Topic · 30 Episodes

International Markets

Analysis on International Markets

Cannabis Is a Commodity. Here's Where the Margin Lives

Cannabis supply chains will commoditize. Margins won't disappear — they move into manufacturing efficiency and distribution discipline.

First Principles · December 16, 2025

The Quiet Entry: What Tobacco & Alcohol Already Know About Cannabis

Tobacco and alcohol are quietly building cannabis IP, infrastructure and data. It's not if they enter — it's when the rest of us notice.

First Principles · November 20, 2025

Germany Is the Engine: What BAT Knows That Cannabis Doesn't ft. James Yamanaka

Ed Rosenthal and Greg Baughman: You're Still Growing Cannabis Wrong

Ed Rosenthal & Greg Baughman

Premium vs Scale in Cannabis: Inside Rubicon’s Strategy ft. Margaret Brodie

Margaret Brodie

JB (Cheech & Chong CEO): Building a National Cannabis Brand Through Trial, Error & Partnership

Schedule III Changes Everything — This Is Just the Beginning

Inside SNDL’s Hidden Scale: Global Reach & Supply Chain Powerhouse ft. Tyler Robson

What Tobacco and Alcohol Taught Me About Cannabis. ft. Nick Kenny

Sensory Science Unlocked, Beyond THC, Inside True Terpenes ft. Dan Cook

Keep Your Eye on Ohio: Why California’s Failures Are Michigan’s Success, and the Global Cannabis Landscape ft. Hirsh Jain

Organigram’s Competitive Edge: Paolo De Luca on BAT, M&A Strategy, and the Cannabis Long Game

Brett Puffenbarger: The Future of Cannabis Will Look Like This… and Yes, It Will Shock You

Brett Puffenbarger

Big Tobacco Is Moving on Cannabis, the Global Strategy Is Unfolding, and Deepak Anand Reveals Where’s Next

We Don’t Want Legalization—We Want Decriminalization ft. Luna Stower

China Tariffs & The Next Era of Vapes: Impact on Supply Chains & Brands ft. Nick Kovacevich

Nick Kovacevich

Stop Ignoring Germany’s Massive Opportunity – Europe is Coming! ft. Jamie Pearson

Chris Violas Breaks Down Blaze’s Software Infrastructure

First Mover Secrets with Colin Keeler: How Kiva’s Edibles Cover 80% of the U.S

Post-Harvest Cultivation Secrets to Maximize Terpenes ft. Jack Grover

How U.S. Cannabis Legalization Will Shape Global Influence ft. Hirsh Jain

Kanha Edibles on a Thai Beach: Global Strategy & Personalized Cannabinoid Therapy with Cameron Clarke

Building a Private Juggernaut: Efficiency at Every Step with Mario Naric

Paul F. Austin on Exploring Psychedelics: Creativity, Hidden Benefits, Microdosing, and Retreats

Boris Jordan on Curaleaf's European Strategy: Building Coca-Cola of Cannabis

Pablo Zuanic on Cannabis Stocks: Institutional Strategies for Retail Investors

Cookies: The Only Global Cannabis Brand Ft. Crystal Millican

Crystal Millican

Paul Weaver of Boston Beer Company on Big Alcohol's Cannabis Strategy

The Secrets of Global Cannabis Smuggling with Kingpin Barry Foy

Higgs: The 90s-Influenced Cannabis Brand Everyone Will Soon Be Talking About

Pairing Convenience & Cannabis Flower: Why Pre-Rolls is here to stay ft. Harrison Bard

Germany's Cannabis Landscape and the Impending Farm Bill Renewal: What you need to Know ft. Bob Hoban