EPISODE · Apr 25, 2024 · 1H 7M
Waiting on the World to Change
from Higher Exchanges
It's a quieter time in cannabis, but this was a fun show. We started by reviewing the 4/20 holiday, focusing on the revenue lift and which categories performed best. Beverages were a top seller, and the guys debated the category's future and who will drive its growth. We debuted a new game called "buy or sell" that led to several fun debates on rescheduling probabilities, how to play a potential rescheduling bounce, when Florida may eclipse California in legal cannabis sales, and whether dispensaries will exist in twenty years.
What this episode covers
It's a quieter time in cannabis, but this was a fun show. We started by reviewing the 4/20 holiday, focusing on the revenue lift and which categories performed best. Beverages were a top seller, and the guys debated the category's future and who will drive its growth. We debuted a new game called "buy or sell" that led to several fun debates on rescheduling probabilities, how to play a potential rescheduling bounce, when Florida may eclipse California in legal cannabis sales, and wheth...
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Waiting on the World to Change
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