The Talking Hedge

The Talking Hedge

Your cannabis business podcast covering cannabis products, business news, interviews, investments & events.

Episodes

September 23, 2021 9 min

U.S. companies have raised more money in the first 8 months of 2021 than in any full year since the Viridian Cannabis Deal Tracker began.

Canadian companies raised $4.9B in 2018, representing 3.9x the $1.2B that their U.S. counterparts raised. However, So far in 2021, U.S. companies have raised $5.6B, approximately 1.8x their Canadian counterparts.

Canadian companies acquired nearly 211 companies in 2018, representing 2x the 103 ac...

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So far this year,, Vapor Pens were the second largest product category in US cannabis markets, and the third largest in Canada by total sales.

In the US, Vapor Pens captured more than double the market share of Pre-Rolls, the next largest category. Canadian Vapor Pen sales were nearly four times greater than Edible sales, the fourth largest category.

While vape pens still trails far behind Flower in both markets (and just slightly ...

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MJ UNPACKED: Oct. 21 – 22, 2021 at the Mandalay Bay Resort & Casino, Las Vegas

Summary: *George Jage on starting Jage Media & the secret to successful trade shows *Launching a business during the pandemic *Pot stocks underperformance, cannabis investing & deal flow *Do brands matter? What do cannabis brands need? *Dope Magazine’s acquisition by High Times *MJ UNPACKED: Oct. 21 – 22, 2021 at the Mandalay Bay Resort &...

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Brian Yauger of Lemonhaze is known for providing first-class events for members of the cannabis industry for low or no cost. Each event focuses on a different segment in the industry with budtender parties, buyer meetings, and mixers, or events for executives and managers in order to bring people together to network and grow the industry. When the global pandemic forced them into an exclusively virtual event model, they began looki...

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Brian Yauger of Lemonhaze is known for providing first-class events for members of the cannabis industry for low or no cost. Each event focuses on a different segment in the industry with budtender parties, buyer meetings, and mixers, or events for executives and managers in order to bring people together to network and grow the industry.

When the global pandemic forced them into an exclusively virtual event model, they began looki...

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August 31, 2021 11 min

#Delta8 found its place in smoke or vape shops and convenience stores with many positioning it as a mildly psychoactive product for people without access to legal cannabis.

As of June 2021, twelve states have completely banned delta-8 THC, including Washington state who's regulators said marijuana processors cannot convert hemp-derived CBD into delta-9 THC in the legal cannabis market, a move that is likely to be welcomed by MJ...

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#CompliantAF Simplifya was founded by partners of the law firm that drafted the original rules governing marijuana in Colorado, and investors with proven track records in technology startups. Today, we are the leading software compliance solution for the cannabis industry.

Scott Daly is a leader who gets results…from people to process...to product and profit. Consistently recruited to accelerate new and established business venture...

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#Cannabis #IPO The initial wave of cannabis SPACs have largely completed their qualifying transactions producing over $5B of M&A transaction value from their $1.8 billion of IPO proceeds. Viridian expects the second wave to be equally significant with approximately $5.9B of deals announced or projected. 9 SPAC mergers have been completed totaling $5.4B in merger value from $1.8B in IPO proceeds, 2 SPAC mergers are pending tota...

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A handful of California cannabis manufacturers and brands have begun selling their products directly to customers through their websites, effectively bypassing traditional brick-and-mortar retail shops and delivery companies that have long been the gatekeepers to marijuana consumers.

Some retailers are unhappy about the direct-to-consumer development, however, and say they feel cheated. But insiders say they expect the practice wil...

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Seattle Bubbleworks got its start in 2016, when our founder saw a niche in the market. Joby had been working with a local cannabis processor and helping them market and distribute their flower and vape cartridges to market. He realized that his passion of producing quality products that addressed the standards of the medicinal marijuana community were at odds with the previous management.

Although that processor was finding success...

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August 17, 2021 19 min

The cannabis edibles market is expected to surpass $10 billion in annual sales by 2025. It is one of the fastest growing product types, consistently capturing the third largest share- of-shelf of all cannabis product types.

The maturing edibles category is starting to see some standardization. Large pack sizes increased in June while smaller sizes— like 5mg, 90mg, and 30mg—lost share of shelf.

The demographics is different than oth...

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August 4, 2021 12 min

The recent rise in inflation has been causing concern among economists and consumers alike. Some of us might be able to see the impacts of inflation at the grocery store, where our dollar buys us less over time, but what about in the cannabis space?

If inflation was heavily impacting the cannabis industry, we would expect that the prices of individual products would increase over time. We do not see that happening.

Short term, cost...

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August 3, 2021 30 min

At the dawn of legalization in Washington State in 2012, Nick and Shawn didn’t know how life was about to turn upside down.

Colleagues at a gaming company, they came into the office and learned the business had been dissolved, suits arrived out of the elevator banks straight out of the matrix, and ushered everyone to the exits, file boxes in hand (except for Shawn who cleverly slipped his computer out the fire escape).

Pondering th...

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August 2, 2021 24 min

Increased cannabis use over the pandemic further normalized the plant, with recent reports showing 91% of Americans are in favor of at least medical cannabis.

New recreational cannabis consumers are using marijuana more frequently than previously surveyed new users. 50% of new recreational cannabis users in Q4 2020 used cannabis 5+ days per week.

The portion of female cannabis users steadily rose through 2020, reaching 51% in Q...

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July 30, 2021 10 min

Once a month the Chronic Club meets up to review a cannabis product sold somewhere in Washington State at a legal adult-use pot shop. Last month we blind taste-tested over a dozen vape carts from the Washington Sun Growers Cup.

Join Josh Kincaid of The Talking Hedge, Tom & Miggy of Cannabis Legalization News as we judge Sitka's Coastal Cream Sikarillos, a .5g flower joint ‘glued’ with hash oil, and wrapped in a .5g thinly r...

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Guest: Vivian McPeak, Founder/ Executive Director - Seattle Hempfest https://www.linkedin.com/in/vivian-mcpeak-a0389bba/

Co-Hosts: Tom Howard & Miggy420~ hosts of Cannabis Legalization News https://www.youtube.com/cannabislegalizationnews

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 765 of The Talking Hedge: Your Cannabis Business Podc...

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July 28, 2021 64 min

Guest: JJ McKay, Founder/ Publisher - The Fresh Toast https://www.linkedin.com/in/jj-mckay-301a653/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 764 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis business news, interviews, investments, events, products, reviews, and some random stuff. But as Jay-Z said "it'...

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July 27, 2021 55 min

Guest: Rob Hendrix - Cannabis Central https://www.linkedin.com/in/robert-hendrix-62973a17b/

Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/

Episode 763 of The Talking Hedge: Your Cannabis Business Podcast. ​Covering cannabis business news, interviews, investments, events, products, reviews, and some random stuff. But as Jay-Z said "it's only ...

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China is already recognised as the world’s largest hemp producer (growing more than two-thirds of the planet’s output), though it exports nearly all of that while strictly maintaining prohibition of high-THC cannabis. Following years as the USA’s main source of hemp imports, China is now being required under a new trade deal to buy a lot more of the nonintoxicating cannabis crop from the U.S.

China has domestically clamped down on ...

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Canadian adult-use cannabis sales grew by 86% to nearly $2.2 billion in 2020. BDSA estimates that total spending in Canada reached more than $2.6 billion in 2020.

Canada’s legal cannabis industry saw only limited, short-term negative effect from the pandemic in 2020, including an increase in physical retail share of total sales— nearly 90%.

Valuations of Canadian-focused operators are still trading at a premium on sales compared to...

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