Talking Hedge

The Talking Hedge

About

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

The Talking Hedge:
Your cannabis business podcast covering cannabis products, business news, investments & events.
https://www.theTalkingHedgepodcast.com

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1021 episodes

The Science of Cannabis

The Green Rush is a 2-hour weekly live cannabis business talk show produced by Pro Cannabis Media every Friday from 4PM EST to 6PM EST. The show discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry. This Week's theme: Cannabis Science Episode 1029 The #TalkingHedge chats with Trey Reckling, Founder & Director, Academy of Cannabis Science and Dr. Jokūbas Žiburkus, CEO & Co-Founder, Adendox... https://youtu.be/Ufgsb3k2biI

27m
Sep 29
Budtender Turnover Analysis

A lot has changed in recent years in the cannabis industry. One thing that remains the same is the importance of cannabis retail sales employees. Also known as ‘budtenders’, these employees still remain as the primary ambassadors of cannabis and the most critical sales conduit for the vast majority of retail sales transactions. The purchase decisions that cannabis customers make are heavily influenced by the employee they interact with, which makes these staff members the heart and soul of the industry. Turnover is often unavoidable and always costly, so it’s essential to optimize the employee hiring and managing process wherever possible. In both countries nearly a quarter of all budtenders hired in the past year did not complete a full month of work. It does seem, however, that the budtenders with the best performance are the ones that continue working. In this report, we explore budtender turnover in the US and Canada to get an understanding of what is and isn’t normal when it comes to budtender turnover. Episode 1028 The #TalkingHedge dives into Headset’s report… #CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData https://youtu.be/DNqhIuCYT8w

7m
Sep 28
Legalities Within Cannabis Media

The Green Rush is a 2-hour weekly live cannabis business talk show produced by Pro Cannabis Media every Friday from 4PM EST to 6PM EST. The show discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry. Episode 1027 The #TalkingHedge chats with Thomas Howard, Cannabis Industry Lawyer, Collateral Base and Dan Ulloa Editor, Heady NJ ... https://youtu.be/h-9Kqr9fWpc

26m
Sep 27
Weed Talk News

Weed Talk News is a weekly Cannabis news roundup published every Friday delivering the most current cannabis events with high visibility news contributors from across the U.S.! The #TalkingHedge… https://youtu.be/uJpN3v-9XLA

25m
Sep 26
A look into New York's Cannabis Scene: NYC Pot Shop Crawl

ALL ABOARD the funnest party 420-friendly bus touring NYC #potshops! The New York City Pot Shop Crawl gave us a unique local cannabis perspective with a 5 hour tour across 17 dispensaries, 2 trucks and a few pop ups. We visit these #MMJ dispensaries, CBD shops and renegade #PopUps to check out the variety of #cannabis products being sold including #edibles, flower, #prerolls, #vape, #concentrates, #topicals, #tinctures, #D8, #D10, #CBD, etc. In #Seattle I've visited 20 stores on 4/20 for the last 6 years & noticed the 4/20 deals generally become the everyday low price at discount retailers approximately two years later. Since 2017 I've noticed various trends and anomalies including #butdenter preferences (flower) and customer favorites (prerolls). #NYC had #infused ice cream, but not coffee. I find that weird considering #coffee is more regularly consumed by U.S. adults (59%) than bottled water (58%). Episode 1026 The #TalkingHedge is in #NewYorkCity... https://youtu.be/bSMDsLx138A

11m
Sep 23
Don't Let it Smoke You

Entrepreneur and former athlete Tarris Batiste cautions people, “Smoke it—but don’t let it smoke you.” After his NFL football career ended abruptly, he switched directions. Traveling, researching, and becoming “the clever chief,” Tarris explored future conversation around cannabis, and shares his story of how smoking affected his life, starting at a young age. In the book he shares how cannabis impacts brain function and development, the pros and cons of legalization, and why future generations are more susceptible to smoking it. He provides tips for pruning your “mental garden,” so you can take control of your day and decide what to do—rather than simply reaching for a joint. Episode 1025 The #TalkingHedge interviews Tarris Batiste, Author, Don't Let it Smoke You... https://youtu.be/55ehLAdfKoM

27m
Sep 22
Cannabis Beverage Report

Cannabis Beverages continue to be a popular cannabis category among consumers in the US and Canada with successful sales trends in both markets. With thousands of products available, and so many more entering the Beverage space, we compiled a list of a few rising stars below that have been turning heads since the beginning of 2021. “Beverage enhancers” that can be mixed into drinks and can be effective in as little as 15 minutes. These products fall into our drops, mixes, elixirs, and syrups segment, which seems to be a growing segment among popular new cannabis products. Episode 1024 The #TalkingHedge looks at Headset’s beverage report... #CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData https://youtu.be/j0NX6PTKfFc

8m
Sep 21
Cannabis Federal Legalization in the Media

The Green Rush produced by Pro Cannabis Media discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry, like cannabis media. The #TalkingHedge chats with David Rabinovitz, and Zack Huffman Cannabis Reporter, Grown In... https://youtu.be/rACH2tTpIkc

31m
Sep 20
Weed Talk News

Weed Talk News is a weekly Cannabis news roundup published every Friday delivering the most current cannabis events with high visibility news contributors from across the U.S.! The #TalkingHedge… https://youtu.be/uJpN3v-9XLA

24m
Sep 19
Challenges Facing Psychedelic Companies

The Green Rush is a 2-hour weekly live cannabis business talk show produced by Pro Cannabis Media every Friday from 4PM EST to 6PM EST. The show discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry. This week we discuss psilocybin, the hallucinogenic compound derived from “magic mushrooms.” Episode 1021 The #TalkingHedge chats with Robert W.E. Laurie, Founder, Ad Lucem Law... https://youtu.be/z876PI6TsjA

24m
Sep 15
Pre-Roll Trends & Performance

Of the inhalable cannabis categories, Pre-Rolls are perhaps some of the most convenient product types. This may be why this category has continued to grow in both the US and Canada since our last report, and is currently the second largest product category next to Flower in Canada, and the third largest product category in the US. Throughout this report, we revisit this category and take a close look at the growth of Pre-Rolls, examining market share and segments in the US and Canada. Through the first six months of 2022, consumers in the US and Canada have spent over $752M and $402M CAD, respectively, on Pre-Rolls. Canadian consumers are especially enthusiastic about this category, as Pre-Rolls made up nearly a quarter of all cannabis sales from January through June 2022, second only to Flower (42.6%). In the US, Pre-Rolls make up 12.6% of all cannabis sales, growing over 2% from the same period last year. When we take a closer look at Pre-Roll segments, we find that the Connoisseur/Infused segment has been growing in both countries. In the US, Connoisseur/Infused Pre-Rolls are the most popular among consumers and make up 41.5% of total sales. In Canada, this segment is not quite yet as popular, but has increased from 0.1% to 11.2% of total sales in the last year. The most popular Pre-Roll segment in Canada is Single Strain Hybrids, with 42% of total sales. From this data, it is clear that the Pre-Roll category is growing in both the US and Canada. It seems that the Flower category continues to surrender some of its grip on cannabis sales to other product categories, and Pre-Rolls are benefitting as well as they are now the second largest category in Canada and the third largest in the US through the first part of 2022. Showing particularly strong growth in share of total sales in the first two quarters of the year, it will be interesting to see if Pre-Rolls maintain this trajectory through the rest of 2022 and into the future. Episode 1020 The #TalkingHedge looks @headset’s report… #CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData https://youtu.be/qlIu5ugHGBE

11m
Sep 14
Cannabis Science Conferene

The Green Rush is a 2-hour weekly live cannabis business talk show produced by Pro Cannabis Media every Friday from 4PM EST to 6PM EST. The show discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry. This Week's topic: Cannabis Science Episode 1019 The #TalkingHedge looks at The Cannabis Science Conference... https://youtu.be/Yj0oWOV6v6Q

17m
Sep 13
The Entourage Effect in Magic Mushrooms?

The Green Rush is a 2-hour weekly live cannabis business talk show produced by Pro Cannabis Media every Friday from 4PM EST to 6PM EST. The show discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry. This week we discuss psilocybin, the hallucinogenic compound derived from “magic mushrooms.” In addition to psilocybin, we chat about plant medicine developments, and if it takes away from the cannabis movement? Episode 1018 The #TalkingHedge interviews Shango Los, Founder & Host, Shaping Fire and Dr. Michele Ross, Founder, Infused Health... https://youtu.be/0WgzC5QaSEs

29m
Sep 08
Declining Growth in Recent U.S. Cannabis Sales?

As of late June 2022, only 14% of all products in the US that were launched since January 2020 are still on the market. This varies by category. The median lifespan of a US Flower product is only 100 days, while the median lifespan of a Beverage is 315 days. Strain-focused categories like Flower, Pre-Rolls, Concentrates, and Vapor Pens tend to have significantly shorter product lifespans due to the cyclical nature of harvests and strain popularity. When we focus our analysis on non-inhalable categories like Edibles, Beverages, Topicals, Capsules, and Tinctures & Sublingual products, we find that 43% of products launched since the beginning of 2020 are still on the market. That means that more than half of these products have failed at some point in the past 2.5 years. A full third of products from these categories never sold for more than 180 days. Episode 1017 The #TalkingHedge looks at Headset’s data… #CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData https://youtu.be/19zKji_Xcfo

11m
Sep 07
Cannabis Legalization Update

The Green Rush is a 2-hour weekly live cannabis business talk show produced by Pro Cannabis Media every Friday from 4PM EST to 6PM EST. The show discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry. This week the Green Rush Live discusses the State of Federal Legalization with hosts Jimmy Young and Josh Kincaid of The Talking Hedge. Episode 1016 The #TalkingHedge chats with Morgan Fox, Political Director, NORML... https://youtu.be/HTsobXOCPBY

26m
Sep 06
Psilocybin Investing & Regulations

The Green Rush is a 2-hour weekly live cannabis business talk show produced by Pro Cannabis Media every Friday from 4PM EST to 6PM EST. The show discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry. This week we talk about psilocybin, the hallucinogenic compound derived from “magic mushrooms.” In addition to psilocybin, we'll discuss plant medicine developments, and ask the question "does it take away from the cannabis movement?" Episode 1015 The #TalkingHedge chats with Jon Lunsford, Managing Director, Young America Capital and Michael Mayes, CEO, Quantum 9... https://youtu.be/j5yMsaKy73E

31m
Sep 01
Federal Cannabis Funding

Saskatchewan cannabis nursery Mother Labs’ recent success securing 1.8 million Canadian dollars ($1.4 million) in federal funding shows how Canada’s cannabis industry can benefit from government financing at a time when capital is scarce. Public records show that cannabis business funding has been made available from a range of Canadian federal government bodies for applications including business development, expansion and research. The investment in Mother Labs was announced in late June, alongside funding to 10 other Saskatchewan businesses. Mother Labs’ government funding comes in the form of an interest-free loan meant to match funds from the company. Bourassa said the nursery has a three-year window to execute its project using the funds, followed by a five-year repayment period. The loan is interest-free as long as payments are made on time. Canadian cannabis companies in search of government funding might consider exploring Canada’s Open Government database, which lists grants and contributions from various federal departments and agencies to cannabis companies including laboratories, processors and producers. Episode 1014 The #TalkingHedge chats with Kat Glogowski, Attorney & Angel Investor... https://youtu.be/uzorb-yCwcI

13m
Aug 31
Investing in Cannabis with Matt Hawkins of Entourage Effect Capital

Matt Hawkins is Chairman of the Board and Interim CEO of Harborside. He is also the Founder and Managing Principal of Entourage Effect Capital (EEC), formerly known as Cresco Capital Partners, a private equity firm focused specifically on investing in the legalized cannabis industry. Since 2014, the firm has invested out of two co-investment vehicles and special purpose entities with over $160MM in AUM, and is currently raising its third fund. The term ‘entourage effect’ means that the whole is greater than the sum of its parts. In other words, EEC orchestrates success by actively leveraging their unique set of capabilities. Summary: What was your investment objective or strategy? Investing in MJ Freeway / BDS Analytics learning experience(s) Due Diligence- Mark Cuban’s voyager crypto ponzi Why is debt issuance at its highest in history? Only game in town- FOMO? Public companies pot stocks Pessimistic analysts Which Cannabis Subsectors Are You Seeing Still Attracting Equity Capital? West Coast vs East Coast markets Hexco & Tilray M&A Investments to avoid Advice for companies raising capital Cannabis investor pitch decks Consolidation and M&A Episode 1013 The #TalkingHedge interviews Matt Hawkins Founder/Managing Partner at Entourage Effect Capital... https://youtu.be/0qyt6EeR_Kg

27m
Aug 30
Weed Talk News

Weed Talk News is a weekly Cannabis news roundup published every Friday delivering the most current cannabis events with high visibility news contributors from across the U.S.! The #TalkingHedge… https://youtu.be/uJpN3v-9XLA

27m
Aug 29
Psilocybin, Does it Take Away From the Cannabis Movement?

The Green Rush is a 2-hour weekly live cannabis business talk show produced by Pro Cannabis Media every Friday from 4PM EST to 6PM EST. The show discusses news issues in the cannabis market and each week conducts a deeper dive into specific topics of the industry like: Psilocybin, the hallucinogenic compound derived from “magic mushrooms.” Episode 1011 The #TalkingHedge chats with Riley Cote, an advisor at Wake... https://youtu.be/w_K8EqOhIVM

20m
Aug 25
Celebrity Cannabis?

In select studies, celebrity endorsements have produced an average 4% sales increase. At this time, it appears that isn't the case in the US cannabis market. To date, most celebrity cannabis brands, whether endorsed or owned, leave some questioning their market impact. The unease appears warranted when considering how various celebrities have failed to live up to critical metrics, toplined by sales, market saturation and product quality. For example, Seth Rogen's Houseplant, cracked California's top 100 sellers of 2021, coming in at 91 with $9.3 million sold. Brands like Marley Natural (approximately $4.3 million), B-Real's Insane ($3.6 million) and Jay-Z's Monogram ($700,000) did not make the list. Episode 1010 The #TalkingHedge asks the question “Does Celebrity Cannabis Even Matter?”... https://youtu.be/ckLUwM35cqo

12m
Aug 24
Cannabis Asset Management & New ETF

The San Francisco-based investment firm is one of very few that is focused narrowly on the cannabis industry, and have also been at it longer than most. Poseidon Asset Management was founded by siblings Emily & Morgan Paxhia in 2013, making their first fund one of the longest running dedicated cannabis investment funds. In their eighth year of conducting due diligence, deploying capital, and serving on a number of company Board of Directors, the team is considered a leader in the cannabis industry. With his banking experience, Morgan is responsible for developing and implementing the firm's investment strategies, as well as performing the due diligence necessary for smart decision-making. Summary: How does a Private Equity fund work? How has cannabis investing changed over time? How do you keep your finger on the pulse of the industry? The Mastermind accelerator Proper valuations Where are the opportunities? Cultivation & retail deal flow Poseidon’s new ETF ($PSDN) Exits (ie, IPO / M&A) Cannabis Cafes Episode 1009 The #TalkingHedge interviews Morgan Paxhia of Poseidon Asset Management... https://youtu.be/zWL33V2HpEY

44m
Aug 23
Weed Talk News: WA State Officials Urging Congress To Pass SAFE Banking Act

Weed Talk News: WA State Officials Urging Congress To Pass SAFE Banking Act Weed Talk News is a weekly Cannabis news roundup published every Friday delivering the most current cannabis events with high visibility news contributors from across the U.S.! The #TalkingHedge… https://youtu.be/uJpN3v-9XLA

32m
Aug 22
Cannabis' Meta Marketplace on the Blockchain

Matthew Morgan is the #Cannabis Industry Advisor for Cannaverse Technologies and the Co-Founder of Cannaland. As a seasoned entrepreneur and successful businessman, Matthew Morgan is the co-founder of several cannabis companies including Bloom Dispensaries, Tryke companies, Reef Dispensaries, Ignite Cannabis Co and Green Axis Capital. He is highly regarded in the cannabis industry as an #innovator and thought leader. He has an in-depth knowledge of the industry and has a demonstrated history of bringing businesses to scale quickly and profitably. Cannaverse Technologies, the creator of Cannaland™, the world's first cannabis Metaverse and pioneer in cannabis product marketing, manufacturing, and merchandising with an innovative blockchain payment system, is empowering cultivators, growers, testing labs, manufacturers, wholesalers, retailers, medical dispensaries, and consumption lounges with the ability to scale and monetize their brands while directly addressing the existing gaps in the cannabis industry. Cannaversetech™'s meta marketplace on the blockchain revolutionizes the global #cannabisindustry by connecting every facet of the cannabis and hemp communities in a #Metaverse environment Episode 1007 The #TalkingHedge chats with Matt Morgan, Co-Founder Cannaland... https://youtu.be/K4KtvarVCcQ

37m
Aug 18
Cannabis Industry's Impact from a Recession

With the threat of a recession hanging over the U.S. economy, the nation’s cannabis industry appears to be on shakier financial ground than when the last downturn struck at the start of COVID. Marijuana companies weathered the 2020 coronavirus-induced recession relatively well, with sales booming thanks to federal stimulus checks and anxious consumers turning to cannabis for stress relief. The industry emerged relatively unscathed by the recession. This time around might be different. Episode 1006 The #TalkingHedge... https://youtu.be/2fDbV5RzTm4

8m
Aug 17
Federal #Cannabis Legalization News

Green Rush Live discusses the State of Federal Legalization with hosts Jimmy Young and Josh Kincaid of The Talking Hedge. Episode 1005 The #TalkingHedge interviews Thomas Howard, Cannabis Industry Lawyer, Collateral Base... https://youtu.be/KPr7lsZa25E

37m
Aug 16
Weed Talk News - Pot Shop Closes to Avoid Unionizing

Weed Talk News is a weekly Cannabis news roundup published every Friday delivering the most current cannabis events with high visibility news contributors from across the U.S.! Episode 1004 The #TalkingHedge… https://youtu.be/uJpN3v-9XLA

24m
Aug 15
Hempcrete 101

Joy Beckerman has been involved in the hemp movement for over thirty years, and her extraordinary knowledge and passion for this versatile, valuable crop is contagious! Joy is the Principal at Hemp Ace International, a Seattle-based consulting, legal support, and expert witness firm serving the global community; as well as host of the popular podcast #Hemp Barons; and Advisory Board Member of Hemp Grower Magazine, the National Hemp Growers Cooperative, Environmental Living Industries and Colorado Hemp Works, America's first post-prohibition hemp grain processing facility. Joy has contributed thousands of hours to the hemp and cannabis movements across decades, using her grassroots advocacy, organizing, and professional legal skills to advance legalization and to educate the public, farmers, business owners, academia, lawmakers and regulators. Episode 1003 The #TalkingHedge interviews Joy Beckerman of HempAce... https://youtu.be/H-niPQcAqW4

34m
Aug 11
California Market Update

California Cannabis Market Analysis The state of California is the largest US cannabis market by sales, eclipsing $5B in annual sales in 2021 and is on pace to do so again this year. While total market sales in California are large and noteworthy, there are quite a few nuanced sub-trends developing in the Golden State’s cannabis industry. Below, we explore how category sales patterns have shifted in California over the past year. Episode 1002 The #TalkingHedge dives into Headset’s data… #CannabisIndustry #CannabisData #MarijuanaData #CannabisAnalytics #MarijuanaAnalytics #CannabisSalesData #MarijuanaSalesData https://youtu.be/8Ew8EALLZXM

6m
Aug 10
National Cannabis Industry Association (NCIA)

Green Rush Live discusses the State of Federal Legalization with hosts Jimmy Young and Josh Kincaid of The Talking Hedge Episode 1001 The #TalkingHedge interviews Aaron Smith, CEO, NCIA... https://youtu.be/_dnRpHbdeKQ

28m
Aug 09