u/eyegi99

(NOTE: Interview from August 12th)

Tiby sits down with longtime cannabis investor and advisor Seth Yakatan for a candid discussion on the state of the industry - what is working, what is not, and where the next opportunities may emerge. They cover the growing importance of cash flow and capital discipline, successful operators and business models, the role of debt, Schedule III, international trade, public-market uplistings, and what cannabis companies must demonstrate to attract increasingly selective capital. Seth also shares why he remains optimistic about consolidation, institutional investment, and the industry’s next phase of growth.

CB1 Capital - 5 Questions w/ Village Farms COO Ann Gillin LeFever

Village Farms is a leading international cannabis company with assets in Canada, the U.S., and Europe.

CB1 Capital acts as an advisor to Village Farms

In this episode of #CannabisUnlocked, Tiby Erdely sits down with Frederico Gomes of ATB Cormark Capital Markets to discuss why this moment in cannabis feels materially different than prior reform cycles - and why investors may finally be approaching a new institutional capital cycle.

0:00 NewLake's Path to NYSE/NASDAQ Uplisting
10:31 When to Expect Treasury's Tax Guidance
18:28 Unpacking the ALJ Hearing and Legal Challenges
33:28 Opening up Custody for Cannabis Investors
38:54 The Need for Cannabis Banking Legislation
43:39 Key States for Cannabis Real Estate Growth
49:33 Why Invest in NewLake Capital Partners Now

In this episode of #CannabisUnlocked, Jordan Youkilis sits down with Bill Kirk, Managing Director of ROTH Capital Partners, to discuss what institutional capital markets are waiting for before they move meaningfully into cannabis and why the investment window may finally be opening.

Bill and Jordan dive into how the top MSO stocks have been overlooked as if they were the same but with rescheduling/uplisting on the horizon the differences between these businesses is now more respected than ever. Bill explains that uplisting could immediately double trading volume, and create the conditions for passive index inflows that have never existed in the sector before. Bill then walks through how a potential ban on intoxicating hemp could benefit regulated cannabis operators by shifting the competitive landscape against hemp and beer distributors.

In closing, Bill and Jordan discuss the SAFE Banking Act's bipartisan reintroduction, the upcoming adult use rescheduling hearing, and why this moment feels different.

Mindset Capital deep dive research report into LEEF brands

(Talking M-sauce)