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The Cannabis Investing PodcastOn The Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis industry. Interviews with C-level executives, scientists, law and sector experts give you... Author: Seeking Alpha
On Seeking Alpha's Cannabis Investing Podcast, host Rena Sherbill provides actionable investment insight and the context with which to understand the burgeoning cannabis and psychedelics industries.Sector experts, top analysts and C-level executives highlight industry trends, share portfolio strategies and help you think through your investing approach.Transcripts: seekingalpha.com/cannabisinvestingpodcast Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Cannabis investing in the Trump era
Thursday, 18 December, 2025
Josh Rosen and Jerry Derevyanny from Bengal Capital discuss the current state of cannabis investing (1:10). Trump takes action to reschedule cannabis; federal regulations and investment strategies (6:30). Challenges of valuation in the cannabis sector (19:00). Expected consolidation in the industry; insights for retail investors (23:20). Is there a first mover advantage? (26:30). Understanding 280E (30:00). Deep dive on Glass House (GLASF) (32:20). More on valuation (38:10). Public vs. private, hemp, ETFs (46:00).Episode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
