Cannabis Investing In The Trump Era

2025-12-18 20:40:00 ET

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Josh Rosen and Jerry Derevyanny discuss the current state of cannabis investing, focusing on federal regulations, investment strategies, and the challenges of valuation in the cannabis sector. We explore the expected consolidation in the industry and offer insights for retail investors navigating this complex landscape.

• 01:01 Backgrounds and Roles in Cannabis Investing
• 07:11 Federal Landscape and Regulatory Changes
• 19:10 Investment Strategies and Market Dynamics
• 26:24 First Mover Advantage in Cannabis Industry
• 29:56 Understanding 280E and Its Impact on Cannabis Quality
• 32:25 Insights on Glass House ( GLASF )
• 38:29 Valuation Challenges in the Cannabis Industry
• 45:03 Retail Investor Insights: Navigating the Market
• 50:20 Public vs. Private: The Future of Cannabis Investments

Transcript

Rena Sherbill: Here we are December 18th, 2025, Jerry Derevyanny back on the show, Josh Rosen for the first time much talked about never appeared directly on the cannabis investing podcast. Welcome both of you to the show. Thanks for coming on....

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