Higher Exchanges

Nov 08 2024 53 ep. 69 mins 1
Higher Exchanges Podcast artwork

Higher Exchanges is a weekly cannabis-investing conversation hosted by Jesse Redmond, the Head of Cannabis at Water Tower Research, and Morgan Paxhia, co-founder of Poseidon. 

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Revisiting the Thesis With Dai Truong and Doug Kass

Nov 08 2024 92 mins  
It's been a wild week in cannabis with elections and earnings results. We were joined this week by Dai Truong, Managing Director at Arlington Capital Partners, and Doug Kass, Founder of Seabreeze Partners. The conversation begins with a recap of the elections, emphasizing Amendment 3 failing in Florida and Republicans sweeping the executive and legislative branches. Doug Kass makes

2024 Election Preview Starring Hirsh Jain

Oct 31 2024 78 mins  
With the election just days away, we are happy to have Hirsh Jain, Founder of Ananda Strategy, join us to break down all the races. We start with the Presidential election and handicap the outcome and potential consequences of a Harris or Trump victory. Cannabis is a state-led growth story, and several new adult-use states are on the horizon, with none more significant than Florida

The Sunshine State Starring Dan Neville and Brady Cobb

Oct 24 2024 85 mins  
This week's show has two special guests: Dan Neville, CEO of AFC Gamma, and Brady Cobb, Founder and CEO of Sunburn. The episode begins by discussing the vibes in Florida as we head into the adult-use vote on November 5th. Brady shares his optimism and how they are preparing for the potential adult-use launch. Dan offers his perspective on the Sunshine State, the deals they have don

Three Benzinga Takeaways

Oct 17 2024 76 mins  
Morgan and Jesse are back from a busy week at the Benzinga Cannabis Capital Conference in Chicago. This week's show focuses on what they learned at the event, and they both share their three biggest takeaways. Topics include institutional involvement, hemp, M&A, Ohio, and more. The guys also discuss the Gartner Hype Cycle and how we feel deep in the trough of disillusionment. I

Who’s Better for Cannabis: Harris or Trump?

Oct 03 2024 59 mins  
With no guests this week, Morgan and Jesse had time to catch up on several topics. The episode starts with an update on a recent X poll about moving off Spaces and how the podcast may evolve. Jesse and Morgan are heading to the Benzinga Cannabis Capital Conference in Chicago next week and shared what's on their schedules and how to make the most of the event. It would not be a cann

Efficient Craft Cannabis With Grown Rogue CEO Obie Strickler

Sep 27 2024 83 mins  
This week's show begins with a discussion about Senator Wyden's Cannabinoid Safety and Regulation Act, which proposes more regulation for the hemp industry. Jesse and Morgan review the key points and how they may impact the intoxicating hemp market and legal cannabis business. Grown Rogue's CEO, Obie Strickler, joins the show to share how the company has cultivated a low-cost flowe

Finding Florida Opportunities With Emily Paxhia

Sep 19 2024 68 mins  
This week’s show starts with a conversation about the large number of CEO replacements this year. Thus far, AYR Wellness, Ascend, Curaleaf, and The Cannabist all have new leadership. Jesse and Morgan discuss what's driving the changes and what makes a qualified cannabis CEO. Emily Paxhia, co-founder of Poseidon, joins 20 minutes into the episode live from Florida. She's been in T

Farm Bill Flower Opportunities With Kyle Kazan and Graham Farrar

Sep 13 2024 95 mins  
Morgan and Jesse just returned from Glass House Brands' first analyst and institutional investor day and were joined this week by Glass House CEO Kyle Kazan and President Graham Farrar. The group recapped the day and shared some of the highlights from the presentations and tours. Glass House is a single-state operator focused on the California market. We walked through the state of

Unpacking Political Catalysts With Jeff Schultz

Sep 05 2024 84 mins  
Jeff Schultz, Partner at Foley Hoag, joins the show this week to help us understand the complex political catalysts ahead for cannabis. We start with rescheduling, and Jeff offers his perspective on the ALJ hearing and when we may see a final ruling. A Garland Memo may follow the final ruling and Jeff explains the memo's importance. SAFER Banking may become topical again late this

Harvesting Adult-Use Opportunities With AYR Wellness With CEO David Goubert

Aug 29 2024 66 mins  
The rescheduling process got extended with the announcement of the ALJ hearing on December 2nd. The show starts by discussing whether this is categorically bearish or if going through a more thorough process may yield a net benefit. Jesse and Morgan debate whether this impacts the broader thesis and the types of companies you should own. David Goubert, CEO of Ayr Wellness, joins th