Higher Exchanges

Verano Co-Founder, Chairman, and CEO George Archos joined the show to discuss the company's recent quarter. The business is beginning to generate significant cash flow, and George shared how he expects revenue to grow and opportunities to use the financial flexibility. We also asked about optimizing Florida assets ahead of the potential adult-use transition and M&A strateg

Today, we heard the welcome news that the DEA is agreeing with the HHS recommendation to move cannabis from Schedule I to Schedule III. Boris Jordan, Executive Chairman of Curaleaf, joins at the top of the show to share his thoughts on the next steps in the process, the timing of a final ruling, potential risks along the way, implications for institutional interest, and the specifi

It's a quieter time in cannabis, but this was a fun show. We started by reviewing the 4/20 holiday, focusing on the revenue lift and which categories performed best. Beverages were a top seller, and the guys debated the category's future and who will drive its growth. We debuted a new game called "buy or sell" that led to several fun debates on rescheduling prob

The trichome trio is home from the Benzinga Cannabis Capital Conference in Florida and the show starts with their biggest takeaways from the event. The conversation evolves into a spirited discussion on where we stand on Schedule III. The guys debate the probability of landing on Schedule III and the time frame in which it may happen. The episode concludes by talking about the AGP

2024 is the year of potential cannabis catalysts and we had Hirsh Jain, Founder of Ananada Strategy join us to discuss a bevy of federal and state-level opportunities. Next week is 4/20, and one potential time that the DEA could respond to the HHS' Schedule III recommendation. The trio debates the probability of a response and the implications to short and long-term investors.

This week's show starts with a recap of adult use making the ballot in Florida and what it may mean to the industry. Morgan shares his perspective after recently visiting the Sunshine State. We cover the pros can cons of the mandatory vertical market and opportunities for smaller companies like Sunburn to expand if adult use succeeds. Toby gives his thoughts on how Florida wil

Jesse starts the show by sharing his experiences visiting LEEF Brands and Gold Flora. LEEF is a leading producer of concentrates in California and he went to see their 12,500-square-foot extraction facility in Northern California. Gold Flora is a top vertically integrated California company and Jesse shared his experience seeing their stores and cultivation facilities in San Jose.

The show kicks off with Toby sharing his experience at the ROTH Conference this week in Dana Point, California. We discuss how institutions are beginning to look at cannabis, but it will take federal reform for most to spend more time and resources on due diligence. Jesse and Morgan also talk about things it takes to win in the difficult California market. TerrAscend Executive Chai

We are deep in Q4 2023 earnings season and this week's show starts with Jesse, Morgan, and Toby sharing their biggest takeaways from the results so far. Jesse covers how margins are evolving, Morgan complements that with cash-flow conversion metrics, and Toby gives his perspective on the various 280E tax strategies we are seeing utilized. Ascend CEO John Hartmann joins 20 minu

This week's show had an all-star cast to review recent earnings. CannaVestments shared his thoughts on the federal and state-level catalysts in 2024 and contrasted this against eroding investor sentiment. He also gave his perspective on the recent results from GTI, Verano, and Trulieve. Boris Jordan, Executive Chairman of Curaleaf, joined the show to review the company's