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.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.