Glass House Bets Big On Reform | NewLake Capital Keeps Delivering | TTB Presented by Flowhub

In our latest Trade To Black podcast presented by Flowhub, hosts Shadd Dales and Anthony Varrell tee things back up with both NewLake Capital Partners (OTCQB: NLCP) and Glass House Brands (OTCQX: GLASF) following their latest Q1 2026 earnings reports.First up, NewLake Capital Partners CEO Anthony Coniglio joins the show after another steady quarter highlighted by strong AFFO generation, low leverage, solid liquidity, and 100% rent collection. While much of the cannabis sector continues to deal with volatility, NewLake continues to stay disciplined while positioning itself for what federal reform could eventually mean for operators across the industry.Then in segment two, Glass House Brands (OTCQX: GLASF) CEO Kyle Kazan joins the podcast alongside company president Graham Farrar after reporting a much tougher quarter. Margins came under pressure, EBITDA turned negative, and production costs climbed sharply. But at the same time, the company is aggressively expanding cultivation capacity and preparing for what management believes could become a major shift under Schedule III, interstate commerce, and potential export opportunities.So the big conversation becomes this — was this simply a rough quarter for Glass House… or one of those one-step-back, two-steps-forward moments as the company builds for what it believes is coming next?Log on and leave your comments!#cannabis #glasshousebrands #newlakecapital #schedule3 #cannabisstocks #msos #280E #interstatecommerce #cannabisnews #investingWant to see more Cannabis Reform?🎬    • Cannabis Rescheduling Faces Legal Question...  🎬    • Congress Tries To Slow Cannabis Reform | T...  🎬    • DEA Moves On HHC — What It Means | TDR Can...  🎬    • DOJ Signals Shift On Cannabis & Firearms |...  Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook:   / thedalesreport  ✅ Twitter:   / thedalesreport  ✅ Instagram:   / dalesreport  ✅ LinkedIn:   / the-dales-report  Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, contact:[email protected] Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...