Returning to Growth

This week's show begins by talking about how Jesse is seeing increased interest in companies wanting to tell their stories ahead of a potential increase in the investor base. This is complemented by observations that the cannabis capex cycle may be improving. On the state level, new Illinois data shows the state had a strong year, which is contrasted against Tilray's earnings report and the ongoing challenges in Canada. The conversation transitions into talking about the trend of equitizing debt and recent deals done by 4Front and Vext. The episode concludes by discussing the HHS saying they will release an unredacted version of its Schedule III recommendation and what this may mean for the timing of the DEA announcement.