The Botanicals Podcast: Recent Episodes
Jeff Bergstrom
Although adult-use sales of cannabis remain robust in U.S. states where it is legal, Nasdaq IR Intelligence analyst Saleem Daya sees continued stock underperformance across the Cannabis space going into year-end, building on activity in the second and third quarters of 2021.
Nasdaq IR Intelligence analyst Saleem Daya explains why the sector's heated year-end performance has cooled; cites rising yields, retail investor fatigue as action on U.S federal legislation remains stalled.
In a midyear update with JLN, PanXchange CEO Julie Lerner says the hemp industry needs to turn its focus to farm economics; sees continued promise in carbon credits.
After a long career in exchange-traded derivatives, GSCG Chairman Jack Bouroudjian is doing an about-face, turning to blockchain technology and tokenized settlement.
John Lothian News talks to Nasdaq IR Intelligence analyst Saleem Daya about the evolving cannabis stock sector, including a steady pick up in institutional interest as the year 2021 begins to unfold.
Podcast Index:
How investment trends of 2020 are playing out in the new year - 0:44 mark
Notable Q1 canabis stock performers and ETF inflows - 5:31 mark|
Retail-led volatility and options volume - 8:40 mark
Impact of New York's legalization of recreational cannabis - 10:45 mark
The Hemp/CBD market and the regulation landscape - 13:24 mark
Tracking asset flows across cannabis benchmarks - 18:18 mark
Nasdaq IR Intelligence analyst Saleem Daya sat down to talk with JLN about a recent jump in cannabis stock price volatility. He also explained what is behind the rise in mergers and acquisitions in the space.
Julie Lerner, the CEO of PanXchange, recently sat down with JLN's Thom Thompson for an in-depth discussion of the industrial hemp market. Her view of current supply vs. demand may surprise you.
Saleem Daya, an analyst with Nasdaq IR Intelligence in Toronto, sees U.S. cannabis regulation poised for a rehaul in 2021 given Democrats' U.S. Senate win. While he acknowledges some uncertainly, he told JLN that U.S. reform and the implications of Mexico's legalization efforts are expected to provide new opportunities for sector growth.
JLN Editor Thom Thompson explains the twists and turns of the 2020 hemp market and looks ahead to 2021.
Initiatives to legalize marijuana are on the ballot in five states this Election Day, giving voters the chance to move the industry toward wider acceptance. In addition, several Senate and gubernatorial races are seen as key to unlocking stalled legislation. JLN talks with Kerry Jordan, co-founder and managing partner of Supercritical, about how the vote is expected to impact the cannabis landscape.
Chicago-based Revolution Global took first place in six out of seven categories in a recent "Peoples Choice" competition judged by more than 200 consumers. John Lothian News talked with Revolution COO Dustin Shroyer to get the details.
Saleem Daya, analyst at Nasdaq corporate solutions in Toronto, updates John Lothian News on the Q2 performance of listed cannabis shares amid strong U.S. sales and waning COVID-driven volatility.
Heated debate and a lawsuit quickly followed the release on September 3 of a list of 21 finalists for the state's social equity cannabis dispensary licenses. Winners are expected to be chosen by lottery later this month. John Lothian News talked to Sparky Rose of the consultancy Supercritical to make sense of the social equity application process and learn why things have blown up.
Stephen Simpson, executive secretary of the cannabis advocacy group Chicago NORML, spoke with John Lothian News about the group's social equity agenda and why the imminent awarding of 75 new dispensary licenses is just one item on a long checklist.
Saleem Daya, analyst with Nasdaq IR Intelligence in Toronto, breaks down early 2020 trends in cannabis-related stocks for John Lothian News, and talks about active investors in the space and why some certain stock names have had greater appeal, both in the U.S. and Canada.
In an interview with Kerry Jordan, co-founder of the consultancy Supercritical, and Amanda Gettes, director of strategic initiatives at Chicago's Olive Harvey College, JLN provides a midyear update on the state's nascent cannabis industry, including the delay in Illinois' new social-equity licenses, college training for dispensary workers, why sales are booming, and a preview of the education-directed Sparklist Summit.
By Suzanne Cosgrove | May 28, 2020
John Lothian News caught up with Illinois State Rep. Kelly Cassidy (D-Chicago) on Wednesday, May 27, just days after the finish of a special state legislative session. Amid talk of a budget deficit and pandemic-related business closures, the healthy revenue stream provided by the state's adult-use cannabis sales through April stood out, she said.
In the latest JLN update on the legal cannabis marketplace, Thom Thompson interviews Sparky Rose and Kerry Jordan, principals of the consultancy Supercritical, about possible legislative relief for cannabis banking as well as the impact of added Illinois licenses for craft growers and infusers.