licenses and far less government regulation for cannabis
2) How will US Legalization Go Down?
- Likely to be a p...
2020-07-151h 06Cannabis Investing Network#48 - COVID isn't Cancelled (but Neither is Cannabis) - July 2020 UpdateMarket Update: COVID risk is growing rapidly but Cannabis is looking good
- Broader market remains buoyed by Fed Support but valuations are stretched
- COVID is accelerating across US and is a massive threat with exponential growth
- Lack of political will to close down economy again; somehow wearing a mask has become a political issue
- Relation to cannabis: do you look at the stats or listen to the pundits?
Cannabis
- Has performed very well in pandemic; strong sales; essential status
...
2020-07-0854 minCannabis Investing Network#47 - What's Going on with Extractors in Canada?In this episode we dive into Medipharm Lab's Q1 2020 results which greatly disappointed the market
- What's going on with LABS? Why did it have such a drop off in revenue?
- How does it compare to Valens?
- Examining their recent $37M financing (good and bad)
- How the slow 2.0 rollout is hurting the extraction industry
- Why 2019 was such a good year for LABS - will it recover?
- How will the extraction landscape look in the next 1-3 years?
2020-06-2454 minCannabis Investing Network#46 - How to Play This Bull Market without getting Whiplash (June 2020)In this episode we discuss strategies for taking advantage of the current bull market the Fed has created
- The realization that the Fed will actively try to prevent the market from falling to prevent fear from dominating the market (as shown on Mon)
- The market is likely to remain distorted which creates opportunities for investors
- How do we play this bull market while being cautious about the disconnect between prices and fundamentals?
- Debating investing in legacy business like Airlines and Theatres
STRATEGY
...
2020-06-171h 00Cannabis Investing Network#45 - Priced to Perfection (Market Update - June 1, 2020)In this episode we talk about the unbridled optimism in the general equity markets and how that flows into cannabis.
- SPY is 7-10% HIGHER than it was 1 year ago
- Market effectively pricing in V shaped recovery
- Does this make sense? Should investors be buying?
- The importance of a margin of safety in investing
- How cannabis has been buoyed by the broader markets
- The "Big 4" MSO: GTI, TRUL, Curaleaf & Cresco
- Potential risks being overlooked by the market
2020-06-0358 minCannabis Investing Network#44 - The Stock Market vs The Real EconomyIn this episode we delve into understanding the disconnect between real life and the stock market.
Why is the S&P above 3,000 when the economy is frozen? Why are cannabis stocks on an absolute tear? Does this make any sense?
What can we learn from this disconnect and how does it influence our investing philosophy?
Two Key Principles:
1. Anything can happen in markets
2. Nobody knows what will happen next
2020-05-2949 minCannabis Investing Network#43 - 5 Reasons to Be Excited About CannabisAfter a strong week for cannabis stocks we delve into the reasons for optimism for cannabis investors.
1. Strong Results Prove out the Investment Thesis
a. GTI posting 25% EBITDA on $100M USD of revenue
b. TRUL likely to post 50%+ EBITDA on similar revenue
2. New Markets set to Open
a. NJ (9M) and AZ (7M) both on the 2020 ballot
b. NJ could cause domino effect with PA (13M), NY (20M)
3. COVID-19 Proving Sales are “sticky”
a. Cannabis being recession proof / resistant; defensive sector
4. Canada Getting Better
...
2020-05-2047 minCannabis Investing Network#42 - What Did Warren Buffett Do? (+ Short Term Trading vs Long Term Investing in Cannabis)In this episode we examine the key take aways from Berkshire's 2020 Annual General Meeting (AGM).
Why did Buffett sell his entire airline holdings (~$6.5B) at a loss?
What can we learn from the legendary investor with regards to his view on the current market?
We also discuss how we look at investing from a long and short term lens.
Can we really be long term investors in this space? Are we better off taking short term profits?
When does it make sense to "sell it all" and move to t...
2020-05-0653 minCannabis Investing Network#41 - Don't Believe the Hype! (Examining the April 2020 Market Rally)In this episode we touch on the recent developments in the general markets and cannabis stocks.
The market has rallied considerably in the last few weeks to within 15% of it's pre-COVID all-time highs. Does that make sense? Why is it reacting this way? And what's with the recent cannabis rally?
We go through what we think is happening and why you should exercise caution before chasing the dragon.
2020-04-2945 minCannabis Investing Network#40 - 420 Special Year In Review - From Illegal to EssentialHappy 4/20! In this episode we take a step back and review how much the cannabis industry has advanced in the last year.
1. From Boom to Bust - how the capital markets overshot and are now correcting
2. Milestones - major progress has been made in the last year
3. Is it a good time to invest in cannabis? Positives and negatives
2020-04-221h 09Cannabis Investing Network#39 - The New NormalIs the S&P 500 overvalued or cheap? That depends on what you think the "new normal" will be. In this episode we discuss how the economy may look very different post-COVID and how long it could take to recover:
The strong market rally - what are investors thinking?
3 reasons why the future normal could be very dissapointing
1) Record high unemployment - 16M+ new claims in the last 3 weeks (staggering)
2) Decreased consumer spending as confidence falls off a cliff
3) Longer term structural issues - what does "opening up" look like?
2020-04-141h 03Cannabis Investing Network#38 - NOT Business As UsualIn this episode we dissect the recent market rally and urge caution that there is much more pain to come
- How Deep will COVID go? How long will the lockdown last?
- Is it time for investors to be fearful or be greedy?
- Reasons why the market is underpricing future risk
- Buy/Sell/Hold - what makes sense?
- How Alternative Investments fare when the general market corrects
- How fundamentals and valuation may change even after COVID passes
- Concerns and...
2020-04-011h 12Cannabis Investing Network#37 - THC: Things Have Changed (March 2020)In this episode we delve deeper into the market mayhem that has happened over the last 10 days - things have changed for investors.
- How long will the COVID shutdown last?
- How deep will this go? How bad will it get?
- How should investors change the way they look at the markets (broader markets vs cannabis)
- The worst is yet to come - our thesis on how the next few months could play out
- Why we are selling and raising cash in anticipation of what's...
2020-03-2557 minCannabis Investing Network#36 - Investors PANIC over Corona - How Worried Should You Be?In this episode we do a 180 on coronavirus and admit how we underestimated the virus and its potential to completely turn our economy and life upside down. We dig into how markets are reacting, how bad it is going to get and how this will ultimately affect broader markets and of course, cannabis investing.
- We were 110% wrong - here's what we underestimated
- The Shutdown: stopping the virus means pausing our economy and way of life
- Mass extinction event now applies to many small business outside of cannabis
...
2020-03-1759 minCannabis Investing Network#35 - Fear, Uncertainty & Doubt in Cannabis + The Canopy ProblemIn this episode we explore the irrationality and panic which has pummeled stock markets and absolutely brutalized cannabis markets. We also something of a market update where we discuss news on Canopy, Cresco, Village Farms and the Florida Market.
- What happens when there is a panic and a "rush to the exits"
- What we are seeing in the market today
- Does the market know more than you?
- Don't expect the market to act rationally in the short-medium term (eg. VFF settlement)
- Several overhangs which wi...
2020-03-1151 minCannabis Investing Network#34 - Corona & Cannabis - Buying Quality Names at Deep ValueIn this episode we talk about the recent pummeling the cannabis markets (along with the broader markets) have taken due to Coronavirus fears. How does this relate to our on-going thesis of a 2008-style cannabis liquidity crisis? What are we buying right now?
- What is going on? How Corona is affecting broader markets
- Are the fears overblown? What potential risks are there?
- How does Corona affect the Cannabis Markets?
- What quality names are we buying at "deep value"
2020-03-0450 min
Espoused PodcastEpisode 11 - John and Lonnie - Cin City Reptile ShowEpisode 11 - John and Lonnie - Cin City Reptile Show by Espoused Podcast
2020-03-043h 09Cannabis Investing Network#33 - 5 Signs a Cannabis Company Is Going BrokeIn this episode we emphasize the importance of digging into a company's financials for yourself to see if any warning signs are present. It is CRITICAL you are looking at a company's financials (sedar.com)
- How we realized there was a "mass extinction" event coming
- Why we sounded the alarm bells 30 days ago
- Learning from the companies who went broke: DYME as a case study
Warning Signs:
1. Cash balance rapidly declining
2. Large losses on income statement (and the importance of gross margins)
3. Ca...
2020-02-2748 minCannabis Investing Network#32 - Mistakes Were Made (But Did Anyone Learn Anything ?)In this episode we go over mistakes we made in our cannabis investing decisions and how we've improved our game since.
This is especially important as we are seeing investors repeating the same mistakes.
- Where did we go wrong? The importance of humility and continual learning
- Checking your ego at the door on the way up
- Investors are not learning - same mistakes are being repeated
- Deals "priced to perfection" - investors not getting paid appropriately for uncertainty
- Relying on headlines and "...
2020-02-2058 minCannabis Investing Network#31 - Fixing The Cannabis Industry - Layoffs & RestructuringsHello CIN listeners! In this episode we talk about Aurora and other companies who have cut jobs. How do we right the ship? How do we fix the existing mess that we are seeing?
2020-02-1335 minCannabis Investing Network#30 - 4 Reasons Why Cannabis is a Fantastic Investment Opportunity Longer TermAlthough we continue to warn investors for the fallout about to occur we also want to explain why we are still actively investing in the cannabis space. In this episode we discuss the major factors which will drive the sector longer-term:
1. Canada - 2.0 Product Ramp & Ontario Retail Stores (~500 expected by end of 2021)
2. New Markets - International (Mexico, Israel, EU) + US (New Jersey, New York, Arizona and more)
These two points alone will potentially bring billions of dollars of sales online in the next 2 years!
3. Rise of CBD and other Compounds (CBN...
2020-02-1057 minCannabis Investing Network#29 - Cannabis 2.0: First ImpressionsIn this fun episode we talk about what we've seen in Toronto for Cannabis 2.0 Products.
Some topics we cover:
- The Rollout of 2.0 Products
- Types of products we've seen
- Which products are selling the best
- Concerns for the future
- Some of the best products we've seen so far
2020-02-0630 minCannabis Investing Network#28 - Warning Lights Flashing for Cannabis Investors in Jan 2020In this week's episode we digest our warning from last week and discuss some issues which have come to the surface. Many of these are warning lights flashing for weed investors to exercise caution:
- How we got here: people are not paying attention
- BMO issues an optimistic Price Target on Canopy for $40 CAD. Why this matters (and why they're wrong)
- Discussing Medipharm's $9.8M CAD statement of claim against HEXO
- Are we wrong? Is the negativity in the space already "priced in"?
- Where are we n...
2020-02-0347 minCannabis Investing Network#27 - Overcoming Bias & Making Good Investment DecisionsIn this episode we discuss several types of bias we see in ourselves and other cannabis investors. The ultimate goal is to understand patterns of thought and adjusting to make better investing decisions.
- Understanding your own bias from your investing background
- Dissociating your political opinions from business reality
- Avoiding group think and online echo chambers
- Be careful of confirmation bias and avoiding negative information
2020-01-3040 minCannabis Investing Network#26 - A Serious Warning for Cannabis Investors in 2020In this episode we lay out a serious warning to our network about the potential for an impending capital & liquidity crisis for the cannabis sector in 2020.
Companies are rapidly burning cash and financing is very tough to secure. Many companies (especially smaller ones) are running out of runway faster than you might think. Why is no one talking about it?
- What is going on?
- Fundamentals vs Capital Markets
- How bad is it? (hint: pretty damn bad)
- Predicting what happens next
- How to p...
2020-01-2754 minCannabis Investing Network#25 - Big Predictions for 2020 Cannabis InvestingIn this episode we make some predictions for what is to come in 2020 for cannabis investing. In this episode:
1. "The Great Divide" - Winners & Losers Emerge
- Mentality will shift: sector will stop moving as one and winners will emerge
- Shifting from ETF mentality to stock picking (from passive to active)
- Example: Trulieve should separate from the pack given their isolation in Florida and strong financial performance
- Losers will lose HARD while winners will distinguish themselves
2. Predicting Sales for Canada in 2020
2020-01-1636 minCannabis Investing NetworkWelcome to 2020: The Boom & The Bust - Market Update - Jan/7/2020Happy New Year! In this market update we cover the good and bad for the start of 2020!
- 2020 will be a year of Strong Catalysts driven by Fundamental Growth
- There will also be significant headwinds to navigate
Illinois Goes Full Rec:
- Banner first day with $3.3M USD sales + $2.2M on 2nd day
- $11M USD of sales in 5 days (with customers paying $20 USD/gram of flower)
- Illinois will be a great market in 2020 and 2021, with a strong sales ramp and limited licenses
...
2020-01-0837 minCannabis Investing Network#24 - Improve Your Game! 5 Lessons Learned in 2019 for Cannabis InvestorsIf you are not changing the way you invest going into 2020 you are in trouble!
In this end of the year episode we recap the top 5 lessons learned for Cannabis Investing.
#1 - No Excuses, Play Like A Champion
- Every investor is the CEO of their own account
- Take full responsibility for your own results and learn from your mistakes
- "It's not your fault but it is your problem"
#2 - LEARN LEARN LEARN & Pay Attention
- The importance of investing time and energy i...
2019-12-1847 minCannabis Investing Network#23 - How to Evaluate Private Investment Opportunities in CannabisIn this episode we talk about how we kick the tires on potential private investments.
- How we evaluate potential private deals
- Mentality behind venture investing
- Potential Red Flags & Deal Killers
- Personal Frameworks for Evaluating Private Deals
Next Week: Stay tuned for fresh episodes on 2020 predictions and top picks!
2019-12-111h 03Cannabis Investing Network#22 - Buyer Beware! Check These 4 Things Before Buying a Weed StockIn this episode we explore 4 common overhangs which can weigh on Cannabis Stocks. Most of these things are unique to small cap and venture investing.
- Overhang: Factor which negatively impacts a stock (typically short to medium term)
- How this helps answer "Is This the Right Time to Buy"?
1. Cap Table / Share Structure
- Understanding the importance of the cap table
- Why previous rounds of financing matter and the "Game Theory" involved
- How warrants and cheap paper can drag on a stock
2...
2019-11-2835 minCannabis Investing Network#21 - The 5 Stages of the Cannabis Bubble (and What's Next)In this episode we examine an article titled "The Cannabis Bubble has Burst". Were we in a bubble? What is a bubble? What does this mean for cannabis investors?
- The definition of an investment bubble (valuations vs fundamentals)
- Why it's so difficult to identify a bubble
- The 5 Stages of a Bubble: Displacement, Boom, Euphoria, Selling & Panic
1. Displacement: How it starts
2. Boom: Quick money being made and momentum builds
3. Euphoria: FOMO is king and the investment goes mainstream
4. Selling: Sophisticated Capital exits
2019-11-2547 minCannabis Investing Network#20 - Explaining Sale Leasebacks: The Intersection of Cannabis, Real Estate & FinancingIn this episode we dive into the world of Sale Leaseback transactions. We are seeing this pop up more and more as the capital crunch gets worse.
- What are Sale Leasebacks?
- How do they work?
- What's special about Cannabis related Leasebacks?
- Why are we hearing so much about these kind of deals?
- Who is Innovative Industrial REIT (IIPR) and how important are they to the industry?
- Would Manish buy IIPR or another Cannabis REIT today? Why or Why Not?
2019-11-2130 minCannabis Investing Network#19 - All Time Highs or All Time Lows? What's Next for Weed Stocks?What happens next for Cannabis stocks? Will the market bounce back to new highs or is there more pain in sight?
- Short Term Trading vs Long Term Investing
- Yes and No: Why some companies will surge and some will fail
- Sector wide sell-off hurts everyone
- Winners starting to bounce back and differentiate themselves
- Why many companies will fail going forward
- How did we get here? Pre Legalization hype based investing
- Old Method: Using "Funded Capacity" and Lofty Projections
2019-11-1944 minCannabis Investing NetworkHow to Fix Canada's BROKEN Cannabis Economy - Market Update - Nov/14/2019In this episode we explore the pains and issues Canada is having.
What are the core problems? What are the solutions? Will these problems be solved? When?
- Forecasting the Canadian Weed Stocks going forward (how to play the volatility)
- The Good News: Many of the problems are fixable and will eventually be solved
- The Bad News: We are 12-24 months away from any earnings relief. Many companies won't survive
- Explaining today's issues in terms of Supply & Demand
- Companies are missing revenue guidance...
2019-11-1444 minCannabis Investing Network#18 - Why Florida is the BEST Cannabis Market (so far)In this episode we explore Maneesh's thesis that Florida is the best cannabis market we've seen so far. Here's why:
- The 3 levels of cannabis legality - which is the best for investors?
- Why is every big company focusing on Florida? Profitability
- Trulieve leads the industry in EBITDA margins and Earnings
- What makes Florida such a profitable market?
- Overview of Florida's rules and set-up
- Vertical Integration: Forcing full Seed to Sale
- Cultivation > Extraction > Processing > Distribution > Retail
...
2019-11-1246 minCannabis Investing NetworkHow Drake & Doug Ford Might Save Canadian Cannabis - Market Update - Nov/8/2019We're back! In this PACKED market update we cover:
- Whatever happened to that vaping "crisis"?
Some positive news for Canada for once!
- Cannabis Council write an Open Letter to Doug Ford
- Ford Government responds quickly - signalling very positive news for Ontario and Canada
- The 3 changes the Ford government is promising and why it might save the cannabis market
- BUT be careful...they still haven't specified any concrete timelines
- Discussing the building of inventory in the system and the...
2019-11-0846 minCannabis Investing Network#17 - A Good Stock vs A Good CompanyIn this episode we deviate from our usual mantra of "buy companies not stocks" and talk about why it is important to be a good stock and what makes a good stock.
How do companies capture investor attention and get love from the capital markets? We differentiate between being a fundamentally good long term investment and being a good stock that captures the attention of investors.
2019-11-0518 minCannabis Investing Network#16 - Intro to the Michigan Cannabis MarketThis is an episode we recorded in the summer after visiting Detroit for a conference.
We give an overview of the Michigan market and why we think it will be one investors should pay close attention to.
- The revitalization of Detroit since 2008
- The 6 main types of licenses (similar to California's model):
#1) Cultivation
#2) Processing / Extraction / Manufacturing
#3) Retail / Dispensary
#4) Secure Transport (stand alone)
#5) Lab Testing (stand alone)
#6) Micro-Grow
- How Michigan compares to Florida in terms of patient count
2019-11-0126 minCannabis Investing Network#15 - Beyond Flower - Coolest New Cannabis 2.0 ProductsThis was a fun one!
In this episode we talk about our favourite new products we've seen or tried.
Most of these products are from California and give us a hint of what's to come in other markets.
#1) HEXO CBD Peppermint Spray - https://ocs.ca/products/elixir-cbd-peppermint-oil-oral-spray-hexo (Canada only)
#2) THC & CBD Infused Bath Bomb - https://myjane.com/ (California subscription service)
#3) Atlas Edibles Raspberry Hibiscus Beverage Mix - http://atlasedibles.com/raspberry-hibiscus/ (California only)
#4) CBD lined Eye Mask - https://myjane.com/ (California subscription service)
2019-10-3028 minCannabis Investing Network#14 - Canada vs US Weed Market - Examining the Sales DataIn this episode we explore the July 2019 sales data for Canada and compare it to sales numbers for mature US markets
- How Canada compares to Colorado, Washington and Oregon (mature markets)
- How other emerging markets like California and Nevada compare
- We breakdown how sales are doing and what future sales might look like
- Lastly we derive future potential valuations from both conservative and aggressive projections
- How do the current market valuations compare to future potential?
- Where is there more opportunity for in...
2019-10-2537 minCannabis Investing NetworkValens Smashes Earnings and Origin House Worries - Market Update - Oct 20 2019In This Market Update:
- Valens Grow releases excellent earnings. What this means for the extraction sector
- How does Valens compare to Medipharm Labs?
- Auxly proposes an interesting solution to $100M of upcoming debt
- How this will impact Aurora's upcoming $230M (March 2020)
- Origin House - HSR Date passes with no announcement...what's going on?
- Cannabis 2.0 officially kicks off with good marketing
- Ontario looking at reforming it's distribution model
- Nevada freezes all license transfers
2019-10-2138 minCannabis Investing Network#13 - NoMo Easy Money - Welcome to the CorrectionIn this episode we discuss the new reality of the Cannabis Market - corrected values and the end of easy money
1) The Correction -- How did we get here?
- Natural transition from a hype-driven to a results-driven environment
- Using real estate developments as an example (selling the sizzle vs the steak)
- How the overall sales numbers are WAY off the projections ($4.6B vs $1B)
2) What is Easy Money?
- Lack of due diligence; "sizzle" driven investing
- Emotion driven investing style
2019-10-1637 minCannabis Investing NetworkThe Pain Continues - Market Update - Oct/12/2019We are at a critical juncture in Cannabis:
- There is a structural shift to evaluating companies on fundamentals and cash burn
- Bad News: Medmen and Pharmacann cancel proposed merger
- Who got a better deal? And Medmen's CFO getting fired
- How this might impact Origin House / Cresco Labs
- More Bad News: HEXO misses revenue and CFO gets fired (note the pattern)
- HEXO drops hard in price - is it valued fairly?
- Even More Bad News: Village Farms raises $25M...
2019-10-1233 minCannabis Investing Network#12 - Is Canada Losing Its Advantage in Cannabis?In this episode we examine how the Canadian market has evolved over the past few years. We explore each part of the value chain - Cultivation, Brands, Processing and Retail and see if Canada is losing ground to other countries.
2019-10-0924 minCannabis Investing Network#11 - Raising Capital 101 - How Cannabis Companies Fund GrowthIn this episode we go through the mechanics of how and why Weed Companies raise capital. This is especially important in today's environment when companies may be forced to suffer significant dilution if they can't raise on favourable terms.
We use a theoretical company ABC ("Always Be Cultivating") and explore how they might approach investors at each stage of their business.
See how a company progresses from Seed Funding to Series A to IPO/RTO and beyond. We discuss what investors should look for and what questions to ask.
2019-10-041h 18Cannabis Investing NetworkNavigating Choppy Waters - Market Update - Oct/2/2019In this Market Update we discuss how we are right in the middle of a perfect storm of negativity and uncertainty:
- How we got here (CannTrust > Recession Fears > Canopy Earnings > Vapegate)
- Why the Vape Issue is really a Black Market Problem
- How Vaping should be solved and the unfortunate knee jerk reaction
- Emergency Financing: Why Prices Dropped 20-30% in the last week
- KushCo (KSHB) Raises $30M USD at a steep discount
- Ianthus (IAN) Raises $20M USD from Gotham Green on a 13% co...
2019-10-0233 minCannabis Investing NetworkSAFE vs VAPE (Good News vs Bad) - Market Update - Sept/25/2019We are back with a PACKED Market Update:
1) Breaking down the HISTORIC passage of the SAFE Banking Act (by the House)
- How it happened and Why it matters
- The road ahead (goes through the Senate)
- Benefits of the SAFE Banking Act
- Why Traditional Bank Financing would be a huge positive for US Cannabis companies
2) Exploring the Vaping Health Epidemic (is it really an epidemic?)
- 350 cases with 8 deaths so
- How bad is this? How aware is the general p...
2019-09-2636 minCannabis Investing Network#10 - Distribution in The California Cannabis MarketIn this episode Abi discusses his recent California trip and how complicated distribution in the Golden State is. We compare Canada to California and talk about the fragmentation of the market.
2019-09-1923 minCannabis Investing Network#9 - My Top Weed Stocks - My (mostly US) Cannabis PortfolioNOTE / WARNING - THIS EPISODE IS VERY OUTDATED.
Yes, even though it's not that old our views on this topic shift very quickly and there's some companies on here you should avoid
There are several companies in this episode we no longer like including Harvest, Medmen, Ianthus and CV Sciences.
We're keeping this episode up but want to give you fair warning to be careful on cannabis investing information as it constantly changes!
2019-09-1652 minCannabis Investing NetworkMedmen Clears HUGE DOJ Hurdle (Great News for US Weed Stocks) - Market Update - Sept/10/2019The Medmen/Pharmacann acquisition passing DOJ regulatory hurdle is BIG news. Here's why:
- What is the DOJ 2nd Request Process?
- Why this is SO important to US Cannabis stocks?
- Which MSOs will benefit from this announcement?
- What this means going forward for US Weed Stocks?
- Are investors fully appreciating how important this is?
- How is the weed market performing since the August lows?
- Which weed stocks will benefit from this?
- Update on the Origin House...
2019-09-1230 minCannabis Investing Network#8 - Cannabis Supply Chain 101- Mapping out the supply chain from start to finish
- How the supply chain varies in the US vs Canada
- Why it's important for investors to understand the supply chain
- Specialization vs Vertical Integration
- LPs / Cultivators: Issues they will face going forward
- Exraction / Processing: Why we are bullish for the future
- Distribution: Canada vs US
- Retail & Dispensaries: Vegas vs Toronto
2019-09-0923 minCannabis Investing Network#7 - Breaking Down Financial JargonIn this episode we cover investing basics:
- What is an index (eg. TSX, Dow Jones, S&P 500)?
- ETF: Basket of stocks typically reflecting a particular sector
- Be careful with ETFs and HMMJ
- Hedge Funds vs Mutual Funds
- Actively Managed vs Passively Managed Funds
- Management Expense Ratio (MER)
- Price to Earnings (P/E) Ratio
- Value vs Growth: Low P/E vs High P/E stocks
- Picking a P/E multiplier - Why its...
2019-09-0530 minCannabis Investing Network#6 - A Good Product vs A Good InvestmentIn This Episode:
- "Creating Value is not enough..." - Peter Thiel
- 4 Reasons Why A Good Product may do poorly as an investment
- 1) Being out of favour with the capital markets / institutional capital
- 2) The company can be overvalued, even if the prodcut is good
- 3) Company Profit and Share Price don't always move together
- 4) A weak and expanding Cap Table can cause issues
- Relating cannabis companies to your favourite restaurant
2019-09-0324 minCannabis Investing Network#5 - FOMO, Fear & Greed, and Making Good Investing DecisionsIn this episode:
- What is FOMO and why does it matter
- How Manish got FOMO from the Raptors Championship
- Is FOMO Unique to Millennials?
- Fear vs Greed: Which is more powerful?
- Equities vs Fixed Income
- Shifting investor mindset to longterm value
- What we could learn from Bitcoin
- Why Cannabis is different than Bitcoin
- What happens when markets are moving up & moving down
- Creating Systems which allow you to make...
2019-08-291h 33Cannabis Investing Network#1 - Is it Too Late to Invest in Weed Stocks?The intro episode! Welcome to the Cannabis Investing Network, a podcast created For Investors By Investors. Our focus is squarely on the public and private cannabis markets.
In this episode:
- Manish's background in Commercial Real Estate
- Abi's background in Fixed Income
- How we both ended up investing in the Cannabis Space
- Our first ever investments and what we learned
- Is it too late to start investing in this space? Is all the easy money gone?
- Where the market is a...
2019-07-171h 06
Podcast VarSöhbət Var #4: Azərbaycan-Çin iqtisadi partyorluğu4-cü seriyada Elşən və onun qonağı Nəriman Kərimli Azərbaycan və Çin arasında təməli atılmaqda olan yeni iqtisadi partnyorluq və onun perspektivlərindən danışır.
2019-05-2030 min
MücadeleMücadele 37 - "Sizin İçin En İyisini İsteyen Kişilerle Arkadaş Olun" (Hİ12K - 3)Bu hafta Kanadalı psikoloji profesörü Jordan Peterson'ın çok satan kitabı -Yaşam İçin 12 Kural-'ın 3. kuralı olan "Sizin İçin En İyisini İsteyen Kişilerle Arkadaş Olun" üzerine konuşuyoruz.Mücadele'ye hoş geldiniz.Bölümde konuştuğumuz kaynaklar:-Kitap, 12 Rules for Lifehttps://www.jordanbpeterson.com/12-rules-for-life/Twitter'dan Mücadele'yi takip etmeyi unutmayın: twitter.com/mucadelepodcastBizi dinleyebileceğiniz tüm platformlar: Spotify: https://open.spotify.com/show/3wZOwKwgFBsGmfG4ucjdd1?si=4upwBHInTDy8zENyeu1D9giTunes: https://itunes.apple.com/tr/podcast/m%C3%BCc...
2019-04-1537 min
ABC MusicABC Music Podcast - November 2018ABC In the Mix : November 2018
[Artist] - [Track] - [Label]
1. Jakob Seidensticker & Boronas - Only Happiness – Minibar France
2. Dwson - Miles Away – Stay True Sounds
3. Modular Project – Leaving – Rebirth
4. Tom Flynn – Packard – Planet E Communications
5. Detroit Swindle, Jungle By Night - Call of the Wild feat. Jungle by Night – Heist Recordings
6. Joey Negro - Distorting Space Time – Z Records
7. Kevin Yost - Messing with My Soul – I Records
8. Austin Ato – Ella – Delusions of Grandeur
9. Sascha Dive - Jack The Ripper (Original Mix) – Kwench Records
10. Shur-I-Kan - State of Emergency – Freerange Records
11. TVfrom86 - Dexter Detroit – In The Box Records
12. Jovonn – Inferno (Original Mix) – Body...
2018-11-201h 03