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The Catalyst Table Starring Hirsh Jain

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Manage episode 412069980 series 3518505
Innehåll tillhandahållet av Water Tower Research. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Water Tower Research eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

2024 is the year of potential cannabis catalysts and we had Hirsh Jain, Founder of Ananada Strategy join us to discuss a bevy of federal and state-level opportunities. Next week is 4/20, and one potential time that the DEA could respond to the HHS' Schedule III recommendation. The trio debates the probability of a response and the implications to short and long-term investors.
On the state side, we tackle Ohio first, and the exciting news that adult-use sales could start as soon as July 2024. Hirsh sees this as a big market, and potentially very profitable due to the reasonable regulatory structure. The conversation evolves into the biggest state-level catalyst, Florida. This massive market may flip to adult-use in 2025 and Hirsh walks us through how he sees the vote potentially happening and the factors determining if it gets to the 60% threshold. We close the conversation handicapping Pennsylvania and when this legislative process could approve adult-use sales and implications for the publicy-traded operators.

  continue reading

29 episoder

Artwork
iconDela
 
Manage episode 412069980 series 3518505
Innehåll tillhandahållet av Water Tower Research. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Water Tower Research eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

2024 is the year of potential cannabis catalysts and we had Hirsh Jain, Founder of Ananada Strategy join us to discuss a bevy of federal and state-level opportunities. Next week is 4/20, and one potential time that the DEA could respond to the HHS' Schedule III recommendation. The trio debates the probability of a response and the implications to short and long-term investors.
On the state side, we tackle Ohio first, and the exciting news that adult-use sales could start as soon as July 2024. Hirsh sees this as a big market, and potentially very profitable due to the reasonable regulatory structure. The conversation evolves into the biggest state-level catalyst, Florida. This massive market may flip to adult-use in 2025 and Hirsh walks us through how he sees the vote potentially happening and the factors determining if it gets to the 60% threshold. We close the conversation handicapping Pennsylvania and when this legislative process could approve adult-use sales and implications for the publicy-traded operators.

  continue reading

29 episoder

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