US Cannabis: A Generational Wealth Opportunity ft Jon Rubin

US Cannabis: A Generational Wealth Opportunity In this episode, Jonathan Rubin discusses: • Phyto Partners and what they do • Outside industry examples of building a unique selling point (USP) and driving margins • Trulieve’s current market strategy • The Florida cannabis market • How VC works in the cannabis space • The benefit differences that retail and institutional investors receive Chapters: 00:00:00 - Introducing Jonathan Rubin, Investor of Fido Partners 00:02:06 - The Undervaluation of Cannabis Companies compared to other industries 00:04:27 - The Generational Wealth Opportunity in the Cannabis Industry 00:06:40 - The Generational Wealth Opportunity in Cannabis Investing 00:08:50 - Investing in the Cannabis Industry and Understanding Operator Differences 00:10:55 - Researching and Investing in the Cannabis Industry 00:13:05 - Importance of Management in the Cannabis Industry 00:15:14 - Collaborating with CESC and the Complexities of MSO Acquisitions 00:17:28 - The Potential of International Expansion in the Cannabis Industry 00:19:31 - Trulieve's Strategy for National Expansion 00:21:42 - The Three-Tier Distribution Model for Cannabis 00:23:47 - Vertical Integration and Increasing Margins in the Delivery Industry 00:25:51 - Outsourcing Deliveries and the Potential for Cannabis Industry Expansion 00:27:55 - Venture Capital in the Cannabis Industry 00:30:07 - Growth of Ancillary Verticals in the Cannabis Industry 00:32:27 - The Basics of Venture Capital Investing and the Incentive Structure 00:34:45 - The Real Opportunity for Investors in Cannabis 00:36:55 - The Future of Medicinal Cannabis and Misconceptions Around its Use 00:39:00 - Winning as Investors with Limited Cannabis Licenses 00:41:09 - Predictions on the Best Performing Marijuana Stocks 00:43:21 - The Importance of Branding in the Cannabis Industry 00:45:22 - Investing in Larger Cannabis Operators Phyto Partners is a venture capital firm that invests in the cannabis industry. Get in touch with Jon Rubin on Twitter @Jonnyrubin10

Chapters

1. 0:00Introducing Jonathan Rubin, Investor of Fido Partners
2. 2:06The Undervaluation of Cannabis Companies compared to other industries
3. 4:27The Generational Wealth Opportunity in the Cannabis Industry
4. 6:40The Generational Wealth Opportunity in Cannabis Investing
5. 8:50Investing in the Cannabis Industry and Understanding Operator Differences
6. 10:55Researching and Investing in the Cannabis Industry
7. 13:05Importance of Management in the Cannabis Industry
8. 15:14Collaborating with CESC and the Complexities of MSO Acquisitions
9. 17:28The Potential of International Expansion in the Cannabis Industry
10. 19:31Trulieve's Strategy for National Expansion
11. 21:42The Three-Tier Distribution Model for Cannabis
12. 23:47Vertical Integration and Increasing Margins in the Delivery Industry
13. 25:51Outsourcing Deliveries and the Potential for Cannabis Industry Expansion
14. 27:55Venture Capital in the Cannabis Industry
15. 30:07Growth of Ancillary Verticals in the Cannabis Industry
16. 32:27The Basics of Venture Capital Investing and the Incentive Structure
17. 34:45The Real Opportunity for Investors in Cannabis
18. 36:55The Future of Medicinal Cannabis and Misconceptions Around its Use
19. 39:00Winning as Investors with Limited Cannabis Licenses
20. 41:09Predictions on the Best Performing Marijuana Stocks
21. 43:21The Importance of Branding in the Cannabis Industry
22. 45:22Investing in Larger Cannabis Operators