Shows / Higher Exchanges
Higher Exchanges
Higher Exchanges is the number one independent cannabis investing show. Hosted by Jesse Redmond and Morgan Paxhia, the show features candid conversations with top CEOs, operators, and capital allocators shaping the future of cannabis. We break down complex cannabis markets into clear insights you can actually use.
Higher Exchanges is powered by Flowhub and features original intro music by Chris Otchy.
Episodes
- Higher Exchanges
Efficient Craft Cannabis With Grown Rogue CEO Obie Strickler
This week's show begins with a discussion about Senator Wyden's Cannabinoid Safety and Regulation Act, which proposes more regulation for the hemp industry…
- Higher Exchanges
Finding Florida Opportunities With Emily Paxhia
This week’s show starts with a conversation about the large number of CEO replacements this year. Thus far, AYR Wellness, Ascend, Curaleaf, and The Cannabist…
- Higher Exchanges
Farm Bill Flower Opportunities With Kyle Kazan and Graham Farrar
Morgan and Jesse just returned from Glass House Brands' first analyst and institutional investor day and were joined this week by Glass House CEO Kyle Kazan…
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Unpacking Political Catalysts With Jeff Schultz
Jeff Schultz, Partner at Foley Hoag, joins the show this week to help us understand the complex political catalysts ahead for cannabis. We start with…
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Harvesting Adult-Use Opportunities With AYR Wellness With CEO David Goubert
The rescheduling process got extended with the announcement of the ALJ hearing on December 2nd. The show starts by discussing whether this is categorically…
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Catching Up With CannaVestments
This week, we were joined by Nicholas Gastevich, Vice President of V. Gastevich Investments, known as CannaVestments on X and Reddit. Gastevich is a seasoned…
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Operator Spotlight: TerrAscend With Jason Wild and Ziad Ghanem
Higher Exchanges this week kicks off with a listener question about whether Schedule III is enough to kick off a lasting bull market. After going around the…
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Trump Tips His Hand On Cannabis Policy
It was a busy week in cannabis, and the trichome trio is back to cover all the news. The show starts by analyzing Trump's comments about cannabis and what it…
- Higher Exchanges
S3 Comments Review and 2Q Earnings Preview
It's 103 days until the elections, and political theater continues to dominate the cannabis investing news cycle. This week, we learned that Kamala Harris is…
- Higher Exchanges
Mid-2024 State Catalyst Review With Hirsh Jain
Hirsh Jane, Founder of Ananda Strategy, joins the show to discuss the series of state-level catalysts ahead in 2024 and 2025. Ohio is in the process of…
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Mid-2024 Federal Catalyst Review
The trichome trio is back to discuss progress on federal catalysts. The episode begins by discussing the 07/10 holiday, and Jesse updates us on trends he's…
- Higher Exchanges
Curaleaf’s Hemp-Derived THC Launch With CEO Matt Darin
The show begins this week by sharing due diligence tips when visiting a grow or dispensary. With cultivation, the group agrees there is no one way to grow…
- Higher Exchanges
Optimizing Assets With The Cannabist Company CEO David Hart
Off the top, the guys discuss Verano's announcement of a share repurchase program. The company authorized the repurchase of up to $50 million of shares and we…
- Higher Exchanges
The Blame Game
The episode begins with Toby elaborating on a recent X post stating that a large $90b pension plan recently invested >$100m in a leading cannabis-focused fund…
- Higher Exchanges
Merger Mania
It's merger mania week--or merger maybenia as Morgan called it--and this week's show is dedicated to the potential partnerships between GTI and Sam Adams and…
- Higher Exchanges
Reality Doesn't Bite
With Toby on holiday this week, Morgan and Jesse kick off this week's show by reviewing recent price action and contrasting it with reality. While falling…
- Higher Exchanges
Rescheduling Reaction and Earnings Review With CannaVestments
Nick Gastevich, known as CannaVestments online, joined us this week. He is one of the most experienced cannabis investors and manages a family office that is…
- Higher Exchanges
Political and Earnings Updates With Cresco CEO Charlie Bachtell
Cresco CEO Charlie Bachtell joined us this week to discuss the proposed rule on Schedule III and the company's recent earnings results. Cresco is active in…
- Higher Exchanges
Cash Flow Is King With Verano’s George Archos
Verano Co-Founder, Chairman, and CEO George Archos joined the show to discuss the company's recent quarter. The business is beginning to generate significant…
- Higher Exchanges
The DEA Agrees With Schedule III Starring Boris Jordan and Hirsh Jain
Today, we heard the welcome news that the DEA is agreeing with the HHS recommendation to move cannabis from Schedule I to Schedule III. Boris Jordan, Executive…
- Higher Exchanges
Waiting on the World to Change
It's a quieter time in cannabis, but this was a fun show. We started by reviewing the 4/20 holiday, focusing on the revenue lift and which categories performed…
- Higher Exchanges
The Waiting Is the Hardest Part
The trichome trio is home from the Benzinga Cannabis Capital Conference in Florida and the show starts with their biggest takeaways from the event. The…
- Higher Exchanges
The Catalyst Table Starring Hirsh Jain
2024 is the year of potential cannabis catalysts and we had Hirsh Jain, Founder of Ananada Strategy join us to discuss a bevy of federal and state-level…
- Higher Exchanges
Florida Update With AYR Wellness CEO David Goubert
This week's show starts with a recap of adult use making the ballot in Florida and what it may mean to the industry. Morgan shares his perspective after…
- Higher Exchanges
Cannabis Catalyst Update With Sammy J
Jesse starts the show by sharing his experiences visiting LEEF Brands and Gold Flora. LEEF is a leading producer of concentrates in California and he went to…
- Higher Exchanges
TerrAscend Q4 2023 Earnings Review with Jason Wild and Ziad Ghanem
The show kicks off with Toby sharing his experience at the ROTH Conference this week in Dana Point, California. We discuss how institutions are beginning to…
- Higher Exchanges
Ascend Q4 2023 Earnings Review with CEO John Hartmann
We are deep in Q4 2023 earnings season and this week's show starts with Jesse, Morgan, and Toby sharing their biggest takeaways from the results so far. Jesse…
- Higher Exchanges
Curaleaf Earnings Review with Boris Jordan and CannaVestments
This week's show had an all-star cast to review recent earnings. CannaVestments shared his thoughts on the federal and state-level catalysts in 2024 and…
- Higher Exchanges
GTI, Trulieve, and Verano Q4 Earnings Reviews
GTI, Trulieve, and Verano reported Q4 2023 earnings this week and the guys dig deep into the results. To discuss Verano, they are joined by the company's…
- Higher Exchanges
Earnings Preview and Germany Review With Boris Jordan
This week's show begins by discussing the Benzinga cannabis conference in Los Angeles. Morgan and Jesse left inspired by the strength of brands, the quality of…
- Higher Exchanges
The Thesis Is in Tact Starring Sammy J
Morgan's on the road, so Jesse and Toby start the show reviewing the recent pullback in cannabis stocks and the corresponding drop in sentiment. Toby also…
- Higher Exchanges
Do Valuations Matter?
Jesse, Toby, and Morgan begin the show by catching up on the latest cannabis-investing news. Sentiment around the timing of the DEA's response continues to…
- Higher Exchanges
The Improving Risk-Reward Equation for US Cannabis
Jesse, Morgan, and Toby are back together to discuss the improving environment for US cannabis stocks. This is the fifth consecutive week of gains and broad US…
- Higher Exchanges
Appreciating the Good Times With Verano’s Darren Weiss and Aaron Miles
This week's show starts with Jesse, Morgan, and Toby discussing the strong start to 2024. The group evaluates what's been driving the positive returns and…
- Higher Exchanges
Reviewing the HHS Recommendation With Brady Cobb and Boris Jordan
This week Jesse, Morgan, and Toby discussed the release of the HHS rescheduling recommendation. For the first half hour, Brady Cobb, Founder and CEO of Sunburn…
- Higher Exchanges
Returning to Growth
This week's show begins by talking about how Jesse is seeing increased interest in companies wanting to tell their stories ahead of a potential increase in the…
- Higher Exchanges
2024 Cannabis Investing Preview
This week on Higher Exchanges the guys start by recapping the holiday break and how they were not surprised that we did not hear from the DEA. This transitions…
- Higher Exchanges
Recapping 2023's Top Cannabis Investing Stories
This week Morgan and Jesse recap the top cannabis-investing stories from 2023. HHS announcing its recommendation for Schedule III was the consensus top pick…
- Higher Exchanges
Curaleaf Uplisting With Boris Jordan
Toby is on vacation, so Jesse and Morgan kick off the show discussing recent performance and the latest Schedule III speculation. Jesse shares data on…
- Higher Exchanges
Ascend Review With John Hartmann
This week's episode kicks off with Jesse providing a review of his trip to Las Vegas for the MJBiz Conference. Sentiment remains optimistic and Jesse touches…
- Higher Exchanges
What’s the Bear Case?
This week the guys start off by reviewing their Green Wednesday experiences. Morgan shares some data on Green Wednesday sales and what he purchased. Jesse…
- Higher Exchanges
AYR Earnings Review With David Goubert
This week's episode is all about cannabis earnings season. The guys start by sharing their biggest takeaways from this quarter. Companies are finally beating…
- Higher Exchanges
Verano Earnings Review With Darren Weiss and Aaron Miles
Ohio became the 24th state to legalize adult-use cannabis and the guys began the episode talking about the vote, the opportunity for MSOs, and the benefits of…
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Analyzing the Drawdown
In this week's episode, Jesse, Morgan, and Toby catch up on the sector's recent performance and current events. Cannabis stocks have retraced most of their…
- Higher Exchanges
Potential New States and a Groundbreaking Lawsuit
This week on Higher Exchanges we spoke about potential new adult-use states and a groundbreaking lawsuit against U.S. Attorney General Merrick Garland. Hirsh…
- Higher Exchanges
TerrAscend Review With Jason Wild, Ziad Ghanem, and Keith Stauffer
TerrAscend Executive Chairman Jason Wild, CEO Ziad Ghanem, and CFO Keith Stauffer joined us to discuss the latest TerrAscend news. The company recently hosted…
- Higher Exchanges
TSX and DC Updates With Boris Jordan
Boris Jordan, Executive Chairman of Curaleaf, joins the show to discuss the latest updates on their Toronto Stock Exchange (TSX) application, SAFER Banking…
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The Origin Story
The first episode of Higher Exchanges begins with Jesse, Morgan, and Toby discussing why they wanted to start the podcast. The conversation evolves into…