In this episode of Higher Exchanges, we sit down with Seth Yakatan, Partner at Katan Associates and Strategic Advisor to Glass House Brands. Known for his candid insights and strong voice on LinkedIn, Seth joins us to unpack the hard truths, overlooked opportunities, and evolving dynamics in the cannabis capital markets.
We dive into:
- Seth’s journey into cannabis investing and how he became one of the most outspoken figures on LinkedIn.
- A deep look at the Glass House x LEEF Brands partnership, why it's a rare win/win, and how both sides view the deal.
- What’s working right now: Why fundamentals, discipline, and the low and middle-market privates are where Seth is focused—and how he’s identified 100-150 compelling companies.
- What’s broken: From flawed regulatory frameworks to the dangers of fast and loose capital and the illusion of scale without exits.
- The hemp and beverage space: Where Seth sees the real opportunities and how investors should approach the category.
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