Curaleaf's pursuit of Aurora isn't really about cannabis. It's about 50+ tons of EU-GMP supply and the two years it takes to build it from scratch.

Curaleaf x Aurora: Why EU-GMP Is the Hidden Asset in the Deal

Federal cannabis reform is supposed to open the same door for everyone. The current market says otherwise.The largest operators do not share one political agenda, and some of the barriers they complain about are also wid...

Who Benefits From Federal Cannabis Limbo? ft. Jay Rosenthal

Global expansion is often pitched as an opportunity. For an undisciplined cannabis company, it is an expensive way to expose every weakness at once.International markets reward specific operating capabilities, not ambiti...

Europe Is Not a Rescue Plan ft. Jamie Pearson

AI has made software easier than ever to build. That does not mean every internal tool should become the backbone of your business.
In this episode, Bryan sits down with Chris Guthrie to break down the growing temptation...

Understand This Before You Use AI To Build Software ft. Chris Guthrie

Predictable cash flow is the whole game. In cannabis, predictable is the one thing almost nobody has.
Organigram CEO James Yamanaka came up over 20 years at British American Tobacco, where that discipline is the entire m...

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

For the last 18–24 months, reported cannabis growth told an incomplete story.Demand did not plateau.It was fragmented — between hemp channels, illicit markets, and regulated operators.Now, with the Farm Bill loophole clo...

Hidden Growth Unmasked: Rescheduling, the Farm Bill & What Comes Next ft Trent Woloveck

SNDL is much bigger than most people realize — with global distribution, massive extraction capacity, and a diversified retail and manufacturing engine that touches nearly every part of the cannabis supply chain.This wee...

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

Tobacco and alcohol are already laying the groundwork for cannabis — building IP, infrastructure, and data.Nick Kenney breaks down what legacy industries already understand — how regulated markets are built, and why read...

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

Setbacks early on can reshape everything.They can alter your future strategy, shift your appetite for risk, and — if you’re patient — quietly set you up for success while others chase growth at any cost.As with any compa...

Built for Consolidation, Guided by Icahn-Like Discipline, and Poised for Cannabis’ Next Iteration, ft Jared Maloof

Cannabis is chaotic by design. Vertical integration forces operators to run six or seven businesses at once — then replicate that model across states with different regulations, all without economies of scale. It’s no wo...

Strategy Truths & Lies, Mature Industries Already Know ft. Mitchell Osak

THC is an ingredient.Cannabinoids will be treated like standardized inputs across pharma, licensed cannabis, and hemp—and the future winners are hedging until there’s clarity.What got you here won’t get you there. The ne...

THC Is an Ingredient, Where Pharma, MSOs & Hemp Collide, ft. Zach Edge

What if the smartest growth move is cutting—on purpose?Turnarounds aren’t financial stories—they’re operational ones.Growth-at-all-costs is out. The new playbook: prune non-core assets, concentrate resources in high-retu...

Richie Proud on the iAnthus Turnaround: Why Selling Arizona Fueled Core-Market Growth

Debt is coming due — and we’re approaching a point of no return.At this stage, it’s not if there will be fallout — it’s who survives it.The surface-level view of the cannabis industry hides deep financial issues that onl...

The Cannabis Titanic: The Reset Ahead, Matt Karnes on What the Numbers Say

Built to last.That’s not just a slogan — it’s a strategy.In an industry driven by short-term survival, the cannabis space often feels like a rollercoaster. Financial pressures and market volatility push companies to chas...

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

What if the most powerful investor pitch wasn’t a deck or a breakdown of earnings—but a story?Now, the idea of seeds in the ground to thriving plants is a tangible experience—one that finally captures the real narrative....

Storytelling Is the Future of Cannabis IR ft Jesse Redmond

What if we told you the future of cannabis looks less like dispensaries... and more like the milk aisle?Everyone’s chasing growth, market share, and the next hot product — but few are asking the deeper question:What will...

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

There’s no exits. There’s no cash. There’s no buyers. So what do you do? Batten down the hatches. Crush your market. Squeeze out the little guys who can’t compete — and wait.This week, Seth Yakatan returns to discuss the...

No Exits, No Capital, No Bullsh*t: Seth Yakatan on Cannabis Reality

Big Tobacco knows cigarettes are dead.They’re sitting on cash, looking for growth — and cannabis is the obvious move.They’re no longer silently watching from the sidelines. They’re investing, expanding — some through pub...

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

Why does it feel like the hemp industry is exploding while regulated cannabis remains stagnant?The numbers may tell one story, but they don’t capture the whole picture. What would a combined cannabis and hemp market look...

How Do We Get to a $100 Billion Market? Growth Predictions, Market Consolidations ft Ben Burstein

Partnerships are more critical in cannabis than in many other industries. The line between success and failure is razor-thin, and most companies don’t have the resources to recover from a failed “marriage.”One of the uni...

Hard Questions for Cannabis Founders: Tony Schor on Creative Capital and M&A Strategies

Software is unique: when it works as it should, no one thinks twice about it. But the moment there’s a hiccup or delay, it becomes an issue.Building software that consistently runs seamlessly, while integrating additiona...

Chris Violas Breaks Down Blaze’s Software Infrastructure

Major industry behemoths like P&G or British Tobacco are setting their sights on the cannabis industry, poised to disrupt and seamlessly integrate.In this rapidly evolving landscape, are you engaging in crucial internal ...

Seth Yakatan: Are you Ready for the Next Wave of M&A in Cannabis

The cannabis industry is gearing up for a significant shift towards sensors and technology. These tools aren't new; they are mainstays in industries like agriculture and oil and gas, now applied directly to cultivation a...

Bradley Nattrass: Applying AgTech Sensors for Automation & Efficiency, The Future Is Now

Industry Networking has an under-recognized skill gap. When you’re a strong networker, you can make deep connections and relationships that can change the trajectory of your business. If you struggle at it, which most do...

M&A

Analysis on M&A