The Question: How to Play Cannabis Stocks Right Now? | TTB Powered by Dutchie
The Question: How to Play Cannabis Stocks Right Now? | TTB Powered by Dutchie
The latest episode of the TDR Trade to Black podcast presented by Dutchie asks the question every investor is focused on right now: how should you play cannabis stocks? With federal rescheduling potentially on the horizon and cannabis equities moving back into the spotlight, this episode delivers clear answers on the biggest catalysts and what they mean for both traders and long-term investors.
Hosts Shadd Dales and Anthony Varrell are joined by Tim Seymour from CNBC’s Fast Money, who explains why he called rescheduling a “game-changer.” Tim lays out how to position before and after a potential announcement, the role retail day traders could play when volumes spike, and which kinds of institutions might finally step in once regulatory barriers begin to ease. He also breaks down how he manages liquidity inside the actively managed CNBS ETF and what investors should be watching in the days ahead.
Plus, Margaret Brodie, CEO of Rubicon Organics (TSXV: ROMJ), provides a breakdown of her company’s latest earnings release. She outlines margin performance, product strategy, and how Rubicon is positioning itself for growth in a competitive Canadian market.
Finally, Michael Bronstein, President of the American Trade Association for Cannabis, highlights the key storylines in Pennsylvania’s adult-use push and the Texas State Senate’s debate on the recently passed HELP Act (Hemp Expansion & Legalization Proposal). Bronstein also points to the next moves likely to come out of the state senate that investors and industry watchers need to be paying close attention to.
0:00:00 Intro
0:01:44 Market Performance and Humor
0:02:30 Village Farms (VFF) Performance
0:03:17 ETF Holdings and Options Expiry
0:04:58 Cannabis Rescheduling News Coverage
0:06:04 Verano Lawsuit Discussion
0:07:40 Trump Administration and Cannabis Policy
0:08:32 Banking, Schedule 3, and Legislative Prospects
0:09:06 States 2.0 and Congressional Involvement
0:10:23 SAFE Banking Act and Political Timelines
0:12:15 Historical Context of Cannabis Policy Progress
Margaret Brodie Interview
0:13:38 Earnings Highlights and CEO Introduction
0:14:25 Opportunities in the Canadian and US Markets
0:16:48 Rubicon Organics’ Latest Quarterly Performance
0:18:24 Health Canada License and Expansion Plans
0:20:41 Quality and Consistency in the German Market
0:23:44 SKU Rationalization and Shelf Space in Canada
0:25:00 Consumer Trends and Product Innovation
0:28:28 Canada and International Opportunities
0:30:22 Premium Vapes and Market Positioning
0:33:43 Final Thoughts and Wrap-Up
0:39:01 Halt Bill and Public-Private Partnerships
Tim Seymour Interview
0:40:22 Institutional Investment and Industry Challenges
0:45:59 Active vs. Passive Investing in Cannabis
0:49:01 Interest Rates and Risk-On Environment
0:51:03 Rescheduling and Future Investment Strategies
0:52:23 Final Thoughts and Wrap-Up
Insider’s Edge Presented by ATACH
0:52:20 Texas Legislative Session and SB6
0:58:04 Pressure from the Hemp Industry and Legislative Dynamics
1:01:01 Political Pressure and Uncertainty in Texas
1:06:41 Pennsylvania Legislative Update and Budget Negotiations
1:11:11 Skill Gaming and Cannabis Revenue in PA
1:12:33 Stakeholder Engagement and Advocacy in PA
1:14:23 Federal Rescheduling and State Reactions
1:18:25 Pennsylvania’s Budget and Rainy Day Fund
1:19:42 Federal Protections and Regulatory Fragility
1:22:30 Final Thoughts and Wrap-Up
#CannabisInvesting #CNBSCNBS #RubiconOrganics #CannabisPolicy #CannabisStocks #MSO #DayTrading #ETF #Rescheduling
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Yea you missed the CGC expected meeting in September and R/S that they are seeking approval for!
I need to live in Mexico 🇲🇽 lol 😅
Gummy with Light beer gives a good buzzz
Thanks.
😎
Tim speaks the truth.
Great show 👏🏻👏🏻👏🏻
@27:30 when there was only the illegal market, the "smell" test was basically the number 1 quality control we had. that, and the "eyeball" test (how does it look). the thing you notice is that weed can smell very different and still be good, but freshness is universal. it can look very different, but you can detect problems visually that are at least LIKELY to make it lower quality. while the industry is advancing past the need for these things with more advanced and trusted scientific metrics, it’s still important. it’s a very human experience. and for old heads, it’s their cannabis "childhood" you’re replicating here.
some very good points by margaret
Golf is not a sport
Guys this is a one time enter to see a huge victory to all cannabis companies as well all their investors Banks Hedge Funds billionaires millionaires the whole globally🏥🎯 👈🏾👍🏽
My opinion is high tide is the play here. It has a foot in every new market that will open, and dont have the same problems that growers have.
Pickleball is awesome and great for people who are less mobile.
tRUMP IS NOT OBAMA SIGING BIDED
CBSTF to the moon, show some love❤😊😊😊
Reschedule to III gap up opening . Status quo expect gap down opening Period.
Orange man will deliver what sleepy Joe and the big pharma Democrats wouldn’t
México is aligned to légalize once US says so
GO CHASE A GOLF BALL ANTHONY
Pickle ball is not a real sport 🤣👏🏾👏🏾👏🏾. It’s very much the 4th place medal of games totally reflective of society today. Just learn how to play tennis people.
What’s up with the primidona Anothy
Will canopy be added to Msos after s3?
Yo it was me Scooby-Doo 420
The pickleballers will be out for blood after this one.
I cannot justify current valuation’s without schedule III reform.
TRUMP SAID HIMSELF WEEKS
TRUMP
Anthony my logical idea is S3 with Banking and on 2028 his biggest ink ✍️ promise to win 🥇 Legalization millions new votes 🗳️ coming to President Donald J Trump👈🏾👏👍🏽
Get rid of him