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Returning to Growth
Manage episode 394883601 series 3518505
Higher Exchanges에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Higher Exchanges 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
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