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Cannabis Investing Network

CIN Podcast

2 Private Cannabis Investors share thoughts, analysis and opinions on the ups and downs of the rapidly changing Cannabis Investing landscape. For Investors By Investors

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  • 20 episodes
  • monthly
  • Avg 1 hr 21 min
  • English

Episodes 20

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  • August 5 · 1 hr 22 min

    #223 - Doing Good Deals aka Return on Capital (ft. Real Estate Randy)

    We are back with crowd favourite Real Estate Randy. Randy works with MSOs and Cannabis Operators to help open dispensaries across Florida. In this episode we discuss finding good cannabis deals, where others went wrong, the historic momentum unwind in AI stocks, the best opportunities we are seeing today and what Randy thinks will happen with hemp in Florida. Thanks to Randy for another great conversation! Hope you're all having a great summer!

  • July 15 · 1 hr 19 min

    #222 - Uplisting is an Underappreciated Game Changer for Cannabis (ft. Hirsh Jain of Ananda Strategy)

    Trulieve & Glass House make history with the long awaited NYSE uplisting! So why doesn't anyone care? We discuss turning bullish and what's next! In this episode we are joined by Hirsh Jain of Ananda Strategy to discuss how much has happened in the last few weeks and why the market seems not to care. We discuss the set-up going into November and the potential upside in 2 cannabis names + risks to watch out for. & Finally share 3 top picks Thanks to Hirsh as always for his insights on the industry Connect with Hirsh: LinkedIn - ⁠⁠⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠https://twitter.com/anandastrategy⁠⁠⁠⁠ Hirsh's Website - ⁠⁠⁠⁠https://anandastrategy.com/

  • June 3 · 1 hr 30 min

    #221 - The Everything (ex Cannabis) Bubble? (ft. Charting Man Dan of The Chart Guys)

    After a historic market comeback over the last 60 days we evaluate where we are today. Which sectors have benefitted? Will Cannabis ever get some love? Are we bearish/bullish and is this an AI Fueled bubble? Is Cannabis still interesting with an S3 catalyst upcoming? Charting Man Dan joins us to answer all of these questions and reflect on how things have changed since the start the year. Follow Dan / The Chart Guys On Twitter: ⁠⁠⁠⁠⁠⁠⁠https://twitter.com/ChartGuys⁠⁠⁠⁠⁠⁠⁠ The Chart Guys on Youtube: ⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠⁠⁠⁠

  • April 29 · 2 hr 6 min

    #220 - S3 & Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

    We're back with the most anticipated episode of the year! In this year end financial review episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In this Financial Review we cover - The biggest opportunity in Cannabis right now - Current market, hemp, portfolio sizing and which stocks we're currently buying - Cash flow, future growth & 280E benefits - Thoughts on MSOs valuations; financial metrics; balancing positives and negatives Thanks to Nick for joining us and sharing his detailedanalysis as always! Connect with Nick: Twitter - ⁠⁠⁠⁠https://twitter.com/CannaVestments⁠⁠⁠⁠ LinkedIn - ⁠⁠⁠⁠https://www.linkedin.com/in/nicholas-gastevich-75841346/⁠⁠⁠⁠ Family Office Website - ⁠⁠⁠⁠https://www.vginvests.com/ ⁠

  • March 18 · 1 hr 35 min

    #219 - The Golden Age of Stock Picking, Volatility & Opportunity (ft. Scott Grossman of Turning Point Brands)

    Scott Grossman (aka SRG444) of Turning Point Brands joins us at a critical time to discuss cannabis and markets. As the world becomes more uncertain and scary it also creates an incredible opportunity for active investors. We have a wide ranging conversation on volatility, distruption risks, time compression and sprinkle our top stock ideas in many different parts of the market throughout. To close it off Scott shares which cannabis stocks he has been buying and why. Thanks as always to Scott for a great conversation Follow Scott on Twitter @ ⁠⁠⁠⁠⁠https://twitter.com/srg444 ⁠⁠ Read Scott's Long Form Thoughts @ ⁠⁠https://scottrgrossman.substack.com/

  • February 19 · 1 hr 20 min

    #218 - Cannabis Predictions & Disruptive Investing (ft. Hirsh Jain of Ananda Strategy)

    What a time to be an investor! Markets are moving quickly as investors consider disruption risk and re-price moats for asset-lite companies. In this episode we are joined by Hirsh Jain of Ananda Strategy - we make predictions for 2026 on Cannabis & General Investing. In this episode we discuss: - S3 in a midterm year - New investment ideas - New States? FL, PA & VA - Hemp as a disruptive force - What lessons cannabis teaches us about the AI Infrastructure build out Thanks to Hirsh as always for a candid conversation about the future of the industry Connect with Hirsh: LinkedIn - ⁠⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠⁠ Twitter - ⁠⁠⁠https://twitter.com/anandastrategy⁠⁠⁠ Hirsh's Website - ⁠⁠⁠https://anandastrategy.com/

  • January 15 · 1 hr 22 min

    #217 - Should Investors Buy Cannabis Stocks in 2026 ? (ft. Charting Man Dan of The Chart Guys)

    We are back and ready for a big 2026! Joining us is Charting Man Dan of the Chart Guys. To kick off the year we are asking how attractive cannabis looks vs other sectors and what are the fundamental vs technical factors to be considering. We also recap the year to discuss what worked in 2025, what didn't and what's exciting us for 2026 Big thanks to Dan for another great discussion to start the year Follow Dan / The Chart Guys On Twitter: ⁠⁠⁠⁠⁠⁠https://twitter.com/ChartGuys⁠⁠⁠⁠⁠⁠ The Chart Guys on Youtube: ⁠⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠⁠⁠⁠ LLM Conversations Mentioned On Cannabis Stocks - https://g.co/gemini/share/29fe535b4bae On Memory Stocks - https://gemini.google.com/share/86dc273c5e81

  • Nov 26, 2025 · 1 hr 7 min

    #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/jesseredmond Higher Exchanges Podcast - https://x.com/higherexchanges

  • Oct 1, 2025 · 1 hr 25 min

    #215 - What Next for Cannabis Stocks? (ft. Scott Grossman of Turning Point Brands)

    Here we go again! Scott Grossman (aka SRG444) of Turning Point Brands joins us at an important time for cannabis and markets. Our conversation covers 4 key questions: 1. S3 & Cannabis Stocks - where are we and what's the path forward? 2. Frothy & Exciting Markets - how to manage your emotions & portfolio 3. AGFY/Rhythm Deal - SRG breaks it down 4. Predictions & Top Picks Thanks as always to Scott for a great conversation Follow Scott on Twitter @ ⁠⁠⁠⁠https://twitter.com/srg444 ⁠ Read Scott's Long Form Thoughts @ ⁠https://scottrgrossman.substack.com/

  • Aug 20, 2025 · 1 hr 22 min

    #214 - S3 Playbook: Calculating Upside vs Managing Risk (ft. Hirsh Jain of Ananda Strategy)

    We are back with a jam packed episode at an exciting but turbulent time. In this episode we discuss: - S3 Calculations: Why we are optimistic - S3 Reality vs Possible future effects - Financial framework for MSO upside - Strategy for managing risk - Revealing my cannabis portfolio - What I've bought & sold recently Thanks to Hirsh for a great discussion as always Connect with Hirsh: LinkedIn - ⁠⁠https://www.linkedin.com/in/hirsh-jain/⁠⁠ Twitter - ⁠⁠https://twitter.com/anandastrategy⁠⁠ Hirsh's Website - ⁠⁠https://anandastrategy.com/

  • Jul 23, 2025 · 1 hr 26 min

    #213 - Buy the Rally? Or Sell the Hype? (ft. Charting Man Dan of The Chart Guys)

    The hardest times in cannabis investing are when you're not sure whether to buy or sell! Heat has returned to our sector and there's plenty to chat about. Charting Man Dan of the Chart Guys joins us to discuss when it makes sense to buy vs sell. Today's jam packed episode covers rescheduling, recent hype, key companies making moves & much more + New Top Picks for H2 2025 Big thanks to Dan for another great discussion Follow Dan / The Chart Guys On Twitter: ⁠⁠⁠⁠⁠https://twitter.com/ChartGuys⁠⁠⁠⁠⁠ The Chart Guys on Youtube: ⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠⁠⁠

  • Jun 11, 2025 · 1 hr 8 min

    #212 - Hemp vs Cannabis vs Other Investments (ft. Real Estate Randy)

    It's been too long! We are back with an action packed discussion featuring crowd favourite Real Estate Randy (aka Retail Randy). We go deep on the current state of the cannabis market and how hemp continues to change the landscape while creating new opportunities. We also discuss where markets are going from here and what we find to be the best investing opportunities across all asset classes. Thanks to Randy for another great conversation!

  • Apr 30, 2025 · 1 hr 12 min

    #211 - The Best Buying Opportunities - Safety vs Asymetric Upside (ft. Scott Grossman of Turning Point Brands)

    After a WILD few weeks we have a jam packed episode with a detailed discussion of active trades, risk management and market predictions. In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry. Scott joins us to discuss: - Bannana Republic: What's going on in today's markets? - What is Scott buying today? - What surprising asymmteric opportunties are interesting? - Portfolio Construction - Hemp vs Interstate vs MSOs - Where are we going? Thanks as always to Scott for a great conversation Follow Scott on Twitter @ ⁠⁠⁠https://twitter.com/srg444 Read Scott's Long Form Thoughts @ https://scottrgrossman.substack.com/

  • Mar 26, 2025 · 2 hr 3 min

    #210 - Q4 2024 Financial Review of the Big 5 MSOs (ft. Nick Gastevich aka CannaVestments)

    We're back with the most anticipated episode of the year! In this year end financial review episode we are joined by our friend Nick Gastevich (aka CannaVestments) who is a long time private and public cannabis investor. In this Financial Review we cover - The biggest opportunity in Cannabis right now - Current market, hemp, portfolio sizing and which stocks we're currently buying - Cash flow, future growth & 280E benefits - Thoughts on MSOs valuations; financial metrics; balancing positives and negatives Thanks to Nick for joining us and sharing his detailedanalysis as always! Connect with Nick: Twitter - ⁠⁠⁠https://twitter.com/CannaVestments⁠⁠⁠ LinkedIn - ⁠⁠⁠https://www.linkedin.com/in/nicholas-gastevich-75841346/⁠⁠⁠ Family Office Website - ⁠⁠⁠https://www.vginvests.com/ ⁠

  • Feb 26, 2025 · 1 hr 5 min

    #209 - Opportunity Cost of Cannabis (ft. Hirsh Jain of Ananda Strategy)

    Hirsh joins us to discuss where we see potential in Cannabis going forward vs what other opportunities exist in the market. We discuss PA, Ohio, MN and federal change. We also mention many tickers including a few new ones! Connect with Hirsh: LinkedIn - ⁠https://www.linkedin.com/in/hirsh-jain/⁠ Twitter - ⁠https://twitter.com/anandastrategy⁠ Hirsh's Website - ⁠https://anandastrategy.com/

  • Jan 22, 2025 · 1 hr 2 min

    #208 - Will Cannabis Stocks Ever Recover? (ft. Charting Man Dan of The Chart Guys)

    We are back! After a brutal few weeks for cannabis investors we ask the question on everyone's mind - can Cannabis ever make a comeback? We discuss how cannabis compares to other sectors, where we are seeing the most opportunity, what needs to happen for cannabis to rally (and what other sectors have done the same) and share 3 top non-canna picks along with a cannabis investment idea. Big thanks to Dan for joining us to kick off 2025 with another great discussion Follow Dan / The Chart Guys On Twitter: ⁠⁠⁠⁠https://twitter.com/ChartGuys⁠⁠⁠⁠ The Chart Guys on Youtube: ⁠⁠⁠⁠https://www.youtube.com/channel/UCnqZ2hx679DqRi6khRUNw2g⁠⁠⁠⁠ Free Intro to TA course: ⁠⁠⁠⁠https://www.chartguys.com/trading-courses/7/technical-analysis⁠⁠

  • Dec 4, 2024 · 1 hr 1 min

    #207 - What's Next for Florida and The Cannabis Industry? (ft. Real Estate Randy)

    The final episode of 2024! Real Estate Randy joins us for a humbling conversation on the future of Florida operators, the industry at large and where we see investing (and trading) opportunities (inside and outside of cannabis). Despite the brutality investors have been through in cannabis there are some potential brightspots especially in the context of a raging bull market. We appreciate you listening and wish you a great holiday season. See you all next year!

  • Nov 13, 2024 · 1 hr 16 min

    #206 - What Did We Miss? (ft. Hirsh Jain of Ananda Strategy)

    In this episode we are joined by Hirsh Jain for a sober reflection of what happened on Election Night. We discuss what went wrong, what we learned and what this means for the future of the industry. Connect with Hirsh: LinkedIn - ⁠https://www.linkedin.com/in/hirsh-jain/⁠ Twitter - ⁠https://twitter.com/anandastrategy⁠ Hirsh's Website - ⁠https://anandastrategy.com/

  • Oct 30, 2024 · 1 hr 6 min

    #205 - How Attractive are Cannabis Stocks? (ft. Scott Grossman of Turning Point Brands)

    In this episode we are joined by Scott Grossman of Turning Point Brands (TPB on the NYSE). Scott is fresh off his latest "Sunday Sesh" where he shares a variety of thoughts on the state of the cannabis industry. Scott has extensive experience in private and public markets and is Head of Corporate Development for TPB. Turning Point has a unique position in our industry as they control the ZigZag brand and have made numerous investments across the cannabis supply chain. Scott joins us to discuss: - Re-Visiting the 2021 Cannabis Thesis - How have things changed? - How attractive is the industry? - Are the strong getting stronger? - How impactful are brands? - Where are we going? Thanks as always to Scott for a great conversation Follow Scott on Twitter @ ⁠⁠https://twitter.com/srg444

  • Oct 16, 2024 · 1 hr 9 min

    #204 - Is Cannabis Cheap vs Other Value Sectors? (ft. Jesse Redmond of Water Tower Research)

    In this episode we are joined by Jesse Redmond of Water Tower Research who is fresh off of Chicago Benzinga. Jesse has a unique background as a former hedge fund manager AND a cannabis dispensary operator. We discuss many of the out of favour sectors in today's markets and compare and contrast them to cannabis Thanks again to Jesse for joining us Connect with Jesse: On X: ⁠https://twitter.com/jesseredmond⁠ On LinkedIn: ⁠https://www.linkedin.com/in/jesseredmond/⁠ Water Tower cannabis research: ⁠⁠https://www.watertowerresearch.com/sector/12⁠ To be added to Water Tower’s cannabis email distribution list, email ⁠jesse@watertowerresearch.com

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