# Investor Perspective Episodes of The Dime Podcast covering Investor Perspective: cannabis business conversations with founders, executives and investors. 12 episodes. - Canonical: https://www.dimepodcast.com/topics/investor-perspective - Topic index for agents: https://www.dimepodcast.com/topics/investor-perspective/llms.txt - All topics: https://www.dimepodcast.com/topics ## Analysis on Investor Perspective First Principles essays by Bryan Fields. Human written. - [Professional Trader Will Sell Early on Catalyst, And Why He's Right](https://www.dimepodcast.com/newsletter/professional-trader-will-sell-early-on-catalyst-and-why-hes-right) (March 24, 2026): If you've been through multiple pump-and-dump cycles, you're not early. You're just still here. Why cannabis stocks trade on plumbing, not fundamentals. Markdown: https://www.dimepodcast.com/newsletter/professional-trader-will-sell-early-on-catalyst-and-why-hes-right.md - [The Internal Audit Most Companies Avoid](https://www.dimepodcast.com/newsletter/the-internal-audit-most-companies-avoid) (March 18, 2026): The market does not care about sunk costs. Separating the vision from the vehicles used to pursue it is the audit most leadership teams never run. Markdown: https://www.dimepodcast.com/newsletter/the-internal-audit-most-companies-avoid.md - [You're Thinking About Debt Wrong](https://www.dimepodcast.com/newsletter/youre-thinking-about-debt-wrong) (December 10, 2025): Debt isn't the problem — the terms are. If your margins beat your cost of capital, you're not borrowing to survive, you're borrowing to win. Markdown: https://www.dimepodcast.com/newsletter/youre-thinking-about-debt-wrong.md ## Episodes - [Germany Is the Engine: What BAT Knows That Cannabis Doesn't ft. James Yamanaka](https://www.dimepodcast.com/episodes/germany-is-the-engine-what-bat-knows-that-cannabis-doesnt-ft-james-yamanaka) — James Yamanaka: In this episode, Organigram CEO James Yamanaka discusses his path from British American Tobacco to leading one of Canada's largest cannabis companies, explaining how BAT's long-term, disciplined… Markdown: https://www.dimepodcast.com/episodes/germany-is-the-engine-what-bat-knows-that-cannabis-doesnt-ft-james-yamanaka.md - [15 Years of Cannabis Trading . Why I'll Sell Early (Unless This Happens) ft. Dan McDermitt](https://www.dimepodcast.com/episodes/15-years-of-cannabis-trading-why-ill-sell-early-unless-this-happens-ft-dan-mcdermitt) — Dan McDermitt: In this episode, 15-year cannabis stock trading veteran Dan McDermitt of ChartGuys joins host Bryan Fields to break down why the cannabis equity sector remains stuck despite years of rescheduling… Markdown: https://www.dimepodcast.com/episodes/15-years-of-cannabis-trading-why-ill-sell-early-unless-this-happens-ft-dan-mcdermitt.md - [The Cannabis Titanic: The Reset Ahead, Matt Karnes on What the Numbers Say](https://www.dimepodcast.com/episodes/the-cannabis-titanic-the-reset-ahead-matt-karnes-on-what-the-numbers-say) — Matt Karnes: Matt Karnes, founder of GreenWave Advisors and an affiliate partner at Stonehaven, joins Bryan Fields and Kellan Finney to unpack the state of the cannabis industry using his "Titanic" framework:… Markdown: https://www.dimepodcast.com/episodes/the-cannabis-titanic-the-reset-ahead-matt-karnes-on-what-the-numbers-say.md - [Organigram’s Competitive Edge: Paolo De Luca on BAT, M&A Strategy, and the Cannabis Long Game](https://www.dimepodcast.com/episodes/organigrams-competitive-edge-paolo-de-luca-on-bat-ma-strategy-and-the-cannabis-long-game) — Paolo De Luca: Paolo De Luca, Chief Strategy Officer of Organigram, joins The Dime to break down how Canada's top cannabis company by market share is building for the long game: specialized single-category… Markdown: https://www.dimepodcast.com/episodes/organigrams-competitive-edge-paolo-de-luca-on-bat-ma-strategy-and-the-cannabis-long-game.md - [Storytelling Is the Future of Cannabis IR ft Jesse Redmond](https://www.dimepodcast.com/episodes/storytelling-is-the-future-of-cannabis-ir-ft-jesse-redmond) — Jesse Redmond: Jesse Redmond, head of investor relations and business development at Leef Brands, returns to The Dime to explain why cannabis IR has become a storytelling exercise — documenting the farm, the… Markdown: https://www.dimepodcast.com/episodes/storytelling-is-the-future-of-cannabis-ir-ft-jesse-redmond.md - [No Exits, No Capital, No Bullsh*t: Seth Yakatan on Cannabis Reality](https://www.dimepodcast.com/episodes/no-exits-no-capital-no-bullsht-seth-yakatan-on-cannabis-reality) — Seth Yakatan: Seth Yakatan returns to The Dime to lay out an unvarnished view of where the cannabis industry stands in 2025: capital-starved, exit-less, and structurally unable to purge failing companies through… Markdown: https://www.dimepodcast.com/episodes/no-exits-no-capital-no-bullsht-seth-yakatan-on-cannabis-reality.md - [Anthony Coniglio: Capital Injections, REITs, Location Opportunities](https://www.dimepodcast.com/episodes/anthony-coniglio-capital-injections-reits-location-opportunities) — Anthony Coniglio: In this episode of The Dime, Bryan Fields and Kellan Finney sit down with Anthony Coniglio, President and CEO of NewLake Capital Partners, a cannabis-focused REIT trading on the OTC under NLCP.… Markdown: https://www.dimepodcast.com/episodes/anthony-coniglio-capital-injections-reits-location-opportunities.md - [Seth Yakatan: Are you Ready for the Next Wave of M&A in Cannabis](https://www.dimepodcast.com/episodes/seth-yakatan-are-you-ready-for-the-next-wave-of-ma-in-cannabis) — Seth Yakatan: In this episode of The Dime, hosts Bryan Fields and Kellan sit down with veteran corporate finance and cannabis M&A advisor Seth Yakatan to unpack how institutional and strategic capital will… Markdown: https://www.dimepodcast.com/episodes/seth-yakatan-are-you-ready-for-the-next-wave-of-ma-in-cannabis.md - [Boris Jordan on Curaleaf's European Strategy: Building Coca-Cola of Cannabis](https://www.dimepodcast.com/episodes/boris-jordan-on-curaleafs-european-strategy-building-coca-cola-of-cannabis) — Boris Jordan: In this episode of The Dime, Curaleaf founder and chairman Boris Jordan breaks down the company's US growth catalysts in New York, Ohio, Florida, and Pennsylvania alongside its European expansion… Markdown: https://www.dimepodcast.com/episodes/boris-jordan-on-curaleafs-european-strategy-building-coca-cola-of-cannabis.md - [Pablo Zuanic on Cannabis Stocks: Institutional Strategies for Retail Investors](https://www.dimepodcast.com/episodes/pablo-zuanic-on-cannabis-stocks-institutional-strategies-for-retail-investors) — Pablo Zuanic: In this episode of The Dime, equity analyst Pablo Zuanic of Zuanic & Associates joins hosts Bryan Fields and Kellan Finney to break down how institutional investors think about cannabis stocks,… Markdown: https://www.dimepodcast.com/episodes/pablo-zuanic-on-cannabis-stocks-institutional-strategies-for-retail-investors.md - [Rick Bashkoff: Why Cannabis Needs Unique Software Solutions](https://www.dimepodcast.com/episodes/rick-bashkoff-why-cannabis-needs-unique-software-solutions) — Rick Bashkoff: In this episode of The Dime, hosts Bryan Fields and Kellan Finney talk with Rick Bashkoff, a former music-industry and tech-startup operator turned cannabis investor and software executive, about why… Markdown: https://www.dimepodcast.com/episodes/rick-bashkoff-why-cannabis-needs-unique-software-solutions.md - [Bradley Nattrass: Applying AgTech Sensors for Automation & Efficiency, The Future Is Now](https://www.dimepodcast.com/episodes/bradley-nattrass-applying-agtech-sensors-for-automation-efficiency-the-future-is-now) — Bradley Nattrass: In this episode of The Dime, Bryan Fields and Kellan Finney sit down with Bradley Nattrass, Chairman and CEO of Urban-gro (NASDAQ: UGRO), a turnkey design-build firm serving the controlled… Markdown: https://www.dimepodcast.com/episodes/bradley-nattrass-applying-agtech-sensors-for-automation-efficiency-the-future-is-now.md --- Markdown variant of any episode, guest, newsletter, answer or topic page on this site: add .md to its URL. Site index: https://www.dimepodcast.com/llms.txt. Complete catalogue: https://www.dimepodcast.com/llms-full.txt