The Talking Hedge

The Talking Hedge

Your Cannabis Business Podcast. Covering cannabis products, reviews, business news, interviews, investments, events, and more..

Episodes

February 2, 2024 14 mins

In this podcast episode, MITA's guest host, Tom Howard, explores the challenges and mistakes observed in Washington State's cannabis industry during its first decade of legal adult use.


 

The panel includes experts from Washington State:

Josh Kincaid, host of The Talking Hedge

https://www.linkedin.com/in/joshkincaid/

Caitlin Ryan, Executive Director for the Cannabis Alliance

https://thecannabisalliance.us/caitlein-ryan/

Neil Janaja, Manag...

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2024 Cannabis Crystal Ball Predictions, including:

*lounges & lockers

*Strain stability (availability)

*S3 is BIG Pharma's trojan horse

*5 year sideways movement

*Increase in SKUs nationwide

*More automation

 

Summary:

00:00 - Intro

01:03 - 2019 prediction recap

01:34 - Crystal Ball explanation

02:36 - MJ Biz Con recap

03:35 - thoughts from an activist to owner

07:59 - Doom & Gloom, or Naive?

09:45 - Distrobution is key

11:11 - Cannabis Culture

13:...

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December 21, 2023 31 mins

Join us as we unravel the numbers, decode the trends, and navigate the thriving landscape of cannabis commerce.

 

Summary:

00:00 - Intro

00:35 - Total Sales (2023)

06:19 - Total Sales (2020-2023)

09:35 - Year Over Year Growth (2023)

12:38 - Year Over Year Growth (2020-2023)

16:07 - Average Basket (2023)

18:59 - Average Basket (2020-2023)

23:29 - Number of Products (2023)

25:57 - Number of Products (2020-2023)

29:52 - Same Store Sales (2023)

30:...

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Manual rolling? please. Cannabis preroll automation reigns supreme at MJ Biz Con!


 

Machines weave through production lines, spitting out flawless prerolls with robotic precision. These high-speed marvels churn out pre-rolls like clockwork, meeting demand without compromising quality.


 

Touchscreens control weight, size, and consistency, ensuring every pre roll sings in unison.


 

Smaller units with easy-clean designs and durable material...

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Washington is a Petri dish experiment that should be studied by anyone in the cannabis industry. Find out how Washington State could shape the future of the Cannabis Industry. 

 

Guest: Katrina Glogowski, Seattle Attorney & Angel Investor https://www.linkedin.com/in/katrinaglogowski  

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December 7, 2023 20 mins

The OTTO is an automatic milling machine that fills prerolls. The idea for the OTTO was born out of the struggle with the traditional process of grinding and rolling joints, prompting an automated portable solution.

 

Summary:

00:00 - Intro

01:57 - least innovative award

02:52 - Hand rolling joints

04:02 - The OTTO

05:19 - Convenience factor

06:37 - PreRolls & Joints

07:57 - Different sized prerolls

08:47 - perfecting the grind

11:31 - cleani...

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November 27, 2023 4 mins

Missouri has had a strong start in the last eight months since the beginning of adult use in February. It has quickly become the sixth-largest market among Headset's tracked markets in the US, alongside Massachusetts and Colorado. As an emerging cannabis market, Missouri faces both opportunities and challenges, and we have the data to shed light on the state's progress. In this report, we will explore key insights, such as the mark...

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Maryland's cannabis industry is off to hot start since adult-use sales began on July 1st. Since transitioning from a medical-only market, sales more than doubled from $42.7M in June to $87.8M in July. This report is based on real-time sales data from participating retailers and provides insight into the success and challenges faced by this new adult-use market. Key areas of focus include sales growth, product category trends, top p...

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In this episode, we interview Greg James, publisher of Marijuana Venture magazine and host of Interchange- which is like speed dating for cannabis producers, processors, and retailer.

 

Greg shares his insights on the cannabis industry, including its complexities, inventory issues, and the most underreported topic of 2023.

 

This episode provides valuable insights into the evolving cannabis industry, offering listeners a closer look at...

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October 26, 2023 17 mins

In a year when sales growth in the US is relatively flat, PreRolls have managed to grow sales by over 13%.

 

Based on total sales,  Pre-Rolls are now the third largest product category in the US (15.3%) and second in Canada (33.3%).

 

Summary:

00:00 - Intro

00:49 - Sales Growth

06:13 - Brand Count

08:14 - Top Segments

10:09 - Packaging

12:06 - Pricing

13:55 - Demographics

15:14 - Crystal Ball Predictions

16:07 - Outro

 

Show Notes:

Pre-Rolls: Anal...

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October 19, 2023 21 mins

 In this podcast episode, we have the pleasure of exploring the fascinating realm of cannabis banking and compliance with Michael O'Neil, The Cannabis Banker.

 

With years of experience in providing reliable banking services for the cannabis industry, Michael shares his insights on the challenges and opportunities surrounding financial services for cannabis businesses.

 

Join us as we delve into the pivotal role of banking in legitimiz...

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James Whitcomb is the CEO of Frontier Risk, a cannabis insurance startup that provides coverage for businesses in the industry. 

James Whitcomb is a seasoned professional with extensive experience in cannabis M&A, restructuring, branding, and corporate finance. With a background in finance and a strong track record of leadership, James brings a wealth of expertise to the cannabis industry.

James began his career as a lawyer at a law ...

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Potential Topics of Conversation:

  • Federal Legalization Impact
  • Navigating the Cannabis Investment Waters
  • Trends in Cannabis Investing
  • Thoughts on the Future of the Cannabis Industry

Description:

In this insightful podcast episode, we’ll dive deep into the world of cannabis investments with Morgan Paxhia of Poseidon Asset Management, one of the pioneers in this budding industry.

Founded by siblings Emily and Morgan Paxhia in 2013, ...

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Potential Topics:

Investment Trends

Regulatory Impact

Cannabis Stocks

Cannabis Banking

Mergers and Acquisitions

Cannabis IPOs

Economic Impact

Future Outlook

 

Description:

The upcoming cannabis business podcast with the Green Market Report will be a comprehensive and insightful discussion of the financial side of the cannabis industry. We’ll interview Debra Borchardt, Co-founder and Executive Editor of the Green Market Report, to get her expe...

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In this podcast, we will discuss the demographics of cannabis consumers and how age and gender affect their purchasing habits. We will also look at the preferences of different generations when it comes to price, product type, brands, and more.

 

This podcast is essential listening for anyone who wants to understand the cannabis consumer and how to reach them. We will discuss the latest trends and insights, and we will provide you wi...

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September 12, 2023 24 mins

In this episode of the podcast, we speak with Matt Hawkins, the Founder and Managing Partner of Entourage Effect Capital, a venture capital firm investing exclusively in the cannabis industry.

 

Matt Hawkins, a true visionary in the field, shares his insights on the current federal reform landscape, including topics such as SAFE Banking, scheduling changes, and the complex world of 280E regulations.

 

Matt shares his insights on the cu...

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In this podcast, we will discuss the Canadian cannabis industry, which has seen significant growth since recreational cannabis was legalized in October 2018. We will provide insight into sales growth, pricing, brand development, and product innovation within Canada. Additionally, we will highlight some of the largest markets in the country and provide a comprehensive view of where the cannabis industry has been, where it stands cur...

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Summary
‘Biggest thing, ever’: Marijuana rescheduling recommendation hailed
Social equity portal verifies first round eligibility for cannabis business licenses
Could the Garland Memo Exempt the entire industry?
First round of cannabis microbusiness applicants selected by random lottery
Cannabis Retailer Denied Citizenship Plans SCOTUS Appeal
Maryland Templates Released
GOP Congressman’s Bill Would Cut Federal Funding For States And Tribe...

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On this episode we dissect the data and delve into the numbers to provide you with a comprehensive understanding of the cannabis market.

 

From discussing the clear leaders in cannabis sales to uncovering regions experiencing remarkable growth, we paint a vivid picture of the market's ebb and flow.

 

Discover how states like Illinois and Massachusetts are showing consistent growth, potentially indicating the growing acceptance of canna...

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In this podcast, we will discuss the Illinois cannabis market, which is one of the largest and fastest-growing markets in the country.

 

We will analyze detailed data on thousands of products in the Illinois market to determine how it compares to other states. We will be discussing the findings of this report and what they mean for the cannabis industry.  

 

This podcast is essential listening for anyone who wants to understand the Ill...

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